# George W. Emerson > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29274 ## Record - **Judge:** George W. Emerson - **Year:** 2019 - **Pages:** 11 ## Text Investment Acct #1 (Charles Schwab & Co. Inc. - SEP-IRA) (H) Berkshire Hathaway Inc Del Cl B New (BRKB) — None Dodge & Cox Stock Fund (DODGX) — Dividend — Sold Fidelity Advisor Strategic Income (FSRIX) — Dividend — Sold Fidelity Advisor New Insights Fund Class 1 (FINSX) — Distribution — Sold Standard & Poors Depository Receipts (SPY) — Dividend — Sold Carmax Inc. Com (KMX) — None — Sold Fidelity Advisor Mid Cap II Fund (FIIMX) — Distribution — Sold Yum Brands Inc Com (YUM) — Dividend — Sold Pepsico Inc (PEP) — Dividend — Sold Wells Fargo & Co New Com (WFC) — Dividend — Sold Fedex Corp Com (FDX) — Dividend — Sold PGIM Short Term Corp Bond (PIFZX) *See Part VIII* — Dividend — Buy (add'l) PGIM Short Term Corp Bond (PIFZX) *See Part VIII* — Sold (part) PGIM Short Term Corp Bond (PIFZX) *See Part VIII* — Buy (add'l) Vanguard Index FDS Vanguard Value ETF (VTV) — Dividend — Sold Vanguard Index FDS Vanguard Growth ETF (VUG) — Dividend — Sold (part) Vanguard Index FDS Vanguard Growth ETF (VUG) — Buy (add'l) Schwab Govt Money Fund (SWGXX) — Dividend Oakmark Intl FD Class I (OAKIX) — Dividend Wisdomtree Smallcap Earnings ETF (EES) — Dividend — Sold Morgan Stanley Emerging Mkts Debt CF (MSD) — Dividend — Sold CVS Health Corp. (CVS) — Dividend — Sold Eaton Vance Global Macro Abs Ret I (EIGMX) — Dividend Baron Emrg Mkts FD Inst (BEXIX) — Dividend — Sold (part) IShares Core S&P Small-Cap ETF (IJR) — Dividend — Buy (add'l) IShares Core S&P Small-Cap ETF (IJR) — Buy (add'l) Cohen & Steers Real Estate Secs I (CSDIX) — Dividend — Sold DWS Enhanced CMDY Strat (SKIRX) — Dividend — Buy (add'l) DWS Enhanced CMDY Strat (SKIRX) — Buy (add'l) DWS Enhanced CMDY Strat (SKIRX) — Sold (part) DWS Enhanced CMDY Strat (SKIRX) — Sold Lord Abbett Floating (LFRIX) — Dividend Schwab Short-Term Bond Index Fund (SWSBX) — Dividend — Sold (part) Schwab Short-Term Bond Index Fund (SWSBX) — Buy (add'l) Schwab Short-Term Bond Index Fund (SWSBX) — Buy (add'l) Royce Intl Premier FD (RIPNX) — Dividend Templeton Global Income CF (GIM) — Dividend — Sold PIMCO INCM INST CL (PIMIX) — Dividend — Buy PIMCO INCM INST CL (PIMIX) — Buy (add'l) Carillon Scout Mid Cap (UMBMX) — Dividend — Buy Carillon Scout Mid Cap (UMBMX) — Distribution — Buy (add'l) Schwab US Large Cap Value ETF (SCHV) — Dividend — Buy Schwab US Large Cap Value ETF (SCHV) — Buy (add'l) Schwab US Large Cap Value ETF (SCHV) — Buy (add'l) Schwab US Large Cap Value ETF (SCHV) — Buy (add'l) Schwab US Large Cap Value ETF (SCHV) — Buy (add'l) Schwab US Large Cap Value ETF (SCHV) — Sold Goldman Sachs ACTVBT Intereqy ETF (GSIE) — Dividend — Buy Goldman Sachs ACTVBT Intereqy ETF (GSIE) — Buy (add'l) Templeton Emerging Market Income CF (TEI) — Dividend — Buy Templeton Emerging Market Income CF (TEI) — Sold Goldman Sachs ACTVBETA US Lrg ETF (GSLC) — Dividend — Buy Goldman Sachs ACTVBETA US Lrg ETF (GSLC) — Buy (add'l) Lord Abbett Short Dur Income FD CL I (LLDYX) — Dividend — Buy VanEck Vectors Morningstar Wide Moat ETF (MOAT) — Dividend — Buy VanEck Vectors Morningstar Wide Moat ETF (MOAT) — Buy (add'l) Nuance Concentrated Value Long Short Inst (NCLSX) — Dividend — Buy Schwab Short Term US Treasury ETF (SCHO) — Dividend — Buy Schwab Short Term US Treasury ETF (SCHO) — Buy (add'l) Schwab Short Term US Treasury ETF (SCHO) — Buy (add'l) TransAmerica Emrg Mkts Debt FD CL I (EMTIX) — Dividend — Buy TransAmerica Emrg Mkts Debt FD CL I (EMTIX) — Buy (add'l) Schwab Funda Emg Mkts Large Com ETF (FNDE) — None — Buy Schwab Fundamental US Large Co ETF (FNDX) — None — Buy Paragon Affinity Money Mkt Savings — Interest Investment Acct #2 (Charles Schwab & Co. Inc. - IRA Contributory) (H) Templeton Global Bond Fund Class A (TPINX) — Dividend — Buy (add'l) Schwab Govt Money Fund (SWGXX) — Dividend Lord Abbett Short Dur Income FD CL A (LALDX) — Dividend Carillon Scout Mid Cap FD I (UMBMX) — Dividend Lord Abbett Floating (LFRAX) — Dividend Schwab Fundamental US Large ETF IV (FNDX) — Dividend — Buy (add'l) Schwab US Large Cap Value ETF (SCHV) — Dividend — Sold Schwab US Large Cap Growth ETF (SCHG) — Dividend — Sold (part) Baron Emrg Mkts FD (BEXFX) — Dividend — Sold (part) Schwab Short Term Bond Index Fund (SWSBX) — Dividend Oakmark Intl Fund Ind (OAKIX) — Dividend Deutsche Enhanced CMDY STRAT INST (SKIRX) — Dividend — Sold Eaton Vance Global Macro Abs Ret A (EAGMX) — Dividend Cohen & Steers Real Estate Secs I (CSDIX) — Dividend — Sold Schwab Fundamental Intl Small Com ETF (FNDC) — Dividend Schwab International Equity ETF (SCHF) — Dividend — Sold PGIM Short Term Corp BD FD CL Z (PIFZX) — Dividend — Buy (add'l) Schwab Fundamental US Small Com ETF (FNDA) — Dividend — Sold Nuance Concentrated Value Long Short Inv (NCLIX) — Distribution — Buy Schwab Short Term US Treasury ETF (SCHO) — Dividend — Buy Schwab Funda Emg Mkts Large Com ETF (FNDE) — None — Buy IShares Core S&P Small Cap ETF (IJR) — Dividend — Buy VanEck Vectors Morningstar Wide Moat ETF (MOAT) — Dividend — Buy Goldman Sachs ACTVBT Intereqy ETF (GSIE) — Dividend — Buy Goldman Sachs ACTVBETA US Lrg ETF (GSLC) — Dividend — Buy Mass Mutual (401K) - MFS Lifetime 2040 R2 — Dividend Spouse's income — 2019 — Delta Materials Handling Spouse's income — 2019 — The Costa Company, LLC Part VII. Investments and Trusts - The individual assets of "Investment Acct #1 (Charles Schwab & Co. Inc. - SEP-IRA) (H)" are listed at lines 2 - 68. The assets in this account are separate from the assets listed under "Investment Acct #2 (Charles Schwab & Co. Inc.- IRA Contributory) (H)." - Paragon Affinity Money Mkt Savings was listed at line number 42 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 69, following the assets listed for Investment Acct #1. - The individual assets of "Investment Acct #2 (Charles Schwab & Co. Inc. - IRA Contributory) (H)" are listed at lines 71 - 96. - Mass Mutual (401K) - MFS Lifetime 2040 R2 was listed at line number 84 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 97, following the assets listed for Investment Acct #2. - Line #15: This asset was formerly known as Prudential Short-Term Bond. Part VII. Investments and Trusts The following assets did not generate income during the reporting period: - Line 2: Berkshire Hathaway Inc Del Cl B New (BRKB) - Line 9: Carmax Inc Com (KMX) - Line 67: Schwab Funda Emg Mkts Large Com ETF (FNDE) - Line 68: Schwab Fundamental US Large Co ETF (FNDX) - Line 92: Schwab Funda Emg Mkts Large Com ETF (FNDE) --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29274. Public record. Not legal advice.