11 assets, filed May 15, 2026 (FD Original).
GSFTX
Columbia Dividend Income Fund Class I · Mutual fund
$100,000
FINSX
Fidelity Advisor New Insights Fund: Class I · Mutual fund
$100,000
FINFX
Fundamental Investors, Class F-2 Shares · Mutual fund
$1,001 - $15,000
JPMorgan Liquid Assets Money Market Fund Capital Shares
$15,001 - $50,000
JPST
JPMorgan Ultra-Short Income ETF · Exchange-traded fund · ROTH IRA
$1 - $1,000
PNC Bank Checking Account
Bank/brokerage account
$1,001 - $15,000
PNC Bank Savings Account
Bank/brokerage account
$1,001 - $15,000
RJ Bank Deposit Program
Bank/brokerage account
$1,001 - $15,000
RJ Bank Deposit Program
Bank/brokerage account · ROTH IRA
$15,001 - $50,000
VIG
Vanguard Div Appreciation ETF · Exchange-traded fund
$1,001 - $15,000
VIG
Vanguard Div Appreciation ETF · Exchange-traded fund
$100,000