133 assets, filed Apr 28, 2026 (FD Original).
BRK.B
(AICFX) [MF] Berkshire Hathaway Inc. New · Stock (public)
$15,001 - $50,000
LOW
07/01/2025 [BA] Lowe's Companies, Inc. · Stock (public)
$15,001 - $50,000
AEPFX
Mutual fund · SEP 1 SP
$15,001 - $50,000
ABBV
AbbVie Inc. · Stock (public) · ET IRA
$1,001 - $15,000
ABT
Abbott Laboratories · Stock (public)
$100,000
GOOG
Alphabet Inc. - Class C Capital Stock · Stock (public)
$15,001 - $50,000
GOOG
Alphabet Inc. - Class C Capital Stock · Stock (public)
$250,000
AMZN
Amazon.com, Inc. · Stock (public)
$15,001 - $50,000
AMZN
Amazon.com, Inc. · Stock (public)
$250,000
American Beacon The London Company Income Equity
$1,000,000
American Beacon The London Company Income Equity
$250,000
TWCIX
American Century Select Investor Class · Mutual fund
$100,000
American Funds Investment Co of America Cl F-1 Shs
$15,001 - $50,000
AAPL
Apple Inc. · Stock (public)
$250,000
AAPL
Apple Inc. · Stock (public)
$250,000
BlackRock Utility, Infrastructure & Power Opportunities
$1,001 - $15,000
BUI
BlackRock Utility, Infrastructure & Power Opportunities Trust · Stock (public) · ET IRA
$15,001 - $50,000
Capital Intl
Mutual fund
$250,000
Capital Intl Core
Mutual fund
$500,000
CVX
Chevron Corporation · Stock (public) · ET IRA
$1,001 - $15,000
CMG
Chipotle Mexican Grill, Inc. · Stock (public)
$100,000
COST
Costco Wholesale Corporation - Common Stock · Stock (public) · Trust One SP
None
COST
Costco Wholesale Corporation - Common Stock (COST)
$500,000
COST
Costco Wholesale Corporation - Common Stock (COST)
$250,000
CPCTX
Counterpoint Tactical Income Fund Class C · Mutual fund
$250,000
CCI
Crown Castle International Corp. · Stock (public) · ET IRA
$1,001 - $15,000
DFQTX
DFA U.S. Core Equity 2 Portfolio · Mutual fund
$100,000
DFCEX
Emerging Markets Core Equity 2 Portfolio · Mutual fund · SEP 1 SP
$15,001 - $50,000
ET
Energy Transfer LP Common Units · Stock (public) · ET IRA
$15,001 - $50,000
XOM
Exxon Mobil Corporation · Stock (public)
$1,001 - $15,000
FXAIX
Fidelity 500 Index Fund · Mutual fund
$100,000
FBGKX
Fidelity Blue Chip Growth Fund Class K · Mutual fund · IRA One SP
$1,001 - $15,000
AFIFX
Fundamental Investors, Class F-1 Shares · Mutual fund
$100,000
FINFX
Fundamental Investors, Class F-2 Shares · Mutual fund · SEP 1 SP
$15,001 - $50,000
HD
Home Depot, Inc. · Stock (public) · ET Invest
$15,001 - $50,000
HON
Honeywell International Inc. · Stock (public) · ET IRA
$1,001 - $15,000
INTRUST BANK CD WICHITA KS CD 4.30 DUE
None
DFIEX
International Core Equity 2 Portfolio · Mutual fund · SEP 1 SP
$1,001 - $15,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund · CS SEP
$1,001 - $15,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund
$100,000
QQQ
Invesco QQQ Trust, Series 1 · Stock (public) · Trust One SP
None
London Co LCV
Mutual fund
$250,000
Love Field ARPT TX
Corporate bond · CS SEP
$15,001 - $50,000
MSEGX
MSIF Growth Portfolio Class A · Mutual fund
$100,000
Martin Currie Emerging Markets Fund Class A (MACEX)
$250,000
MA
Mastercard Incorporated · Stock (public) · Trust One SP
$1,001 - $15,000
MCD
McDonald's Corporation · Stock (public) · IRA One SP
$1,001 - $15,000
MET
MetLife · FN
$5,000,000
MSFT
Microsoft Corporation · Stock (public)
$50,001 - $100,000
MSFT
Microsoft Corporation · Stock (public)
$500,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public) · IRA One SP
$15,001 - $50,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public)
$500,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public)
$250,000
National Life Group
WU
$100,000
NFFFX
New World Fund, Inc., Class F-2 Shs · Mutual fund · SEP 1 SP
$15,001 - $50,000
New York Whole Life Insurance
WU
$50,001 - $100,000
North American Whole Life Insurance
WU
$100,001 - $250,000
PEP
Pepsico, Inc. · Stock (public) · ET IRA
$15,001 - $50,000
PG
Procter & Gamble Company · Stock (public) · ET IRA
None
RTX
RTX Corporation Common Stock · Stock (public) · ET Invest
$1,001 - $15,000
Residential Real Estate #1
Real property
$500,000
Residential Real Estate #2
Real property
$500,000
Residential Real Estate #3
Real property
$500,000
Residential Real Estate #4 - Private Mortgage
Other
$500,000
Residential Real Estate #5 - Private Mortgage
Real property
$250,000
REZI
Resideo Technologies, Inc. · Stock (public) · ET IRA
$1,001 - $15,000
SRH Hosp
Real property
$250,000
FNDB
Schwab Fundamental U.S. Broad Market ETF · Exchange-traded fund · CS SEP
$1,001 - $15,000
FNDB
Schwab Fundamental U.S. Broad Market ETF · Exchange-traded fund · IRA One SP
$1,001 - $15,000
FNDB
Schwab Fundamental U.S. Broad Market ETF · Exchange-traded fund · IRA One SP
$15,001 - $50,000
FNDX
Schwab Fundamental U.S. Large Company ETF · Exchange-traded fund · IRA One SP
$15,001 - $50,000
Schwab Fundamental US Lg Company Index Fund Insti
$100,000
SCHF
Schwab International Equity ETF · Exchange-traded fund · CS SEP
$1,001 - $15,000
SCHF
Schwab International Equity ETF · Exchange-traded fund · IRA One SP
None
SWVXX
Schwab Prime Advantage Money Fund- Investor Shares · Mutual fund · SEP 2 SP
$15,001 - $50,000
Schwab Prime Advantage Money Fund- Investor Shares
$1,000,000
SWPPX
Schwab S&P 500 Index Fund- Select Shares · Mutual fund
$15,001 - $50,000
SWPPX
Schwab S&P 500 Index Fund- Select Shares · Mutual fund
$250,000
SWPPX
Schwab S&P 500 Index Fund- Select Shares · Mutual fund
$100,000
SWPPX
Schwab S&P 500 Index Fund- Select Shares · Mutual fund · IRA One SP
$15,001 - $50,000
SWTSX
Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit · Mutual fund · IRA One SP
$15,001 - $50,000
SWTSX
Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit · Mutual fund · SEP 2 SP
$15,001 - $50,000
SCHX
Schwab U.S. Large-Cap ETF · Exchange-traded fund
$100,000
SCHD
Schwab US Dividend Equity ETF · Exchange-traded fund · CS SEP
$1,001 - $15,000
SWVXX
Schwab Value Advantage Money Fund · Mutual fund · CS SEP
None
SFLNX
Shs · Mutual fund · CS SEP
$15,001 - $50,000
SFLNX
Shs · Mutual fund · Trust One SP
$15,001 - $50,000
HNDL
Strategy Shares Nasdaq 7HANDL Index ETF · Exchange-traded fund
None
HNDL
Strategy Shares Nasdaq 7HANDL Index ETF · Stock (public) · ET Invest
None
TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN [CS]
Corporate bond · FMS IRA
$1,001 - $15,000
TOMBALL TX SL Assmnt Bond
Corporate bond
$250,000
BWXT
Trust (BUI) [ST] BWX Technologies, Inc. · Stock (public)
$50,001 - $100,000
UBS Muni
Mutual fund
$1,000,000
UBS US Quality Growth At Reasonable Price Fund Class P
$500,000
UBS US Quality Growth At Reasonable Price Fund Class P
$250,000
US Bank #1
Bank/brokerage account · Spouse
$1,001 - $15,000
US Bank #1
Bank/brokerage account
$250,000
US Bank #1
Bank/brokerage account · Trust One SP
$1,001 - $15,000
US Bank #2
Bank/brokerage account
$1,001 - $15,000
US Bank #2
Bank/brokerage account
$50,001 - $100,000
US Bank #2
Bank/brokerage account · CS SEP
None
US Bank #2
Bank/brokerage account · Trust One SP
$15,001 - $50,000
US Bank #3
Bank/brokerage account
$1,001 - $15,000
US Bank #3
Bank/brokerage account · Trust One SP
$15,001 - $50,000
US Bank #5
Bank/brokerage account · CS SEP
$15,001 - $50,000
US Bank #6
Bank/brokerage account · CS SEP
$15,001 - $50,000
US Bank #8
Bank/brokerage account · CS SEP
$15,001 - $50,000
US Interm Corp Bond
Mutual fund
$250,000
US bank #1
Bank/brokerage account
$250,000
US bank #1
Bank/brokerage account · ET Invest
None
US bank #1
Bank/brokerage account · IRA One SP
$15,001 - $50,000
US bank #2
Bank/brokerage account
$50,001 - $100,000
US bank #2
Bank/brokerage account · CS SEP
$15,001 - $50,000
US bank #3
Bank/brokerage account
$100,000
US bank #6
Bank/brokerage account · CS SEP
$15,001 - $50,000
US bank #7
Bank/brokerage account · CS SEP
$15,001 - $50,000
UNP
Union Pacific Corporation · Stock (public)
$15,001 - $50,000
Vanguard Equity Income Fund Admiral Shares (VEIRX)
$100,000
VIGAX
Vanguard Growth Index Fd Admiral Shs · Mutual fund
$100,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund
$250,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund · IRA One SP
$15,001 - $50,000
MGV
Vanguard Mega Cap Value ETF · Exchange-traded fund
$100,000
MGV
Vanguard Mega Cap Value ETF · Exchange-traded fund · ET IRA
$1,001 - $15,000
MGV
Vanguard Mega Cap Value ETF · Exchange-traded fund
$100,000
VZ
Verizon Communications Inc. Common Stock · Stock (public)
$1,001 - $15,000
USNQX
Victory Nasdaq-100 Index Fund Shares · Mutual fund · ET IRA
$15,001 - $50,000
Villages FL CDD Bond SPL Assmnt Rev
Corporate bond · FMS IRA
$1,001 - $15,000
Virtus KAR Small-Mid Cap Core Fund Class I (VKSIX)
$250,000
Virtus KAR Small-Mid Cap Core Fund Class I (VKSIX)
$250,000
V
Visa Inc. · Stock (public) · Trust One SP
$1 - $1,000
WMT
Walmart Inc. · Stock (public) · Trust One SP
$15,001 - $50,000