32 assets, filed May 12, 2026 (FD Original).
VVSVX
(VVSVX) [MF] ⇒ · MERRILL LYNCH IRA VOYA/VY
$15,001 - $50,000
Bank Deposit Program
Bank/brokerage account · MERRILL LYNCH #182
$15,001 - $50,000
Bank of America, NA RASP
Bank/brokerage account
$250,000
BRK.B
Berkshire Hathaway Inc. New · Stock (public)
$500,000
BlackRock Funds II, BlackRock Multi-Asset Income Ptf
$250,000
BHF
Brighthouse Financial, Inc. · Stock (public)
$1 - $1,000
Congressional Federal Credit Union
Bank/brokerage account
$1,001 - $15,000
DC College Savings Plan (2 Accounts)
5P
$50,001 - $100,000
SPLV
Invesco S&P 500 Low Volatility ETF · Exchange-traded fund
$250,000
SPLV
Invesco S&P 500 Low Volatility ETF · Exchange-traded fund
$250,000
OLGAX
JPMorgan Large Cap Growth Fund A · Mutual fund
$500,000
JVCNX
John Hancock Variable Insurance Trust Core Bond Trust Class NAV · Mutual fund · ML JOHN HANCOCK ANNUITY
$15,001 - $50,000
JADIX
John Hancock Variable Insurance Trust Fundamental Large Cap Value Trust Series Nav · Mutual fund · ML JOHN HANCOCK ANNUITY
$15,001 - $50,000
JAIVX
John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio Series Nav · Mutual fund · ML JOHN HANCOCK ANNUITY
$15,001 - $50,000
JAJMX
John Hancock Variable Insurance Trust Real Estate Securities Trust Series Nav · Mutual fund · ML JOHN HANCOCK ANNUITY
$15,001 - $50,000
Met Life Insurance Co Deferrred Annuities
Other
$1,001 - $15,000
MET
MetLife, Inc. · Stock (public)
$1,001 - $15,000
Synchrony Bank
Bank/brokerage account
$15,001 - $50,000
EIF
TIAA-CREF Retirement-TIAA Traditional · Mutual fund
$1,001 - $15,000
MOAT
VanEck Morningstar Wide Moat ETF · Exchange-traded fund
$100,000
Venerable Appreciation Allocation Fund Class V (VAAVX)
$250,000
VEEVX
Venerable International Index Fund Class V (VEEVX) [OT] ⇒ · MERRILL LYNCH IRA VOYA/VY
$15,001 - $50,000
VVLVX
Venerable Large Cap Index Fund Class V (VVLVX) [MF] ⇒ · MERRILL LYNCH IRA VOYA/VY
$15,001 - $50,000
VVBVX
Venerable Strategic Bond Fund Class V · Mutual fund
$100,000
Venerable US Large Cap Strategic Equity Fund Class V
$250,000
VVWVX
Venerable World Equity Fund Class V (VVWVX) [OT] ⇒ · MERRILL LYNCH IRA VOYA/VY
None
IGHSX
Voya Global Equity Portfolio Class S (IGHSX) [MF] ⇒ · MERRILL LYNCH IRA VOYA/VY
None
IIIAX
Voya International Index Portfolio Adviser (IIIAX) [MF] ⇒ · MERRILL LYNCH IRA VOYA/VY
None
IRGPX
Voya Retirement Growth Portfolio Adviser (IRGPX) [MF] ⇒ · MERRILL LYNCH IRA VOYA/VY
None
IRGUX
Voya Russell Mid Cap Growth Index Portfolio Service · Mutual fund · ML JOHN HANCOCK ANNUITY
$1,001 - $15,000
[OT] ⇒
· MERRILL LYNCH IRA VOYA/VY
$15,001 - $50,000
⇒
· MERRILL LYNCH IRA VOYA/VY
None