57 assets, filed Aug 11, 2026 (FD Original).
Allsp VT SmCpGrw Cl2
Mutual fund · Spouse
$1,001 - $15,000
Allspring Spectrum Growth CL C
Mutual fund · Spouse
$15,001 - $50,000
Allspring Spectrum Moderate Growth CL C
Mutual fund · Spouse
$15,001 - $50,000
Am Cent VP Intl CL II
Mutual fund
None
Ameriprise Cert. Co.
Bank/brokerage account · Joint
$50,001 - $100,000
Ameriprise Insured Money Market
Bank/brokerage account · Joint
$1,001 - $15,000
Ameriprise Insured Money Market
Bank/brokerage account · Spouse
$1,001 - $15,000
Ameriprise Insured Money Market
Bank/brokerage account · Spouse
$1,001 - $15,000
Ameriprise Insured Money Market
Bank/brokerage account
$1,001 - $15,000
Ameriprise Insured Money Market
Bank/brokerage account
$1,001 - $15,000
CL [MF] Columbia Strategic Income Instl CL
Mutual fund · Spouse
None
CL [MF] Goldman Sachs GQG Partners Intl Opptys Investor
· Joint
$15,001 - $50,000
CL [MF] Guaranteed Deposit Fund
FN
$100,001 - $250,000
CTIVP LoomisSylsGr C1
Mutual fund
$15,001 - $50,000
Calamos Market Neutral Income CL I
Mutual fund
$1,001 - $15,000
Calvert Bond Instl CL
Mutual fund · Joint
$15,001 - $50,000
CI
Cigna Corporation · Stock (public) · Spouse
$1,001 - $15,000
Col VP Disc Core Cl3
Mutual fund · Spouse
$15,001 - $50,000
Col VP Divnd Opp Cl3
Mutual fund · Spouse
$15,001 - $50,000
Col VP GlblStInc Cl3
Mutual fund · Spouse
None
Col VP Hgh Yld Bd CL3
Mutual fund
$1,001 - $15,000
Col VP Intmd Bnd Cl3
Mutual fund · Spouse
$1,001 - $15,000
Col VP MidCap Gr Cl3
Mutual fund · Spouse
$1,001 - $15,000
Col VP Ovrseas Core 3
Mutual fund · Spouse
$1,001 - $15,000
Columbia Convertible Securities Instl CL
Mutual fund · Joint
None
Columbia Convertible Securities Instl CL
Mutual fund
$15,001 - $50,000
Columbia Global Value Instl CL
Mutual fund · Joint
None
Columbia Seligman Technology & Information Instl
· Spouse
$15,001 - $50,000
Congressional Federal Credit Union
Bank/brokerage account
$1,001 - $15,000
Fid VIP MidCap CL2
Mutual fund
$15,001 - $50,000
Fidelity Advisor Growth Opptys CL I
Mutual fund · Joint
$15,001 - $50,000
Fidelity Advisor Strategic Income CL I
Mutual fund
$1,001 - $15,000
Fidelity Advisor Total Bond CL I
Mutual fund · Spouse
$1,001 - $15,000
Fidelity Contrafund
Private equity fund
$500,001 - $1,000,000
Franklin Small Cap Growth Advisor CL
Mutual fund
$15,001 - $50,000
Goldman Sachs GQG Partners Intl Opptys Investor
· Spouse
$15,001 - $50,000
Healthcare Employees Federal Credit Union
Bank/brokerage account · Spouse
None
IShares Core S&P 500 ETF
Exchange-traded fund · Joint
$50,001 - $100,000
IShares Core S&P Small Cap ETF
Exchange-traded fund · Spouse
$15,001 - $50,000
IShares Core S&P Small Cap ETF
Exchange-traded fund · Joint
$15,001 - $50,000
Lazard International Equity Fd
Private equity fund
$100,001 - $250,000
MFS Diversified Income CL A
Mutual fund · Spouse
$1,001 - $15,000
MFS Emerging Markets Debt CL 1
Mutual fund · Spouse
$1,001 - $15,000
MFS Intl Intrinsic Value CL I
Mutual fund
$1,001 - $15,000
MassMutual Diversified Bond Fd
Private equity fund
$100,001 - $250,000
Neuberger Berman Large Cap Value Instl
Mutual fund
$50,001 - $100,000
New Jersey Defined Contribution Retirement plan
$15,001 - $50,000
TCHP
T. Rowe Price Blue Chip Growth ETF · Private equity fund
$250,001 - $500,000
TD Bank
Bank/brokerage account · Joint
$15,001 - $50,000
TD
Toronto Dominion Bank · Stock (public) · Spouse
$50,001 - $100,000
TD
Toronto Dominion Bank · Stock (public)
$1,001 - $15,000
Truist Bank
Bank/brokerage account · Joint
$15,001 - $50,000
Value Line Asset Alloc Instl CL
Mutual fund
$1,001 - $15,000
Vanguard Mid Cap Index Fund
Private equity fund
$1 - $1,000
Vanguard Small Cap Index Fund
Private equity fund
$1 - $1,000
Wanger USA
Mutual fund
$1,001 - $15,000
[DB] Principal Real Estate Secs Fd
Private equity fund
$50,001 - $100,000