31 assets, filed May 15, 2026 (FD Original).
BAC
Bank of America · Bank/brokerage account
$1,001 - $15,000
BAC
Bank of America · Bank/brokerage account · DC
$1,001 - $15,000
BAC
Bank of America · Bank/brokerage account · Spouse
$1,001 - $15,000
Bank of America Accounts
Bank/brokerage account · Joint
$1,001 - $15,000
BlackRock Lifepath Index Fund 2035 K Fund
Mutual fund · Vanguard Brokerage (DC 2) DC
$1,001 - $15,000
RERGX
EuroPacific Growth Fund Cl R-6 · Mutual fund · Empower - Legal Services 403b Plan SP
$1,001 - $15,000
FSPGX
Fidelity Large Cap Growth Index Fund · Mutual fund · Empower - Legal Services 403b Plan SP
$1,001 - $15,000
FTKFX
Fidelity Total Bond K6 Fund · Mutual fund · Empower - Legal Services 403b Plan SP
$1,001 - $15,000
Guaranteed Income Fund
Other · Empower - Legal Services 403b Plan SP
$1,001 - $15,000
HSBC Accounts
Bank/brokerage account
$50,001 - $100,000
Interest Accumulation Portfolio
529 plan holding · NY 529 Direct Plan (DC 2) DC
$1,001 - $15,000
Island Federal Credit Union Account
Bank/brokerage account · Spouse
$15,001 - $50,000
JDMNX
Janus Henderson Enterprise Fund - N Shares · Mutual fund · Empower - Legal Services 403b Plan SP
$1,001 - $15,000
LFRAX
Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd - Cl A · Mutual fund · HSBC Brokerage Account
$15,001 - $50,000
LARCX
Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd -- Cl C · Mutual fund · Lutheran Medical Center 401K SP
$15,001 - $50,000
MVCKX
MFS Mid Cap Value Fund Class R6 · Mutual fund · Empower - Legal Services 403b Plan SP
$1,001 - $15,000
Merrill Lynch Direct Deposit Program
Bank/brokerage account · NY 529 Direct Plan (DC 2) DC
None
New York State Pension
Private equity fund
$15,001 - $50,000
Northwestern Mutual Whole Life Insurance Policy
WU
$50,001 - $100,000
Northwestern Mutual Whole Life Insurance Policy
WU · Spouse
$15,001 - $50,000
SDY
SPDR S&P Dividend ETF · Exchange-traded fund
$100,000
VFIAX
Vanguard 500 Index Fd Admiral Shs · Mutual fund · Vanguard Brokerage (DC 2) DC
$1 - $1,000
VEIRX
Vanguard Equity Income Fund Admiral Shares · Mutual fund · HSBC Brokerage Account
$1,001 - $15,000
VEA
Vanguard FTSE Developed Markets ETF · Exchange-traded fund · Merrill Edge Guided Investing Traditional IRA
$1,001 - $15,000
VWO
Vanguard FTSE Emerging Markets ETF · Stock (public) · Merrill Edge Guided Investing Traditional IRA
$1,001 - $15,000
VNQ
Vanguard Real Estate ETF (VNQ) [EF] Merrill Edge Investment Account-Non Retirement - CMA
None
VTWO
Vanguard Russell 2000 ETF · Exchange-traded fund · Merrill Edge Investment Account-Non Retirement JT
$15,001 - $50,000
VTTHX
Vanguard Target Retirement 2035 Fund · Mutual fund · Lutheran Medical Center 401K SP
$1,001 - $15,000
VBMPX
Vanguard Total Bond Market Insti Plus Shares · Mutual fund · Merrill Edge Guided Investing Traditional IRA
$1,001 - $15,000
IUSG
iShares Core S&P U.S. Growth ETF · Exchange-traded fund · Merrill Edge Guided Investing Traditional IRA
$1,001 - $15,000
IUSV
iShares Core S&P U.S. Value ETF · Exchange-traded fund · Merrill Edge Guided Investing Traditional IRA
$1,001 - $15,000