Conflicts of Interest Disclosure : Securities, Mutual Funds, Investments
Scott Flax reported the following investments:
| Investment | Type | Value |
|---|---|---|
|
Apple Inc
(AAPL)
(Value $14,214.64. Possible dupe) |
Stock | $5,001 to $50,000 |
| Apple Inc (AAPL) | Stock | $5,001 to $50,000 |
| BNY Mellon Opp Midcap Value | Mutual Fund | $50,001 - $250,000 |
| Clearbridge Appreciation Fund Class A | Mutual Fund | $5,001 to $50,000 |
|
Delaware Emerging Markers Instl
(Value $2,955.58) |
Mutual Fund | $5,001 to $50,000 |
| DFA Emerging Markets Core Equity I | Mutual Fund | $50,001 - $250,000 |
|
DFA Emerging Markets Core Equity I
(Value $105,353 possible dupe) |
Mutual Fund | $50,001 - $250,000 |
|
DFA International Core Equity I
(Value $10,731) |
Mutual Fund | $5,001 to $50,000 |
|
DFA TA US Core Equity 2I
(Value $383,751) |
Mutual Fund | More than $250,000 |
|
DFA Tax-managed US Marketwide Value II
(Value $93,708) |
Mutual Fund | $50,001 - $250,000 |
| Goldman Sachs Technology Opp A | Mutual Fund | $50,001 - $250,000 |
| Invesco Int Bond A | Mutual Fund | $5,001 to $50,000 |
|
Invesco QQQ Trust
(Value $13,006) |
Mutual Fund | $5,001 to $50,000 |
| JPMorgan Mid Cap Growth R3 | Mutual Fund | $50,001 - $250,000 |
| Miller Value Partners Fund Class A | Mutual Fund | $5,001 to $50,000 |
| Royce Smaller Companies Growth Svc | Mutual Fund | $50,001 - $250,000 |
|
Schwab Fundamental Intl Large Co
(Value $135,201) |
Mutual Fund | $50,001 - $250,000 |
|
Schwab Fundamental Intl Small co
(Value $140,525) |
Mutual Fund | $50,001 - $250,000 |
|
SPDR Dow Jones ETF
(Value $8,102) |
Mutual Fund | $5,001 to $50,000 |
|
Vanguard Ftse All World Ex Us ETF
(Value $70,923) |
Mutual Fund | $50,001 - $250,000 |
| Vanguard Small Cap Index Fund | Mutual Fund | $50,001 - $250,000 |
|
Vanguard Small Cap Value
(Value $295,703) |
Mutual Fund | More than $250,000 |
| HGI Opportunity Fund XIV LP | Partnership Interest | $50,001 - $250,000 |
| Ridgewood Runaway LLC | Partnership Interest | $5,001 to $50,000 |
| Runaway Gardens Association LLC | Partnership Interest | $5,001 to $50,000 |