38 assets, filed Aug 13, 2026 (FD Original).
AMBFX
American Balanced Fund Class F-2 Shs · Mutual fund · Raymond James SEP IRA
$1,001 - $15,000
AEPGX
American Funds EuroPacific Growth A · Mutual fund · Empower - State of Hawaii Deferred Compensation Plan
$1,001 - $15,000
AGVGX
American Funds Global Insight Fund Class F-2 · Mutual fund · Raymond James SEP IRA
$1,001 - $15,000
MIAYX
American Funds Multi-Sector Income Fund Class F-2 · Mutual fund · Raymond James SEP IRA
$1,001 - $15,000
BAFWX
Brown Advisory Sustainable Growth Fd Inst Shs · Mutual fund · Raymond James Roth IRA
$1,001 - $15,000
CSVIX
Calvert Small Cap Fund Class I · Mutual fund · Raymond James Roth IRA
$1,001 - $15,000
CFJIX
Calvert U.S. Large Cap Value Responsible Index Fund Class I · Mutual fund · Raymond James Roth IRA
$1,001 - $15,000
CAIFX
Capital Income Builder Cl F-2 Shs · Mutual fund · Raymond James SEP IRA
$15,001 - $50,000
WGIFX
Capital World Growth and Income Fund Class F-2 Shares · Mutual fund · Raymond James SEP IRA
$1,001 - $15,000
DOXFX
Dodge & Cox International Stock Fund - Class X · Mutual fund · Empower - State of Hawaii Deferred Compensation Plan
None
RERGX
EuroPacific Growth Fund Cl R-6 · Mutual fund · Empower - State of Hawaii Deferred Compensation Plan
$1,001 - $15,000
FXAIX
Fidelity 500 Index Fund · Mutual fund
$500,000
First Hawaiian Bank
Bank/brokerage account · DC
$1,001 - $15,000
First Hawaiian Bank
Bank/brokerage account
$1,001 - $15,000
First Hawaiian Bank
Bank/brokerage account · Spouse
$15,001 - $50,000
First Hawaiian Bank
Bank/brokerage account · DC
$1,001 - $15,000
First Hawaiian Bank
Bank/brokerage account
$100,000
HASCX
Harbor Small Cap Value Fund Insti Cl · Mutual fund · Empower - State of Hawaii Deferred Compensation Plan
$1,001 - $15,000
PXNIX
Impax International Sustainable Economy Fund Institutional Class · Mutual fund · Raymond James Roth IRA
None
MINJX
MFS International Value Fund Class R6 · Mutual fund · Empower - State of Hawaii Deferred Compensation Plan
$1,001 - $15,000
MLAIX
MainStay Large Cap Growth Fund Class I · Mutual fund · Empower - State of Hawaii Deferred Compensation Plan
None
NBSLX
Neuberger Berman Sustainable Equity Fund Institutional Class · Mutual fund · Raymond James Roth IRA
$1,001 - $15,000
TSBHX
Nuveen Core Impact Bond Fund I · Mutual fund · Raymond James Roth IRA
$1,001 - $15,000
NUMV
Nuveen ESG Mid-Cap Value ETF · Exchange-traded fund · Raymond James Roth IRA
$15,001 - $50,000
PRAPX
PIMCO Total Return ESG Fund Class I-2 · Mutual fund · Raymond James Roth IRA
$1,001 - $15,000
PRILX
Parnassus Core Equity Fund-Institutional Shares · Mutual fund · Raymond James Roth IRA
$1,001 - $15,000
Raymond James - Cash
IRA holding · Raymond James Roth IRA
$1,001 - $15,000
Raymond James - Cash
IRA holding · Raymond James SEP IRA
$1,001 - $15,000
SMCFX
SMALLCAP World Fund, Inc., Class F-2 Shs · Mutual fund · Raymond James SEP IRA
$1,001 - $15,000
ABNFX
The Bond Fd of America, Class F-2 Shares · Mutual fund · Raymond James SEP IRA
$1,001 - $15,000
GFFFX
The Growth Fund of America Class F-2 Shares · Mutual fund · Raymond James SEP IRA
$15,001 - $50,000
ICAFX
The Investment Company of America, Class F-2 Shs · Mutual fund · Raymond James SEP IRA
$15,001 - $50,000
VSGX
Vanguard ESG International Stock ETF · Exchange-traded fund · Raymond James Roth IRA
$1,001 - $15,000
ESGV
Vanguard ESG U.S. Stock ETF · Exchange-traded fund · Raymond James SEP IRA
$15,001 - $50,000
REAVAX
WTC-CIF II Research Value · Mutual fund · Empower - State of Hawaii Deferred Compensation Plan
$1,001 - $15,000
WSMNX
WmBlair Small-Mid Cap Growth Fund Class N · Mutual fund · Empower - State of Hawaii Deferred Compensation Plan
None
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF · Exchange-traded fund · Raymond James Roth IRA
$1,001 - $15,000
XJH
iShares ESG Screened S&P Mid-Cap ETF · Exchange-traded fund · Raymond James Roth IRA
$15,001 - $50,000