33 assets, filed May 15, 2026 (FD Original).
DFA International Social Core Equity Portfolio Instl Class
$100,000
FXAIX
Fidelity 500 Index Fund · Mutual fund
$500,000
FDRXX
Fidelity Cash Reserves · Mutual fund · Commonspirit 401(k) with Franciscan Health
$1 - $1,000
FSPSX
Fidelity International Index Fund · Mutual fund
$250,000
FXNAX
Fidelity U.S. Bond Index Fund · Mutual fund
$100,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public)
$100,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public)
$100,000
SPAB
SPDR Portfolio Aggregate Bond ETF · Exchange-traded fund · Samuel Gowing Trust DC
$1,001 - $15,000
T.D Bank USA NA
Bank/brokerage account · Samuel Gowing Trust DC
$15,001 - $50,000
VFIAX
Vanguard 500 Index Fd Admiral Shs · Mutual fund
$500,000
Vanguard Developed Markets Index Admiral (VTMGX)
$250,000
VSGX
Vanguard ESG International Stock ETF · Exchange-traded fund
$500,000
VSGX
Vanguard ESG International Stock ETF · Exchange-traded fund
$250,000
VSGX
Vanguard ESG International Stock ETF · Exchange-traded fund
$250,000
VSGX
Vanguard ESG International Stock ETF · Exchange-traded fund
$100,000
ESGV
Vanguard ESG U.S. Stock ETF · Exchange-traded fund
$100,000
ESGV
Vanguard ESG U.S. Stock ETF · Exchange-traded fund
$1,000,000
ESGV
Vanguard ESG U.S. Stock ETF · Exchange-traded fund
$250,000
ESGV
Vanguard ESG U.S. Stock ETF · Exchange-traded fund
$250,000
VGIT
Vanguard Intermediate-Term Treasury ETF · Exchange-traded fund · Inherited IRA JT
$15,001 - $50,000
VGIT
Vanguard Intermediate-Term Treasury ETF · Exchange-traded fund · Samuel Gowing Trust DC
$1,001 - $15,000
VNQ
Vanguard Real Estate ETF · Exchange-traded fund
$100,000
VNQ
Vanguard Real Estate ETF · Exchange-traded fund · Samuel Gowing Trust DC
$15,001 - $50,000
Vanguard Small-Cap Growth Index Fd Admiral (VSGAX)
$100,000
BND
Vanguard Total Bond Market ETF · Exchange-traded fund
$250,000
BND
Vanguard Total Bond Market ETF · Exchange-traded fund
$100,000
ESML
iShares ESG Aware MSCI USA Small-Cap ETF · Exchange-traded fund · Samuel Gowing Trust DC
$1,001 - $15,000
iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
$250,000
iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
$250,000
iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
$100,000
iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
$100,000
SUSC
iShares ESG Aware USD Corporate Bond ETF · Exchange-traded fund · Inherited IRA JT
$1,001 - $15,000
iShares ESG Aware USD Corporate Bond ETF (SUSC)
$100,000