43 assets, filed May 24, 2026 (FD Original).
DIVO
Amplify CWP Enhanced Dividend Income ETF · Exchange-traded fund
$250,000
Bank of America Checking
Bank/brokerage account · Joint
$50,001 - $100,000
Bank of America Savings
Bank/brokerage account · Joint
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New · Stock (public)
$500,000
BlackRock Inflation Protected Bond Portfolio - Institutional
$500,000
GAACWX
CIT: MFS International Equity Fund Fee Class U · Mutual fund · Spouse 401K SP
None
DIEMX
Driehaus Emerging Markets Growth Fund Institutional Share Class · Mutual fund · Spouse 401K SP
None
E*Trade Savings
Bank/brokerage account · E*Trade Brokerage Account JT
None
Franklin California High Yield Muni Fd Advisor Class
$5,000,000
FRCZX
Franklin California Intermediate-Term Tax Free Income Fd Adv Cl · Mutual fund · Franklin Templeton Joint Retirement JT
$1,001 - $15,000
Franklin High Yield Tax-Free Income Fund Advisor Class
$250,000
FRIAX
Franklin Income Fund Advisor Class · Mutual fund
$5,000,000
FBSAX
Franklin Mutual U.S. Mid Cap Value Fund - Advisor Class · Mutual fund · Franklin Templeton Joint Retirement JT
$1,001 - $15,000
FRDAX
Franklin Rising Dividends Fund Advisor Class · Mutual fund · Franklin Templeton Joint Retirement JT
$1,001 - $15,000
FSGAX
Franklin Small -Mid Cap Growth Fund Advisor Class · Mutual fund · Franklin Templeton Joint Retirement JT
$1,001 - $15,000
Galliard Stable Return Fund C
Other
$5,000,000
Global X Funds Global X Dow 30 Covered Call ETF
Exchange-traded fund
$250,000
JLGMX
JPMorgan Large Cap Growth Fund R6 · Mutual fund · Spouse 401K SP
$15,001 - $50,000
LDLTX
Lord Abbett Short Duration Income Class R5 · Mutual fund
$1,000,000
MEIHX
MFS Value Fund Class R3 · Mutual fund · Spouse 401K SP
$1,001 - $15,000
MDISX
Mutual Global Discovery Fund Class Z · Mutual fund
$250,000
MUTHX
Mutual Shares Corporation Cl Z · Mutual fund · IRA
None
PIMIX
PIMCO Income Fund Insti Class · Mutual fund · Spouse 401K SP
$1,001 - $15,000
PBOIX
Principal Fds, Inc. Bond Market Index Class R-3 · Mutual fund · Spouse 401K SP
$1,001 - $15,000
PIDIX
Principal Fds, Inc. International Equity Index Institutional Class · Mutual fund · Spouse 401K SP
$1,001 - $15,000
Principal Global Investors LargeCap S&P 500 Index (-)
Other
$250,000
Principal MidCap Separate Account (-)
Other · Spouse 401K SP
None
Principal SmallCap S&P 600 Index Separate Account (-)
Other · Spouse 401K SP
$15,001 - $50,000
Principal US Property Sep Acct (-)
Other · Spouse 401K SP
$15,001 - $50,000
TSCXX
T. Rowe Price Cash Reserves Fund · Mutual fund
$250,000
PTEXX
T. Rowe Price Tax-Exempt Money Fd · Mutual fund
$100,000
US Treasury Money Fund
Bank/brokerage account
$1,000,000
Vanguard Federal Money Market Fund
Bank/brokerage account
$250,000
VFH
Vanguard Financials ETF · Exchange-traded fund · Vanguard Joint Retirement JT
$1,001 - $15,000
Vanguard High-Yield Tax-Exempt Fund Admiral Shares
$5,000,000
VV
Vanguard Large-Cap ETF · Exchange-traded fund · Vanguard Joint Retirement JT
$1,001 - $15,000
Vanguard Money Market Reserves Federal Money Market
$100,000
VMSXX
Vanguard Municipal Money Market Fund · Mutual fund
$500,000
VMSXX
Vanguard Municipal Money Market Fund · Mutual fund
$5,000,000
IVOO
Vanguard S&P Mid-Cap 400 ETF · Exchange-traded fund · Vanguard Joint Retirement JT
None
VTEB
Vanguard Tax-Exempt Bond ETF · Exchange-traded fund · Vanguard Joint Retirement JT
None
VTEI
Vanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF · Exchange-traded fund · Vanguard Joint Retirement JT
$1,001 - $15,000
VUSXX
Vanguard Treasury Money Market Fund · Mutual fund
$250,000