26 assets, filed Jun 6, 2026 (FD Amendment).
WHOLE
Athene Life Insurance · WU · Spouse
$15,001 - $50,000
WHOLE
Athene Life Insurance · WU
$50,001 - $100,000
COBALT Federal Credit Union
Bank/brokerage account · Joint
$15,001 - $50,000
Franklin Mutual Shares Fund--Class A
Mutual fund
$100,000
Hay Field
Farm · Joint
$250,001 - $500,000
Oaktree Specialty Lending Note 6.34000% 02/27/2030 Call Make Whole
Corporate bond · Fidelity IRA Rollover SP
$1,001 - $15,000
UNIVERSAL
Prudential Life Insurance · WU
$500,000
SCHE
Schwab Emerging Markets Equity ETF · Exchange-traded fund · Fidelity IRA Rollover
$1,001 - $15,000
SCHF
Schwab International Equity ETF · Exchange-traded fund · Fidelity IRA Rollover SP
$15,001 - $50,000
SCHF
Schwab International Equity ETF · Exchange-traded fund · Fidelity IRA Rollover SP
$1,001 - $15,000
SCHC
Schwab International Small-Cap Equity ETF · Exchange-traded fund · Fidelity IRA Rollover
$1,001 - $15,000
SCHC
Schwab International Small-Cap Equity ETF · Exchange-traded fund · Fidelity IRA Rollover
$1,001 - $15,000
SCHM
Schwab U.S. Mid Cap ETF · Exchange-traded fund · Fidelity IRA Rollover SP
$15,001 - $50,000
SPYV
State Street SPDR Portfolio S&P 500 Value ETF · Exchange-traded fund · Fidelity IRA Rollover
$1,001 - $15,000
SPYV
State Street SPDR Portfolio S&P 500 Value ETF · Exchange-traded fund · Fidelity IRA Rollover SP
$1,001 - $15,000
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF · Exchange-traded fund · Fidelity IRA Rollover SP
$1,001 - $15,000
SLYV
State Street SPDR S&P 600 Small Cap Value ETF · Exchange-traded fund · Fidelity IRA Rollover
$1,001 - $15,000
SLYV
State Street SPDR S&P 600 Small Cap Value ETF · Exchange-traded fund · Fidelity IRA Rollover
$15,001 - $50,000
XPMIX
Stepstone Private Markets Class I · Mutual fund · Fidelity IRA Rollover
$1,001 - $15,000
Trinity Cap Inc Note Call Make Whole 7.00000% 505/21/2031
Corporate bond · Fidelity IRA Rollover
$15,001 - $50,000
US Bank Savings Account
Bank/brokerage account · Spouse
$15,001 - $50,000
US Bank Savings Account
Bank/brokerage account · Spouse
$1,001 - $15,000
VUG
Vanguard Growth ETF · Exchange-traded fund · Fidelity IRA Rollover SP
$15,001 - $50,000
VOE
Vanguard Mid-Cap Value ETF · Exchange-traded fund · Fidelity IRA Rollover
$1,001 - $15,000
WLGAX Delaware Ivy Large Cap Growth Cl A
Mutual fund
$500,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund
$100,000