31 assets, filed Aug 10, 2026 (FD Original).
American Balanced Fund Cl F3
Mutual fund · Roth IRA
$1,001 - $15,000
American Funds Washington Mutual Invstrs Fd - F1
Mutual fund · Spouse 403b - Lincoln Investment SP
$1,001 - $15,000
American Mutual Fund Cl F3
Mutual fund · Roth IRA
$1,001 - $15,000
BR LP ldx 2030 G [OT] underlying asset - BR LP ldx 2030 G, but the asset lookup did not work.
· Spouse 403b - Lincoln Investment SP
$1,001 - $15,000
DFA US Large Cap Value 1
Mutual fund
$250,000
Dodge & Cox Income Fund
Mutual fund · Roth IRA
$1,001 - $15,000
FederatedHermes Prime Cash Obl AS
Mutual fund · Spouse 403b - Lincoln Investment SP
$1,001 - $15,000
Goldman Sachs Intl Equity Insights Fund - A
Mutual fund · Spouse 403b - Lincoln Investment SP
$1,001 - $15,000
GoldmanSachs Emerging Mkt Eq A
Mutual fund · Spouse 403b - Lincoln Investment SP
$1,001 - $15,000
Intrust checking and savings
Bank/brokerage account · Bank
$1,001 - $15,000
ICBFX
Invesco Corporate Bond Fund Cl R6 · Mutual fund · Roth IRA
$1,001 - $15,000
Invesco Global Opportunities Cl R6
Mutual fund · Roth IRA
$1,001 - $15,000
Investment Company of America - American Funds
Mutual fund · Roth IRA
$1,001 - $15,000
JP Morgan Mid Cap Value Cl L
Mutual fund · Roth IRA
$1,001 - $15,000
JPMorgan SmCap Equity A
Mutual fund · Spouse 403b - Lincoln Investment SP
$1,001 - $15,000
Mid American Credit Union
Bank/brokerage account · Dependent Coverdale college savings
$1,001 - $15,000
New Perspective Fund Cl F3 - American Funds
Mutual fund · Roth IRA
$1,001 - $15,000
PGIM High Yield Fund - A
Mutual fund · Spouse 403b - Lincoln Investment SP
$1 - $1,000
PIMCO International Bond Fund - A
Mutual fund · Spouse 403b - Lincoln Investment SP
$1,001 - $15,000
PRIMECAP Odyssey Growth Fund
Mutual fund · Spouse 403b - Lincoln Investment SP
$1,001 - $15,000
PRIMECAP Odyssey Stock Fund
Mutual fund · Spouse Deferred Comp - MA SP
$1,001 - $15,000
Parnassus Mid Cap Fund - Inv
Mutual fund · Spouse 403b - Lincoln Investment SP
$1,001 - $15,000
Putnam Intl Capital Opps - A
Mutual fund · Spouse Roth IRA - Putnam Investments SP
$15,001 - $50,000
POGAX
Putnam Large Cap Growth Class A · Mutual fund · Spouse Roth IRA - Putnam Investments SP
$1,001 - $15,000
Putnam Large Cap Value Fund - A
Mutual fund · Investment
$15,001 - $50,000
SMART Capital Preservation Fund
Other · Spouse Roth IRA - Putnam Investments SP
$1,001 - $15,000
State Street Target Retire 2030 SL Cl IV
Mutual fund
$250,000
T Rowe Price Capital Appreciation
Mutual fund
$250,000
TQAIX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund - Class I · Mutual fund · Roth IRA
$1 - $1,000
TRGXX
U.S. Treasury Money Fund - I Class · Mutual fund · Roth IRA
$1,001 - $15,000
Vanguard Total Bond Market Index Inst
Mutual fund · Roth IRA
$1,001 - $15,000