33 assets, filed Aug 5, 2026 (FD Original).
BAGIX
Baird Aggregate Bond Fund Institutional Class · Mutual fund
$500,000
Colorado PERA
DB · Spouse
$100,001 - $250,000
DFA Global Bond Portfolio
WU
$100,000
DFGEX
DFA Global Real Estate Securities Ptf · Mutual fund · DeGette IRA
$1,001 - $15,000
DFGEX
DFA Global Real Estate Securities Ptf · Mutual fund
$100,000
DFISX
DFA International Small Company Portfolio · Mutual fund
$100,000
DFA International Value Portfolio
WU · TIAA-CREF Intelligent Life VUL SP
$15,001 - $50,000
DFA Short-Term Fixed Income
WU · TIAA-CREF Intelligent Life VUL SP
$15,001 - $50,000
DFGFX
DFA Two-Year Global Fixed Income Portfolio · Mutual fund
$250,000
DFA U.S. Large Cap Value Portfolio
WU · TIAA-CREF Intelligent Life VUL SP
$15,001 - $50,000
DFA U.S. Targeted Value Portfolio
WU · TIAA-CREF Intelligent Life VUL SP
$15,001 - $50,000
DFA VA International Small Portfolio
WU · TIAA-CREF Intelligent Life VUL SP
$15,001 - $50,000
DFAI
Dimensional International Core Equity Market ETF · Exchange-traded fund · DeGette IRA
$15,001 - $50,000
DFAU
Dimensional US Core Equity Market ETF · Exchange-traded fund · DeGette IRA
$1,001 - $15,000
DFCEX
Emerging Markets Core Equity 2 Portfolio · Mutual fund · DeGette IRA
$15,001 - $50,000
DFCEX
Emerging Markets Core Equity 2 Portfolio · Mutual fund
$250,000
DFIEX
International Core Equity 2 Portfolio · Mutual fund
$250,000
JPST
JPMorgan Ultra-Short Income ETF · Exchange-traded fund · DeGette IRA
$1,001 - $15,000
JPST
JPMorgan Ultra-Short Income ETF · Exchange-traded fund
$500,000
Nuveen Life Stock Index Fund
WU
$100,000
Schwab Money Market Fund
Bank/brokerage account · Joint
$1,001 - $15,000
Schwab Money Market Fund
Bank/brokerage account · DeGette IRA
$1,001 - $15,000
Schwab Money Market Fund
Bank/brokerage account
$250,000
Templeton Developing Markets Trust Class A
WU · TIAA-CREF Intelligent Life VUL SP
$15,001 - $50,000
Vanguard Inflation Protected Securities Fund Admiral Shares
$250,000
Vanguard Short-Term Investment Grade Fund Admiral Shrs
$250,000
VB
Vanguard Small-Cap ETF · Exchange-traded fund
$100,000
VBR
Vanguard Small-Cap Value ETF · Exchange-traded fund
$250,000
VTV
Vanguard Value ETF · Exchange-traded fund
$100,000
Wells Fargo Bank West, N.A.
Bank/brokerage account · Joint
$15,001 - $50,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund
$500,000
SCZ
iShares MSCI EAFE Small-Cap ETF · Exchange-traded fund · DeGette IRA
$15,001 - $50,000
QUAL
iShares MSCI USA Quality Factor ETF · Exchange-traded fund
$100,000