27 assets, filed May 12, 2026 (FD Original).
AMG Yachtman Focused N
Mutual fund
$100,000
BlackRock Bond Income Portfolio
Mutual fund · MetLife-Preference Plus Select L Class Annuity
$15,001 - $50,000
SHSAX
BlackRock HlthSc Op A · Mutual fund · Morgan Stanley IRA - X529
$15,001 - $50,000
Blue Owl Credit Inc Corp
Other
$250,000
Dodge & Cox Income Fund Class X
Mutual fund · City of West Palm Beach 457 Deferred Compensation Plan
$15,001 - $50,000
E V Adv Floating Rate A
Mutual fund · Morgan Stanley IRA - X529
$1,001 - $15,000
XOM
Exxon Mobil Corporation · Stock (public) · Lois J. Frankel Living Trust
$1,001 - $15,000
FS Credit REIT Cl I
REIT
$250,000
First Horizon Bank
Bank/brokerage account
$1,001 - $15,000
GA Blackrock Disciplined Mid C
Mutual fund · Morgan Stanley IRA - X140 Commonwealth Allmerica
$1,001 - $15,000
GLAT Blackrock Dscplnd Mid Cap
Mutual fund · Morgan Stanley IRA - X140 Commonwealth Allmerica
$1,001 - $15,000
GS VIT Money Market
Mutual fund · Morgan Stanley IRA - X140 Commonwealth Allmerica
$15,001 - $50,000
IBM
International Business Machines Corporation · Stock (public)
$15,001 - $50,000
JP Morgan Equity Income A
Mutual fund
$100,000
MFS International Value A
Mutual fund
$250,000
MFS Value Portfolio (Class B)
Mutual fund · MetLife-Preference Plus Select L Class Annuity
$15,001 - $50,000
MSCI EAFE Index Portfolio
Mutual fund · MetLife-Preference Plus Select L Class Annuity
$15,001 - $50,000
MSFT
Microsoft Corporation · Stock (public)
$250,000
Morgan Stanley Bank N.A.
Bank/brokerage account · MetLife-Preference Plus Select L Class Annuity
$15,001 - $50,000
Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl
$1,000,000
Morgan Stanley Private Bank N.A.
IRA holding · Morgan Stanley IRA - X529
$15,001 - $50,000
Neuberger Berman Genesis Portfolio
Mutual fund · MetLife-Preference Plus Select L Class Annuity
$15,001 - $50,000
PGIM Jennison Health Sciences A
Mutual fund · Morgan Stanley IRA - X529
$1,001 - $15,000
PIMCO Foreign Bond (Hedged) A
Mutual fund · Morgan Stanley IRA - X529
$15,001 - $50,000
PRU
Prudential Financial, Inc. · Stock (public)
$15,001 - $50,000
GLD
SPDR Gold Trust · Exchange-traded fund
$100,000
T Rowe Price Cap Apprec Adv
Mutual fund
$500,000