Annual financial disclosure for 2014, filed June 15, 2015. Includes 125 assets.
| Asset | Value |
|---|---|
Aviva Flexible Premium Adjustable Life | $50,001 - $100,000 |
Boulder Point Associates LTD St. Lawrence, NY, US | $15,001 - $50,000 |
CGP Interest Holdings LLC | $100,001 - $250,000 |
Esty & Associates 401(k) – Invesco Equally Weighted S&P 500 | $1,001 - $15,000 |
Esty & Associates 401(k) – Invesco Money Market Fund Class R | N/A |
Fidelity Blue Chip Growth FBGRX | $15,001 - $50,000 |
Fidelity Brokerage Joint Trust – Am Int'l Growth & Income Fund | $50,001 - $100,000 |
American New World Class F1 | $15,001 - $50,000 |
Fidelity Advisor High Income Adv CL 1 | $50,001 - $100,000 |
Fidelity Municipal Money Mkt Fund | $1,001 - $15,000 |
iShares 1-3 Yr Credit Bond ETF | $15,001 - $50,000 |
iShares TIPS Bond ETF | $15,001 - $50,000 |
iShares Trust iShares Core High Div ETF | $50,001 - $100,000 |
iShares Intl Div ETF | $15,001 - $50,000 |
JP Morgan US Lrg Cap Core Plus Fund | $100,001 - $250,000 |
| $100,001 - $250,000 |
Vanguard Bond Index ShortTerm Bond ETF | $15,001 - $50,000 |
Vanguard Index FDS Total Stock Market ETF | $50,001 - $100,000 |
Vanguard Index FDS VG MidCap Vipers | $15,001 - $50,000 |
Vanguard Index FDS VG Small Cap Vipers | $15,001 - $50,000 |
Vanguard Total Intl Stock Index Admiral (fka Signal) | $15,001 - $50,000 |
| $1,001 - $15,000 |
Gebhard Trust – Deco Products Ltd Partnership Decorah, IA, US | $15,001 - $50,000 |
Gebhard Trust – Government Obligations Fund | $15,001 - $50,000 |
Gebhard Trust – Vanguard Index Fund | $50,001 - $100,000 |
HE-4 Trust – Deco Products Co Ltd Partnership Decorah, IA, US | $15,001 - $50,000 |
HE-4 Trust – Government Obligations Fund | $15,001 - $50,000 |
HE-4 Trust – Vanguard Index FDS | $50,001 - $100,000 |
HE-8 Trust – Deco Products Ltd Partnership Decorah, IA, US | $50,001 - $100,000 |
HE-8 Trust – Government Obligations Fund | $15,001 - $50,000 |
HE-8 Trust – Vanguard Index Fund | $100,001 - $250,000 |
Jonathan C Esty Present Interest Trust | N/A |
Lincoln Choice Plus IRA – AB Small Cap Value | $1,001 - $15,000 |
Lincoln Choice Plus IRA – Alliance Bernstein Global Thematic | $1,001 - $15,000 |
Lincoln Choice Plus IRA – LVIP Am Growth | $1,001 - $15,000 |
LVIP American Int | $1,001 - $15,000 |
LVIP Del DV FL | $1,001 - $15,000 |
LVIP Global Inc | $15,001 - $50,000 |
LVIP Mon IT VA | $1,001 - $15,000 |
LVIP SSgA 500 | $1,001 - $15,000 |
Alliance Bernstein Global Thematic | $15,001 - $50,000 |
Alliance Bernstein S/M Cap Value | $15,001 - $50,000 |
LVIP American Growth | $15,001 - $50,000 |
LVIP American Int'l | $15,001 - $50,000 |
LVIP Del Devel Fund | $1,001 - $15,000 |
LVIP Global Inc | $15,001 - $50,000 |
LVIP Mon IT VA | $15,001 - $50,000 |
LVIP SSgA 500 | $15,001 - $50,000 |
Del Emerging Mkt | $1,001 - $15,000 |
Fidelity Contrafund | $15,001 - $50,000 |
LVIP Am Global Growth | $1,001 - $15,000 |
LVIP Am Global Small Cap | $1,001 - $15,000 |
LVIP Glbl Inc | $15,001 - $50,000 |
LVIP SSgA 500 | $15,001 - $50,000 |
LVIP SSgA Em M | $1,001 - $15,000 |
LVIP SSgA Small Cap | $1,001 - $15,000 |
LVIP TRP M C Gr | $1,001 - $15,000 |
Del Emerging Mkt | $1 - $1,000 |
Fidelity Contrafund | $1,001 - $15,000 |
LVIP Am Global Growth | $1 - $1,000 |
LVIP Am Global Small Cap | $1,001 - $15,000 |
LVIP Global Inc | $1,001 - $15,000 |
LVIP SSgA 500 | $1,001 - $15,000 |
LVIP SSgA Emerging Mkt | $1 - $1,000 |
LVIP SSgA Small Cap | $1 - $1,000 |
LVIP TRP MC Gr | $1,001 - $15,000 |
Fidelity Money Market | $1,001 - $15,000 |
Fidelity Tax Exempt Fund Daily Money Class | $15,001 - $50,000 |
Hines Global REIT | $50,001 - $100,000 |
Lincoln Moneyguard Reserve Universal Life | $100,001 - $250,000 |
Lincoln Moneyguard Reserve Universal Life | $50,001 - $100,000 |
AST Academic Strategies Asset Alloc | $100,001 - $250,000 |
AST Prudential Growth Allocation | $100,001 - $250,000 |
Schwab S&P 500 Index | $1,001 - $15,000 |
Schwab S&P 500 Index | $15,001 - $50,000 |
Deposit Account | $15,001 - $50,000 |
Schwab S&P 500 Index | $1,001 - $15,000 |
Schwab S&P 500 Index FD | $15,001 - $50,000 |
Harbor Cap Appreciation Instl | $50,001 - $100,000 |
| $1,001 - $15,000 |
Fidelity VIP Contrafund Part I | $1,001 - $15,000 |
Vanguard Inst Index Fund Inst PL | $1,001 - $15,000 |
Vanguard Target Retirement 2035 Fund | $1,001 - $15,000 |
Wells Fargo Adv Prm Lg Co Gwth FD | $1,001 - $15,000 |
Thomas H Esty Present Interest Trust | N/A |
CREF Equity Index | $250,001 - $500,000 |
CREF Global Equities | $250,001 - $500,000 |
CREF Growth | $100,001 - $250,000 |
CREF Stock | $250,001 - $500,000 |
Wells Fargo Bank Accounts JT | $250,001 - $500,000 |
Wells Fargo Bank Accounts DC1 | $1 - $1,000 |
Wells Fargo Bank Accounts DC2 | N/A |
Wells Fargo Bank Accounts EHE | $100,001 - $250,000 |
Wells Fargo Accounts ehe | $250,000 - $250,000 |
Vanguard Target Retirement 2025 | $50,001 - $100,000 |
Vanguard PRIME Cap Fund Admiral | $100,001 - $250,000 |
Vanguard Small Cap Value Index | $100,001 - $250,000 |
Esty & Associates 401(k) | N/A |
Fidelity Brokerage Joint Trust | N/A |
Gebhardt Trust | N/A |
HE-4 Trust | N/A |
HE-8 Trust | N/A |
Jonathan C Esty Present Interest Trust | N/A |
Lincoln Choice Plus IRA- acct end 63 | N/A |
Lincoln Choice Plus IRA acct end 66 | N/A |
Lincoln Choice Plus IRA Acct1 (Acct. end 81) | N/A |
Lincoln Choice Plus IRA Acct2 (Acct. end 65) | N/A |
Lincoln Joint Trust | N/A |
Lincoln Moneyguard Reserve Universal Life US | N/A |
Lincoln Moneyguard Reserve Universal Life US | N/A |
Prudential IRA Premier Retirement | N/A |
Schwab Contributory IRA | N/A |
Schwab IRA Contributory | N/A |
Schwab SEP IRA | N/A |
Schwab SEP IRA | N/A |
Sidley Austin Retirement (401(k)) | N/A |
State of CT 457 Plan | N/A |
Thomas H Esty Present Interest Trust | N/A |
TIAA-CREF YaleURAP-403(B) & IIE 403(B)(DC) | N/A |
Wells Fargo Bank Accounts US | N/A |
Wells Fargo Bank Accounts DC1 US | N/A |
Wells Fargo Bank Accounts DC2 US | N/A |
Wells Fargo Bank Accounts EHE US | N/A |
Yale 403(B)(7) | N/A |
Yale 457(B) Plan | N/A |