33 assets, filed Aug 14, 2026 (FD Amendment).
AEPGX
American Funds EuroPacific Growth A · Mutual fund · Voya Retirement Fund SP
$1,001 - $15,000
AEGFX
American Funds EuroPacific Growth Cl F-1 Shs · Mutual fund · Voya Select Advantage IRA
$1,001 - $15,000
AHITX
American Funds High-Income Trust A · Mutual fund · Northwestern Mutual IRA SP
$1,001 - $15,000
AIVSX
American Funds Investment Co of America A · Mutual fund · Northwestern Mutual IRA SP
$15,001 - $50,000
MRDVX
BlackRock Eq Dividend R · Mutual fund · Voya Select Advantage IRA
$1,001 - $15,000
CAIBX
Capital Income Builder Cl A Shs · Mutual fund · Spouse
$50,001 - $100,000
Cash
IRA holding · Voya Retirement Fund
$1,001 - $15,000
Centered Strategies LLC, 100% Interest
Other liability
None
DODGX
Dodge & Cox Stock Fund - Class I · Mutual fund
$100,000
FNITX
Fidelity Advisor New Insights Fund - Class M · Mutual fund · Voya Select Advantage IRA
$1,001 - $15,000
FNDNX
Fidelity Global Fund Series T5 FE · Mutual fund · Spouse
$100,001 - $250,000
FKINX
Franklin Income Fund Class A1 · Mutual fund · Spouse
$15,001 - $50,000
ANCFX
Fundamental Investors, Class A Shares · Mutual fund · Northwestern Mutual IRA SP
$1,001 - $15,000
ODVNX
Invesco Developing Markets Fund Class R · Mutual fund · Voya Select Advantage IRA
$1 - $1,000
IARRX
Invesco Real Estate Fund Class R Shares · Mutual fund · Voya Select Advantage IRA
$1,001 - $15,000
Michigan Education Savings Plan
5P · DC
$50,001 - $100,000
TEDIX
Mutual Global Discovery Fund Class A · Mutual fund · Spouse
$15,001 - $50,000
Northwestern Mutual Annunity
FN
$50,001 - $100,000
PJFAX
PGIM Jennison Growth Fund Class A · Mutual fund · Voya Retirement Fund
$1,001 - $15,000
PMSBX
Principal Fds, Inc.MidCap Fd Cl R-1 · Mutual fund · Voya Select Advantage IRA
$1,001 - $15,000
SVSPX
SSGA S&P 500 Index Fd · Mutual fund · Voya Retirement Fund
$1,001 - $15,000
SSFEX
State Street Aggregate Bond Index Fund Class K · Mutual fund · Voya Retirement Fund
$1,001 - $15,000
SSMHX
State Street Small/Mid Cap Equity Index Portfolio · Mutual fund · Voya Retirement Fund SP
$15,001 - $50,000
SSMHX
State Street Small/Mid Cap Equity Index Portfolio · Mutual fund · Voya Retirement Fund SP
$1,001 - $15,000
T Rowe Price Retirement Fund 2040
IRA holding
$500,001 - $1,000,000
TRMCX
T. Rowe Price Mid-Cap Value Fund, Inc. · Mutual fund · Voya Select Advantage IRA
$1,001 - $15,000
TPINX
Templeton Global Bond Fund Class A · Mutual fund · Joint
$15,001 - $50,000
TPINX
Templeton Global Bond Fund Class A · Mutual fund · Voya Select Advantage IRA
$1,001 - $15,000
AMECX
The Income Fund of America, Class A Shares · Mutual fund · Schwab Simple IRA
$15,001 - $50,000
United Bay Community Credit Union Account
Bank/brokerage account · Joint
$15,001 - $50,000
Vanguard Target Retirement 2030 Fund (VTHRX)
$250,000
IIBPX
Voya Intermediate Bond Portfolio Adviser · Mutual fund · Voya Select Advantage IRA
$1,001 - $15,000
AWSHX
Washington Mutual Invs Fd Cl A Shs · Mutual fund · Joint
$15,001 - $50,000