35 assets, filed Aug 12, 2026 (FD Original).
SNVXX
(SNVXX) [MF] Vangaurd Information Technology Index Fund ETF · Exchange-traded fund
$100,001 - $250,000
Aggressive Age-Based Option: Vanguard Income
$1,001 - $15,000
GOOG
Alphabet Inc. - Class C Capital Stock · Stock (public)
$500,001 - $1,000,000
AMZN
Amazon.com, Inc. · Stock (public)
$100,001 - $250,000
AAPL
Apple Inc. · Stock (public)
$1,000,001 - $5,000,000
BRK.B
Berkshire Hathaway Inc. New · Stock (public)
$100,001 - $250,000
Cash - Charles Schwab Investment Accounts
Bank/brokerage account
$1 - $1,000
Cash - LPL Financial Investment Accounts
Bank/brokerage account
$1,001 - $15,000
Class
Mutual fund
$100,000
Class
Mutual fund
$500,000
Community Center)
Real property
$500,000
DFA U.S. Large Cap Value Portfolio
529 plan holding
$15,001 - $50,000
DFA US Core Equity II Portfolio Institutional Class
Mutual fund
$1,000,001 - $5,000,000
Dimensional US Core Equity 2 ETF
Exchange-traded fund
$1,000,001 - $5,000,000
Institutional Class
Mutual fund
$100,000
DFIEX
International Core Equity 2 Portfolio · Mutual fund
$500,001 - $1,000,000
JPMorgan U.S. Government Money Market Fund
$15,001 - $50,000
GOOGL
Portfolio [5F] Alphabet Inc. - Class A · Stock (public)
$500,001 - $1,000,000
MSFT
Premier (OGSXX) [MF] Microsoft Corporation · Stock (public)
$250,001 - $500,000
Rental Property in Ann Arbor, MI
REIT
$1,000,001 - $5,000,000
Rental Property in Oxford, NJ
REIT
$1,000,001 - $5,000,000
Schwab Government Money Fund - Investor Shares
$1 - $1,000
Shares
Mutual fund
$5,000,000
Shares
Mutual fund
$5,000,000
Vanguard 500 Index Fund Admiral Shares
Mutual fund
$1,000,001 - $5,000,000
Vanguard 500 Index Fund ETF
Exchange-traded fund
$1,000,001 - $5,000,000
Vanguard Aggressive Growth Portfolio
529 plan holding
$100,001 - $250,000
Vanguard Balanced Index Fund Admiral Shares
Mutual fund
$100,001 - $250,000
Vanguard Small Cap Value Index Fund ETF
Mutual fund
$100,001 - $250,000
Vanguard Total Stock Market Index Portfolio
529 plan holding
$15,001 - $50,000
Vanguard Total World Stock Index Fund ETF
Exchange-traded fund
$1,000,001 - $5,000,000
Vanguard Value Index Fund ETF
Exchange-traded fund
$100,001 - $250,000
WMT
Walmart Inc. · Stock (public)
$50,001 - $100,000
iShares Core S&P Total US Stock Market ETF
Exchange-traded fund
$1,000,001 - $5,000,000
ETHA Crypto
iShares Ethereum Trust ETF · Stock (public)
$1,000,001 - $5,000,000