Jared Strauss
2020
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Pull out the substance of this filing.
What was filed
89
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Federal Bar Association, Broward Chapter
- Heiden & Heiden, PA (salary)
- Self-employed (optometrist)
As filed
INDIVIDUAL ASSETS (H)
BANK OF AMERICA (cash) — Interest
CAPITAL ONE BANK (cash) — Interest
TRUIST (cash) — Interest
ACCOUNT #1 (H)
DFA EMERGING MRKTS CORE EQU PORTF (DFCEX) — Dividend
DFA INTERNATIONAL LR CAP GR PORT INSTL (DILRX) — Dividend — Buy
DFA INTERNATIONAL SMALL COMPANY PORT (DFISX) — Dividend — Buy
DFA INTERNATIONAL VALUE PRTF INSTL (DFIVX) — Dividend — Buy
DFA INT'L SMALL CAP VALUE (DISVX) — None — Sold
DFA INTERNATIONAL CORE EQUITY (DFIEX) — None — Sold
DFA REAL ESTATE SEC PRTF INSTL (DFREX) — Dividend
DFA US LARGE CAP GROWTH PORT INSTL (DUSLX) — Dividend — Buy
DFA US SMALL CAP GROWTH PORT INSTL (DSCGX) — Dividend — Buy
DFA US LARGE CAP VALUE PRTF INSTL (DFLVX) — Dividend
DFA US LARGE COMPANY PORTFOLIO (DFUSX) — None — Sold
DFA US SMALL CAP PORTFOLIO INSTL CL (DFSTX) — None — Sold
DFA US TARGETED VALUE PRTF INSTL (DFFVX) — Dividend
DFA INTERM EXTENDED QUALITY PORT INSTL (DFTEX) — Dividend — Buy
DFA INVESTMENT GRADE PORTFOLIO INSTL (DFAPX) — Dividend
ACCOUNT #2 (H)
DFA EMERGING MRKTS CORE EQU PORTF (DFCEX) — Dividend
DFA INTERNATIONAL LR CAP GR PORT INSTL (DILRX) — Dividend — Buy
DFA INTERNATIONAL SMALL COMPANY PORT (DFISX) — Dividend — Buy
DFA INTERNATIONAL VALUE PRTF INSTL (DFIVX) — Dividend — Buy
DFA INT'L SMALL CAP VALUE (DISVX) — None — Sold
DFA INTERNATIONAL CORE EQUITY (DFIEX) — None — Sold
DFA REAL ESTATE SEC PRTF INSTL (DFREX) — Dividend
DFA US LARGE CAP GROWTH PORT INSTL (DUSLX) — Dividend — Buy
DFA US SMALL CAP GROWTH PORT INSTL (DSCGX) — Dividend — Buy
DFA US LARGE CAP VALUE PRTF INSTL (DFLVX) — Dividend
DFA US LARGE COMPANY PORTFOLIO (DFUSX) — None — Sold
DFA US SMALL CAP PORTFOLIO INSTL CL (DFSTX) — None — Sold
DFA US TARGETED VALUE PRTF INSTL (DFFVX) — Dividend
DFA INTERM EXTENDED QUALITY PORT INSTL (DFTEX) — Dividend — Buy
DFA INVESTMENT GRADE PORTFOLIO INSTL (DFAPX) — Dividend
ACCOUNT #3 (H)
DFA EMERGING MRKTS CORE EQU PORTF (DFCEX) — Dividend
DFA INTERNATIONAL LR CAP GR PORT INSTL (DILRX) — Dividend — Buy
DFA INTERNATIONAL SMALL COMPANY PORT (DFISX) — Dividend — Buy
DFA INTERNATIONAL VALUE PRTF INSTL (DFIVX) — Dividend — Buy
DFA INT'L SMALL CAP VALUE (DISVX) — None — Sold
DFA INTERNATIONAL CORE EQUITY (DFIEX) — None — Sold
DFA REAL ESTATE SEC PRTF INSTL (DFREX) — Dividend
DFA US LARGE CAP GROWTH PORT INSTL (DUSLX) — Dividend — Buy
DFA US SMALL CAP GROWTH PORT INSTL (DSCGX) — Dividend — Buy
DFA US LARGE CAP VALUE PRTF INSTL (DFLVX) — Dividend
DFA US LARGE COMPANY PORTFOLIO (DFUSX) — None — Sold
DFA US SMALL CAP PORTFOLIO INSTL CL (DFSTX) — None — Sold
DFA US TARGETED VALUE PRTF INSTL (DFFVX) — Dividend
DFA INTERM EXTENDED QUALITY PORT INSTL (DFTEX) (Y)
DFA INVESTMENT GRADE PORTFOLIO INSTL (DFAPX) — Dividend
ACCOUNT #4 (H)
FIDELITY FREEDOM 2050 (FFFHX) (cash) — Dividend
ACCOUNT #5 (H)
FIDELITY PURITAN (FPURX) — Dividend
ACCOUNT #6 (H)
SILA REALTY TRUST CL A — None
ACCOUNT #7 (H)
AVANTAX STANDARD DEPOSIT ACCOUNT (QHDSQ) (cash) — Interest
DFA COMMODITY STRATEGY PORT INSTL (DCMSX) — None — Sold
DFA EMERGING MRKTS CORE EQU PORTF (DFCEX) — Dividend
DFA INTERNATIONAL LR CAP GR PORT INSTL (DILRX) — Dividend — Buy
DFA INTERNATIONAL SMALL COMPANY PORT (DFISX) — Dividend — Buy
DFA INTERNATIONAL VALUE PRTF INSTL (DFIVX) — Dividend — Buy
DFA INT'L SMALL CAP VALUE (DISVX) — None — Sold
DFA INTERNATIONAL CORE EQUITY (DFIEX) — None — Sold
DFA REAL ESTATE SEC PRTF INSTL (DFREX) — Dividend — Buy (add'l)
DFA US LARGE CAP GROWTH PORT INSTL (DUSLX) — Dividend — Buy
DFA US SMALL CAP GROWTH PORT INSTL (DSCGX) — Dividend — Buy
DFA US LARGE CAP VALUE PRTF INSTL (DFLVX) — Dividend — Buy
DFA US LARGE COMPANY PORTFOLIO (DFUSX) — None — Sold
DFA US SMALL CAP PORTFOLIO INSTL CL (DFSTX) — None — Sold
DFA US TARGETED VALUE PRTF INSTL (DFFVX) — Dividend
DFA INTERM EXTENDED QUALITY PORT INSTL (DFTEX) — Dividend — Buy
DFA INVESTMENT GRADE PORTFOLIO INSTL (DFAPX) — Dividend — Buy (add'l)
ACCOUNT #8 (H)
NH PORTFOLIO 2030 (FIDELITY INDEX) — None — Buy (add'l)
ACCOUNT #9 (H)
NH PORTFOLIO 2030 (FIDELITY INDEX) — None — Buy (add'l)
ACCOUNT #10 (H)
LEGG MASON SCHOLARS CHOICE529 AGE BASED 7-9 C — None
ACCOUNT #11 (H)
LEGG MASON SCHOLARS CHOICE529 AGE BASED 10-12 C — None
ACCOUNT #12 (H)
THE WALT DISNEY COMPANY — Dividend
ACCOUNT #13 (H)
FS KKR CAPITAL CORP II (FSKR) — None
FS KKR CAPITAL CORP (FSK) (X) — None
Board of Directors, Federal Bar Association, Broward Chapter
Spouse's income — 2020 — Heiden & Heiden, PA (salary)
Spouse's income — 2020 — Self-employed (optometrist)
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
Part VII, SILA REALTY TRUST CL A was CARTER VALIDUS MC REIT II CL A.
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.