44 assets, filed Aug 10, 2026 (FD Original).
ARK Innovative ARKK
Exchange-traded fund · Wells Fargo Advisors
$1,001 - $15,000
American Funds College 2039 Fund - 529A
529 plan holding · TIAA Brokerage Account SP
$1,001 - $15,000
American Funds College 529
529 plan holding · NW Mutual
$15,001 - $50,000
BXMT
Blackstone Mortgage Trust, Inc. Common Stock · Mutual fund · TIAA Brokerage Account SP
$1,001 - $15,000
Chase Checkings/Savings Account
Bank/brokerage account · Spouse
$1,001 - $15,000
Eleanor Barr Trust
Bank/brokerage account
$100,000
Energy Select Sector SPDR Fund XLE
Exchange-traded fund · Wells Fargo Advisors
$1,001 - $15,000
Fifth Third Bank
Bank/brokerage account
$1,001 - $15,000
First Trust DJ Internet Index Fund FDN
Exchange-traded fund · Wells Fargo Advisors
$1,001 - $15,000
First Trust NASDQ Bank FTXO ETF
Exchange-traded fund · Wells Fargo Advisors
$1,001 - $15,000
First Trust Small Cap Growth AlphaDex FYC
Exchange-traded fund · Wells Fargo Advisors
$1,001 - $15,000
Forcht Bank
Bank/brokerage account
$1,001 - $15,000
GS Savings Account
Bank/brokerage account · Spouse
$100,001 - $250,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund · TIAA Brokerage Account SP
$1,001 - $15,000
Invesco Senior Loan BKLN
Exchange-traded fund · Wells Fargo Advisors
$1,001 - $15,000
JDIBX
John Hancock Disciplined Value International Fund Class A · Mutual fund · John Hancock IRA SP
$15,001 - $50,000
JBGAX
John Hancock Funds II Blue Chip Growth Fund Class A · Mutual fund · John Hancock IRA SP
$15,001 - $50,000
KY Employees Retirement System
DB
$15,001 - $50,000
KEY
KeyCorp · Stock (public)
$1,001 - $15,000
Live Oak CD
Bank/brokerage account · Spouse
$15,001 - $50,000
Mary Clay Barr Trust
Bank/brokerage account
$100,000
NW Mutual 65 Life
WU
$1,001 - $15,000
NW Mutual 65 Life Supplemental
WU
$1,001 - $15,000
NW Mutual 90 Whole Life
WU
$1,001 - $15,000
NW Mutual Money Market
Bank/brokerage account · NW Mutual
$15,001 - $50,000
New Perspective Fund 529A
Mutual fund
$100,000
PFE
Pfizer, Inc. · Stock (public)
$1,001 - $15,000
DIA
SPDR Dow Jones Industrial Average ETF · Exchange-traded fund · TIAA Brokerage Account SP
$15,001 - $50,000
SPY
SPDR S&P 500 · Exchange-traded fund
$100,000
SPY
SPDR S&P 500 · Exchange-traded fund · TIAA Brokerage Account SP
$1 - $1,000
SPDR S&P 500 ETF
Exchange-traded fund
$100,000
SPDR S&P Metals & Mining XME ETF
Exchange-traded fund · Wells Fargo Advisors
$1,001 - $15,000
TIAA Brokerage Sweep Account
Bank/brokerage account · TIAA Brokerage Account SP
$1,001 - $15,000
The Growth Fund of America 529A
Mutual fund
$250,000
The Growth Fund of America 529A
Mutual fund · NW Mutual
$1,001 - $15,000
VUSXX Vanguard Money Market
Bank/brokerage account · Spouse
$100,001 - $250,000
Vanguard Russell 1000 Growth Index FD ETF
Exchange-traded fund
$100,000
iShares Core S&P 500 IVV
Exchange-traded fund · Wells Fargo Advisors
$1,001 - $15,000
IJR
iShares Core S&P Small-Cap ETF · Exchange-traded fund · NW Mutual
$1,001 - $15,000
iShares Inc Msci Eurzone ETF
Exchange-traded fund · NW Mutual
$1,001 - $15,000
iShares Micro Cap IWC
Exchange-traded fund · Wells Fargo Advisors
$1,001 - $15,000
IWF
iShares Russell 1000 Growth ETF · Exchange-traded fund
$100,000
IWD
iShares Russell 1000 Value ETF · Exchange-traded fund
$100,000
⇒
· NW Mutual Hale Barr 529
$1,001 - $15,000