Gregory J. Kelly
2018Annual
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What was filed
50
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- George C. Young American Inn of Court
- Employment - Orange County Public Schools
As filed
Rental Property #1, Orlando, FL (2004 $257.000) — Rent — Sold
Rental Property #2, Orlando, FL (2004 $260,000) — Rent
Investment Property #1, Orlando, FL (50% ownership) — None
Brokerage Account #1 (H)
Vanguard 500 Index Fund Admiral (VFIAX) — Int/Div
Vanguard Mid-Cap Index Fund Admiral (VIMAX) — Int/Div
Vanguard Selected Value Fund (VASVX) — Int/Div — Sold (part)
Vanguard Growth Index Fund Adm VIGAX) — Int/Div
Brokerage Account #2 (IRA) (H)
DFA Intemational Core Equ PTFL {DFIEX) — Int/Div
DFA US Large Cap Value 1 (DFLVX) — Int/Div
IShares Russell 2000 ETF (IWM) — Int/Div
Vanguard Emerging Markets Stock Index Admiral IVEMAX) — Int/Div
Vanguard Growth Index Fund Admiral (VIGAX) — Int/Div
Vanguard Mid-Cap Index Fund Admiral (VIMAX) — Int/Div
Brokerage Account #3 (403b) (H)
Vanguard Global Equity Fund (VHGEX) — Int/Div
Vanguard Growth Index Fund Admiral (VIGAX) — Int/Div
Vanguard 500 Index Fund Admiral (VFIAX) — Int/Div
Vanguard Mid-Cap Index Fund Admiral (VIMAX } — Int/Div
Brokerage Account #4 (IRA) (H)
Vanguard Emerging Markets Stock Index Admiral (VEMAX) — Int/Div
DFA Intemational Core Equ PTFL (DFIEX) — Int/Div
DFA Intl Sm! PTFL (DFISX) — Int/Div
DFA US Small Cap Value Port (DFSVX) — Int/Div
DFA US Large Cap Value (DFLVX) — Int/Div
Dodge & Cox Funds Stock Fd (DODGX) — Int/Div
Pimco Funds All Asset Fd Inst] (PAAIX) — Int/Div
Vanguard Small Cap Growth Index Admiral (VSGAX) — Int/Div
Vanguard Growth Index Admiral (VIGAX) — Int/Div
Bank Account - Central Florida Educators Credit Union — None
Brokerage Account £5 (403b) (H)
American Century Heritage (TWHIX) — Int/Div
Brokerage Account #6 (H)
American Century Heritage (TWHIX) — Int/Div
Brokerage Account #7 (Roth IRA) (H)
DFA Intemational Core Equ PTFL (DFIEX) — Int/Div
DFA Core Equity (DFEOX) — Int/Div
DFA Emerging Markets Core Equity 1 {DFCEX) — Int/Div
Brokerage Account #8 (H)
TD Ameritrade FDIC Insured Deposit Account — Interest
Brandes Intl Small Cap Equity (BISMX) — Int/Div
DFA Intemational Core Equ PTFL {DFIEX) — Int/Div
DFA US Small Cap Value Port (DFSVX) — Int/Div
Eaton Vance Atlanta Capital Smid Cap (FISMX) — Int/Div
John Hancock Disciplined Value (JVLIX) — Int/Div
Oppenheimer Dev Mkts CL Y (ODVYX) — Int/Div
Pimco Funds All Asset Fd Instl (PAAIX) — Int/Div
T Rowe Price Diversified Sm Cap Grwth (PRDSX) — Int/Div
Vanguard Growth Index Admiral (VIGAX) — Int/Div
Director, George C. Young American Inn of Court
Spouse's income — 2018 — Employment - Orange County Public Schools
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.