44 assets, filed Aug 13, 2026 (FD Amendment).
AMZN
Amazon.com, Inc. · Stock (public) · E*Trade Brokerage 1
$1,001 - $15,000
AXP
American Express Company · Stock (public) · E*Trade Brokerage 1
$1,001 - $15,000
RDGTX
American Fds 2040 Target Date Retirement Fd Cl R4 · Mutual fund · The Tran Firm, Inc. 401(k) (Principal)
$15,001 - $50,000
AAPL
Apple Inc. · Stock (public) · E*Trade Brokerage 1
$1,001 - $15,000
AAPL
Apple Inc. · Stock (public) · E*Trade Brokerage 2 SP
$1,001 - $15,000
Bank of America bank account
Bank/brokerage account · Spouse
$15,001 - $50,000
Bitcoin Crypto
Cryptocurrency · Binance cryptocurrency wallet
$1,001 - $15,000
Bitcoin Crypto
Cryptocurrency · Coinbase cryptocurrency wallet
$15,001 - $50,000
Bitcoin Crypto
Cryptocurrency · Victory Capital 529 Education Savings Plan - DC1 DC
$1,001 - $15,000
LIHIX
BlackRock LifePath Index 2045 Port Insti Cl · Mutual fund · Nguyen Win, Inc. 401(k) - John Hancock SP
$1,001 - $15,000
CVS
CVS Health Corporation · Stock (public) · E*Trade Brokerage 2 SP
$1 - $1,000
Chase bank account
Bank/brokerage account
$15,001 - $50,000
DFUSX
DFA US Large Company Portfolio (DFUSX) [MF] Nguyen Win, Inc. Cash Balance Plan - John Hancock · Spouse
$15,001 - $50,000
Ethereum Crypto
Cryptocurrency · Binance cryptocurrency wallet
$1,001 - $15,000
Ethereum Crypto
Cryptocurrency · E*Trade Brokerage 1
$1,001 - $15,000
Harbor ETF Trust Harbor Long-Term Growers ETF
$100,000
SMDRX
Hartford Schroders US MidCap Opportunities Fund Class SDR (SMDRX) [MF] Nguyen Win, Inc. Cash Balance Plan - John Hancock · Spouse
$15,001 - $50,000
HEI
Heico Corporation · Stock (public) · E*Trade Brokerage 1
$1,001 - $15,000
JSGTX
JHF III U.S. Growth Fund Class R6 · Mutual fund · Nguyen Win, Inc. 401(k) - John Hancock SP
$15,001 - $50,000
JSNWX
John Hancock Income Fund Class R6 (JSNWX) [MF] Nguyen Win, Inc. Cash Balance Plan - John Hancock · Spouse
$15,001 - $50,000
JFIVX
John Hancock Variable Insurance Trust 500 Index Trust Series 1 · Mutual fund · Nguyen Win, Inc. 401(k) - John Hancock SP
$1,001 - $15,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public) · E*Trade Brokerage 1
$1,001 - $15,000
Nguyen Win, Inc.
Other liability · Joint
$1,000,001 - $5,000,000
COWZ
Pacer US Cash Cows 100 ETF · Exchange-traded fund
$100,000
CALF
Pacer US Small Cap Cash Cows 100 ETF · Exchange-traded fund · LPL Financial Rollover IRA SP
$1,001 - $15,000
Pacific Life (fixed annuity)
FN
$50,001 - $100,000
PLFIX
Principal Fds, Inc. LargeCap S&P 500 Idx Fd Instl Cl · Mutual fund · The Tran Firm, Inc. 401(k) (Principal)
$15,001 - $50,000
PSSIX
Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl · Mutual fund · The Tran Firm, Inc. 401(k) (Principal)
$1,001 - $15,000
PDIFX
Principal Funds, Inc. - Diversified International Fund Class R-6 · Mutual fund · The Tran Firm, Inc. 401(k) (Principal)
$15,001 - $50,000
PEIJX
Principal Funds, Inc. - Equity Income, Class J · Mutual fund · The Tran Firm, Inc. 401(k) (Principal)
$15,001 - $50,000
PCSMX
Principal Funds, Inc. -SmallCap Growth Fund I · Mutual fund · The Tran Firm, Inc. 401(k) (Principal)
$15,001 - $50,000
PLCGX
Principal Funds, Inc.- LargeCap Growth Fund I · Mutual fund · Venmo
$1,001 - $15,000
Residential real property
Real property
$500,001 - $1,000,000
Shiba Inu
Cryptocurrency · Coinbase cryptocurrency wallet
$1,001 - $15,000
SBUX
Starbucks Corporation · Stock (public) · E*Trade Brokerage 1
$1,001 - $15,000
RBFGX
The Bond Fund of America, Class R-6 Shares · Mutual fund · The Tran Firm, Inc. 401(k) (Principal)
$1,001 - $15,000
The Tran Firm, Inc.
Other liability
$250,001 - $500,000
Town Bank, N.A.
Bank/brokerage account · LPL Financial Rollover IRA SP
$15,001 - $50,000
USAA bank account and certificate of deposit
Bank/brokerage account
$15,001 - $50,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$100,000
Victory Capital 529 Age-Based Option 9-11: Moderate Portfolio
529 plan holding · Victory Capital 529 Education Savings Plan - DC2 DC
$1,001 - $15,000
Victory Capital 529 Moderate Portfolio
529 plan holding · Victory Capital 529 Education Savings Plan - DC2 DC
$1,001 - $15,000
Victory Capital 529 Very Aggressive Portfolio
529 plan holding · Victory Capital 529 Education Savings Plan - DC3 DC
$1,001 - $15,000
V
Visa Inc. · Stock (public) · E*Trade Brokerage 2 SP
$1,001 - $15,000