71 assets, filed Jun 22, 2026 (FD Original).
41-33 Parsons Blvd #1A
Real property · 147-14 34th Avenue Realty
$1,001 - $15,000
41-33 Parsons Blvd #1B
Real property · Apex Clearing - BK DC
$1,001 - $15,000
ACM Development LLC (5%)
Real property
$15,001 - $50,000
Bank of America - Checking & Savings
Bank/brokerage account · Joint
$1,001 - $15,000
QCSCIX
CREF Social Choice Account - R3 · Mutual fund
$100,000
QSCCFX
CREF Social Choice Account - R4 · Mutual fund · TIAA-CREF Retirement Annuity SP
$15,001 - $50,000
QCSTIX
CREF Stock Account - R3 · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
QCSTIX
CREF Stock Account - R3 · Mutual fund · TIAA-CREF Retirement Annuity SP
$1,001 - $15,000
QCSTFX
CREF Stock Account - R4 · Mutual fund · TIAA-CREF Retirement Annuity SP
$1,001 - $15,000
FDN
First Trust DJ Internet Index Fund · Exchange-traded fund · Apex Clearing - TK DC
$1,001 - $15,000
GE
GE Aerospace Common Stock · Stock (public) · Etrade Brokerage SP
$1,001 - $15,000
GQGIX
GQG PARTNERS EMERGING MARKETS EQUITY FUND Institutional Shares · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$15,001 - $50,000
HSA Cash
Bank/brokerage account · Optum HSA SP
$1,001 - $15,000
VIVIX
Institutional Shares · Mutual fund · TIAA-CREF Retirement Annuity SP
$15,001 - $50,000
INTC
Intel Corporation · Stock (public) · Etrade Brokerage SP
$1,001 - $15,000
OPPAX
Invesco Global Fund Class A · Mutual fund · Prudential Roth IRA
$1,001 - $15,000
VVOAX
Invesco Value Opportunities Fund Class A · Mutual fund · Prudential Roth IRA
$1,001 - $15,000
LHX
L3Harris Technologies, Inc. · Stock (public) · Etrade Brokerage SP
$1,001 - $15,000
MetLife IRA-BlackRock Energy & Resources Portfolio
FN
$1,001 - $15,000
NY 529 Target Enrollment 2027
529 plan holding
$250,000
NY 529 Target Enrollment 2030
529 plan holding
$250,000
NY 529 Vanguard Plan (DC1) Growth Stock Index Portfolio
$100,000
NY 529 Vanguard Plan (DC2) Growth Stock Index Portfolio
$100,000
NY Life Insurance Company - Whole Life
WU
$50,001 - $100,000
SPQAX
PGIM Jennison Global Equity Income Fund Class A · Mutual fund · Prudential IRA
$1,001 - $15,000
PHLAX
PGIM Jennison Health Sciences Fund Class A · Mutual fund · Prudential Roth IRA
$1,001 - $15,000
PJRAX
PGIM Quant Solutions International Equity Fund- Class A · Mutual fund · Prudential Roth IRA
$1,001 - $15,000
PG
Procter & Gamble Company · Stock (public) · Etrade Brokerage SP
$1,001 - $15,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund · Etrade Brokerage SP
$1,001 - $15,000
SCHD
Schwab US Dividend Equity ETF · Exchange-traded fund · Apex Clearing - BK DC
$1,001 - $15,000
SCHD
Schwab US Dividend Equity ETF · Exchange-traded fund · Apex Clearing - TK DC
$1,001 - $15,000
TD Bank
Bank/brokerage account
$1,001 - $15,000
TIAA Traditional
FN · TIAA-CREF Group Supplemental Retirement Annuity SP
$15,001 - $50,000
TIAA Traditional
FN
$250,000
VDIPX
Vanguard Developed Markets Index Institutional Plus · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
Vanguard Developed Markets Index Institutional Plus
$500,000
Vanguard Emerging Markets Stock Index Fund Institutional
$100,000
VEMRX
Vanguard Emerging Markets Stock Index Fund Institutional Plus · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
Vanguard Equity Income Fund Admiral Shares (VEIRX)
$100,000
VEXRX
Vanguard Explorer Fund Admiral Shares · Mutual fund
$100,000
VEMPX
Vanguard Extended Market Index Fund Insti Plus · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
VEMPX
Vanguard Extended Market Index Fund Insti Plus · Mutual fund · TIAA-CREF Retirement Annuity SP
$15,001 - $50,000
VWO
Vanguard FTSE Emerging Markets ETF · Exchange-traded fund · Etrade Brokerage SP
$1,001 - $15,000
VGK
Vanguard FTSEEuropean ETF · Exchange-traded fund · Etrade Brokerage SP
$1,001 - $15,000
VWEHX
Vanguard High Yield Corporate Fund · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
VITSX
Vanguard Index Trust Total Stock Market Index Fund Institutional Share · Mutual fund · Prudential IRA
$1,001 - $15,000
Vanguard Index Trust Vanguard Value Index Fund
$100,000
VAIPX
Vanguard Inflation Protected Securities Fund Admiral Shares · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
VIIIX
Vanguard Institutional Index Fund Institutional Plus Shares · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
Vanguard Institutional Index Fund Institutional Plus Shares
$250,000
VV
Vanguard Large-Cap ETF · Exchange-traded fund · Etrade Brokerage SP
$1,001 - $15,000
VMGMX
Vanguard Mid-Cap Growth Index Fd Admiral · Mutual fund · TIAA-CREF Retirement Annuity SP
$1,001 - $15,000
VMVAX
Vanguard Mid-Cap Value Index Fd Admiral · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
VMVAX
Vanguard Mid-Cap Value Index Fd Admiral · Mutual fund · TIAA-CREF Retirement Annuity SP
$15,001 - $50,000
VGSNX
Vanguard Real Estate Index Fund Institutional Shares · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
VGSNX
Vanguard Real Estate Index Fund Institutional Shares · Mutual fund · TIAA-CREF Retirement Annuity SP
$1,001 - $15,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund · E*Trade - SEP IRA SP
$1,001 - $15,000
VBIRX
Vanguard Short-Term Bond Index Fund Admiral Shares · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
VBIRX
Vanguard Short-Term Bond Index Fund Admiral Shares · Mutual fund · TIAA-CREF Retirement Annuity SP
$1,001 - $15,000
VSGIX
Vanguard Small-Cap Growth Index Fd Inst Shs · Mutual fund · TIAA-CREF Retirement Annuity SP
$15,001 - $50,000
VSGIX
Vanguard Small-Cap Growth Index Fund · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
VSIIX
Vanguard Small-Cap Value Index Fd Inst Shs · Mutual fund · TIAA-CREF Retirement Annuity SP
$15,001 - $50,000
VSIIX
Vanguard Small-Cap Value Index Fund Institutional Shares · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
VTIVX
Vanguard Target Retirement 2045 Fund · Mutual fund
$250,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund · Apex Clearing - TK DC
$1,001 - $15,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund · Apex Clearing - WK SP
$1,001 - $15,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund · E*Trade - SEP IRA SP
$1,001 - $15,000
VIVIX
Vanguard Value Index Fund Institutional Shares · Mutual fund · TIAA-CREF Group Supplemental Retirement Annuity SP
$1,001 - $15,000
Wealth Management LLC (10%)
Real property
$250,001 - $500,000
AOR
iShares Core 60/40 Balanced Allocation ETF · Exchange-traded fund · Apex Clearing - WK SP
$1,001 - $15,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund · Apex Clearing - BK DC
$1,001 - $15,000