Naava Ellenberg
Advisor
Estimated Net Worth
- $544 K - $1.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/13/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Avantis International Equity ETF (AVDE) | $50,001 - $100,000 | $1,001 - $2,500 | |
2 | Avantis US Small Cap Value ETF (AVUV) | $50,001 - $100,000 | $201 - $1,000 | |
3 | Emerging Markets Portfolio Institutional Class Shares (DFEMX) | $15,001 - $50,000 | $201 - $1,000 | |
4 | DFA International Value Portfolio Institutional Class Shares (DFIVX) | $15,001 - $50,000 | $1,001 - $2,500 | |
5 | US Large Cap Value Portfolio Institutional Class Shares (DFLVX) | $100,001 - $250,000 | $2,501 - $5,000 | |
6 | US Micro Cap Portfolio Institutional Class Shares (DFSCX) | $50,001 - $100,000 | $1,001 - $2,500 | |
7 | US Small Cap Value Portfolio Institutional Class Shares (DFSVX) | $1,001 - $15,000 | $201 - $1,000 | |
8 | US Large Company Portfolio Institutional Class Shares (DFUSX) | $100,001 - $250,000 | $5,001 - $15,000 | |
9 | DFA International Small Cap Value Portfolio Institutional Class Shares (DISVX) | $15,001 - $50,000 | $201 - $1,000 | |
10 | Avantis Responsible International Equity ETF (AVSD) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 15 | Per the filer, this is a new holding, but it was not purchased. When filer turned 25 in December 2023, an account with that holding came into my complete ownership; it had previously been in a custodial account controlled by my parents. |
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