30 assets, filed Aug 13, 2026 (FD Original).
Cash Account
Bank/brokerage account · Brokerage Account JT
None
Cash Account
Bank/brokerage account · IRA
$15,001 - $50,000
Cash Account
Bank/brokerage account · IRA SP
None
Cash Account
Bank/brokerage account · Roth IRA SP
$1 - $1,000
Checking Account
Bank/brokerage account
$50,001 - $100,000
Checking/Savings Accounts Aggregated
Bank/brokerage account · Joint
$50,001 - $100,000
Commercial Real Estate
Real property
$250,000
Conservative Portfolio - Direct
529 plan holding
$100,000
Dimensional ETF Trust Dimensional Core Fixed Income
$250,000
Dimensional ETF Trust Dimensional Short-Duration
$100,000
Dimensional ETF Trust Dimensional Short-Duration
$100,000
Dimensional ETF Trust Dimensional U.S. Core Equity 2
$1,000,000
Dimensional ETF Trust Dimensional U.S. Core Equity 2
$1,000,000
Dimensional ETF Trust Dimensional U.S. Core Equity 2
$250,000
Dimensional ETF Trust Dimensional U.S. Core Equity 2
$250,000
Dimensional ETF Trust Dimensional US Large Cap Value
$250,000
Dimensional ETF Trust Dimensional Ultrashort Fixed
$250,000
Dimensional Global ex US Core Fixed Income ETF
$250,000
DFLV
Dimensional US Large Cap Value ETF · Exchange-traded fund · IRA
$15,001 - $50,000
DUSB
Dimensional Ultrashort Fixed Income ETF · Exchange-traded fund · IRA
$15,001 - $50,000
Dimensional World ex U.S. Core Equity 2 ETF (DFAX)
$500,000
Dimensional World ex U.S. Core Equity 2 ETF (DFAX)
$500,000
DFLV
ETF · Exchange-traded fund · IRA SP
$15,001 - $50,000
DFAC
ETF · Exchange-traded fund · Shumaker, Loop & Kendrick Retirement Plan SP
$15,001 - $50,000
Farmland
Real property
$250,000
Lake Cabin
Real property · Joint
$100,001 - $250,000
Land
Real property · Joint
$1,000,001 - $5,000,000
Mineral Rights
MO
$500,000
TCLNX
Nuveen Lifecycle 2030 Fund Retirement · Mutual fund · Roth IRA
$1 - $1,000
SNAP
Snap Inc. Class A Common Stock · Stock (public) · IRA SP
$1,001 - $15,000