74 assets, filed Aug 13, 2026 (FD Original).
AFTEX
A Shs · Mutual fund · Edward Jones Joint Brokerage Account JT
$15,001 - $50,000
AMCPX
AMCAP Fund, Class A Shares A · Mutual fund · Edward Jones IRA (2) SP
$1,001 - $15,000
AMCPX
AMCAP Fund, Class A Shares A · Mutual fund
$250,000
AMZN
Amazon.com, Inc. · Stock (public) · Charles Schwab Brokerage Account
$15,001 - $50,000
ABALX
American Balanced Fund, Class A Shs · Mutual fund · Edward Jones IRA (1) SP
$1,001 - $15,000
ABALX
American Balanced Fund, Class A Shs · Mutual fund
$100,000
American Bond Fund of Amer A
Mutual fund
$100,000
CWGIX
American Funds Capital World Growth & Income Fund Class A Shares · Mutual fund · Edward Jones IRA (2) SP
$1,001 - $15,000
SMCWX
American Funds SMALLCAP World A · Mutual fund · Edward Jones IRA (1) SP
$1,001 - $15,000
SMCWX
American Funds SMALLCAP World A · Mutual fund · Edward Jones IRA (2)
$1,001 - $15,000
SMCWX
American Funds SMALLCAP World A · Mutual fund · Edward Jones IRA (2) SP
$1,001 - $15,000
American Funds Tax-Exempt Fund of New York Class A
$100,000
AMRMX
American Mutual Fund Class A Shares · Mutual fund · Edward Jones IRA (1)
$1,001 - $15,000
AMRMX
American Mutual Fund Class A Shares · Mutual fund · Edward Jones IRA (2)
$1,001 - $15,000
AAPL
Apple Inc. · Stock (public)
$250,000
AAPL
Apple Inc. · Stock (public)
$100,000
AAPL
Apple Inc. - Common Stock · Stock (public) · Charles Schwab Roth IRA SP
$1,001 - $15,000
APHJX
Artisan International Small-Mid Fund - Institutional Shares · Mutual fund · Edward Jones IRA (1)
$1,001 - $15,000
AVDV
Avantis International Small Cap Value ETF · Exchange-traded fund · Edward Jones IRA (1)
$15,001 - $50,000
BHP
BHP Group Limited American Depositary Shares · Stock (public) · Charles Schwab Brokerage Account SP
$1,001 - $15,000
BBTBX
Bridge Builder Core Bond Fund · Mutual fund · Edward Jones IRA (1)
$15,001 - $50,000
BBCPX
Bridge Builder Core Plus Bond Fund · Mutual fund · Edward Jones IRA (1)
$15,001 - $50,000
BBIEX
Bridge Builder International Equity Fund · Mutual fund · Edward Jones IRA (1)
$15,001 - $50,000
BBVLX
Bridge Builder Large Cap Value Fund · Mutual fund · Edward Jones IRA (1)
$1,001 - $15,000
BBVSX
Bridge Builder Small/Mid Cap Value Fund · Mutual fund · Edward Jones IRA (1) SP
$1,001 - $15,000
BBGSX
Bridge Builder Small/Mid Cap growth Fund · Mutual fund · Edward Jones IRA (1)
$1,001 - $15,000
CAIBX
Capital Income Builder Cl A Shs · Mutual fund · Edward Jones IRA (2) SP
$1,001 - $15,000
CAIBX
Capital Income Builder Cl A Shs · Mutual fund · Edward Jones IRA (3)
$15,001 - $50,000
CAIBX
Capital Income Builder Cl A Shs · Mutual fund
$250,000
Citizen & Northern Bank Account
Bank/brokerage account · Spouse
$1,001 - $15,000
AMHIX
Class A · Mutual fund · Edward Jones Joint Brokerage Account JT
$15,001 - $50,000
DOXGX
Dodge & Cox Stock Fund - Class X · Mutual fund
$100,000
Federated Hermes Muni and Stock Advantage Fund A
$250,000
F
Ford Motor Company Common Stock · Stock (public) · Charles Schwab Roth IRA SP
$1,001 - $15,000
ANCFX
Fundamental Investors, Class A Shares · Mutual fund · Edward Jones IRA (1)
$1,001 - $15,000
ANCFX
Fundamental Investors, Class A Shares · Mutual fund · Edward Jones IRA (2)
$1,001 - $15,000
ANCFX
Fundamental Investors, Class A Shares · Mutual fund · Edward Jones IRA (2) SP
$1,001 - $15,000
ANCFX
Fundamental Investors, Class A Shares · Mutual fund · Edward Jones IRA (3)
$1,001 - $15,000
GIS
General Mills, Inc. · Stock (public) · Charles Schwab Brokerage Account SP
$1,001 - $15,000
IBM
International Business Machines Corporation · Stock (public) · Charles Schwab Brokerage Account
$1,001 - $15,000
IBM
International Business Machines Corporation · Stock (public) · Charles Schwab Brokerage Account SP
$1,001 - $15,000
IBM
International Business Machines Corporation · Stock (public) · NextGen APX Labs LLC
$1,001 - $15,000
IBM
International Business Machines Corporation Common Stock · Stock (public) · Charles Schwab Roth IRA SP
$1,001 - $15,000
JPPEX
JPMorgan Mid Cap Equity Fund - R6 · Mutual fund · Edward Jones IRA (1)
$1,001 - $15,000
MIEIX
MFS Institutional Investors Trust - MFS Institutional International Eq · Mutual fund · Edward Jones IRA (1) SP
$1,001 - $15,000
MRBKX
MFS Total Return Bond Fund Class R6 · Mutual fund
$100,000
Marcus by Goldman Sachs Savings Accounts
Bank/brokerage account · Joint
$100,001 - $250,000
NFLX
Netflix, Inc. · Stock (public) · Charles Schwab Brokerage Account
$15,001 - $50,000
ANWPX
New Perspective Fund, Class A Shares · Mutual fund · Edward Jones IRA (1)
$1,001 - $15,000
ANWPX
New Perspective Fund, Class A Shares · Mutual fund · Edward Jones IRA (2)
$15,001 - $50,000
ANWPX
New Perspective Fund, Class A Shares · Mutual fund · Edward Jones IRA (3)
$15,001 - $50,000
ANWPX
New Perspective Fund, Class A Shares · Mutual fund
$100,000
PHIYX
PIMCO Funds High Yield Fund Institutional Shares · Mutual fund · Edward Jones IRA (1) SP
$15,001 - $50,000
Socure
Private stock option
$100,001 - $250,000
TRLGX
T. Rowe Price Large-Cap Growth Fund Class I · Mutual fund
$100,000
TD Bank Sweep
Bank/brokerage account · Charles Schwab Brokerage Account SP
$1,001 - $15,000
TD Bank Sweep
Bank/brokerage account · Charles Schwab Roth IRA SP
$1,001 - $15,000
TD Bank accounts
Bank/brokerage account · Joint
$15,001 - $50,000
FBNRX
TPLN Global Bond Fund Cl R6 · Mutual fund · GNYHA 401k SP
$15,001 - $50,000
Target Enrollment 2037 Portfolio
529 plan holding
$100,000
Target Enrollment 2041
529 plan holding · Edward Jones IRA (1) SP
$15,001 - $50,000
TSLA
Tesla, Inc. · Stock (public)
$250,000
ABNDX
The Bond Fund of America, Class A Shares · Mutual fund · Edward Jones IRA (1)
$1,001 - $15,000
ABNDX
The Bond Fund of America, Class A Shares · Mutual fund · Edward Jones IRA (2) SP
$1,001 - $15,000
ABNDX
The Bond Fund of America, Class A Shares · Mutual fund · Edward Jones IRA (2)
$1,001 - $15,000
AMECX
The Income Fund of America, Class A Shares · Mutual fund · Edward Jones IRA (3)
$1,001 - $15,000
USAA Bank accounts
Bank/brokerage account · Joint
$15,001 - $50,000
VTMGX
Vanguard Developed Markets Index Admiral · Mutual fund · GNYHA 401k SP
$15,001 - $50,000
VUG
Vanguard Growth ETF · Exchange-traded fund · Edward Jones IRA (1)
$1,001 - $15,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund · Edward Jones IRA (2)
$1,001 - $15,000
VMVAX
Vanguard Mid-Cap Value Index Fd Admiral · Mutual fund · GNYHA 401k SP
$15,001 - $50,000
VTIVX
Vanguard Target Retirement 2045 Fund · Mutual fund
$250,000
VWENX
Vanguard Wellington Fund Admiral Shares · Mutual fund
$250,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund · Edward Jones IRA (1)
$1,001 - $15,000