83 assets, filed May 11, 2026 (FD Original).
PG
(PBDAX) [MF] Procter & Gamble Company · Stock (public) · Spouse
$1,001 - $15,000
IEFA
(USHY) [EF] iShares Core MSCI EAFE ETF · Exchange-traded fund · Spouse
$1,001 - $15,000
22 Acre Field, Ontario, OR
Real property
$250,000
253 Morgan Ave
Real property
$250,000
2nd St., Ontario, OR
Real property
$1,000,000
2nd St.,Ontario, Oregon
Real property
$100,000
42 acres, Morgan Ave, Ontario, OR
Farm
$250,000
71 acre farm - Ontario, Oregon
Real property
$1,000,000
ABBV
AbbVie Inc. Common Stock · Stock (public) · Spouse
$1,001 - $15,000
Air Products and Chemicals, Inc. Common Stock (APD)
· Spouse
$1,001 - $15,000
AEP
American Electric Power Company, Inc. · Stock (public) · Spouse
$1,001 - $15,000
AXP
American Express Company Common Stock · Stock (public) · Spouse
$1,001 - $15,000
AMGN
Amgen Inc. · Stock (public)
$250,000
AAPL
Apple Inc. - Common Stock · Stock (public) · Spouse
$1,001 - $15,000
AZN
AstraZeneca PLC - American Depositary Shares · Stock (public) · Spouse
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock (ADP) · Spouse
$1,001 - $15,000
Baird Core Plus Bond Fund Institutional Class (BCOIX)
$100,000
BMY
Bristol-Myers Squibb Company Common Stock · Stock (public) · Spouse
$1,001 - $15,000
Building, SW Fourth St. Ontario, OR
Real property · Joint
$250,001 - $500,000
Chares Schwab Bank
Bank/brokerage account · Spouse
$1,001 - $15,000
CVX
Chevron Corporation Common Stock · Stock (public) · Spouse
$1,001 - $15,000
Comcast Corporation - Class A Common Stock (CMCSA)
· Spouse
$1,001 - $15,000
DODIX
Dodge & Cox Income Fund - Class I · Mutual fund
$250,000
DoubleLine Total Return Bond Fund Class N (DLTNX)
· Spouse
$1,001 - $15,000
ETR
Entergy Corporation Common Stock · Stock (public) · Spouse
$1,001 - $15,000
EQR
Equity Residential · REIT · Spouse
$1,001 - $15,000
XOM
Exxon Mobil Corporation Common Stock · Stock (public) · Spouse
$1,001 - $15,000
FullerThaler Behavioral Small-Cap Equity Fund Investor
· Spouse
$1,001 - $15,000
HD
Home Depot, Inc. · Stock (public)
$250,000
HON
Honeywell International Inc. · Stock (public) · Spouse
$1,001 - $15,000
INTC
Intel Corporation · Stock (public) · Charles Schwab SEP-IRA SP
$1,001 - $15,000
INTC
Intel Corporation - Common Stock · Stock (public) · Charles Schwab SEP-IRA SP
None
Ishares MSCI USA Min Vol FCTR ETF
Exchange-traded fund
$100,000
JPM
JP Morgan Chase & Co. Common Stock · Stock (public) · Spouse
$1,001 - $15,000
JCI
Johnson Controls International plc Ordinary Share · Stock (public) · Charles Schwab SEP-IRA SP
$1,001 - $15,000
KMB
Kimberly-Clark Corporation - Common Stock · Stock (public) · Spouse
$1,001 - $15,000
MFS Series Trust I - MFS Value Fund Class A (MEIAX)
· Spouse
$1,001 - $15,000
MCD
McDonald's Corporation Common Stock · Stock (public) · Spouse
$1,001 - $15,000
MDT
Medtronic plc. Ordinary Shares · Stock (public) · Charles Schwab SEP-IRA SP
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock · Stock (public) · Spouse
$15,001 - $50,000
NE 2nd Street
Real property
$250,000
NEE
NextEra Energy, Inc. Common Stock · Stock (public) · Spouse
$1,001 - $15,000
ORCL
Oracle Corporation · Stock (public)
$250,000
PIMIX
PIMCO Income Fund Insti Class · Mutual fund
$250,000
PFOAX
PIMCO International Bond Fund · Mutual fund · Spouse
$1,001 - $15,000
PIMCO Investment Grade Credit Bond Fund Class A
· Spouse
$1,001 - $15,000
PEP
Pepsico, Inc. · Stock (public) · Spouse
$1,001 - $15,000
PFE
Pfizer, Inc. · Stock (public) · Charles Schwab SEP-IRA SP
$1,001 - $15,000
PFE
Pfizer, Inc. Common Stock · Stock (public) · Spouse
$1,001 - $15,000
RB2EH Enterprises
Real property
$100,001 - $250,000
Rental home - Morgan Ave
Real property · Joint
$100,001 - $250,000
RSG
Republic Services, Inc. Common Stock · Stock (public) · Spouse
$1,001 - $15,000
ROK
Rockwell Automation, Inc. Common Stock · Stock (public) · Spouse
$1,001 - $15,000
Schwab Prime Advantage Money Fund- Investor Shares
$500,000
SCHA
Schwab U.S. Small-Cap ETF · Exchange-traded fund · Spouse
$1,001 - $15,000
HCA
Shares (FTHNX) [MF] HCA Healthcare, Inc. Common Stock · Stock (public) · Spouse
$1,001 - $15,000
TXN
Texas Instruments Incorporated - Common Stock (TXN) · Spouse
$1,001 - $15,000
UPS
United Parcel Service, Inc. Common Stock · Stock (public) · Spouse
$1,001 - $15,000
VFIAX
Vanguard 500 Index Fd Admiral Shs · Mutual fund
$500,000
VWO
Vanguard FTSE Emerging Markets ETF · Exchange-traded fund · Charles Schwab IRA
$15,001 - $50,000
VIGAX
Vanguard Growth Index Fd Admiral Shs · Mutual fund
$500,000
Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
· Spouse
$1,001 - $15,000
Vanguard Mid Cap Index
Mutual fund
$100,000
Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX)
$100,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$250,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$250,000
VSMAX
Vanguard Small Cap Index Fd Admiral Shs · Mutual fund
$250,000
V
Visa Inc. · Stock (public) · Spouse
$1,001 - $15,000
WMT
Walmart Inc. Common Stock · Stock (public) · Spouse
$1,001 - $15,000
VMBS
[EF] Vanguard Mortgage-Backed Securities ETF · Exchange-traded fund · Spouse
$1,001 - $15,000
EGFFX
[MF] Edgewood Growth Fund Retail · Mutual fund · Spouse
$1,001 - $15,000
AMZN
[ST] Amazon.com, Inc. - Common Stock · Stock (public) · Spouse
$1,001 - $15,000
MDDVX
[ST] BlackRock Eq Dividend A · Mutual fund · Spouse
$1,001 - $15,000
DLR
[ST] Digital Rlty Tr Inc · REIT · Spouse
$1,001 - $15,000
TD
[ST] Toronto Dominion Bank · Stock (public) · Spouse
$1,001 - $15,000
iShares Broad USD High Yield Corporate Bond ETF
· Spouse
$1,001 - $15,000
IEFA
iShares Core MSCI EAFE ETF · Exchange-traded fund
$100,000
IEMG
iShares Core MSCI Emerging Markets ETF · Exchange-traded fund · Spouse
$1,001 - $15,000
EFAV
iShares MSCI EAFE Min Vol Factor ETF · Exchange-traded fund · Charles Schwab SEP-IRA SP
$1,001 - $15,000
IQLT
iShares MSCI Intl Quality Factor ETF · Exchange-traded fund
$100,000
IWF
iShares Russell 1000 Growth ETF · Exchange-traded fund · Spouse
$15,001 - $50,000
IWD
iShares Russell 1000 Value ETF · Exchange-traded fund · Spouse
$1,001 - $15,000
GOVT
iShares U.S. Treasury Bond ETF · Exchange-traded fund · Spouse
$1,001 - $15,000