60 assets, filed Jul 13, 2026 (FD Original).
VFIDX
Admiral Shrs · Mutual fund
$250,000
AKRIX
Akre Focus - Institutional · Mutual fund
$250,001 - $500,000
American Century Ultra Fund
Mutual fund
$500,001 - $1,000,000
OZK
Bank OZK · Bank/brokerage account
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New · Stock (public)
$50,001 - $100,000
Brown Advisory Global Leaders Investor
Mutual fund
$500,001 - $1,000,000
BASV
Brown Advisory Sustainable Value ETF · Exchange-traded fund
$100,001 - $250,000
CSVIX
Calvert Small Cap Fund Class I · Mutual fund
$500,001 - $1,000,000
Charles Schwab Bank CD
Bank/brokerage account
None
KO
Coca-Cola Company · Stock (public)
$100,001 - $250,000
Cohen & Steers Pfd Secs @ Inc Cl I
Mutual fund
$100,001 - $250,000
Congressional Federal Credit Union
Bank/brokerage account
$15,001 - $50,000
DMCRX
Driehaus Micro Cap Growth Fund · Mutual fund
$250,001 - $500,000
EAGL
Eagle Capital Select Equity ETF · Exchange-traded fund
$100,001 - $250,000
EGFIX
Edgewood Growth Fund Insti · Mutual fund
None
First Horizon Bank CD
Bank/brokerage account
None
VMFXX
Fund · Mutual fund
$250,000
Great Southern Bank CD
Bank/brokerage account
$15,001 - $50,000
HD
Home Depot, Inc. · Stock (public)
$500,001 - $1,000,000
Home and Rental Property #1
Real property
$500,001 - $1,000,000
BVALX
Institutional Shares · Mutual fund
$1,000,000
BAUUX
Institutional Shares · Mutual fund
$500,000
IBM
International Business Machines Corporation · Stock (public)
$1,000,001 - $5,000,000
BITEX
Investor Shares · Mutual fund
$500,000
JNJ
Johnson & Johnson · Stock (public)
$100,001 - $250,000
KD
Kyndryl Holdings, Inc. · Stock (public)
$1,001 - $15,000
Mineral Interest, McFarland Tract
Real property · Spouse
$1 - $1,000
MUTHX
Mutual Shares Corporation Cl Z · Mutual fund
$250,001 - $500,000
Nuveen Flagship All-American Muni Bd Fd Cl R Shs
None
OAKIX
Oakmark International Fund Investor Class · Mutual fund
$500,001 - $1,000,000
PIMIX
PIMCO Income Fund Insti Class · Mutual fund
$250,001 - $500,000
PPG
PPG Industries, Inc. · Stock (public)
$250,001 - $500,000
PG
Procter & Gamble Company · Stock (public)
$500,001 - $1,000,000
Prosperity Bank
Bank/brokerage account
$15,001 - $50,000
NUVBX
R · Mutual fund
$250,000
Rental Property #2
Real property
$5,000,001 - $25,000,000
Rental Property #3
Real property
$1,000,001 - $5,000,000
Schwab Government Money Fund
Mutual fund
$50,001 - $100,000
Schwab Muni Money Fund
Mutual fund
$15,001 - $50,000
Schwab Premier Bank
Bank/brokerage account
$50,001 - $100,000
SWVXX
Schwab Prime Advantage Money Fund · Bank/brokerage account · Spouse
$100,001 - $250,000
Schwab Short-Term Bond Index Fund
Mutual fund
$50,001 - $100,000
Schwab US Aggregate Bond Index Fund
Mutual fund
$15,001 - $50,000
VWETX
Shrs · Mutual fund
$250,000
TIAA-CREF Retirement - Stock Fund
Mutual fund
$50,001 - $100,000
TIAA-CREF Retirement Global Equities Fund
Mutual fund
$50,001 - $100,000
TIAA-CREF Retirement- Real Estate Fund
Mutual fund
$100,001 - $250,000
VXF
Vanguard Extended Market ETF · Exchange-traded fund
$100,001 - $250,000
VUG
Vanguard Growth ETF · Exchange-traded fund
$1,000,001 - $5,000,000
VOE
Vanguard Mid-Cap Value ETF · Exchange-traded fund
$500,001 - $1,000,000
VBIRX
Vanguard Short Term Bond · Mutual fund
$50,001 - $100,000
VB
Vanguard Small-Cap ETF · Exchange-traded fund
$250,001 - $500,000
Vanguard Specialized Portfolios, Vanguard Dividend
None
BNDX
Vanguard Total International Bond ETF · Exchange-traded fund
$250,001 - $500,000
VXUS
Vanguard Total International Stock ETF · Exchange-traded fund
$500,001 - $1,000,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund
$1,000,001 - $5,000,000
Vanguard Windsor II Fund
Mutual fund
$250,001 - $500,000
IICIX
Voya Intermediate Bond Fund Class I · Mutual fund
$250,001 - $500,000
WisdomTree US Dividend Growth ETF
Exchange-traded fund
$1,000,001 - $5,000,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund
$500,001 - $1,000,000