21 assets, filed Jul 27, 2026 (FD Amendment).
AAA Universal Life Policy
WU
$1,001 - $15,000
Aspiration Redwood Fund
Mutual fund
None
Cash Dividends
IRA holding · Charles Schwab IRA Rollover
$1,001 - $15,000
Charles Schwab Bank
IRA holding · Charles Schwab IRA Rollover
$1,001 - $15,000
Congressional Federal
Bank/brokerage account
$1,001 - $15,000
DFAT
Dimensional U.S. Targeted Value ETF · Exchange-traded fund · Charles Schwab IRA Rollover
$15,001 - $50,000
RDVY
First Trust Rising Dividend Achievers ETF · Exchange-traded fund · Charles Schwab IRA Rollover
$1,001 - $15,000
PAVE
Global X Funds Global X U.S. Infrastructure Development ETF · Exchange-traded fund · Charles Schwab IRA Rollover
$15,001 - $50,000
Harbor Capital Appreciation Intl
Mutual fund
$100,000
COWZ
Pacer US Cash Cows 100 ETF · Exchange-traded fund · Charles Schwab IRA Rollover
$1,001 - $15,000
CALF
Pacer US Small Cap Cash Cows 100 ETF · Exchange-traded fund · Charles Schwab IRA Rollover
None
Rental Home
Real property
$1,000,001 - $5,000,000
SPYI
SHP ETF Trust NEOS S&P 500 High Income ETF · Exchange-traded fund · Charles Schwab IRA Rollover
$1,001 - $15,000
SLYG
SPDR S&P 600 Small Cap Growth ETF · Exchange-traded fund · Charles Schwab IRA Rollover
$1,001 - $15,000
US Bank Accounts
Bank/brokerage account
$100,001 - $250,000
VASGX
Vanguard Lifestrategy Growth Fund · Mutual fund · Charles Schwab IRA Rollover
$1,001 - $15,000
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund · Exchange-traded fund · Latham & Watkins 401(k)
$15,001 - $50,000
IWF
iShares Russell 1000 Growth ETF · Exchange-traded fund · Charles Schwab IRA Rollover
$15,001 - $50,000
IWP
iShares Russell Midcap Growth ETF · Exchange-traded fund · Charles Schwab IRA Rollover
$1,001 - $15,000
SOXX
iShares Semiconductor ETF · Exchange-traded fund · Charles Schwab IRA Rollover
$1,001 - $15,000
BALI
iShares U.S. Large Cap Premium Income Active ETF · Exchange-traded fund · Charles Schwab IRA Rollover
$1,001 - $15,000