47 assets, filed Aug 13, 2026 (FD Amendment).
Aggressive Growth Portfolio
529 plan holding · NY's 529 College Savings Plan DC #1 DC
$15,001 - $50,000
Aggressive Growth Portfolio
529 plan holding · NY's 529 College Savings Plan DC #2 DC
$15,001 - $50,000
Bond Market Index Portfolio
529 plan holding · NY's 529 College Savings Plan DC #1 DC
$15,001 - $50,000
Bond Market Index Portfolio
529 plan holding · NY's 529 College Savings Plan DC #2 DC
$15,001 - $50,000
Developed Markets Index Portfolio
529 plan holding · NY's 529 College Savings Plan DC #1 DC
$15,001 - $50,000
Developed Markets Index Portfolio
529 plan holding · NY's 529 College Savings Plan DC #2 DC
$15,001 - $50,000
Fidelity - Cash
Bank/brokerage account · Brokerage JT
$15,001 - $50,000
FBCG
Fidelity Blue Chip Growth ETF · Exchange-traded fund · Brokerage JT
$15,001 - $50,000
FBCG
Fidelity Blue Chip Growth ETF · Exchange-traded fund · UTMA DC #1
$1,001 - $15,000
FBCG
Fidelity Blue Chip Growth ETF · Exchange-traded fund · UTMA DC #2
$1,001 - $15,000
FBCG
Fidelity Blue Chip Growth ETF · Exchange-traded fund · UTMA DC #3
$1 - $1,000
FFLC
Fidelity Fundamental Large Cap Core ETF · Exchange-traded fund · Brokerage JT
$15,001 - $50,000
FFLC
Fidelity Fundamental Large Cap Core ETF · Exchange-traded fund · UTMA DC #1
$1,001 - $15,000
FFLC
Fidelity Fundamental Large Cap Core ETF · Exchange-traded fund · UTMA DC #2
$1,001 - $15,000
FFLG
Fidelity Fundamental Large Cap Growth ETF · Exchange-traded fund · Brokerage JT
$15,001 - $50,000
FFLG
Fidelity Fundamental Large Cap Growth ETF · Exchange-traded fund · UTMA DC #1
$1,001 - $15,000
FFLG
Fidelity Fundamental Large Cap Growth ETF · Exchange-traded fund · UTMA DC #2
$1,001 - $15,000
FFLG
Fidelity Fundamental Large Cap Growth ETF · Exchange-traded fund · UTMA DC #3
$1 - $1,000
SPAXX
Fidelity Government Money Market Fund · Mutual fund · Traditional IRA SP
$1,001 - $15,000
SPAXX
Fidelity Government Money Market Fund · Mutual fund · Traditional IRA
$1,001 - $15,000
FCOM
Fidelity MSCI Communication Services Index ETF · Exchange-traded fund · Brokerage JT
$15,001 - $50,000
FCOM
Fidelity MSCI Communication Services Index ETF · Exchange-traded fund · UTMA DC #1
$1,001 - $15,000
FCOM
Fidelity MSCI Communication Services Index ETF · Exchange-traded fund · UTMA DC #2
$1,001 - $15,000
FCOM
Fidelity MSCI Communication Services Index ETF · Exchange-traded fund · UTMA DC #3
$1 - $1,000
FSST
Fidelity Sustainable U.S. Equity ETF · Exchange-traded fund · UTMA DC #2
$1,001 - $15,000
FSST
Fidelity Sustainable U.S. Equity ETF · Exchange-traded fund · UTMA DC #3
$1 - $1,000
FSLR
First Solar, Inc. · Stock (public) · Brokerage JT
$15,001 - $50,000
CGW
Invesco S&P Global Water Index ETF · Exchange-traded fund · Brokerage JT
$1 - $1,000
TAN
Invesco Solar ETF · Exchange-traded fund · Brokerage JT
$1,001 - $15,000
Target Enrollment 2027
529 plan holding · NY's 529 College Savings Plan DC #3 DC
$15,001 - $50,000
Target Enrollment 2033
529 plan holding · NY's 529 College Savings Plan DC #3 DC
$15,001 - $50,000
Target Enrollment 2036
529 plan holding · Seattle University Employees Retirement Plan SP
$15,001 - $50,000
U.S. Banking Institution - Savings Account
Bank/brokerage account
$15,001 - $50,000
UC DOM EQ INDEX
Other
$100,000
UC Intl Equity Index
Other
$100,000
UC PATHWAY 2040
Other · The University of California 403(b) Plan
$15,001 - $50,000
UC Pathway 2040
Other
$250,000
UC SOCIAL EQUITY
Other · Traditional IRA
$1,001 - $15,000
UC Savings Fund
Other · The University of California 403(b) Plan
$15,001 - $50,000
Value Stock Index Portfolio
529 plan holding
$100,000
Value Stock Index Portfolio
529 plan holding
$100,000
VFORX
Vanguard Target Retirement 2040 Fund · Mutual fund · Brokerage JT
$1,001 - $15,000
VFORX
Vanguard Target Retirement 2040 Fund · Mutual fund · The University of California - UC DCP
$1,001 - $15,000
ZM
Zoom Video Communications, Inc. - Class A · Stock (public) · NY's 529 College Savings Plan DC #1 DC
$15,001 - $50,000
[DB] Sacramento home
Real property
$500,001 - $1,000,000
ICLN
iShares Global Clean Energy ETF · Exchange-traded fund · Brokerage JT
$1,001 - $15,000
ICLN
iShares Global Clean Energy ETF · Exchange-traded fund · Traditional IRA
$15,001 - $50,000