TY 2014 IRS 990 e-File Render
Name:
THE DONALD L SCHOELLERMAN
| Name of Stock |
End of Year Book Value |
End of Year Fair Market Value |
| EQUITIES |
|
|
| AQR EMRG DEFENSIVE EQTY |
44,644 |
44,644 |
| ASPIRIANT RISK MGD GLBL |
222,622 |
222,622 |
| COHEN & STEERS |
39,112 |
39,112 |
| DFA EMERGING MKTS CORE |
137,905 |
137,905 |
| DFA INTL CORE EQTY |
188,866 |
188,866 |
| DFA INTL SMALL CAP VALUE |
33,195 |
33,195 |
| DIAMOND HILL SMALL CAP |
24,514 |
24,514 |
| HARBOR CAP APPRECIATION |
55,162 |
55,162 |
| HARBOR INTERNATIONAL |
83,221 |
83,221 |
| WHV INTL EQTY FD CL I |
67,952 |
67,952 |
| GOLDMAN SACHS GR 0% PFD |
43,574 |
43,574 |
| ISHARES CORE US VALUE |
247,047 |
247,047 |
| SPDR DOW JONES INTL |
38,078 |
38,078 |
| UBS AG JERSEY 2040F |
123,830 |
123,830 |
| VANGUARD REIT |
9,801 |
9,801 |