68 assets, filed Aug 13, 2026 (FD Original).
AMERICA NEW PERSPECTIVE CLASS A
Mutual fund · Fidelity Roth IRA SP
$1,001 - $15,000
AMERICAN CAPITAL INCOME BUILDER CL A
Mutual fund · Fidelity Roth IRA SP
$1,001 - $15,000
AMERICAN GROWTH FUND OF AMERICA CLASS A
Mutual fund · Fidelity Roth IRA SP
$1,001 - $15,000
AMERICAN INVESTMENT CO OF AMERICA
Mutual fund · Fidelity Roth IRA SP
$1,001 - $15,000
AMERICAN WASHNTN MUTUAL INVESTRS CL A
Mutual fund · Fidelity Roth IRA SP
$1 - $1,000
T
AT&T Inc. · Stock (public) · Fidelity UTMA Account DC
$1,001 - $15,000
GOOGL
Alphabet Inc. - Class A · Stock (public)
$1,000,000
AMZN
Amazon.com, Inc. · Stock (public)
$250,000
AEPGX
American Funds EuroPacific Growth A · Mutual fund · Fidelity Roth IRA SP
$1,001 - $15,000
AAPL
Apple Inc. · Stock (public)
$500,000
BankTennessee Accounts
Bank/brokerage account · Joint
$1,001 - $15,000
BankTennessee Checking Account #1
Bank/brokerage account · DC
$15,001 - $50,000
BankTennessee Checking Account #2
Bank/brokerage account · DC
$1,001 - $15,000
BankTennessee Savings Account #1
Bank/brokerage account · DC
$1,001 - $15,000
BankTennessee Savings Account #2
Bank/brokerage account · DC
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New · Stock (public) · Fidelity UTMA Account DC
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New · Stock (public) · Fidelity UTMA Account (2) DC
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New Common Stock · Stock (public) · Schwab UTMA (2) DC
$1,001 - $15,000
COST
Costco Wholesale Corporation · Stock (public)
$100,000
FID STOCK SELECTOR LARGE CAP VALUE FD
Mutual fund · Fidelity Traditional IRA SP
$1,001 - $15,000
FIDELITY ADVISOR DIVERSIFIED INTL A
Mutual fund · Fidelity Traditional IRA SP
$15,001 - $50,000
FIDELITY GOVERNMENT CASH RESERVES
Bank/brokerage account · Fidelity Roth IRA SP
$1,001 - $15,000
FIDELITY NEW MILLENNIUM
Mutual fund · Fidelity Traditional IRA SP
$1,001 - $15,000
FIDELITY OVERSEAS
Mutual fund · Fidelity Traditional IRA SP
$1,001 - $15,000
FIDELITY SELECT HEALTH CARE
Mutual fund · Fidelity Traditional IRA SP
$1,001 - $15,000
FIDELITY SELECT TRANSPORT
Mutual fund · Fidelity Traditional IRA SP
$1,001 - $15,000
FDX
FedEx Corporation · Stock (public) · Fidelity UTMA Account DC
$1,001 - $15,000
FDX
FedEx Corporation · Stock (public) · Fidelity UTMA Account (2) DC
$1,001 - $15,000
Fidelity Government Cash
Bank/brokerage account · Fidelity Traditional IRA SP
$15,001 - $50,000
SPAXX
Fidelity Government Money Market · Bank/brokerage account · Fidelity UTMA Account (2) DC
$1,001 - $15,000
First Horizon Accounts
Bank/brokerage account · Joint
$1,001 - $15,000
VDIGX
Fund · Mutual fund · Fidelity Retail Account JT
$15,001 - $50,000
VDIGX
Fund · Mutual fund · Fidelity UTMA Account (2) DC
$1,001 - $15,000
VDIGX
Fund · Mutual fund · Kustoff Family Trust
$1,001 - $15,000
GE
GE Aerospace Common Stock · Stock (public) · Fidelity UTMA Account DC
$1,001 - $15,000
GE
GE Aerospace Common Stock · Stock (public) · Fidelity UTMA Account (2) DC
$1,001 - $15,000
GEV
GE Vernova Inc. Common Stock · Stock (public) · Fidelity UTMA Account DC
$1,001 - $15,000
GEV
GE Vernova Inc. Common Stock · Stock (public) · Fidelity UTMA Account (2) DC
$1,001 - $15,000
HD
Home Depot, Inc. · Stock (public)
$100,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund
$100,000
JNJ
Johnson & Johnson · Stock (public)
$100,000
KUSA LLC, 50% Interest
Other
$1 - $1,000
Mass Mutual Whole Life
WU
$15,001 - $50,000
Mass Mutual Whole Life 2
WU
$15,001 - $50,000
Mass Mutual Whole Life 3
WU
$15,001 - $50,000
Mass Mutual Whole Life 4
WU
$1,001 - $15,000
MassMutual 2
WU
$1,000,000
MSFT
Microsoft Corporation · Stock (public)
$500,000
NH College Portfolio (Fidelity Index)
529 plan holding
$250,000
NH FIDELITY 500 INDEX
529 plan holding
$250,000
NH FIDELITY 500 INDEX
529 plan holding
$500,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public)
$100,000
NFLX
Netflix, Inc. · Stock (public)
$500,000
NEE
NextEra Energy, Inc. · Stock (public)
$250,000
GLDM
SPDR Gold MiniShares Trust · Exchange-traded fund · Fidelity SEP-IRA
$15,001 - $50,000
SPY
State Street SPDR S&P 500 ETF Trust · Exchange-traded fund
$100,000
Tennessee Consolidated Retirement System
DB · Spouse
$50,001 - $100,000
Truist Deposit IRA
Bank/brokerage account · Fidelity SEP-IRA
$15,001 - $50,000
VANGUARD INDEX FDS MID CAP
Exchange-traded fund · Fidelity Traditional IRA SP
$15,001 - $50,000
Vanguard 500 Index Fund Admiral
Mutual fund
$500,000
VFH
Vanguard Financials ETF · Exchange-traded fund · Fidelity SEP-IRA
$15,001 - $50,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund · Fidelity SEP-IRA
$1,001 - $15,000
Vanguard Instl Trgt Retire 2040 Instl
Mutual fund
$250,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund · Fidelity Traditional IRA SP
$1,001 - $15,000
PNBAX
Virtus NFJ Large Cap Value Fund Class A · Mutual fund · Fidelity UTMA Account DC
$1 - $1,000
DIS
Walt Disney Company · Stock (public) · Fidelity Retail Account JT
$1,001 - $15,000
Wells Fargo Deposit
Bank/brokerage account · Fidelity Traditional IRA SP
$1,001 - $15,000