70 assets, filed Aug 13, 2026 (FD Original).
AB Discovery Value Portfolio B
Other · Ashley E Hinson Revocable Trust Schwab Genesis
$15,001 - $50,000
AB VPS Small Cap Growth B
Other · Ashley E Hinson Revocable Trust Schwab Genesis
$15,001 - $50,000
American Century US Small Cap Value Eq Tr CL FD
Other · HIGH STREET INSURANCE PARTNERS 401(K) SP
$1,001 - $15,000
NEWFX
American Funds New World Fund A · Mutual fund · Traditional IRA
$1,001 - $15,000
CRBT CHECKING ACCOUNT
Bank/brokerage account
$1,001 - $15,000
Capital Group EuroPacific Growth SA
Other · HIGH STREET INSURANCE PARTNERS 401(K) SP
$1,001 - $15,000
CWGIX
Class A Shares · Mutual fund · Ashley E Hinson Revocable Trust Schwab Genesis
$15,001 - $50,000
GFSDX
Columbia Dividend Income Fund Class S · Mutual fund · Uniform Transfer to Minors - Jax DC
$1,001 - $15,000
GFSDX
Columbia Dividend Income Fund Class S · Mutual fund · Uniform Transfer to Minors - Max DC
$1,001 - $15,000
TOLSX
DWS RREEF Global Infrastructure Fund - Class S · Mutual fund · Uniform Transfer to Minors - Jax DC
$1,001 - $15,000
FXAIX
Fidelity 500 Index Fund · Mutual fund
$500,000
FSMAX
Fidelity Extended Market Index Fund · Mutual fund · HIGH STREET INSURANCE PARTNERS 401(K) SP
$15,001 - $50,000
GBTC Crypto
Grayscale Bitcoin Trust · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [2] SP
$1,001 - $15,000
GBTC Crypto
Grayscale Bitcoin Trust · Exchange-traded fund · Uniform Transfer to Minors - Jax DC
$15,001 - $50,000
GBTC Crypto
Grayscale Bitcoin Trust · Exchange-traded fund · Uniform Transfer to Minors - Max DC
$15,001 - $50,000
PPA
Invesco Aerospace & Defense ETF · Exchange-traded fund · Traditional IRA
$15,001 - $50,000
MAAGX
MFS Aggressive Growth Allocation Fund - Class A · Mutual fund · Roth IRA
$15,001 - $50,000
MNDAX
MFS Series Trust I - MFS New Discovery Fund Class A · Mutual fund · Roth IRA SP
$1,001 - $15,000
ANWPX
New Perspective Fund, Class A Shares · Mutual fund
$100,000
NHMAX
Nuveen High Yield Municipal Bd Fd Class A · Mutual fund · CHARLES SCHWAB BROKERAGE ACCOUNT [2] SP
$1,001 - $15,000
Office Building
Real property
$250,000
NOBL
ProShares S&P 500 Dividend Aristocrats ETF · Exchange-traded fund · Traditional IRA
$1,001 - $15,000
Rental Property Development
Real property
$500,000
DIA
SPDR Dow Jones Industrial Average ETF · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [2] SP
$1,001 - $15,000
SPEM
SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [1] SP
$1,001 - $15,000
SPDW
SPDR Portfolio Developed World ex-US ETF · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [1] SP
$1,001 - $15,000
SPSM
SPDR Portfolio S&P 600 Small Cap ETF · Exchange-traded fund · Uniform Transfer to Minors - Jax DC
$1,001 - $15,000
SPSM
SPDR Portfolio S&P 600 Small Cap ETF · Exchange-traded fund · Uniform Transfer to Minors - Max DC
$1,001 - $15,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund · Uniform Transfer to Minors - Jax DC
$1,001 - $15,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund · Uniform Transfer to Minors - Max DC
$1,001 - $15,000
SVSPX
SSGA S&P 500 Index Fd · Mutual fund · Uniform Transfer to Minors - Jax DC
$1,001 - $15,000
SVSPX
SSGA S&P 500 Index Fd · Mutual fund · Uniform Transfer to Minors - Max DC
$1,001 - $15,000
STREET HOLDCO)
Private stock option
$5,000,000
XLK
State Street Technology Select Sector SPDR ETF · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [2] SP
$1,001 - $15,000
Sweep Account
Bank/brokerage account · Roth IRA SP
$1,001 - $15,000
Sweep Account
Bank/brokerage account · Traditional IRA
$1,001 - $15,000
IS
T. Rowe Price Blue Chip Growth Fund · Other · Roth IRA
$15,001 - $50,000
URAN
Themes Uranium & Nuclear ETF · Exchange-traded fund · UTMA 2 - Child 2
$1,001 - $15,000
U.S. Treasury Series I Bond
Government security · Spouse
$15,001 - $50,000
PPH
VanEck Pharmaceutical ETF · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [2] SP
$15,001 - $50,000
VFIAX
Vanguard 500 Index Fd Admiral Shs · Mutual fund · CHARLES SCHWAB BROKERAGE ACCOUNT [2] SP
$1,001 - $15,000
VXF
Vanguard Extended Market ETF · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [1] SP
$1,001 - $15,000
VXF
Vanguard Extended Market ETF · Exchange-traded fund · Roth IRA SP
$1,001 - $15,000
VSS
Vanguard FTSE All-Wld ex-US SmCp Idx ETF · Exchange-traded fund · Roth IRA SP
$15,001 - $50,000
VEA
Vanguard FTSE Developed Markets ETF · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [1] SP
$1,001 - $15,000
VWO
Vanguard FTSE Emerging Markets ETF · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [1] SP
$15,001 - $50,000
VWO
Vanguard FTSE Emerging Markets ETF · Exchange-traded fund · Roth IRA SP
$15,001 - $50,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [1] SP
$1,001 - $15,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$250,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund · Roth IRA SP
$1,001 - $15,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund · Uniform Transfer to Minors - Jax DC
$1,001 - $15,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund · Uniform Transfer to Minors - Max DC
$1,001 - $15,000
VB
Vanguard Small-Cap ETF · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [2] SP
$1,001 - $15,000
VBR
Vanguard Small-Cap Value ETF · Exchange-traded fund · Roth IRA SP
$1,001 - $15,000
Vanguard Specialized Portfolios, Vanguard Dividend
$100,000
VXUS
Vanguard Total International Stock ETF · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [2] SP
$1,001 - $15,000
VXUS
Vanguard Total International Stock ETF · Exchange-traded fund · Uniform Transfer to Minors - Jax DC
$1,001 - $15,000
VXUS
Vanguard Total International Stock ETF · Exchange-traded fund · Uniform Transfer to Minors - Max DC
$1,001 - $15,000
VTIAX
Vanguard Total International Stock Index Fd Admiral · Mutual fund · CHARLES SCHWAB BROKERAGE ACCOUNT [2] SP
$15,001 - $50,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund · Uniform Transfer to Minors - Max DC
$1,001 - $15,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund · UTMA 2 - Child 1
$1,001 - $15,000
VTSAX
Vanguard Total Stock Market Index Fd Admiral Shs · Mutual fund · HIGH STREET INSURANCE PARTNERS 401(K) SP
$1,001 - $15,000
VTV
Vanguard Value ETF · Exchange-traded fund · Traditional IRA
$1,001 - $15,000
DON
WisdomTree U.S. MidCap Dividend Fund · Exchange-traded fund · Traditional IRA
$1,001 - $15,000
DES
WisdomTree U.S. SmallCap Dividend Fund · Exchange-traded fund · Uniform Transfer to Minors - Jax DC
$1,001 - $15,000
DGRO
iShares Core Dividend Growth ETF · Exchange-traded fund · Traditional IRA
$1,001 - $15,000
DGRO
iShares Core Dividend Growth ETF · Exchange-traded fund · Uniform Transfer to Minors - Jax DC
$1,001 - $15,000
DGRO
iShares Core Dividend Growth ETF · Exchange-traded fund · Uniform Transfer to Minors - Max DC
$1,001 - $15,000
IJR
iShares Core S&P Small-Cap ETF · Exchange-traded fund · CHARLES SCHWAB BROKERAGE ACCOUNT [2] SP
$15,001 - $50,000
ITA
iShares U.S. Aerospace & Defense ETF · Exchange-traded fund · Traditional IRA
$15,001 - $50,000