23 assets, filed May 15, 2026 (FD Original).
Bank of America Advanced Tiered Interest Checking
Bank/brokerage account · Joint
$1,001 - $15,000
Bank of America Wealth Management MMS Money Market
· Joint
$1,001 - $15,000
QCSTPX
CREF Stock Account - R2 · Mutual fund
$250,000
Congressional Federal Credit Union Checking Account
Bank/brokerage account · Joint
$1,001 - $15,000
Congressional Federal Credit Union Savings Account
Bank/brokerage account · Joint
$1,001 - $15,000
TFFXX
Institutional · Mutual fund · Bank of America IRA
$1,001 - $15,000
International Company Stock Index Fund [OT] Pennsylvania State Employees' Deferred Compensation Plan
$1,001 - $15,000
JLGMX
JPMorgan Large Cap Growth Fund R6 · Mutual fund · TIAA-CREF La Salle University Tax-Deferred Annuity
$15,001 - $50,000
New York Life Insurance Policy
WU
$15,001 - $50,000
New York Life Insurance Policy
WU · Spouse
$100,001 - $250,000
Pennsylvania State Employees' Deferred Compensation Plan
$1,001 - $15,000
Savings Account [BA] Beaver Hill Condominium
Real property · Joint
$100,001 - $250,000
SPHY
State Street SPDR Portfolio High Yield Bond ETF · Exchange-traded fund · Bank of America IRA SP
$1,001 - $15,000
Stoker Strategies, 99% Interest
Other liability · Spouse
$50,001 - $100,000
QREARX
TIAA Real Estate Account (QREARX) [MF] ⇒ · TIAA-CREF La Salle University DC and TDA Plan
$1,001 - $15,000
U.S. Small/Mid Company Stock Index Fund [OT] ⇒
· TIAA-CREF La Salle University DC and TDA Plan
$1,001 - $15,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund
$100,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$250,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund · Bank of America Roth IRA SP
$1,001 - $15,000
VTI
Vanguard Total Stock Market ETF (VTI) [EF] Pennsylvania State Employees' Deferred Compensation Plan
$15,001 - $50,000
iShares 5-10 Year Investment Grade Corporate Bond ETF
$250,000
iShares iBoxx $ Investment Grade Corporate Bond ETF
$100,000
⇒
· TIAA-CREF La Salle University DC and TDA Plan
$1,001 - $15,000