# George W. Emerson > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/19312 ## Record - **Judge:** George W. Emerson - **Year:** 2018 - **Report type:** Annual - **Pages:** 10 ## Text Investment Acct #1 (Charles Schwab & Co Ine. - SEP-IRA)Y (H) Berkshire Hathaway Inc Del C1 B New (BRKB) — None Dodge & Cox Stock Fund (DODGX) — Int/Div 4. — Distribution Fidelity Advisor Strategic Income (FSRIX) — Int/Div 6. — Distribution Fidelity Advisor New Insights Fund Class (FINSX) — istrnibution RB — Int/Div Standard & Poors Depository Receipts (SPY) — Int/Div Technology Select Sector SPDR ETF (XLK) — Int/Div — Sold Carmax Inc. Com (KMX) — None — Sold (part) Fidelity Advisor Mid Cap 11 Fund (FIIMX) — Distribution 13 — Int/Div Yum Brands Inc Com (YUM) — Int/Div Yum China Holdings {YYUMC) — Int/Div — Sold Blackrock Income Trust Inc (BKT) — Int/Div — Sold Pepsico Inc (PEP) — Int/Div — Sold (part) Wells Fargo & Co New Com (WFC) — Int/Div Fedex Corp Com (FDX) — Int/Div — Sold (part) Prudential Short-Term Bond (PIFZX) — Int/Div Vanguard Index FDS Vanguard Value ETF vTV) — Int/Div Vanguard Index FDS Vanguard Growth ETF (VUG) — Int/Div Schwab Govt Money Fund (SWGXX) — Int/Div Oakmark Intl FD Class 1 {OAKIX) — Int/Div — Buy (add'l) 2s — Distribution Cohen Steers Qual Income (ROI) — Int/Div — Sold Wisdomtree Smallcap Earnings ETF (EES) — Int/Div Morgan Stanley Emerging Mkts Debt CF (MSD) — Int/Div CVS Health Corp. (CVS) — Int/Div Eaton Vance Global Macro Abs Ret {EIGMX) — Int/Div — Sold (part) Deutsche Croc Intl FD Inst] (SUX) — None — Sold Baron Energy & Resources FD Inst (BENIX) — None — Sold Deutsche Global Infrastructure Inst {TOLIX) — Int/Div — Sold Baron Emrg Mkts FD lust (BEXIX) — Int/Div — Buy (add'l) IShares Core S&P Small-Cap ETF (LIR) — Int/Div Cohen & Steers Real Estate Secs 1 (CSDIX) — Int/Div — Buy DWS Enhanced CMDY Strat (SKIRX) — Int/Div — Buy Lord Abbett Floating (LFRIX) — Int/Div — Buy Schwab Short-Term Bond Index Fund (SWSBX) — Int/Div — Buy Rovee tnt] Premier FD (RIPNX) — Int/Div — Buy Templeton Global Income CF {(GIM) — Int/Div — Buy Paragon Affinity Money Mkt Savings — Interest Investment Acct #2 (Charles Schwab & Co Inc. « IRA Contributory) (H) Fidelity Advisor New Insights Fund Class (FINSX) — Distribution — Sold Templeton Global Bond Fund Class A ({TPINX) — Int/Div — Sold (part) Principal Midcap Fund Class A (PEMGX) — None — Sold Schwab Govt Money Fund (SWGXX) — Int/Div Deutsche Global Infrastructure (TOLSX) — Int/Div — Sold Deutsche Croc Intl FD CL S (SCINX) — None — Sold Lord Abbett Short Dur Income FD CL A (LALDX) — Int/Div — Buy (add'l) Lord Abbett Short Dur Income FD CL A (LALDX) — Sold (part) Canllon Scout Mid Cap FD (UMBMX) — Int/Div — Buy (add'l) 53 — Distribution T Rowe Price Glbl Real Estate Adv CL (PAGEX) — Int/Div — Sold T Rowe Price Eqty Incm FD Ady (PAFDX) — Int/Div — Sold American Century Small Co FD Iny (ASOQIX) — None — Sold (part) American Century Small Co FD Iny (ASOQIX) — Sold Lord Abbett Floating (LFRAX) — Int/Div — Sold (part) Virtus Seix High Yield 1 (SAMHX) — Int/Div — Sold Schwab Fundamental US Large ETF IV (FNDX) — Int/Div — Buy (add'l) Schwab Fundamental US Large ETF IV (FNDX) — Sold (part) Schwab US Aggregate Bond ETF (SCHZ) — Int/Div — Sold Schwab US Large Cap Value ETF (SCHV) — Int/Div — Buy (add'l) Schwab US Large Cap Value ETF (SCHV) — Sold (part) Schwab US Large Cap Growth ETF (SCHG)Y — Int/Div — Buy (add'l) Schwab US Large Cap Growth ETF (SCHG)Y — Sold (part) Baron Emrg Mkts FD {BEXFX) — Int/Div — Buy (add'l) Baron Emrg Mkts FD {BEXFX) — Buy (add'l) Schwab Short Term Bond Index Fund (SWSBX) — Int/Div — Buy Oakmark Intl Fund Ind (OAKIX) — Int/Div — Buy Oakmark Intl Fund Ind (OAKIX) — Distribution — Buy (add'l) Lord Abbett Income FD CLA (LAGVX) — Int/Div — Buy Lord Abbett Income FD CLA (LAGVX) — Sold Deutsche Enhanced CMDY STRAT INST (SKIRX) — Int/Div — Buy Deutsche Enhanced CMDY STRAT INST (SKIRX) — Buy (add'l) Eaton Vance Global Macro Abs Ret A (EAGMX) — Int/Div — Buy Cohen & Steers Real Estate Secs 1 (CSDIX) — Int/Div — Buy Schwab Fundamental Intl Small Com ETF (FNDC) — Int/Div — Buy Schwab Fundamental Intl Small Com ETF (FNDC) — Buy (add'l) Schwab Intemational Equity ETF (SCHF) — Int/Div — Buy Schwab Intemational Equity ETF (SCHF) — Buy (add'l) PGIM Short Term Corp BD FD CL Z (PIFZX) — Int/Div — Buy Schwab Fundamental US Small Com ETF (FNDA) — Int/Div — Buy Mass Mutual (401K) - MFS Lifetime 2040 RrR2 — Int/Div Spouse's income — 2018 — The Costa Company, LLC Part VII. Investments and Trusts NOTE: Earlier this year, new computers were issued to chambers staff. Inadvertently, some programs and files were not transferred from the old computer to the new computer, including the software program for the 2017 Financial Disclosure Report. This error was discovered when attempting to import the data from the 2017 report to the current report. By this time, unfortunately, the hard drive from the old computer had been wiped and the information was no longer recoverable. The information included in "Part VIL Investments and Trusts” of this report his been recreated from the hard copy of the 2017 report, and any edits or changes to assets, or to the sequence in which they are listed, are noted below. ~ The individual assets of "Investment Acct #1 (Charles Schwab & Co. Inc. - SEP-IRA) (H)" are listed at lines 2 - 41, The assets in this account are separate from the assets listed under "Investment Acct #2 (Charles Schwab & Co. Ing.- IRA Contributory) (H)." - Paragon Affinity Money Mkt Savings was listed at line number 26 on last year's report. Because this asset is a separate account and not an individual asset within Investment Acct #1, it is now listed at line number 42, following the assets listed for Investment Acct #1. - The individual assets of "Investment Acct #2 (Charles Schwab & Co. Ine. - IRA Contributory) (H)" arc listed at lines 44 - 83, - Line 45 - The ticker symbol for Templeton Global Bond Fund Class A changed from TPICZ to TPINX. ~ Mass Mutual (401K) - MFS Lifetime 2040 R2 was listed at line number 58 on last year's report, Because this asset is a separate account and not an individual asset within Investment Acct #2, it is now listed at line number 84, following the assets listed for Investment Acct #2, Part VIL Investments and Trusts The following assets did not generate income during the reporting period: - Line 2: Berkshire Hathaway Inc Del C1 B New (BRKB) «Line 11: Carmax Inc Com (KMX) - Line 31 Deutsche Croc: Intl FD (SUNIX) - Line 32: Baron Energy & Resources FD Ines (BENIX) - Line 46: Principal Midcap Fund Class A (PEMGX) - Line 49: Deutsche Croci Intl FD CL S (SCINX) - Line 56: American Century Small Co FD Inv (ASQIX) --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19312. Public record. Not legal advice.