16 assets, filed Aug 13, 2026 (FD Original).
Allspring Special Mid Cap Value Fund Insti Class (WFMIX)
$100,000
Allspring Special Mid Cap Value Fund Insti Class (WFMIX)
$250,000
Allspring Special Mid Cap Value Fund Insti Class (WFMIX)
$100,000
GQGIX
Institutional Shares · Mutual fund · Raymond James Roth IRA SP
$1,001 - $15,000
GQGIX
Institutional Shares · Mutual fund · Raymond James Roth IRA
$1,001 - $15,000
MGGIX
Portfolio Class I · Mutual fund · Raymond James Roth IRA
$1,001 - $15,000
Sandbridge Condo
Real property · Joint
$500,001 - $1,000,000
FTHSX
Shares · Mutual fund · Raymond James Roth IRA
$1,001 - $15,000
Spouse 401K
Other
$5,000,000
Target Date 2035 Portfolio
Other · Wells Fargo Bank JT
None
USAA Checking Account
Bank/brokerage account · Joint
$1,001 - $15,000
USAA Savings Account
Bank/brokerage account · Joint
$50,001 - $100,000
Victory Capitol/ USAA Cornerstone Fund
Mutual fund · DC
$1,001 - $15,000
Victory Capitol/ USAA Cornerstone Fund
Mutual fund · DC
$1,001 - $15,000
Victory Capitol/ USAA Cornerstone Fund
Mutual fund · DC
None
IJH
iShares Core S&P Mid-Cap ETF · Exchange-traded fund · Raymond James Roth IRA
$1,001 - $15,000