47 assets, filed Aug 7, 2026 (FD Original).
AMZN
Amazon.com, Inc. - Common Stock · Stock (public) · Equitable Advisors Retirement Account
$1,001 - $15,000
AAPL
Apple Inc. - Common Stock · Stock (public) · Equitable Advisors Retirement Account
$1,001 - $15,000
Bbva Gobal Secs B V
Corporate bond · Edward Jones IRA
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New Common Stock · Stock (public) · Equitable Advisors Retirement Account
$1,001 - $15,000
Citigroup Inc. Medium Term Sr
Corporate bond · Edward Jones IRA
$1,001 - $15,000
Citigroup Inc. Medium Term Sr
Corporate bond · Edward Jones IRA
$1,001 - $15,000
PCOXX
Federated Hermes Prime Cash Obligations Fund Wealth Shares · Mutual fund · Edward Jones IRA
$1,001 - $15,000
FBT
First Trust Amex Biotech Index Fund · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
FXG
First Trust Cons. Staples AlphaDEX · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
First Trust ECL
Other · Edward Jones IRA
$15,001 - $50,000
FEM
First Trust Emerging Markets AlphaDEX Fund · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
LMBS
First Trust Low Duration Opportunities ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
FMB
First Trust Managed Municipal ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
FDL
First Trust Morningstar ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
CIBR
First Trust NASDAQ Cybersecurity ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
EMLP
First Trust North American Energy Infrastructure Fund · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
FXU
First Trust Utilities AlphaDEX Fund · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
COPX
Global X Copper Miners ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
URA
Global X Uranium ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
HERO
Global X Video Games & Esports ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
Goldman Sachs Group Inc. Ser N
Corporate bond · Edward Jones IRA
$1,001 - $15,000
HRLFX
Hartford Real Asset Fund - Class F · Mutual fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
Insured Bank Deposit
Bank/brokerage account · Edward Jones IRA
$1,001 - $15,000
IGPT
Invesco AI and Next Gen Software ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
PPA
Invesco Aerospace & Defense ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund · Equitable Advisors Retirement Account
$1,001 - $15,000
PHO
Invesco Water Resources ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
Itasca County MN Cap Impt Plan
Government security · Edward Jones IRA
$1,001 - $15,000
JAVA
JPMorgan Active Value ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
MCD
McDonalds Corp · Corporate bond · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
Pacificorp 1st Mortgage Bond
Corporate bond · Edward Jones IRA
$1,001 - $15,000
Port Authority of New York and New Jersey
Government security · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
PVAL
Putnam Focused Large Cap Value ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
GLD
SPDR Gold Shares · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
XLP
State Street Consumer Staples Select Sector SPDR ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
DIA
State Street SPDR Dow Jones Industrial Average ETF Trust · Exchange-traded fund · Equitable Advisors Retirement Account
$1,001 - $15,000
SPYD
State Street SPDR Portfolio S&P 500 High Dividend ETF · Exchange-traded fund · Equitable Advisors Retirement Account
$1,001 - $15,000
SPY
State Street SPDR S&P 500 ETF Trust · Exchange-traded fund · Kansas City Deferred Compensation Plan SP
$15,001 - $50,000
XAR
State Street SPDR S&P Aerospace & Defense ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
XLU
State Street Utilities Select Sector SPDR ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
GDX
VanEck Gold Miners ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
HAP
VanEck Natural Resources ETF · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
Wells Fargo & Co. Medium Term
Corporate bond · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
PICK
iShares MSCI Global Select Metals & Mining Producers Fund · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000
SLV
iShares Silver Trust · Exchange-traded fund · Edward Jones IRA - Guided Solutions Flex Account
$1,001 - $15,000