74 assets, filed Apr 20, 2026 (FD Original).
ACN
Accenture plc Class A Ordinary Shares · Stock (public) · Sarah Landsman Traditional IRA SP
None
GOOGL
Alphabet Inc. - Class A · Stock (public) · Sarah Landsman Traditional IRA SP
None
AMZN
Amazon.com, Inc. - Common Stock · Stock (public) · Rockefeller Capital Management (1) JT
None
AMP
Ameriprise Financial, Inc. Common Stock · Stock (public) · Rockefeller Capital Management (1) JT
None
AMP
Ameriprise Financial, Inc. Common Stock · Stock (public) · Sarah Landsman Traditional IRA SP
None
AAPL
Apple Inc. · Stock (public) · Sarah Landsman Traditional IRA SP
None
ANET
Arista Networks, Inc. Common Stock · Stock (public) · Sarah Landsman Traditional IRA SP
$15,001 - $50,000
APHOX
Artisan Emerging Markets Debt Opportunities Fund - Institutional Shares · Mutual fund · Rockefeller Capital Management (1) JT
$15,001 - $50,000
AXSIX
Axonic Strategic Income Fund Class I · Mutual fund · Rockefeller Capital Management (1) JT
$1,001 - $15,000
BR COLLEGE 2027 OPTION - A
529 plan holding
$100,000
BR COLLEGE 2032 OPTION - A
529 plan holding
$250,000
Bank Deposit Sweep
Bank/brokerage account · Rockefeller Capital Management (1) JT
None
Bank Deposit Sweep
Bank/brokerage account · Rockefeller Capital Management (2) JT
None
Bank Deposit Sweep
IRA holding · Sarah Landsman Traditional IRA SP
None
Bank of America - HSA
Bank/brokerage account · Spouse
$1,001 - $15,000
BLK
BlackRock, Inc. Common Stock · Stock (public) · Rockefeller Capital Management (1) JT
$1,001 - $15,000
BLK
BlackRock, Inc. Common Stock · Stock (public) · Sarah Landsman Traditional IRA SP
None
BRMSX
Bramshill Income Performance Fund - Institutional Class · Mutual fund · Rockefeller Capital Management (1) JT
None
CDNS
Cadence Design Systems, Inc. - Common Stock · Stock (public) · Sarah Landsman Traditional IRA SP
None
Cash
IRA holding · Greg Landman Roth IRA
None
COR
Cencora, Inc. Common Stock · Stock (public) · Sarah Landsman Traditional IRA SP
None
COST
Costco Wholesale Corporation - Common Stock · Stock (public) · Sarah Landsman Traditional IRA SP
None
CRWD
CrowdStrike Holdings, Inc. - Class A Common Stock · Stock (public) · Rockefeller Capital Management (1) JT
$1,001 - $15,000
DHR
Danaher Corporation · Stock (public) · Sarah Landsman Traditional IRA SP
None
DG
Dollar General Corporation · Stock (public) · Sarah Landsman Traditional IRA SP
None
EGFIX
Edgewood Growth Fund Insti · Mutual fund · Sarah Landsman Traditional IRA SP
$15,001 - $50,000
HEDG
Equable Shares Hedged Equity ETF · Exchange-traded fund · Sarah Landsman Traditional IRA SP
None
EQIX
Equinix, Inc. · Stock (public) · Sarah Landsman Traditional IRA SP
None
GOIXX
FEDERATED HERMES GOVT OBLIGATIONS IS · Bank/brokerage account · Rockefeller Capital Management (1)
None
FEDERATED HERMES TREASURY OBLIG IS
Bank/brokerage account · Sarah Landsman Traditional IRA SP
$15,001 - $50,000
SPAXX
Fidelity Government Money Market Fund · Mutual fund · Fidelity Brokerage SP
None
Fifth Third Bank Account
Bank/brokerage account · Spouse
$50,001 - $100,000
Fifth Third bank accounts
Bank/brokerage account
$1,001 - $15,000
FV
First Trust Dorsey Wright Focus 5 ETF · Exchange-traded fund · Kroger - 401(k) SP
None
GQGIX
GQG PARTNERS EMERGING MARKETS EQUITY FUND Institutional Shares · Mutual fund · Rockefeller Capital Management (1) JT
$1,001 - $15,000
GQGIX
GQG PARTNERS EMERGING MARKETS EQUITY FUND Institutional Shares · Mutual fund · Sarah Landsman Traditional IRA SP
$1,001 - $15,000
GIBIX
Guggenheim Total Return Bond Fund- Institutional Class · Mutual fund · Rockefeller Capital Management (1) JT
$1,001 - $15,000
HASCX
Harbor Small Cap Value Fund Insti Cl · Mutual fund · Sarah Landsman Traditional IRA SP
None
HD
Home Depot, Inc. · Stock (public) · Sarah Landsman Traditional IRA SP
None
RSP
Invesco S&P 500 Equal Weight ETF · Exchange-traded fund · Rockefeller Capital Management (1) JT
$15,001 - $50,000
RSP
Invesco S&P 500 Equal Weight ETF · Exchange-traded fund
$100,000
KWEB
KraneShares CSI China Internet ETF · Exchange-traded fund · Rockefeller Capital Management (1) JT
None
KWEB
KraneShares CSI China Internet ETF · Exchange-traded fund · Sarah Landsman Traditional IRA SP
None
Kroger Company (KR) - Restricted Stock
Other · Greg Landman Roth IRA
None
LHX
L3Harris Technologies, Inc. Common Stock · Stock (public) · Sarah Landsman Traditional IRA SP
$15,001 - $50,000
LYRIX
Lyrical U.S. Value Equity Fund Institutional Class · Mutual fund · Sarah Landsman Traditional IRA SP
None
MSFT
Microsoft Corporation · Stock (public) · Sarah Landsman Traditional IRA SP
$15,001 - $50,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public) · Sarah Landsman Traditional IRA SP
None
NWKDX
Nationwide Geneva Small Cap Growth Fund Institutional Service Class · Mutual fund · Rockefeller Capital Management (1) JT
None
NWKDX
Nationwide Geneva Small Cap Growth Fund Institutional Service Class · Mutual fund · Sarah Landsman Traditional IRA SP
None
ORLY
O'Reilly Automotive, Inc. · Stock (public) · Sarah Landsman Traditional IRA SP
None
Ohio Public Employees Retirement System
DB
$50,001 - $100,000
PYCHX
Payden High Income Fund SI Class · Mutual fund · Rockefeller Capital Management (1) JT
$15,001 - $50,000
Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX)
$100,000
PZIEX
Pzena Emerging Markets Value Fund - Institutional Class · Mutual fund · Sarah Landsman Traditional IRA SP
None
Retirement Date Fund 2040
Other · Rockefeller Capital Management (1) JT
None
GLDM
SPDR Gold MiniShares Trust · Exchange-traded fund · Rockefeller Capital Management (1) JT
$15,001 - $50,000
CRM
Salesforce, Inc. Common Stock · Stock (public) · Sarah Landsman Traditional IRA SP
$15,001 - $50,000
SPYG
State Street SPDR Portfolio S&P 500 Growth ETF · Exchange-traded fund · Rockefeller Capital Management (1) JT
$15,001 - $50,000
SPYG
State Street SPDR Portfolio S&P 500 Growth ETF · Exchange-traded fund · Sarah Landsman Traditional IRA SP
None
TEL
TE Connectivity Ltd. New Switzerland Registered Shares · Stock (public) · Sarah Landsman Traditional IRA SP
None
TMO
Thermo Fisher Scientific Inc · Stock (public) · Sarah Landsman Traditional IRA SP
None
UBER
Uber Technologies, Inc. · Stock (public) · Sarah Landsman Traditional IRA SP
None
URI
United Rentals, Inc. Common Stock · Stock (public) · Sarah Landsman Traditional IRA SP
None
UNH
UnitedHealth Group Incorporated Common Stock · Stock (public) · Sarah Landsman Traditional IRA SP
None
V
Visa Inc. · Stock (public) · Sarah Landsman Traditional IRA SP
None
WCMIX
WCM Focused International Growth Fund Insti Cl · Mutual fund · Sarah Landsman Traditional IRA SP
None
IEFA
iShares Core MSCI EAFE ETF · Exchange-traded fund · Sarah Landsman Traditional IRA SP
$1,001 - $15,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund
$250,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund
$500,000
ITOT
iShares Core S&P Total U.S. Stock Market ETF · Exchange-traded fund
$250,000
ITOT
iShares Core S&P Total U.S. Stock Market ETF · Exchange-traded fund
$250,000
EEM
iShares MSCI Emerging Index Fund · Exchange-traded fund · Rockefeller Capital Management (1) JT
None
EEM
iShares MSCI Emerging Index Fund · Exchange-traded fund · Sarah Landsman Traditional IRA SP
$15,001 - $50,000