113 assets, filed Aug 9, 2026 (FD Original).
BSBIX
Baird SH TM Bond IS · Mutual fund · Filer 401K (Rollover)
$15,001 - $50,000
MADCX
BlackRock Emerging Markets Fund Class I · Mutual fund · Filer Traditional IRA
$1,001 - $15,000
MADCX
BlackRock Emerging Markets Fund Class I · Mutual fund · Spouse Rollover IRA (V&E) SP
$15,001 - $50,000
BSIIX
BlackRock Strategic Income Opportunities Portfolio - Institutional · Mutual fund · Filer Traditional IRA
$1,001 - $15,000
BSIIX
BlackRock Strategic Income Opportunities Portfolio - Institutional · Mutual fund · Spouse Rollover IRA (V&E) SP
$15,001 - $50,000
MAHQX
BlackRock Total Return Fund Class I · Mutual fund · Spouse Rollover IRA (V&E) SP
$15,001 - $50,000
Brazos Bookstore LLC
Private stock option · Joint
$1,001 - $15,000
CIT: flexPATH Index+ Moderate Retirement Fund Class R1
$100,000
AZA
Cash Balance Plan · Private equity fund
$15,001 - $50,000
CIVIX
Causeway International Value Fund - Institutional Class · Mutual fund · Filer 401K (Rollover)
$1,001 - $15,000
Chase Bank Accounts
Bank/brokerage account
$250,000
FIQZX
Class Z · Mutual fund · Filer Brokerage Account (FI)
$15,001 - $50,000
FIQZX
Class Z · Mutual fund · Joint Brokerage Accounts (FI) JT
$1,001 - $15,000
DFAE
Dimensional Emerging Core Equity Market ETF · Exchange-traded fund · Filer Traditional IRA
$15,001 - $50,000
DFAI
Dimensional International Core Equity Market ETF · Exchange-traded fund · Filer Traditional IRA
$1,001 - $15,000
DFAT
Dimensional U.S. Targeted Value ETF · Exchange-traded fund · Filer Traditional IRA
$1,001 - $15,000
DFAT
Dimensional U.S. Targeted Value ETF · Exchange-traded fund · Joint Brokerage Accounts (FI) JT
$1 - $1,000
DFAT
Dimensional U.S. Targeted Value ETF · Exchange-traded fund · Spouse Rollover IRA (V&E) SP
$15,001 - $50,000
FDIC Insured Deposit at JPMorgan Bank
Bank/brokerage account · Joint Brokerage Accounts (FI) JT
$1,001 - $15,000
FDIC Insured Deposit at Morgan Stanley IRA
Bank/brokerage account
$250,000
FID 500 Index Fund
Mutual fund
$250,000
FID Contrafund
Mutual fund
$100,000
FID Overseas
Mutual fund · Filer 401K (Rollover)
$1,001 - $15,000
FID Real Estate Invs
Mutual fund · Filer 401K (Rollover)
$1 - $1,000
SPAXX
FID Ret Govt MM · Mutual fund · Filer 401K (Rollover)
$15,001 - $50,000
FXAIX
Fidelity 500 Index Fund · Mutual fund · AZA 401(k)
$1,001 - $15,000
FXAIX
Fidelity 500 Index Fund · Mutual fund · Filer Traditional IRA
$1 - $1,000
FXAIX
Fidelity 500 Index Fund · Mutual fund · Joint Brokerage Accounts (FI) JT
$1,001 - $15,000
FXAIX
Fidelity 500 Index Fund · Mutual fund · Spouse Rollover IRA (V&E) SP
$1,001 - $15,000
Fidelity Advisor Municipal Income Fund: Class Z (FIWEX)
$100,000
FDRXX
Fidelity Cash Reserves · Mutual fund · Filer Roth IRA
$15,001 - $50,000
FDRXX
Fidelity Cash Reserves · Mutual fund · Filer Traditional IRA
$1,001 - $15,000
FDRXX
Fidelity Cash Reserves · Mutual fund · Spouse Rollover IRA (V&E) SP
$15,001 - $50,000
FCNTX
Fidelity Contra Fund · Mutual fund · AZA 401(k)
$1,001 - $15,000
FPADX
Fidelity Emerging Markets Index Fund · Mutual fund · Joint Brokerage Accounts (FI) JT
$1,001 - $15,000
Fidelity Freedom Index 2030 Fund - Investor Class (FXIFX)
$5,000,000
Fidelity Government Cash Reserves
Mutual fund · Joint Brokerage Accounts (FI) JT
$15,001 - $50,000
Fidelity Government Cash Reserves
Mutual fund · Spouse Brokerage TOD Account SP
None
FGBMX
Fidelity New Markets Income Fund Class Z · Mutual fund · Spouse Brokerage TOD Account SP
$1 - $1,000
FOSFX
Fidelity Overseas Fund · Mutual fund · AZA 401(k)
$1,001 - $15,000
FCPGX
Fidelity Small Cap Growth Fund · Mutual fund · Filer 401K (Rollover)
$15,001 - $50,000
FBND
Fidelity Total Bond ETF · Exchange-traded fund · Filer Traditional IRA
$1,001 - $15,000
FBND
Fidelity Total Bond ETF · Exchange-traded fund · Spouse Rollover IRA (V&E) SP
$15,001 - $50,000
Frost Bank Accounts
Bank/brokerage account
$250,000
VMFXX
Fund · Mutual fund · Joint Brokerage Accounts (VA) JT
$1 - $1,000
ISHARES TR EAFE GRWTH
Exchange-traded fund · Spouse Brokerage Account SP
$1,001 - $15,000
JONES DAY 2025 FUND
Mutual fund
$100,000
JPMB
JPMorgan USD Emerging Markets Sovereign Bond ETF · Exchange-traded fund · Spouse Brokerage TOD Account SP
$1,001 - $15,000
MUNI
PIMCO Intermediate Municipal Bond Active Exchange- Traded Fund · Exchange-traded fund · Joint Brokerage Accounts (FI) JT
$1,001 - $15,000
Prmcp ODY Aggr Grth
Mutual fund · Filer 401K (Rollover)
$15,001 - $50,000
Royalty interest in minerals in Lee and Burleson Counties, TX
MO · Royalty interest
$1 - $1,000
XLE
SPDR Select Sector Fund - Energy Select Sector · Exchange-traded fund · Joint Brokerage Accounts (FI) JT
$1,001 - $15,000
XLV
SPDR Select Sector Fund - Health Care · Exchange-traded fund · Joint Brokerage Accounts (FI) JT
$1,001 - $15,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund · Spouse Brokerage Account SP
$1,001 - $15,000
FNDF
Schwab Fundamental International Equity ETF · Exchange-traded fund · Filer Traditional IRA
None
FNDF
Schwab Fundamental International Equity ETF · Exchange-traded fund · Spouse Rollover IRA (V&E) SP
$1,001 - $15,000
SCHG
Schwab U.S. Large-Cap Growth ETF · Exchange-traded fund · Filer Brokerage Account (FI)
$1,001 - $15,000
SCHG
Schwab U.S. Large-Cap Growth ETF · Exchange-traded fund · Joint Brokerage Accounts (FI) JT
$1,001 - $15,000
SCHG
Schwab U.S. Large-Cap Growth ETF · Exchange-traded fund
$100,000
XLE
State Street Energy Select Sector SPDR ETF · Exchange-traded fund · Filer Brokerage Account (FI)
$1,001 - $15,000
XLF
State Street Financial Select Sector SPDR ETF · Exchange-traded fund · Spouse Brokerage Account SP
$1,001 - $15,000
XLV
State Street Health Care Select Sector SPDR ETF · Exchange-traded fund · Spouse Brokerage Account SP
None
XLK
State Street Technology Select Sector SPDR ETF · Exchange-traded fund · Filer Brokerage Account (FI)
$15,001 - $50,000
Talcott Resolution Life Insurance Company
WU
$15,001 - $50,000
VEA
Vanguard FTSE Developed Markets ETF · Exchange-traded fund
$100,000
VEA
Vanguard FTSE Developed Markets ETF · Exchange-traded fund · Joint Brokerage Accounts (FI) JT
None
VEA
Vanguard FTSE Developed Markets ETF · Exchange-traded fund · Joint Brokerage Accounts (FI) JT
None
VEA
Vanguard FTSE Developed Markets ETF · Exchange-traded fund
$100,000
VWIUX
Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs · Mutual fund · Joint Brokerage Accounts (FI) JT
None
Vanguard Lifestrategy Moderate Growth Fund (VSMGX)
$500,000
VONV
Vanguard Russell 1000 Value ETF · Exchange-traded fund · Spouse Brokerage Account SP
None
VTHRX
Vanguard Target Retirement 2030 Fund · Mutual fund
$500,000
VTEB
Vanguard Tax-Exempt Bond ETF · Exchange-traded fund · Filer Roth IRA
$1 - $1,000
VTEB
Vanguard Tax-Exempt Bond ETF · Exchange-traded fund · Joint Brokerage Accounts (FI) JT
$1,001 - $15,000
VTEB
Vanguard Tax-Exempt Bond ETF · Exchange-traded fund · Spouse Brokerage Account SP
$1 - $1,000
VXUS
Vanguard Total International Stock ETF · Exchange-traded fund
$250,000
VT
Vanguard Total World Stock Index ETF · Exchange-traded fund · Spouse Brokerage TOD Account SP
$1 - $1,000
VT
Vanguard Total World Stock Index ETF · Exchange-traded fund
$100,000
WATFX
WA Core Bond I · Mutual fund · Filer Brokerage Account (FI)
$1,001 - $15,000
Wells Fargo Accounts
Bank/brokerage account
$100,000
ISTB
iShares Core 1-5 Year USD Bond ETF · Exchange-traded fund · Spouse Brokerage TOD Account SP
$1,001 - $15,000
IEFA
iShares Core MSCI EAFE ETF · Exchange-traded fund · Filer Roth IRA
$1,001 - $15,000
IEMG
iShares Core MSCI Emerging Markets ETF · Exchange-traded fund · Filer Roth IRA
$15,001 - $50,000
iShares Core MSCI Total International Stock ETF (IXUS)
$250,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund · Filer Roth IRA
$1,001 - $15,000
IJH
iShares Core S&P Mid-Cap ETF · Exchange-traded fund · Filer Roth IRA
$1,001 - $15,000
IJH
iShares Core S&P Mid-Cap ETF · Exchange-traded fund · Spouse Brokerage TOD Account SP
$1,001 - $15,000
IJR
iShares Core S&P Small-Cap ETF · Exchange-traded fund · Filer Traditional IRA
None
IJR
iShares Core S&P Small-Cap ETF · Exchange-traded fund · Spouse Brokerage TOD Account SP
$1 - $1,000
AGG
iShares Core U.S. Aggregate Bond ETF · Exchange-traded fund · Filer Traditional IRA
$1,001 - $15,000
BINC
iShares Flexible Income Active ETF · Exchange-traded fund · Spouse Brokerage TOD Account SP
$1,001 - $15,000
MBB
iShares MBS ETF · Exchange-traded fund · Spouse Brokerage TOD Account SP
$15,001 - $50,000
EFG
iShares MSCI EAFE Growth ETF · Exchange-traded fund · Filer Traditional IRA
None
EFG
iShares MSCI EAFE Growth ETF · Exchange-traded fund · Spouse Rollover IRA (V&E) SP
$15,001 - $50,000
EMXC
iShares MSCI Emerging Markets ex China ETF · Exchange-traded fund · Filer Traditional IRA
$15,001 - $50,000
EMXC
iShares MSCI Emerging Markets ex China ETF · Exchange-traded fund · Spouse Rollover IRA (V&E) SP
None
iShares MSCI Emr Mrk Ex China
Mutual fund · Joint Brokerage Accounts (FI) JT
None
QUAL
iShares MSCI USA Quality Factor ETF · Exchange-traded fund
$250,000
ILCG
iShares Morningstar Large-Cap Growth ETF · Exchange-traded fund · Filer Traditional IRA
$1,001 - $15,000
ILCG
iShares Morningstar Large-Cap Growth ETF · Exchange-traded fund
$100,000
ISCG
iShares Morningstar Small-Cap Growth ETF · Exchange-traded fund · Filer Brokerage Account (FI)
$1 - $1,000
ISCG
iShares Morningstar Small-Cap Growth ETF · Exchange-traded fund · Filer Brokerage Account (FI)
$1,001 - $15,000
ISCG
iShares Morningstar Small-Cap Growth ETF · Exchange-traded fund · Filer Traditional IRA
None
MUB
iShares National Muni Bond ETF · Exchange-traded fund · Joint Brokerage Accounts (FI) JT
$15,001 - $50,000
IWB
iShares Russell 1000 ETF · Exchange-traded fund
$250,000
IWB
iShares Russell 1000 ETF · Exchange-traded fund · Filer Traditional IRA
None
IWB
iShares Russell 1000 ETF · Exchange-traded fund
$500,000
IWB
iShares Russell 1000 ETF · Exchange-traded fund · Spouse Rollover IRA (V&E) SP
None
IWL
iShares Russell Top 200 ETF · Exchange-traded fund · Filer Traditional IRA
$1,001 - $15,000
OEF
iShares S&P 100 ETF · Exchange-traded fund · Filer Brokerage Account (FI)
$15,001 - $50,000
OEF
iShares S&P 100 ETF · Exchange-traded fund
$100,000
IVE
iShares S&P 500 Value ETF · Exchange-traded fund · Spouse Rollover IRA (V&E) SP
$15,001 - $50,000
IJS
iShares S&P SmallCap 600 Value ETF · Exchange-traded fund · Spouse Brokerage Account SP
None