26 assets, filed Jul 1, 2026 (FD Original).
American Express Savings
Bank/brokerage account · Joint
$1,000,001 - $5,000,000
Chase Savings Account
Bank/brokerage account · Joint
$15,001 - $50,000
Chase Workplace Checking
Bank/brokerage account · Joint
$100,001 - $250,000
Columbia Contrarian Core Fund
Exchange-traded fund
$250,000
Columbia Select Large Cap Equity
Exchange-traded fund
$100,000
Empower Aggressive Profile Fund
IRA holding
$100,001 - $250,000
Fidelity 2022 Private Equity Multi Strategy
Hedge fund
$500,000
Fidelity Blue Chip Value
Exchange-traded fund
$250,000
Fidelity Capital Appreciation
Exchange-traded fund
$500,000
Fidelity Cash Reserves
Bank/brokerage account
$100,000
Fidelity Government Money Market
Mutual fund
$1,000,000
Fidelity International Discovery
Exchange-traded fund
$500,000
Fidelity International Small Cap
Exchange-traded fund
$250,000
Fidelity Intl Cap Appreciation
Exchange-traded fund
$500,000
Fidelity Intl Cap Appreciation
Exchange-traded fund
$250,000
Fidelity Magellan
Mutual fund
$250,000
Fidelity Pacific Basin
Exchange-traded fund
$100,000
Fidelity Total Bond
Exchange-traded fund
$100,000
Fidelity Total Mkt Index FID Advantage
Exchange-traded fund
$5,000,000
Fidelity Total Mkt Index FID Advantage
Exchange-traded fund
$500,000
GS Small Cap Value
Exchange-traded fund
$250,000
Hennessy Cornerstone Growth Inv
Exchange-traded fund
$100,000
IShares S&P 500
Exchange-traded fund
$5,000,000
MSFT
Microsoft Corporation · Stock (public)
$250,000
Principal Bank Safe Harbor IRA
IRA holding
$1,001 - $15,000
Private Equity Multi-Strategy Fund III
Hedge fund
$100,000