25 assets, filed Aug 12, 2025 (FD Original).
T
AT&T Inc. · Stock (public) · Spouse
$1 - $1,000
Cambiar Global Ultra Focus
Mutual fund · Spouse
$1,001 - $15,000
Deutsche X Trackers MSCO EAFE Hedged Equity FTF
$1,001 - $15,000
Fidelity Contra Fund
Mutual fund · Spouse
$1,001 - $15,000
Fidelity Contra Fund Comingled Pool
Mutual fund · Spouse
$100,001 - $250,000
Fidelity Extended Market Index Fund
Mutual fund · Spouse
$1,001 - $15,000
Fidelity Extended Market Index Fund
Mutual fund · Spouse
$1,001 - $15,000
Fidelity International Index Fund
Mutual fund · Spouse
$1,001 - $15,000
Fidelity Large Cap Growth
Mutual fund · Spouse
$250,001 - $500,000
Fidelity S&P 500 Index Fund
Mutual fund · Spouse
$250,001 - $500,000
Fidelity Small Cap Discovery
Mutual fund · Spouse
$1,001 - $15,000
Fidelity Small/Mid Cap Index Fund
Mutual fund · Spouse
$100,001 - $250,000
Fidelity Small/Mid Growth Index Fund
Mutual fund · Spouse
$100,001 - $250,000
Fidelity Total Market Index Fund
Mutual fund · Spouse
$1,001 - $15,000
Fidelity US Bond Index Fund
Mutual fund · Spouse
$1,001 - $15,000
IShares Core US Aggregate Bond ETF
Mutual fund
$15,001 - $50,000
IShares MSCI EAFE Small Cap ETF
Mutual fund
$1,001 - $15,000
IShares Russell 2000 ETF
Mutual fund
$15,001 - $50,000
SPDR S&P 500 ETF
Mutual fund
$50,001 - $100,000
SPDR S&P Mid Cap 400 ETF
Mutual fund
$15,001 - $50,000
Vanguard FTSE Developed Markets ETF
Mutual fund
$1,001 - $15,000
Vanguard Immediate Term Corp Bond ETF
Mutual fund
$15,001 - $50,000
Walthausen Small Cap Fund
Mutual fund · Spouse
$1,001 - $15,000
XOM
[MF] Exxon Mobil Corporation · Stock (public) · Spouse
$1,001 - $15,000
iShares 7-10 Year Treasury Bond ETF
Mutual fund
$1,001 - $15,000