50 assets, filed May 13, 2025 (FD Original).
Allspring Municipal Bond Fund
Mutual fund
$100,000
BMY
Bristol-Myers Squibb Company · Stock (public)
$100,000
SAIC
CORPORATION · Stock (public) · TIAA Joint JT
$15,001 - $50,000
Calvert Bond Fund
Mutual fund
$500,000
Calvert Bond Fund
Mutual fund · TIAA IRA - Spouse SP
$1,001 - $15,000
Congressional Federal Credit Union
Bank/brokerage account
$15,001 - $50,000
DFA Emerging Markets Social Core Equity Portfolio
Mutual fund
$100,000
DFA Emerging Markets Social Core Equity Portfolio
Mutual fund · TIAA IRA - Spouse SP
$15,001 - $50,000
DFA International Social Core Equity Portfolio
Mutual fund
$500,000
DFA International Social Core Equity Portfolio
Mutual fund · TIAA IRA - Spouse SP
None
DFA US Social Core Equity 2 Portfolio
Mutual fund · TIAA IRA - Spouse SP
None
D
Dominion Energy, Inc. · Stock (public)
$100,000
LDOS
Leidos Holdings, Inc. · Stock (public)
$250,000
Met Life Insurance Policy Cash Value
WU
$15,001 - $50,000
Met Life Insurance Policy Cash Value
WU · Spouse
$50,001 - $100,000
Nushares Etf Trust
Exchange-traded fund · TIAA IRA - Spouse SP
$15,001 - $50,000
TSBIX
Nuveen Core Impact Bond Fund R6 · Mutual fund
$500,000
TSBIX
Nuveen Core Impact Bond Fund R6 · Mutual fund · TIAA IRA - Spouse SP
None
NULG
Nuveen ESG Large-Cap Growth ETF · Exchange-traded fund · TIAA Joint JT
$15,001 - $50,000
Nuveen ESG Large-Cap Value ETF
Exchange-traded fund · TIAA Joint JT
$15,001 - $50,000
NUMV
Nuveen ESG Mid-Cap Value ETF · Exchange-traded fund · TIAA IRA - Self
$15,001 - $50,000
NUMV
Nuveen ESG Mid-Cap Value ETF · Exchange-traded fund · TIAA IRA - Spouse SP
$1,001 - $15,000
NUSC
Nuveen ESG Small-Cap ETF · Exchange-traded fund · TIAA IRA - Spouse SP
$15,001 - $50,000
Nuveen Intermediate Duration Municipal Bond Fund
Mutual fund
$100,000
Nuveen Large Cap Responsible Equity Fund R6 (TISCX)
$250,000
TISIX
Nuveen Short Term Bond Fund R6 · Mutual fund · TIAA IRA - Spouse SP
$15,001 - $50,000
NMVAX
Nuveen Virginia TF Value Fund Cl R · Mutual fund
$500,000
OGN
Organon & Co. · Stock (public) · TIAA Joint JT
$15,001 - $50,000
PHYQX
PGIM High Yield Fund Class R6 · Mutual fund
$100,000
PHYQX
PGIM High Yield Fund Class R6 · Mutual fund · TIAA IRA - Spouse SP
$1,001 - $15,000
Parnassus Core Equity Fund
Mutual fund
$250,000
Parnassus Core Equity Fund
Mutual fund · TIAA IRA - Spouse SP
$1,001 - $15,000
SAIC
SCIENCE APPLICATIONS INTERNATIONAL
$100,000
TIAA Cash Accounts
Bank/brokerage account
$100,000
TIAA Cash Accounts
Bank/brokerage account · TIAA IRA - Spouse SP
None
TIAA Cref Traditional Retirement
FN
$250,000
TR SS
Bank/brokerage account
$100,000
Truist
Bank/brokerage account
$1,001 - $15,000
US Senate Federal Credit Union Savings Accounts
Bank/brokerage account
$1,001 - $15,000
United Bank
Bank/brokerage account
$50,001 - $100,000
Vanguard Small Cap ETF
Exchange-traded fund · TIAA Joint JT
$15,001 - $50,000
DIS
Walt Disney Company · Stock (public) · TIAA Joint JT
$1,001 - $15,000
WFC
Wells Fargo & Company · Stock (public) · TIAA Joint JT
$1,001 - $15,000
iShares Core S&P Small-Cap LCap 600 Index Fund
Mutual fund · TIAA IRA - Spouse SP
$15,001 - $50,000
ESGU
iShares ESG Aware MSCI USA ETF · Exchange-traded fund
$250,000
ESGU
iShares ESG Aware MSCI USA ETF · Exchange-traded fund · TIAA IRA - Spouse SP
$1,001 - $15,000
ESGU
iShares ESG Aware MSCI USA ETF · Exchange-traded fund · TIAA Joint JT
$1,001 - $15,000
ESML
iShares ESG Aware MSCI USA Small-Cap ETF · Exchange-traded fund · TIAA IRA - Self
None
ESML
iShares ESG Aware MSCI USA Small-Cap ETF · Exchange-traded fund · TIAA IRA - Spouse SP
None
self-directed [DB] Met Life Insurance Policy Cash Value
WU · Spouse
$1,001 - $15,000