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Pull out the substance of this filing.

What was filed

  • 42

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Banco Popular de Puerto Rico account — None

LPL Financial Inherited IRA account (H)

LPL Financial insured cash account — Interest

JP Morgan US Gov't Money Market Fund — Dividend — Redeemed

AAPL common — Dividend

BND Vanguard Total Bond Market ETF — Dividend — Sold (part)

VWO Vanguard FTSE Emerg Markets ETF — Dividend — Buy (add'l)

VBK Vanguard Sm Cap Growth ETF — Dividend — Sold

VBR Vanguard Sm Cap Value ETF — Dividend — Sold

VUG Vanguard Growth ETF — Dividend — Sold (part)

VTV Vanguard Value ETF — Dividend — Buy (add'l)

VTV Vanguard Value ETF — Sold (part)

VOT Vanguard Mid Cap Growth ETF — Dividend — Sold

VOO Vanguard S&P 500 Index ETF — Dividend — Sold (part)

BIV Vanguard Intermediate Term Bond ETF — Dividend — Buy

BSV Vanguard Short Term Bond ETF — Dividend — Buy

GLDM World Gold Trust SPDR Gold Minishares Trust ETF — None — Buy

VGT Vanguard Information Technology ETF — Dividend — Buy

VTC Vanguard Total Corp Bond ETF — Dividend — Buy

VEA Vanguard FTSE Developed Mkts EFT — Dividend — Buy

LPL Financial Investment account (H)

LPL Financial Insured Cash Account — Interest

JP Morgan US Gov't Money Market Fund — Dividend — Redeemed (part)

JP Morgan US Gov't Money Market Fund — Redeemed (part)

AMZN common — None

CSCO common — Dividend — Sold

BND Vanguard Total Bond Market ETF — Dividend — Sold (part)

VBK Vanguard Sm Cap Growth ETF — Dividend — Sold

VBR Vanguard Sm Cap Value ETF — Dividend — Sold

VOO Vanguard S&P 500 Index ETF — Dividend — Sold (part)

VOT Vanguard Mid Cap Growth ETF — Dividend — Sold

VTV Vanguard Value ETF — Dividend — Buy (add'l)

VTV Vanguard Value ETF — Sold (part)

VUG Vanguard Growth ETF — Dividend — Sold (part)

VUG Vanguard Growth ETF — Buy (add'l)

VWO Vanguard FTSE Emerg Markets ETF — Dividend — Buy (add'l)

BIV Vanguard Intermediate Term Bond ETF — Dividend — Buy

BSV Vanguard Short Term Bond ETF — Dividend — Buy

GLDM World Gold Trust SPDR Gold Minishares Trust ETF — None — Buy

VGT Vanguard Information Technology ETF — Dividend — Buy

VTC Vanguard Total Corp Bond ETF — Dividend — Buy

VEA Vanguard FTSE Developed Mkts EFT — Dividend — Buy

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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Ruth Miller | Frix