123 assets, filed Aug 13, 2026 (FD Original).
240 Acres Cherryvale Kansas, 100% Interest
Farm
$500,001 - $1,000,000
5th Street, Independence Kansas
Real property · Joint
$100,001 - $250,000
Accordia Life and Annuity Company
WU
$1,001 - $15,000
ARFVX
American Century One Choice 2050 Ptf Investor Class · Mutual fund · Fidelity - Wealth Alliance JT
$1,001 - $15,000
QCGRIX
CREF Growth Account - R3 · Mutual fund · TIAA Retirement Account- Spouse SP
$1,001 - $15,000
QCILIX
CREF Inflation-Linked Bond Account - R3 · Mutual fund · TIAA Retirement Account- Spouse SP
$1,001 - $15,000
QCSCIX
CREF Social Choice Account - R3 · Mutual fund · TIAA Retirement Account- Spouse SP
$15,001 - $50,000
QCSTIX
CREF Stock Account - R3 · Mutual fund · TIAA Retirement Account- Spouse SP
$1,001 - $15,000
Charles Schwab Cash
Bank/brokerage account · Spouse
$1 - $1,000
Community National Bank and Trust
Bank/brokerage account · Joint
$1,001 - $15,000
Equity Bank
Bank/brokerage account · Joint
$15,001 - $50,000
FXAIX
Fidelity 500 Index Fund (FXAIX) [MF] ⇒ · Wealth Alliance Wealth Alliance - Dependents
$1 - $1,000
FXAIX
Fidelity 500 Index Fund (FXAIX) [MF] ⇒ · Wealth Alliance Wealth Alliance - Dependents
$1 - $1,000
FENI
Fidelity Enhanced International ETF · Exchange-traded fund
$100,000
FENI
Fidelity Enhanced International ETF (FENI) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
Fidelity Government Cash Reserves [BA] ⇒
· Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
Fidelity Government Cash Reserves [BA] ⇒
· Wealth Alliance IRA
$15,001 - $50,000
Fidelity Government Cash Reserves [BA] ⇒
· Wealth Alliance Roth Ind. Retirement Account
$15,001 - $50,000
Fidelity Government Cash Reserves [BA] ⇒
· Wealth Alliance Roth IRA
$1,001 - $15,000
Fidelity Government Cash Reserves [BA] ⇒
· Wealth Alliance Roth IRA - Spouse SP
$15,001 - $50,000
Fidelity Government Cash Reserves [BA] ⇒
· Wealth Alliance Wealth Alliance - Dependents
$15,001 - $50,000
Fidelity Government Cash Reserves [BA] ⇒
· Wealth Alliance Wealth Alliance - Dependents
$1,001 - $15,000
FBND
Fidelity Total Bond ETF · Exchange-traded fund
$100,000
FBND
Fidelity Total Bond ETF (FBND) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
FBND
Fidelity Total Bond ETF (FBND) [EF] ⇒ · Wealth Alliance IRA
$1,001 - $15,000
FBND
Fidelity Total Bond ETF (FBND) [EF] ⇒ · Wealth Alliance Roth IRA
$1,001 - $15,000
FBND
Fidelity Total Bond ETF (FBND) [EF] ⇒ · Wealth Alliance Roth IRA - Spouse SP
$15,001 - $50,000
FYX
First Trust Small Cap Core AlphaDEX Fund · Exchange-traded fund · Fidelity - Wealth Alliance JT
$1,001 - $15,000
FYX
First Trust Small Cap Core AlphaDEX Fund (FYX) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
None
FYX
First Trust Small Cap Core AlphaDEX Fund (FYX) [EF] ⇒ · Wealth Alliance IRA
$15,001 - $50,000
FYX
First Trust Small Cap Core AlphaDEX Fund (FYX) [EF] ⇒ · Wealth Alliance Roth Ind. Retirement Account
None
FYX
First Trust Small Cap Core AlphaDEX Fund (FYX) [EF] ⇒ · Wealth Alliance Roth IRA
$1,001 - $15,000
FYX
First Trust Small Cap Core AlphaDEX Fund (FYX) [EF] ⇒ · Wealth Alliance Roth IRA - Spouse
$15,001 - $50,000
MUNI
Fund · Exchange-traded fund · Fidelity - Wealth Alliance JT
$1,001 - $15,000
Intrust Bank
Bank/brokerage account · Joint
$50,001 - $100,000
OMFYX
Invesco AMT-Free Municipal Income Fund Class Y · Mutual fund · Fidelity - Wealth Alliance JT
$1,001 - $15,000
RSP
Invesco S&P 500 Equal Weight ETF · Exchange-traded fund · Fidelity - Wealth Alliance JT
$15,001 - $50,000
RSP
Invesco S&P 500 Equal Weight ETF (RSP) [EF] ⇒ · Wealth Alliance Roth IRA
$1,001 - $15,000
JIRE
J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) [EF] ⇒ · Wealth Alliance IRA
$15,001 - $50,000
JIRE
J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) [EF] ⇒ · Wealth Alliance Roth Ind. Retirement Account
$15,001 - $50,000
JIRE
J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) [EF] ⇒ · Wealth Alliance Roth IRA
$1,001 - $15,000
JIRE
J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) [EF] ⇒ · Wealth Alliance Roth IRA - Spouse SP
$1,001 - $15,000
BBAG
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
None
BBAG
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) [EF] ⇒ · Wealth Alliance IRA
$1 - $1,000
BBAG
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) [EF] ⇒ · Wealth Alliance Roth Ind. Retirement Account
$15,001 - $50,000
BBAG
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) [EF] ⇒ · Wealth Alliance Roth IRA
$1 - $1,000
BBAG
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) [EF] ⇒ · Wealth Alliance Roth IRA - Spouse SP
$15,001 - $50,000
KPERS
Kansas Public Employees Retirement System · DB
$100,001 - $250,000
LPL - GreyCoal Cash Account
Bank/brokerage account
$100,000
LPL - GreyCoal Cash Account
Bank/brokerage account · Protective Life Insurance Company
$15,001 - $50,000
Learning Quest 20% Equity Portfolio
529 plan holding
$100,000
Locust Triplex, Independence Kansas
Real property · Joint
$100,001 - $250,000
WCEAX
Macquarie Core Equity Fund A · Mutual fund
$250,000
ICIEX
Macquarie Core Equity Fund Institutional · Mutual fund · Protective Life Insurance Company
$15,001 - $50,000
Macquarie Growth and Income Fund Institutional (FGIPX)
$250,000
IVHIX
Macquarie High Income Fund Institutional · Mutual fund · Protective Life Insurance Company
$15,001 - $50,000
WSTAX
Macquarie Science and Technology Fund A · Mutual fund
$250,000
PIPNX
PIMCO Income Fund Class I-3 (PIPNX) [MF] ⇒ · Wealth Alliance IRA
$15,001 - $50,000
PIPNX
PIMCO Income Fund Class I-3 (PIPNX) [MF] ⇒ · Wealth Alliance Roth IRA
$1,001 - $15,000
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
PYLD
PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) [EF] ⇒ · Wealth Alliance IRA
$1,001 - $15,000
PYLD
PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) [EF] ⇒ · Wealth Alliance Roth Ind. Retirement Account
$15,001 - $50,000
PYLD
PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) [EF] ⇒ · Wealth Alliance Roth IRA
$1,001 - $15,000
PYLD
PIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) [EF] ⇒ · Wealth Alliance Roth IRA - Spouse
$15,001 - $50,000
SPEM
SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF · Exchange-traded fund · Fidelity - Wealth Alliance JT
$1,001 - $15,000
SPEM
SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) [EF] ⇒ · Wealth Alliance IRA
$15,001 - $50,000
SPEM
SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) [EF] ⇒ · Wealth Alliance Roth Ind. Retirement Account
$15,001 - $50,000
SPEM
SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) [EF] ⇒ · Wealth Alliance Roth IRA
$1,001 - $15,000
MDY
SPDR MidCap Trust Series I · Exchange-traded fund · Fidelity - Wealth Alliance JT
$1,001 - $15,000
MDY
SPDR MidCap Trust Series I (MDY) [EF] ⇒ · Wealth Alliance IRA
$1,001 - $15,000
MDY
SPDR MidCap Trust Series I (MDY) [EF] ⇒ · Wealth Alliance Roth Ind. Retirement Account
$1,001 - $15,000
MDY
SPDR MidCap Trust Series I (MDY) [EF] ⇒ · Wealth Alliance Roth IRA - Spouse SP
$1,001 - $15,000
SPAB
SPDR Portfolio Aggregate Bond ETF (SPAB) [EF] ⇒ · Wealth Alliance IRA
$1,001 - $15,000
SPAB
SPDR Portfolio Aggregate Bond ETF (SPAB) [EF] ⇒ · Wealth Alliance Roth Ind. Retirement Account
$15,001 - $50,000
SPAB
SPDR Portfolio Aggregate Bond ETF (SPAB) [EF] ⇒ · Wealth Alliance Roth IRA
$1,001 - $15,000
SPAB
SPDR Portfolio Aggregate Bond ETF (SPAB) [EF] ⇒ · Wealth Alliance Roth IRA - Spouse SP
$15,001 - $50,000
CWI
State Street SPDR MSCI ACWI ex-US ETF (CWI) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
CWI
State Street SPDR MSCI ACWI ex-US ETF (CWI) [EF] ⇒ · Wealth Alliance Roth Ind. Retirement Account
$15,001 - $50,000
SPAB
State Street SPDR Portfolio Aggregate Bond ETF (SPAB) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
SPEM
State Street SPDR Portfolio Emerging Markets ETF (SPEM) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) [EF] ⇒ · Wealth Alliance Roth Ind. Retirement Account
None
MDY
State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
QREARX
TIAA Real Estate Account · Mutual fund · TIAA Retirement Account- Spouse SP
$1,001 - $15,000
TIAA Traditional [BA] ⇒
· Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
AGTHX
The Growth Fund of America Class A Shares · Mutual fund
$250,000
Thrivent Fixed Annuity
FN
$1,001 - $15,000
Thrivent Whole Life Policy
WU
$50,001 - $100,000
VEA
Vanguard FTSE Developed Markets ETF (VEA) [EF] ⇒ · Wealth Alliance IRA
$15,001 - $50,000
VEA
Vanguard FTSE Developed Markets ETF (VEA) [EF] ⇒ · Wealth Alliance Roth IRA
$1,001 - $15,000
VEA
Vanguard FTSE Developed Markets ETF (VEA) [EF] ⇒ · Wealth Alliance Roth IRA - Spouse
$15,001 - $50,000
VUG
Vanguard Growth ETF · Exchange-traded fund · Fidelity - Wealth Alliance JT
$1,001 - $15,000
VUG
Vanguard Growth ETF · Exchange-traded fund
$100,000
VUG
Vanguard Growth ETF (VUG) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
VUG
Vanguard Growth ETF (VUG) [EF] ⇒ · Wealth Alliance IRA
$1,001 - $15,000
VUG
Vanguard Growth ETF (VUG) [EF] ⇒ · Wealth Alliance Roth IRA
$1 - $1,000
VUG
Vanguard Growth ETF (VUG) [EF] ⇒ · Wealth Alliance Roth IRA - Spouse
$15,001 - $50,000
VTTHX
Vanguard Target Retirement 2035 Fund · Mutual fund · Learning Quest JT
$15,001 - $50,000
VTI
Vanguard Total Stock Market ETF (VTI) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
VTI
Vanguard Total Stock Market ETF (VTI) [EF] ⇒ · Wealth Alliance IRA
$15,001 - $50,000
VTI
Vanguard Total Stock Market ETF (VTI) [EF] ⇒ · Wealth Alliance Roth IRA
$1,001 - $15,000
VTI
Vanguard Total Stock Market ETF (VTI) [EF] ⇒ · Wealth Alliance Roth IRA - Spouse
$15,001 - $50,000
VTV
Vanguard Value ETF · Exchange-traded fund
$250,000
VTV
Vanguard Value ETF (VTV) [EF] ⇒ · Wealth Alliance IRA
$1,001 - $15,000
VTV
Vanguard Value ETF (VTV) [EF] ⇒ · Wealth Alliance IRA- Spouse SP
$1 - $1,000
VTV
Vanguard Value ETF (VTV) [EF] ⇒ · Wealth Alliance Roth IRA - Spouse SP
$1,001 - $15,000
VTV
Vanguard Value ETF (VTV) [EF] ⇒ · Wealth Alliance Traditional IRA
$1 - $1,000
Veronica Drive, Lawrence KS, 100% Interest
Real property
$500,000
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund
$100,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund
$250,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund
$100,000
IVV
iShares Core S&P 500 ETF (IVV) [EF] ⇒ · Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
IVV
iShares Core S&P 500 ETF (IVV) [EF] ⇒ · Wealth Alliance Roth IRA
$1,001 - $15,000
⇒
· Wealth Alliance Ind. Retirement Account - Spouse
$1,001 - $15,000
⇒
· Wealth Alliance IRA
$15,001 - $50,000
⇒
· Wealth Alliance Roth Ind. Retirement Account
$15,001 - $50,000
⇒
· Wealth Alliance Roth Ind. Retirement Account
None
⇒
· Wealth Alliance Roth Ind. Retirement Account
$15,001 - $50,000
⇒
· Wealth Alliance Roth IRA
$15,001 - $50,000
⇒
· Wealth Alliance Roth IRA
$1,001 - $15,000
⇒
· Wealth Alliance Roth IRA - Spouse SP
$15,001 - $50,000
⇒
· Wealth Alliance Roth IRA - Spouse SP
$15,001 - $50,000