62 assets, filed May 11, 2026 (FD Original).
AMG Managers Special Equity
Mutual fund
$100,001 - $250,000
AMG Managers Special Equity
Mutual fund
$15,001 - $50,000
AMD
Advanced Micro Devices, Inc. · Stock (public) · Fidelity IRA 1 SP
$1,001 - $15,000
GOOG
Alphabet Inc. - Class C Capital Stock · Stock (public)
$100,000
AMAT
Applied Materials, Inc. · Stock (public) · Fidelity IRA 1 SP
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New · Stock (public)
$100,000
CLF
Cleveland-Cliffs Inc. · Stock (public) · Fidelity IRA 1 SP
$15,001 - $50,000
CRWD
CrowdStrike Holdings, Inc. - Class A · Stock (public) · Fidelity IRA 1 SP
$1,001 - $15,000
FSMDX
Fidelity Mid Cap Index Fund · Mutual fund · TTA 401a
$15,001 - $50,000
Fidelity Mid Cap Index fund
Mutual fund · TTA 457(b)
$15,001 - $50,000
Fidelity Money Market
Bank/brokerage account · Fidelity IRA 1 SP
$15,001 - $50,000
Fidelity Money Market
Bank/brokerage account · Fidelity IRA 2 SP
$15,001 - $50,000
Fidelity Money Market
Bank/brokerage account
$100,000
Fidelity Money Market
Bank/brokerage account
$100,000
Invesco Dynamic Leisure and Entertainment ETF
Exchange-traded fund · Fidelity Roth IRA SP
$15,001 - $50,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund
$100,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund · IAB Brokerage Account (IRA) SP
$15,001 - $50,000
RSP
Invesco S&P 500 Equal Weight ETF · Exchange-traded fund · IAB Brokerage Account (IRA) SP
$15,001 - $50,000
JPM
JP Morgan Chase & Co. · Stock (public) · Fidelity IRA 2 SP
$15,001 - $50,000
JLGMX
JPMorgan Large Cap Growth Fund R6 · Mutual fund · Fidelity Brokerage Account JT
$1 - $1,000
LRCX
Lam Research Corporation · Stock (public)
$100,000
XLB
Materials Select Sector SPDR · Exchange-traded fund · Fidelity IRA 2 SP
$1,001 - $15,000
MSFT
Microsoft Corporation · Stock (public) · Fidelity IRA 1 SP
$15,001 - $50,000
Money Market
Bank/brokerage account · IAB Brokerage Account (IRA) SP
$1,001 - $15,000
Mountain Rental
Real property · Spouse
$250,001 - $500,000
NC International Fund
Mutual fund
$100,000
NC Large Cap Core Fund
Mutual fund
$500,000
NC Large Cap Index Fund
Mutual fund
$250,000
NC Small Mid Cap Index Fund
Mutual fund
$250,000
NEO
NeoGenomics, Inc. · Stock (public) · IAB Brokerage Account (IRA) SP
$15,001 - $50,000
ORCL
Oracle Corporation · Stock (public) · Fidelity Roth IRA SP
$15,001 - $50,000
Primary Residence
Real property · Joint
$500,001 - $1,000,000
IRA
RS Growth Fund Class A · Mutual fund
$15,001 - $50,000
BETZ
Roundhill Sports Betting & iGaming ETF · Exchange-traded fund · Fidelity IRA 2 SP
$15,001 - $50,000
SPDR S&P 500
Exchange-traded fund
$250,000
SPY
SPDR S&P 500 · Exchange-traded fund · IAB Brokerage Account (IRA) SP
$15,001 - $50,000
KBE
SPDR S&P Bank ETF · Exchange-traded fund · Fidelity IRA 1 SP
$1,001 - $15,000
SPDR S&P Regional Banking ETF
Exchange-traded fund · Fidelity IRA 2 SP
$15,001 - $50,000
SPDR Select Sector Fund - Financial
Exchange-traded fund
$100,000
SPDR Select Sector Fund - Industrial
Exchange-traded fund
$100,000
SPDR Select Sector Fund - Technology
Exchange-traded fund
$100,000
XHB
SPDR Series Trust SPDR Homebuilders ETF · Exchange-traded fund · Fidelity IRA 2 SP
$15,001 - $50,000
SPYD
SPDR Series Trust SPDR Portfolio S&P 500 High Dividend ETF · Exchange-traded fund · State 401k
$1,001 - $15,000
SoFi Social 50 ETF
Exchange-traded fund · Fidelity Roth IRA SP
$1,001 - $15,000
State Employees Credit Union Accounts
Bank/brokerage account · Joint
$1,001 - $15,000
T Rowe Price LCG Fund I class
Mutual fund
$250,000
T Rowe Price LCG fund I class
Mutual fund · TTA 401a
$1,001 - $15,000
T Rowe Price Overseas Stock Fund I
Mutual fund · TTA 401a
$1 - $1,000
Unimproved Lot
Real property · Spouse
$50,001 - $100,000
Vacation Rental
Real property · Joint
$500,001 - $1,000,000
VanEck Semiconductor ETF
Exchange-traded fund
$100,000
Vanguard 500 Index Fund Admiral
Mutual fund
$100,001 - $250,000
Vanguard Growth Index Fund Admiral
Mutual fund · Spouse
$100,001 - $250,000
VTTHX
Vanguard Target Retirement 2035 Fund · Mutual fund
$250,000
Voya Fixed Account
Bank/brokerage account · TTA 457(b)
$15,001 - $50,000
IBB
iShares Biotechnology ETF · Exchange-traded fund
$100,000
IWF
iShares Russell 1000 Growth ETF · Exchange-traded fund · IAB Brokerage Account (IRA) SP
$15,001 - $50,000
IWD
iShares Russell 1000 Value ETF · Exchange-traded fund
$100,000
IWM
iShares Russell 2000 ETF · Exchange-traded fund · Fidelity IRA 2 SP
$15,001 - $50,000
IWM
iShares Russell 2000 ETF · Exchange-traded fund · IAB Brokerage Account (IRA) SP
$1,001 - $15,000
SOXX
iShares Semiconductor ETF · Exchange-traded fund · Fidelity IRA 2 SP
$15,001 - $50,000
ITB
iShares U.S. Home Construction ETF · Exchange-traded fund · Fidelity IRA 2 SP
$15,001 - $50,000