53 assets, filed Aug 12, 2026 (FD Original).
ABERDEEN STNDRD PHYSCL
Exchange-traded fund · Joint
$1,001 - $15,000
American Century CA
Mutual fund · Joint
$250,001 - $500,000
Elk Grove Commerce Bank
Bank/brokerage account · Joint
$1,001 - $15,000
Energy Select Sector SPDR
Mutual fund · Joint
$15,001 - $50,000
FIDELITY MSCI COMM SRV
Exchange-traded fund · Joint
$15,001 - $50,000
Invesco FTSE RAFI US
Mutual fund · Joint
$15,001 - $50,000
Invesco MSCI EAFI Small
Mutual fund · Joint
$50,001 - $100,000
Invesco Variable Rate
Mutual fund · Joint
$15,001 - $50,000
Oppenheimer Global S
Mutual fund · Joint
$50,001 - $100,000
PGIM HIGH YIELD Z
Mutual fund · Joint
$15,001 - $50,000
REAL ESTATE SELECT SCTR
Exchange-traded fund · Joint
$1,001 - $15,000
Rental Property 32nd Street, Sacramento, CA
Real property · Joint
$500,001 - $1,000,000
Rental Property 36th Street, Sacramento, CA
Real property · Joint
$500,001 - $1,000,000
Rental Property 39th Street, Sacramento, CA
Real property · Joint
$500,001 - $1,000,000
Rental Property 43rd Street, Sacramento, CA
Real property · Joint
$500,001 - $1,000,000
Rental Property 4th St DC
Real property · Joint
$500,001 - $1,000,000
Rental Property Broadway, Sacramento, CA
Real property · Joint
$500,001 - $1,000,000
Rental Property P Street, Sacramento, CA
Real property · Joint
$1,000,001 - $5,000,000
Rental Property U Street, Sacramento CA
Real property · Joint
$500,001 - $1,000,000
Rental Property U Street, Sacramento, CA
Real property · Joint
$500,001 - $1,000,000
Rental Property V Street, Sacramento, CA
Real property · Joint
$500,001 - $1,000,000
SPDR Bloomberg Emerging MRKT
Mutual fund · Joint
$15,001 - $50,000
SPDR S&P 500 ETF
Exchange-traded fund · Joint
$50,001 - $100,000
Schwab Checking
Bank/brokerage account · Joint
$15,001 - $50,000
Schwab Fixed Income Fund
Mutual fund · Spouse
$100,001 - $250,000
Schwab Fundamental INL
Exchange-traded fund · Joint
$50,001 - $100,000
Schwab Government Money Fund
Mutual fund · Joint
$100,001 - $250,000
Schwab International
Exchange-traded fund · Joint
None
Schwab Muni Money Fund
Bank/brokerage account · Joint
$50,001 - $100,000
Schwab US Dividend
Exchange-traded fund · Joint
None
DIS
Shares (VAIPX) [MF] Walt Disney Company · Stock (public) · Joint
None
XLF
State Street Financial Select Sector SPDR ETF · Exchange-traded fund · Joint
$50,001 - $100,000
XLI
State Street Industrial Select Sector SPDR ETF · Exchange-traded fund · Joint
$1,001 - $15,000
XLU
State Street Utilities Select Sector SPDR ETF · Exchange-traded fund
$15,001 - $50,000
TPMG Conservative
Mutual fund · Spouse
$250,001 - $500,000
TPMG Mod- Account 2
Mutual fund · Spouse
$100,001 - $250,000
TPMG Moderate Account 1
Mutual fund · Spouse
$250,001 - $500,000
VANGUARD CA INTERM-TERM TRE
Mutual fund · Joint
$250,001 - $500,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · Joint
$15,001 - $50,000
VEU
Vanguard FTSE All World Ex US ETF · Exchange-traded fund · Joint
$15,001 - $50,000
VGK
Vanguard FTSEEuropean ETF · Exchange-traded fund · Joint
$15,001 - $50,000
Vanguard Health Care
Mutual fund · Joint
$1,001 - $15,000
Vanguard High Yeild Corp
Mutual fund · Joint
$15,001 - $50,000
Vanguard Inflation Protected Securities Fund Admiral
· Joint
$1,001 - $15,000
WASATCH ULTRA GROWTH INS
Mutual fund · Joint
None
Wells Fargo Checking
Bank/brokerage account · Joint
$15,001 - $50,000
Wells Fargo Savings
Bank/brokerage account · Joint
$15,001 - $50,000
[EF] iShares MSCI Growth
Exchange-traded fund · Joint
$50,001 - $100,000
iShares 500 S&P Growth
Exchange-traded fund · Joint
$100,001 - $250,000
iShares Core S&P Small Cap ETF-Account 1
Exchange-traded fund
$100,001 - $250,000
iShares MSCI Emerging Markets ex China ETF (EMXC)
· Joint
$15,001 - $50,000
iShares Nasdaq Biotechnology
Exchange-traded fund · Joint
$15,001 - $50,000
iShares TR MSCI EAFE
Exchange-traded fund · Joint
$15,001 - $50,000