Gregory J. Kelly
2019
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What was filed
48
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- George C. Young American Inn of Court
- Citi - Costco Visa
- Employment -
As filed
Rental Property #1, Orlando, FL (2004 $260,000) — Rent
Rental Property #2, Orlando, FL (2017- 50% & 2019- 50%; $390,000)) — Rent — Buy (add'l)
Brokerage Account #1 (H)
Vanguard 500 Index Fund Admiral (VFIAX) — Dividend
Vanguard Mid-Cap Index Fund Admiral (VIMAX) — Dividend
Vanguard Selected Value Fund (VASVX) — Dividend — Sold (part)
Vanguard Growth Index Fund Adm (VIGAX) — Dividend
Brokerage Account #2 (IRA) (H)
DFA International Core Equ PTFL (DFIEX) — Dividend
DFA US Large Cap Value I (DFLVX) — Dividend
IShares Russell 2000 ETF (IWM) — Dividend
Vanguard Emerging Markets Stock Index Admiral (VEMAX) — Dividend
Vanguard Growth Index Fund Admiral (VIGAX) — Dividend
Vanguard Mid-Cap Index Fund Admiral (VIMAX) — Dividend
Brokerage Account #3 (403b) (H)
Vanguard Global Equity Fund (VHGEX) — Dividend
Vanguard Growth Index Fund Admiral (VIGAX ) — Dividend
Vanguard 500 Index Fund Admiral (VFIAX) — Dividend
Vanguard Mid-Cap Index Fund Admiral (VIMAX ) — Dividend
Brokerage Account #4 (IRA) (H)
Vanguard Emerging Markets Stock Index Admiral (VEMAX) — Dividend
DFA International Core Equ PTFL (DFIEX) — Dividend
DFA Intl Sml PTFL (DFISX) — Dividend
DFA US Small Cap Value Port (DFSVX) — Dividend
DFA US Large Cap Value I (DFLVX) — Dividend
Dodge & Cox Funds Stock Fd (DODGX) — Dividend
Pimco Funds All Asset Fd Instl (PAAIX) — Dividend
Vanguard Small Cap Growth Index Admiral (VSGAX) — Dividend
Vanguard Growth Index Admiral (VIGAX) — Dividend — Sold (part)
Brokerage Account #5 (403b) (H)
American Century Heritage (TWHIX) — Dividend
Brokerage Account #6 (H)
American Century Heritage (TWHIX) — Dividend
Brokerage Account #7 (Roth IRA) (H)
DFA International Core Equ PTFL (DFIEX) — Dividend
DFA Core Equity 1 (DFEOX) — Dividend
DFA Emerging Markets Core Equity 1 (DFCEX) — Dividend
Brokerage Account #8 (H)
TD Ameritrade FDIC Insured Deposit Account — Interest
Brandes Intl Small Cap Equity I (BISMX) — Dividend
DFA International Core Equ PTFL (DFIEX) — Dividend
DFA US Small Cap Value Port (DFSVX) — Dividend
Eaton Vance Atlanta Capital Smid Cap I (EISMX) — Dividend
John Hancock Disciplined Value I (JVLIX) — Dividend
Oppenheimer Dev Mkts CL Y (ODVYX) — Dividend
Pimco Funds All Asset Fd Instl (PAAIX) — Dividend
T Rowe Price Diversified Sm Cap Grwth (PRDSX) — Dividend
Vanguard Growth Index Admiral (VIGAX) — Dividend
Director, George C. Young American Inn of Court
Liability — Citi - Costco Visa — Revolving Charge Account
Spouse's income — 2019 — Employment -
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.