44 assets, filed May 10, 2026 (FD Original).
Baird Core Plus Bond Inst
Mutual fund
$15,001 - $50,000
CREF Equity Index R3
Mutual fund
$100,000
CREF Global Equities R3
Mutual fund
$250,000
CREF Growth R3
Mutual fund
$250,000
CREF Stock R3
Mutual fund
$250,000
DFA Emerging Markets Core Equity Portfolio Inst Class
Mutual fund
$15,001 - $50,000
DFA Five Year Global Fixed Income
Mutual fund · Spouse
$15,001 - $50,000
DFA Global Real Estate Secs
Mutual fund
$15,001 - $50,000
DFA International Small Cap Value Portfolio Inst Class
Mutual fund
$1,001 - $15,000
DFA Intl High Relative Profitability Port Inst Class
Mutual fund · Spouse
$15,001 - $50,000
DFA Intl Small Company Port Inst Class
Mutual fund
$1,001 - $15,000
DFA Intl Value III
Mutual fund
$15,001 - $50,000
DFA Two Year Global Fixed Income
Mutual fund · Spouse
$15,001 - $50,000
DFA US High Relative Profitability Insti
Mutual fund
$15,001 - $50,000
DFA US Large Cap Value III
Mutual fund
$50,001 - $100,000
DFA US Micro Cap
Mutual fund
$15,001 - $50,000
DFA US Small Cap Value
Mutual fund
$15,001 - $50,000
Dodge & Cox International Stock Fund
Mutual fund · Voya Financial
$1,001 - $15,000
SPDR Barclays Short Term Treasury ETF
Mutual fund · Spouse
$1,001 - $15,000
Stone Ridge Reinsurance risk Premium
Mutual fund
$1,001 - $15,000
TD Ameritrade Money Market Fund
Mutual fund · Spouse
$1,001 - $15,000
TIAA-CREF Money Market Fund
Mutual fund
$100,000
VY Baron Growth Portofolio
Mutual fund · Voya Financial
$1,001 - $15,000
VY Inv OppGlobal Port
Mutual fund · Voya Financial
$15,001 - $50,000
Vanguard Dividend Growth Fund Inv
Mutual fund · Voya Financial
$1,001 - $15,000
VEIPX
Vanguard Equity Income Pt · Mutual fund · Spouse
$1,001 - $15,000
Vanguard FTSE Developed Markets
Mutual fund · Spouse
$15,001 - $50,000
VGHAX
Vanguard Health Care Fund Admiral Shares · Mutual fund
$1,001 - $15,000
Vanguard Health Care Fund IRA
Mutual fund
$15,001 - $50,000
Vanguard Inter-Term Invt Grade Admiral
Mutual fund
$15,001 - $50,000
Vanguard Mid-Cap Index Fund Inst
Mutual fund · Voya Financial
$1,001 - $15,000
Vanguard Short-Term Treasury Admiral
Mutual fund · Spouse
$1,001 - $15,000
Vanguard Small Cap Value Index Admiral
Mutual fund
$1,001 - $15,000
Vanguard Small-Cap Index Fund Inst
Mutual fund · Voya Financial
$1,001 - $15,000
Vanguard Total Bond Market Ind F Adm
Mutual fund · Voya Financial
$1,001 - $15,000
Vanguard Total Bond Market Index Admiral
Mutual fund · Spouse
$15,001 - $50,000
Vanguard Total Stock Market
Mutual fund · Spouse
$15,001 - $50,000
Vanguard Value Index Admiral
Mutual fund
$15,001 - $50,000
Vangurd Equity Income Fund I
Mutual fund · Spouse
$15,001 - $50,000
Voya Fixed Account (-)
FN · Voya Financial
$1,001 - $15,000
Voya Fixed Plus Account III A (-)
FN
$250,000
Voya Fixed Plus Account III A (-)
FN · Voya Financial
$1,001 - $15,000
Voya Global Bond Port
Mutual fund · Voya Financial
$1,001 - $15,000
Voya Large Cap Growth Port
Mutual fund · Voya Financial
$15,001 - $50,000