27 assets, filed Jul 27, 2026 (FD Original).
RALAX
Aggressive Strategy Fund Class A · Mutual fund
$250,000
American Funds 2035 Trgt Date Retire T6 RFFTX
Mutual fund
$500,000
American Funds 2035 Trgt Date Retire T6 RFFTX
Mutual fund
$100,000
CIRAX
Capital Income Builder · 5P · Capital Group American Funds DC
$15,001 - $50,000
CWIAX
Capital World Growth and Income Fund · 5P · Capital Group American Funds DC
$15,001 - $50,000
CWIAX
Capital World Growth and Income Fund · 5P · Capital Group American Funds DC
$15,001 - $50,000
City of Phoenix Stable Income Fund
Mutual fund · Nationwide Post Employment Health Plan
$1,001 - $15,000
Desert Financial Credit Union
Bank/brokerage account
$15,001 - $50,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund
$100,000
JGRO
J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF · Exchange-traded fund · Charles Schwab Rollover IRA SP
$15,001 - $50,000
Northwestern Mutual Life Insurance
WU · Spouse
$15,001 - $50,000
Northwestern Mutual Life Insurance
WU · Spouse
$1,001 - $15,000
PVAL
Putnam Focused Large Cap Value ETF · Exchange-traded fund
$100,000
S&P 500 Std 1Yr - 40% Buff
Other
$250,000
SPYG
SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF · Exchange-traded fund · Charles Schwab Rollover IRA SP
$1,001 - $15,000
SCHG
Schwab U.S. Large-Cap Growth ETF · Exchange-traded fund
$100,000
SCHD
Schwab US Dividend Equity ETF · Exchange-traded fund
$100,000
TCNNF
TRULIEVE CANNABIS CORP · Stock (public) · Spouse
$250,001 - $500,000
CGFAX
The Growth Fund of America · 5P · Capital Group American Funds DC
$15,001 - $50,000
CGFAX
The Growth Fund of America - 529A · 5P · Charles Schwab Rollover IRA SP
$1,001 - $15,000
VUG
Vanguard Growth ETF · Exchange-traded fund
$100,000
VTTHX
Vanguard Target Retirement 2035 Fund · Mutual fund
$250,000
VTV
Vanguard Value ETF · Exchange-traded fund · Charles Schwab Roth IRA SP
$15,001 - $50,000
Wells Fargo Accounts
Bank/brokerage account
$100,001 - $250,000
IUSV
iShares Core S&P U.S. Value ETF · Exchange-traded fund
$100,000
MTUM
iShares MSCI USA Momentum Factor ETF · Exchange-traded fund · Charles Schwab Rollover IRA SP
$15,001 - $50,000
QUAL
iShares MSCI USA Quality Factor ETF · Exchange-traded fund · Charles Schwab Rollover IRA SP
$15,001 - $50,000