10 assets, filed Aug 13, 2026 (FD Original).
AZ Portfolio 2033
529 plan holding · 529 SP
$1,001 - $15,000
BGRIX
Baron Growth Fund Inst Shs · Mutual fund
$100,000
BlackRock LifePath Index 2030
Mutual fund
$500,000
FTRNX
Fidelity Trend Fund · Mutual fund · ROTH IRA DC2 DC
$1,001 - $15,000
FGINX
Macquarie Growth and Income Fund A · Mutual fund
$100,000
PEQSX
Putnam Large Cap Value Fund Class R6 · Mutual fund
$100,000
Putnam VT Large Cap Growth
Other · IRA SP
$15,001 - $50,000
Putnam VT Large Cap Value
Other · ROTH IRA DC1 DC
$1,001 - $15,000
SFT CORE BOND C2
Mutual fund · INSURANCE SP
$15,001 - $50,000
SFT INDEX 500 C2
Mutual fund · IRA SP
$15,001 - $50,000