19 assets, filed Apr 15, 2026 (FD Original).
Canaan LLC
Farm
$250,001 - $500,000
OACP
OneAscent Core Plus Bond ETF · Exchange-traded fund
$250,000
OACP
OneAscent Core Plus Bond ETF · Exchange-traded fund
$100,000
OACP
OneAscent Core Plus Bond ETF · Exchange-traded fund
$100,000
OAEM
OneAscent Emerging Markets ETF · Exchange-traded fund · Ann Palmer Schwab IRA SP
$15,001 - $50,000
OAEM
OneAscent Emerging Markets ETF · Exchange-traded fund · Charles Schwab JT
$15,001 - $50,000
OAEM
OneAscent Emerging Markets ETF · Exchange-traded fund · Gary Palmer Schwab IRA
$15,001 - $50,000
OASC
OneAscent Enhanced Small and Mid Cap ETF · Exchange-traded fund · Charles Schwab JT
$15,001 - $50,000
OASC
OneAscent Enhanced Small and Mid Cap ETF · Exchange-traded fund · Gary Palmer Schwab IRA
$15,001 - $50,000
OAIM
OneAscent International Equity ETF · Exchange-traded fund
$100,000
OALC
OneAscent Large Cap Core ETF · Exchange-traded fund
$100,000
OALC
OneAscent Large Cap Core ETF · Exchange-traded fund
$100,000
OALC
OneAscent Large Cap Core ETF · Exchange-traded fund
$100,000
Schwab Prime Advantage Money Fund- Investor Shares
$500,000
Schwab Prime Advantage Money Fund- Investor Shares
$500,000
Schwab Prime Advantage Money Fund- Investor Shares
$500,000
ELCV
Strategy Shares Eventide High Dividend ETF · Exchange-traded fund · Ann Palmer Schwab IRA SP
$15,001 - $50,000
ELCV
Strategy Shares Eventide High Dividend ETF · Exchange-traded fund · Charles Schwab JT
$15,001 - $50,000
ELCV
Strategy Shares Eventide High Dividend ETF · Exchange-traded fund · Gary Palmer Schwab IRA
$15,001 - $50,000