Victoria A. Roberts

2019

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Pull out the substance of this filing.

What was filed

  • 69

    investments

  • 10

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 6

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Cervi Investments, LLC
  • State Bar of Michigan Foundation
  • Simone Road LLC
  • Palmer Road LLC
  • Judy Circle LLC
  • Fairview Dr. LLC
  • Dover Road LLC
  • Dearborn Heights Property LLC
  • Ann Arbor Trail LLC
  • Wayne Enterprises Associates, LLC
  • Mitten Mates, LLC
  • Federal Judicial Center
  • Department of Justice
  • Patent & Trademark Office
  • U.S. Sentencing Commission
  • Bar Group or Association

As filed

Simone Road LLC, Wayne County MI — Rent

Judy Circle LLC, Wayne County MI — Rent

Fairview Drive LLC, Wayne County MI — Rent

Dover Road LLC , Wayne County MI — Rent

Dearborn Heights Property LLC, Wayne County MI — Rent

Palmer Road LLC, Wayne County MI — Rent

Knolson Road, LLC, Wayne County MI — Rent — Sold — Cervi Investments, LLC

Ann Arbor Trail Assoc. LLC, Wayne County MI — Rent

Wayne Enterprises Associates LLC, Wayne County MI — Rent

Mitten Mates LLC, Wayne County MI — Distribution — Buy

Daimler AG - Common Stock — Dividend

JP Morgan Chase - Checking — Interest

JP Morgan Chase - Savings — Interest

Charles Schwab:

Charles Schwab Deposit Account — Dividend

Lear Corporation — Dividend — Sold

Invesco S&P Low Volatility Portfolio — Dividend

DWS Enhanced Cmdy — Dividend

Vanguard Intl Explorer — Dividend — Sold

Invesco Optimum Yield — Dividend — Buy (add'l)

Ishares Core S&P Small — Dividend — Buy (add'l)

SPDR Index Shares Emerg — Dividend — Buy (add'l)

PGIM High Yield Fund Z — Dividend — Buy (add'l)

Pimco Incm Inst Cl — Dividend — Buy (add'l)

Vanguard Intl Growth Fd — Dividend

Wasatch Core Growth — Dividend

Ishares Core Dividend — Dividend — Buy

Ishares International — Dividend — Buy

Schwab US Dividend — Dividend — Buy

SPDR Nuveen Blmbrg — Dividend — Buy

Vanguard Health Care — Dividend — Buy

Blackrock National Muni — Dividend — Buy

Grandeur Peak Intl — Dividend — Buy

Charles Schwab IRA:

First Eagle Global Fund — Dividend

Invesco Oppenheimer Developing Markets Fund Class Y — Dividend

Vanguard Interm Term Bond — Dividend — Sold (part)

Invesco S&P 500 Equal Weight — Dividend

Ishares Trust MSCI EAFE Small Cap ETF — Dividend — Buy (add'l)

Vaneck Vectors Biotech — Dividend

Vanguared Growth — Dividend

Charles Schwab Deposit Account — Int./Div.

IShares JPMorgan USD Emg Mkts B ETF — Dividend

Janus Henderson High Yield — Dividend — Sold

Invesco FTSE RAFI Dvlp Mkts ETF — Dividend

IShares Core S&P Small Cap ETF — Dividend — Buy (add'l)

Invesco Variable Rate PRF ETF — Dividend

Schwab Emgerging Mkts — Dividend

SPDR S&P 600 Small Cap — Dividend

Vanguard Financials ETF — Dividend — Sold

Wisdomtree US Small Cap — Dividend

Fidelity New Mkts Income — Dividend — Sold

Vanguard High Yield Corp — Dividend

Vanguard Inflation — Dividend

FMI Intl Fund — Dividend

Matthews Asia Dividend — Dividend — Sold

Ishares Asia 50 ETF — Dividend

Schwab Funda Emg Mkts — Dividend

Vanguard FTSE Develeoped Mkts — Dividend — Buy (add'l)

Vangurard Global EX US Real Estate — Dividend

PGIM High YIeld Fund Z — Dividend

PGIM Total Return Bond Z — Dividend

USAA Income Fund Inst — Dividend

Virtus SEIX Float Rate High Income — Dividend — Sold

Primecap Odyssey Stock — Dividend

Vanguard Equity Income Fd — Dividend

Vanguard Intl Explorer — Dividend — Sold

Vanguard Emerging MKT — Dividend — Buy

Wisdomtree Int'l Small Cap — Dividend — Buy

Trustee, State Bar of Michigan Foundation

Member, Simone Road LLC

Member, Palmer Road LLC

Member, Judy Circle LLC

Member, Fairview Dr. LLC

Member, Dover Road LLC

Member, Dearborn Heights Property LLC

Member, Ann Arbor Trail LLC

Member, Wayne Enterprises Associates, LLC

Member, Mitten Mates, LLC

Reimbursement — Federal Judicial Center — 03/13/19 TO 03/16/19 — Malibu, CA — FJC educational seminar or program — Food, Lodging, Airfare, Shuttle and Tips

Reimbursement — Department of Justice — 03/19/19 to 03/31/19 — Kathmandu, Nepal — Meeting or seminar with another government entity — Food, Lodging, Airfare, Taxi and Tips

Reimbursement — Patent & Trademark Office — 04/21/19 to 04/28/19 — Gabarone, Botswana — Meeting or seminar with another government entity — Food, Lodging, Airfare, Taxi and Tips

Reimbursement — U.S. Sentencing Commission — 06/26/19 to 06/28/19 — Chicago, IL — Meeting sponsored by the AO, FJC, USSC or JPMDL — Food, Lodging, Taxi and Tips

Reimbursement — Federal Judicial Center — 10/14/19 to 10/17/19 — Lake Tahoe, NV — FJC educational seminar or program — Food, Lodging, Airfare, Shuttle and Tips

Reimbursement — Bar Group or Association — 11/14/19 to 11/17/19 — Washington, DC — Activity of professional association or civic organization — Food, Lodging, Transportation and Tips

Certian investments reported on VII. Investmetns & Trusts had name changes between the 2018 and 2019 reports.

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.

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Victoria A. Roberts | Frix