21 assets, filed Aug 13, 2026 (FD Original).
ABC Bank Checking Account
Bank/brokerage account · Joint
$1,001 - $15,000
ABC Bank Savings Account
Bank/brokerage account · Joint
$1,001 - $15,000
Communicat SVS SLCT SEC SPDR
Mutual fund · C. Schwab
$1,001 - $15,000
Congressional Federal Credit Union - Savings Account
Bank/brokerage account · Joint
$1,001 - $15,000
Consumer Staples Select Sector
Mutual fund · C. Schwab Rollover SP
$15,001 - $50,000
Fidelity Freedom K2035 (Retirement)
Mutual fund
$500,000
Franklin BSP Lending Corp
Private stock option
$250,000
ISHARES semiconductor ETF
Mutual fund · C. Schwab
$15,001 - $50,000
IShares MSCI Brazil ETF
Mutual fund · C. Schwab SP
$1,001 - $15,000
IShares MSCI EAFE Small Cap
Mutual fund · C. Schwab SP
$1,001 - $15,000
IShares MSCI Italy ETF
Mutual fund · C. Schwab
$1,001 - $15,000
IShares Russell Mid Cap GRW
Mutual fund · C. Schwab
$1,001 - $15,000
IShares Russell Mid Cap Value
Mutual fund · C. Schwab
$1,001 - $15,000
Invesco QQQ Trust
Mutual fund · C. Schwab Rollover SP
$1,001 - $15,000
Invesco S&P 500 Equal Weight
Mutual fund · C. Schwab Rollover SP
$1,001 - $15,000
Pacific Oak Strategic Opportunity Reit
REIT · C. Schwab
$1,001 - $15,000
Schwab Emerging Markets Equity
Mutual fund · C. Schwab Rollover SP
$1,001 - $15,000
Select STR Financial Select
Mutual fund · C. Schwab Rollover SP
$1,001 - $15,000
Select Sector Industrial SPDR
Mutual fund · C. Schwab
$1,001 - $15,000
debt and equity of private middle market companies.
· C. Schwab SP
$1,001 - $15,000
iShares Russell 2000 Growth
Mutual fund · C. Schwab Rollover SP
$1,001 - $15,000