40 assets, filed Jul 30, 2026 (FD Original).
ALPS Clean Energy
Exchange-traded fund · Jared's Fidelity Rollover IRA
$1,001 - $15,000
American Bond Fund
Mutual fund · Jared's Fidelity Rollover IRA
$1,001 - $15,000
Baird Aggregate Bond Fund
Mutual fund · Jared's Fidelity Rollover IRA
$15,001 - $50,000
CREF Stock Fund
Mutual fund
$100,000
CalSTRS Pension Account
Private equity fund · Susan's Fidelity IRA-BDA SP
$1,001 - $15,000
Citizens Bank CD
Bank/brokerage account · Susan's Fidelity Rollover IRA SP
$1,001 - $15,000
DC Residence + rental income
Real property
$1,000,000
Domini Social Equity Fund
Mutual fund · Susan's Fidelity Roth IRA SP
$1 - $1,000
Fidelity Cash Reserves
Bank/brokerage account · Jared's Fidelity Traditional IRA
$1,001 - $15,000
Fidelity Cash Reserves
Bank/brokerage account · Jared's Roth IRA
$1,001 - $15,000
Fidelity Cash Reserves
Bank/brokerage account · Susan's Fidelity Roth IRA SP
$1,001 - $15,000
Fidelity Government Money Market
Bank/brokerage account · Jared's Fidelity Rollover IRA
$1,001 - $15,000
Fidelity Govt Money Market
Bank/brokerage account · Fidelity Joint Brokerage Account JT
$1,001 - $15,000
Fidelity Intermediate Bond Fund
Mutual fund · Susan's Fidelity Rollover IRA SP
$1,001 - $15,000
Fidelity Short Term Bond Fund
Mutual fund · Jared's Fidelity Rollover IRA
$15,001 - $50,000
Fidelity Total Bond Fund
Mutual fund · Jared's Fidelity Traditional IRA
$1,001 - $15,000
Fidelity Total Bond Fund
Mutual fund · Susan's Fidelity Rollover IRA SP
$1,001 - $15,000
First TR NSDQ Clean Edge Green Energy Index
Exchange-traded fund · Jared's Fidelity Rollover IRA
$15,001 - $50,000
First TR NSDQ Clean Edge Green Energy Index
Exchange-traded fund · Jared's Fidelity Traditional IRA
$1,001 - $15,000
Global X FDS Robotics - BOTZ
Exchange-traded fund · Jared's Fidelity Rollover IRA
$15,001 - $50,000
INVESCO Wilder-Hill Clean Energy ETF
Exchange-traded fund · Jared's Fidelity Rollover IRA
$1,001 - $15,000
INVESCO Wilder-Hill Clean Energy ETF
Exchange-traded fund · Jared's Fidelity Traditional IRA
$1,001 - $15,000
INVESCO Wilder-Hill Clean Energy ETF
Exchange-traded fund · Susan's Fidelity Roth IRA SP
$15,001 - $50,000
Invesco FD TR II Solar ETF
Exchange-traded fund · Jared's Fidelity Traditional IRA
$15,001 - $50,000
Invesco FD TR II Solar ETF
Exchange-traded fund · Susan's Fidelity Rollover IRA SP
$1,001 - $15,000
Invesco FD TR II Solar ETF
Exchange-traded fund · Susan's Fidelity Roth IRA SP
$1,001 - $15,000
JPIE
JPMorgan Income ETF · Exchange-traded fund · Jared's Fidelity Rollover IRA
$15,001 - $50,000
MSCI Index Fund - FUTY
Mutual fund · Jared's Fidelity Rollover IRA
$15,001 - $50,000
MSCI Index Fund - FUTY
Mutual fund · Jared's Roth IRA
$1,001 - $15,000
MSFT
Microsoft Corporation · Stock (public)
$250,000
Redwood Credit Union - Checking
Bank/brokerage account · Bank Accounts JT
None
Redwood Credit Union CD
Bank/brokerage account · Fidelity Joint Brokerage Account JT
$15,001 - $50,000
Redwood Credit Union Money Market
Bank/brokerage account · Joint
$1 - $1,000
SPDR S&P 500 ETF
Mutual fund · Jared's Fidelity Traditional IRA
$1,001 - $15,000
SPDR S&P 500 ETF
Exchange-traded fund · Jared's Fidelity Traditional IRA
$15,001 - $50,000
Schwab CD
Bank/brokerage account · Fidelity Joint Brokerage Account JT
$15,001 - $50,000
US Treasury Direct Bond Account
Government security · Joint
$1,001 - $15,000
US Treasury Direct Bond Account
Government security · Joint
$1,001 - $15,000
Vanguard FTSE Social Index
Mutual fund · Jared's Roth IRA
$1,001 - $15,000
Vanguard FTSE Social Index
Mutual fund · Susan's CalSRTS Retirement SP
$15,001 - $50,000