Estimated Net Worth
  • estimated net worth
    $544 K - $1.4 M
Salary
  • 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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