58 assets, filed May 14, 2026 (FD Original).
ATEYX
AB Sustainable Global Thematic Fund - ADV · Mutual fund · Rollover IRA SP
$15,001 - $50,000
RFDTX
American Funds 2025 Target Date Retirement Fd Cl R-6 · Mutual fund · Inherited Brokerage Account SP
None
BHYIX
BlackRock High Yield Portfolio - Institutional · Mutual fund · Inherited IRA SP
$1,001 - $15,000
CGBIX
Calvert Green Bond Fund Class I · Mutual fund · Rollover IRA SP
$15,001 - $50,000
CINCX
Calvert Income Fund Class I · Mutual fund · Rollover IRA SP
None
Calvert US Large Cap Value
Mutual fund · Rollover IRA SP
$1,001 - $15,000
CEMIX
Causeway Emerging Markets Fund Insti Cl · Mutual fund · Inherited IRA SP
$1,001 - $15,000
CPXIX
Cohen & Steers Preferred Securities and Income Fund Inc. Class I · Mutual fund · Inherited IRA SP
$1,001 - $15,000
CSDIX
Cohen & Steers Real Estate Securities Fund, Inc. Class I · Mutual fund · Inherited IRA SP
$1,001 - $15,000
Deposit Sweep Account
Bank/brokerage account · Inherited IRA SP
$1,001 - $15,000
FHESX
Federated Hermes SDG Engagement Equity Fund IS Class · Mutual fund · Rollover IRA SP
$1,001 - $15,000
FHHIX
Federated Hermes SDG Engagement High Yield Credit Fund IS Class · Mutual fund · Rollover IRA SP
$1,001 - $15,000
MLPA
Global X MLP ETF · Exchange-traded fund · Inherited IRA SP
None
AHIIX
High Income Fund - I Class · Mutual fund · Inherited IRA SP
$1,001 - $15,000
PGX
Invesco Preferred ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
PXF
Invesco RAFI Developed Markets ex-U.S. ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
BKLN
Invesco Senior Loan ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
J.P. Morgan Exchange-Traded Fund Trust JPMorgan
$100,000
JBND
JPMorgan Active Bond ETF · Exchange-traded fund
$100,000
JAVA
JPMorgan Active Value ETF · Exchange-traded fund · IRA
$15,001 - $50,000
JEMA
JPMorgan ActiveBuilders Emerging Markets Equity ETF · Exchange-traded fund · IRA
None
BBUS
JPMorgan BetaBuilders U.S. Equity ETF · Exchange-traded fund
$250,000
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · Exchange-traded fund · IRA
$1,001 - $15,000
JCPB
JPMorgan Core Plus Bond ETF · Exchange-traded fund
$100,000
JGLO
JPMorgan Global Select Equity ETF · Exchange-traded fund · IRA
$15,001 - $50,000
JPIE
JPMorgan Income ETF · Exchange-traded fund · IRA
$1,001 - $15,000
JIG
JPMorgan International Growth ETF · Exchange-traded fund · IRA
$15,001 - $50,000
JIVE
JPMorgan International Value ETF · Exchange-traded fund · IRA
$15,001 - $50,000
AFEIX
Large Cap Equity Fund - I Class · Mutual fund · Rollover IRA SP
$15,001 - $50,000
LSFYX
Loomis Sayles Senior Floating Rate and Fixed Income Fd Cl Y · Mutual fund · Inherited IRA SP
$1,001 - $15,000
M&T Bank Accounts
Bank/brokerage account
$15,001 - $50,000
Mass Mutual Whole Life Policy
WU
$15,001 - $50,000
ESGYX
Mirova Global Megatrends Fund Class Y · Mutual fund · Rollover IRA SP
$1,001 - $15,000
SCHD
Schwab US Dividend Equity ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
XLC
State Street Communication Services Select Sector SPDR ETF · Exchange-traded fund · Inherited Brokerage Account SP
$1,001 - $15,000
TFI
State Street SPDR Nuveen ICE Municipal Bond ETF · Exchange-traded fund
$100,000
Sweep Account
IRA holding · Inherited Brokerage Account SP
$1,001 - $15,000
Sweep Account
Bank/brokerage account · Rollover IRA SP
$15,001 - $50,000
PRFRX
T. Rowe Price Floating Rate Fund, Inc. · Mutual fund · Inherited IRA SP
$1,001 - $15,000
T. Rowe Price Retirement 2025
Mutual fund
$250,000
ESPTX
UBS International Sustainable Equity Fund Class P2 · Mutual fund · Rollover IRA SP
$15,001 - $50,000
UDBTX
UBS Sustainable Development Bank Bond Fund Class P2 · Mutual fund · Rollover IRA SP
$15,001 - $50,000
VIG
Vanguard Div Appreciation ETF · Exchange-traded fund · IRA
None
VEGBX
Vanguard Emerging Markets Bond Fund Admiral Shares · Mutual fund · Inherited IRA SP
$1,001 - $15,000
VYM
Vanguard High Dividend Yield ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
VYMI
Vanguard International High Dividend Yield ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
VYMI
Vanguard International High Dividend Yield ETF · Exchange-traded fund · Rollover IRA SP
$15,001 - $50,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund · Inherited Brokerage Account SP
$1,001 - $15,000
BSV
Vanguard Short-Term Bond ETF · Exchange-traded fund · Inherited Brokerage Account SP
$1,001 - $15,000
VT
Vanguard Total World Stock Index ETF · Exchange-traded fund · IRA
None
TLH
iShares 10-20 Year Treasury Bond ETF · Exchange-traded fund · IRA
$15,001 - $50,000
IEMG
iShares Core MSCI Emerging Markets ETF · Exchange-traded fund · IRA
$15,001 - $50,000
AGG
iShares Core U.S. Aggregate Bond ETF · Exchange-traded fund · IRA
$15,001 - $50,000
ESGD
iShares ESG Aware MSCI EAFE ETF · Exchange-traded fund · Rollover IRA SP
$1,001 - $15,000
SUSC
iShares ESG Aware USD Corporate Bond ETF · Exchange-traded fund · Rollover IRA SP
$15,001 - $50,000
IAU
iShares Gold Trust Shares · Exchange-traded fund · Inherited Brokerage Account SP
$1,001 - $15,000
IDV
iShares International Select Dividend ETF · Exchange-traded fund · Inherited IRA SP
$1,001 - $15,000
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF · Exchange-traded fund · Inherited IRA SP
None