35 assets, filed Aug 12, 2026 (FD Original).
American Funds College 2039 Fund Class 529-A
$250,000
AVEM
Avantis Emerging Markets Equity ETF · Exchange-traded fund · Charles Schwab Brokerage Account 2 JT
$1,001 - $15,000
AVEM
Avantis Emerging Markets Equity ETF · Exchange-traded fund · Spouse Retirement Account SP
$1,001 - $15,000
AVES
Avantis Emerging Markets Value ETF · Exchange-traded fund · Charles Schwab Brokerage Account 2 JT
$1,001 - $15,000
AVES
Avantis Emerging Markets Value ETF · Exchange-traded fund · Spouse Retirement Account SP
$15,001 - $50,000
AVDE
Avantis International Equity ETF · Exchange-traded fund · Charles Schwab Brokerage Account 2 JT
$1,001 - $15,000
AVDE
Avantis International Equity ETF · Exchange-traded fund · Spouse Retirement Account SP
$1,001 - $15,000
AVDV
Avantis International Small Cap Value ETF · Exchange-traded fund · Charles Schwab Brokerage Account 2 JT
$1,001 - $15,000
AVDV
Avantis International Small Cap Value ETF · Exchange-traded fund · Spouse Retirement Account SP
$1,001 - $15,000
AVRE
Avantis Real Estate ETF · Exchange-traded fund · Charles Schwab Brokerage Account 2 JT
$15,001 - $50,000
AVUS
Avantis U.S. Equity ETF · Exchange-traded fund · Charles Schwab Brokerage Account 2 JT
$15,001 - $50,000
AVUS
Avantis U.S. Equity ETF · Exchange-traded fund
$100,000
AVLV
Avantis U.S. Large Cap Value ETF · Exchange-traded fund · Charles Schwab Brokerage Account 2 JT
$1,001 - $15,000
AVLV
Avantis U.S. Large Cap Value ETF · Exchange-traded fund · Spouse Retirement Account SP
$15,001 - $50,000
AVUV
Avantis U.S. Small Cap Value ETF · Exchange-traded fund · Spouse Roth IRA SP
$1,001 - $15,000
BTE
Baytex Energy Corp Common Shares · Stock (public)
$5,000,000
CGUS
Capital Group Core Equity ETF · Exchange-traded fund · Spouse Roth IRA SP
$1,001 - $15,000
CGDV
Capital Group Dividend Value ETF · Exchange-traded fund · Spouse Roth IRA SP
$1,001 - $15,000
CGGE
Capital Group Global Equity ETF · Exchange-traded fund · Spouse Roth IRA SP
$1,001 - $15,000
CGGO
Capital Group Global Growth Equity ETF · Exchange-traded fund · Spouse Roth IRA SP
$15,001 - $50,000
CGGR
Capital Group Growth ETF · Exchange-traded fund · Spouse Roth IRA SP
$1 - $1,000
Cash
Bank/brokerage account · Child's Trust 1 DC
$15,001 - $50,000
CMPO
CompoSecure, Inc. - Class A Common Stock · Stock (public) · Child's Trust 1 DC
$1,001 - $15,000
CompoSecure, Inc. - Class A Common Stock (CMPO)
$250,000
CompoSecure, Inc. - Class A Common Stock (CMPO)
$500,000
Inland Student Housing Opportunity Fund
Other
$250,000
J Blaine LLC
Other liability · Spouse
$1,000,001 - $5,000,000
Mewbourne Oil Co. Investment
Other
$250,000
Real Estate Investment
Other
$250,000
RHLD
Resolute Holdings Management - Common Stock
$250,000
RHLD
Resolute Holdings Management - Common Stock · Stock (public) · Child's Trust 2 DC
None
RHLD
Resolute Holdings Management - Common Stock
$500,000
Truist Checking Account
Bank/brokerage account
$15,001 - $50,000
Truist Checking Account
Bank/brokerage account · Spouse
$15,001 - $50,000
Truist Savings Account
Bank/brokerage account
$15,001 - $50,000