36 assets, filed May 14, 2026 (FD Original).
American Eagle Financial Credit Union Accounts
Bank/brokerage account · Joint
$1,001 - $15,000
AVUV
Avantis U.S. Small Cap Value ETF (AVUV) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH · Spouse
$1,001 - $15,000
AVUV
Avantis U.S. Small Cap Value ETF (AVUV) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH
$1,001 - $15,000
BAC
Bank of America · Bank/brokerage account · Joint
$1,001 - $15,000
BAC
Bank of America · Bank/brokerage account
$15,001 - $50,000
CHARLES SCHWAB & CO INC; USADVISORS WEALTH
$15,001 - $50,000
CHARLES SCHWAB & CO INC; USADVISORS WEALTH
· Spouse
$1,001 - $15,000
CHARLES SCHWAB & CO INC; USADVISORS WEALTH
· Spouse
$1,001 - $15,000
CBDIX
Calvert Bond Fund Class I · Mutual fund · State of Connecticut Deferred Compensation 457 Plan SP
None
Charles Schwab Bank [BA] CHARLES SCHWAB & CO INC; USADVISORS WEALTH
· Spouse
$1,001 - $15,000
Charles Schwab Bank [BA] CHARLES SCHWAB & CO INC; USADVISORS WEALTH
$15,001 - $50,000
Congressional Federal Credit Union accounts
Bank/brokerage account
$100,001 - $250,000
FENI
Fidelity Enhanced International ETF (FENI) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH · Spouse
$1,001 - $15,000
FENI
Fidelity Enhanced International ETF (FENI) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH · Spouse
$1,001 - $15,000
FBND
Fidelity Total Bond ETF (FBND) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH
$15,001 - $50,000
FBND
Fidelity Total Bond ETF (FBND) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH
$15,001 - $50,000
Fixed Account
FN
$1,000,000
XSMO
Invesco S&P SmallCap Momentum ETF (XSMO) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH · Spouse
$1,001 - $15,000
XSMO
Invesco S&P SmallCap Momentum ETF (XSMO) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH · Spouse
$1,001 - $15,000
GTO
Invesco Total Return Bond ETF (GTO) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH
$15,001 - $50,000
GTO
Invesco Total Return Bond ETF (GTO) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH
None
HELO
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH
$15,001 - $50,000
HELO
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH
None
MWTIX
Metropolitan West Total Return Bond Fd Cl I · Mutual fund · State of Connecticut Deferred Compensation 457 Plan SP
None
BOND
PIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund (BOND) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH · Spouse
$15,001 - $50,000
BOND
PIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund (BOND) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH · Spouse
$15,001 - $50,000
COWZ
Pacer US Cash Cows 100 ETF (COWZ) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH · Spouse
None
COWZ
Pacer US Cash Cows 100 ETF (COWZ) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH
$15,001 - $50,000
S & P 500 Index
FN
$1,000,000
SCHV
Schwab U.S. Large-Cap Value ETF (SCHV) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH · Spouse
$15,001 - $50,000
TOTL
State Street DoubleLine Total Return Tactical ETF (TOTL) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH · Spouse
$1,001 - $15,000
WTV
WisdomTree U.S. Value Fund · Exchange-traded fund · Fidelity Investments SEP IRA
$1 - $1,000
WTV
WisdomTree U.S. Value Fund (WTV) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH
$15,001 - $50,000
TLT
iShares 20+ Year Treasury Bond ETF (TLT) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH · Spouse
None
TLT
iShares 20+ Year Treasury Bond ETF (TLT) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH
$15,001 - $50,000
IWP
iShares Russell Midcap Growth ETF (IWP) [EF] CHARLES SCHWAB & CO INC; USADVISORS WEALTH · Spouse
$1,001 - $15,000