25 assets, filed May 25, 2026 (FD Original).
DC1 Age Based 17-18 Portfolio
5P · State Farm 529 Savings Plan
$15,001 - $50,000
DC1 Whole Life Insurance Policy [WU] ⇒
· Cash Value Life Insurance New York Life Insurance
$1,001 - $15,000
DC2 Age Based 19+ Portfolio [5P] ⇒
· State Farm IRA BlackRock LifePath Index
$1,001 - $15,000
DC2 Whole Life Insurance Policy [WU] ⇒
· Cash Value Life Insurance New York Life Insurance
$1,001 - $15,000
DC2 Whole Life Insurance Policy [WU] ⇒
· Cash Value Life Insurance State Farm Life Insurance
$1,001 - $15,000
DC3 Whole Life Insurance Policy [WU] ⇒
· Cash Value Life Insurance State Farm Life Insurance
$15,001 - $50,000
DC3 whole life insurance policy [WU] ⇒
· Cash Value Life Insurance New York Life Insurance
$15,001 - $50,000
Fidelity VIP Contrafund
Mutual fund · New York Life Annuity New York Life Traditional IRA
$1,001 - $15,000
First Commercial Bank
Bank/brokerage account
$1,001 - $15,000
Fixed Dollar Option Portfolio
Other · New York Life 401(k)
$1,001 - $15,000
Janus Henderson VIT Global Research Portfolio
Mutual fund · New York Life Annuity New York Life Traditional IRA
$1,001 - $15,000
Mainstay VP American Century Sustainable Equity - Initial Class
Other · New York Life Annuity New York Life Traditional IRA
$1,001 - $15,000
Mainstay VP Janus Henderson Balanced Portfolio
Mutual fund · New York Life Annuity New York Life Traditional IRA
$1,001 - $15,000
Mainstay VP Mellon Natural Resources
Mutual fund · New York Life Annuity New York Life Traditional IRA
$1,001 - $15,000
Mainstay VP Wellington Mid Cap - Initial Class
Other · New York Life Annuity New York Life Traditional IRA
$1,001 - $15,000
Mainstay VP Winslow Large Cap Growth - Initial Class
Other · State Farm 529 Savings Plan
$15,001 - $50,000
Residential Rental Property 2
Real property
$500,000
Residential Rental Property 3
Real property
$250,000
Rio Bank Accounts
Bank/brokerage account
$1,001 - $15,000
Rio Bank Savings Account
Bank/brokerage account
$1,001 - $15,000
Self Whole Life Insurance Policy
WU · JSM De La Cruz Holdings, LLC
$1,001 - $15,000
Self Whole Life Insurance Policy [WU] ⇒
· Cash Value Life Insurance State Farm Life Insurance
$15,001 - $50,000
VTTVX
Vanguard Target Retirement 2025 Fund · Mutual fund · New York Life Annuity New York Life Traditional IRA
$1,001 - $15,000
⇒
· Cash Value Life Insurance New York Life Insurance
$1,001 - $15,000
⇒
· Cash Value Life Insurance State Farm Life Insurance
$1,001 - $15,000