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Daniel Lewis Foote

State (joined: Nov. 2, 2017)

Ambassador, Zambia | Financial Disclosure »

See more financial disclosure details ⬇

Other Income/Assets

Description Value Income
U.S. Credit Union account (cash) $50,001 - $100,000 $201 - $1,000
Brokerage Account (DC)
Direxion Large Cap Bull 3X Share (SPXL) $1,001 - $15,000 None (or less than $201)
Roth IRA (F)
Direxion Large Cap Bull 3X Shares (SPXL) $15,001 - $50,000 None (or less than $201)
Adirondack Small Cap (ADKSX) $1,001 - $15,000 None (or less than $201)
Oakmark Intl Fund (OAKIX) $1,001 - $15,000 None (or less than $201)
Putnam Equity Spectrum Fund (PYSAX) $1,001 - $15,000 None (or less than $201)
Royce Global Financial Services Fund (RYFSX) $1,001 - $15,000 None (or less than $201)
Vanguard Index Trust Growth Fund Index Fund (VIGRX) $1,001 - $15,000 None (or less than $201)
Vanguard Index Trust Small-Cap Growth Fund (VISGX) $1,001 - $15,000 None (or less than $201)
TD Ameritrade Traditional IRA (S) $15,001 - $50,000 None (or less than $201)
SPDR S&P 500 ETF (SPY) $1,001 - $15,000 None (or less than $201)
Direxion Large Cap Bull 3X Shares (SPXL) None (or less than $1,001) None (or less than $201)
Artisan International Fund (ARTIX) $1,001 - $15,000 None (or less than $201)
Broadview Opportunity Fund (BVAOX) $1,001 - $15,000 None (or less than $201)
Homestead Small-Co Stock Fund (HSCSX) $1,001 - $15,000 None (or less than $201)
Oakmark Global Fund CL I (OAKGX) $1,001 - $15,000 None (or less than $201)
Oakmark Intl Fund CL I (OAKIX) $1,001 - $15,000 None (or less than $201)
Parnassus Core Equity Shares (PRBLX) $1,001 - $15,000 None (or less than $201)
SSGA S&P 500 Index Fund (SVSPX) $1,001 - $15,000 None (or less than $201)
T Rowe Price Pers Strat Growth Fund (TRSGX) $1,001 - $15,000 None (or less than $201)
Scout Mid-Cap Fund (UMBMX) $1,001 - $15,000 None (or less than $201)
Vanguard Dividend Growth Fund (VDIGX) $1,001 - $15,000 None (or less than $201)
American Funds College America 529
The Bond Fund of America (CFAAX) $50,001 - $100,000 None (or less than $201)
EuroPacific Growth Fund (CEUAX) $1,001 - $15,000 None (or less than $201)
The Growth Fund of America (CGFAX) $15,001 - $50,000 None (or less than $201)
Washington Mutual Investors Fund (CWMAX) $15,001 - $50,000 None (or less than $201)
American Balanced Fund (CLBAX) $15,001 - $50,000 None (or less than $201)

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Roundpoint Mortgage Servicing Corp (Refinanced in November, 2016. Previous loan, paid off in November, 2016, was with Quicken Loans.) Mortgage on Personal Residence $250,001 - $500,000 2.75 2016
Quicken Loans (Paid off in November, 2016.) Mortgage on Personal Residence $250,001 - $500,000 4.125 2015

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