24 assets, filed Aug 6, 2026 (FD Original).
MADCX
BlackRock Emerging Markets Fund Class I · Mutual fund · Merrill Lynch
$15,001 - $50,000
BPRIX
BlackRock Inflation Protected Bond Portfolio - Institutional · Mutual fund · IRA
$15,001 - $50,000
Causeway International Value Fund - Institutional Class
$250,000
EIBLX
Eaton Vance Floating Rate Fund Insti Share · Mutual fund
$100,000
GTSCX
Glenmede Small Capitalization Equity Portfolio Institutional Shares · Mutual fund · Merrill Lynch
$15,001 - $50,000
GTSCX
Institutional Shares · Mutual fund · IRA
$15,001 - $50,000
Lord Abbett Inv Tr. Short Duration Income Fd Cl I
$100,000
MQGIX
MFS International Growth Fund - Class I · Mutual fund
$100,000
MRBIX
MFS Total Return Bond Fund Class I · Mutual fund
$250,000
MEIIX
MFS Value Fund - Class I · Mutual fund
$100,000
MEIIX
MFS Value Fund - Class I · Mutual fund
$250,000
ML BANK DEPOSIT PROGRAM
IRA holding · IRA
$1,001 - $15,000
ML BANK DEPOSIT PROGRAM
Bank/brokerage account
$250,000
MHYIX
NYLI MacKay High Yield Corporate Bond Fund Class I · Mutual fund · IRA
$15,001 - $50,000
PIMCO Active Bond Exchange-Traded Fund Exchange
$100,000
Rental Property
Real property
$5,000,000
ABNFX
The Bond Fd of America, Class F-2 Shares · Mutual fund
$100,000
ABNFX
The Bond Fd of America, Class F-2 Shares · Mutual fund
$250,000
The Growth Fund of America Class F-2 Shares (GFFFX)
$250,000
The Hartford Growth Opportunities Fund Class I (HGOIX)
$250,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$100,000
Washington Mutual Investors Fund Cl F-2 Shs (WMFFX)
$250,000
[MF] ⇒
· Other Securities AIG Annuity - Fixed
$15,001 - $50,000
IEMG
iShares Core MSCI Emerging Markets ETF · Exchange-traded fund
$100,000