32 assets, filed Aug 13, 2026 (FD Original).
Alabama Rental Property
Real property
$250,001 - $500,000
FRANKLIN DYNATECH CL R6 [FDTRX]
Mutual fund · NUNN ROTH IRA [2]
$1,001 - $15,000
FDTRX
Franlin DynaTech Fund Cl R6 · Mutual fund · Spouse IRA SP
$1,001 - $15,000
Iadvisor 529 Age 11-15 A
Other · Child savings account [5] SP
$1,001 - $15,000
Iadvisor 529 Age 16-17 A
Other · Child savings account [3] SP
$1,001 - $15,000
Iadvisor 529 Age 18+
Other · Child savings account [1] SP
$1,001 - $15,000
Iadvisor 529 Aggressive A
529 plan holding · Child savings account [11] SP
$1 - $1,000
Iadvisor 529 Aggressive A
529 plan holding · Child savings account [12]
$1,001 - $15,000
Iadvisor 529 Aggressive A
529 plan holding · NUNN ROTH IRA [2]
$1,001 - $15,000
Iadvisor 529 Voya Lrg Cp Grw A
Other · Child savings account [10]
$1,001 - $15,000
Iadvisor 529 Voya Lrg Cp Grw A
529 plan holding · Child savings account [2]
$1,001 - $15,000
Iadvisor 529 Voya Lrg Cp Grw A
Other · Child savings account [4]
$1,001 - $15,000
Iadvisor 529 Voya Lrg Cp Grw A
Other · Child savings account [5] SP
$15,001 - $50,000
Iadvisor 529 Voya Lrg Cp Grw A
Other · Child savings account [6]
$1,001 - $15,000
Iadvisor 529 Voya Lrg Cp Grw A
Other · Child savings account [7] SP
$15,001 - $50,000
Iadvisor 529 Voya Lrg Cp Grw A
Other · Child savings account [9] SP
$1 - $1,000
QQQM
Invesco NASDAQ 100 ETF · Exchange-traded fund · NUNN ROTH IRA [2]
$1,001 - $15,000
QQQM
Invesco NASDAQ 100 ETF · Exchange-traded fund · Spouse IRA SP
$1,001 - $15,000
XMMO
Invesco S&P MidCap Momentum ETF · Exchange-traded fund · NUNN ROTH IRA [2]
$1,001 - $15,000
XMMO
Invesco S&P MidCap Momentum ETF · Exchange-traded fund · Spouse IRA SP
$1,001 - $15,000
XMHQ
Invesco S&P MidCap Quality ETF · Exchange-traded fund · NUNN ROTH IRA [2]
$1,001 - $15,000
Iowa Rental Property
Real property
$100,001 - $250,000
LOGVX
Lord Abbett Income Class F3 · Mutual fund · NUNN ROTH IRA [2]
$1,001 - $15,000
SDY
SPDR S&P Dividend ETF · Exchange-traded fund · Spouse IRA SP
$1,001 - $15,000
State of Iowa Pension Plan
Private equity fund
$15,001 - $50,000
T ROWE PRICE LARGE-CAP GROWTH CL I [TRLGX]
Mutual fund · NUNN ROTH IRA [2]
$1,001 - $15,000
TRLGX
T. Rowe Price Large-Cap Growth Fund Class I · Mutual fund · Spouse IRA SP
$1,001 - $15,000
U.S. Treasury Money Market Fund
Bank/brokerage account · Spouse IRA SP
$1,001 - $15,000
USAA Bank Account
Bank/brokerage account
$100,001 - $250,000
USAA Checking Account
Bank/brokerage account · Joint
$50,001 - $100,000
USAA Checking Account 2
Bank/brokerage account
$50,001 - $100,000
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF · Exchange-traded fund · Spouse IRA SP
$1,001 - $15,000