46 assets, filed Aug 10, 2026 (FD Original).
435 Oakmoor Road
Real property
$500,001 - $1,000,000
American Beacon Ninety One Global Franchise Fund - R5
$100,000
American Beacon Ninety One Global Franchise Fund - R5
$250,000
Baillie Gifford Long Term Global Growth Fund
$100,000
Baillie Gifford Long Term Global Growth Fund
$250,000
ZGFIX
Class · Mutual fund · Roth IRA
$1,001 - $15,000
CCLFX
Cliffwater Corporate Lending Fund Class I · Mutual fund
$250,000
CCLFX
Cliffwater Corporate Lending Fund Class I · Mutual fund
$250,000
Elliot Associates, LP (GLAS Funds, LP)
Hedge fund
$250,000
FXAIX
Fidelity 500 Index Fund · Mutual fund
$1,000,000
FDRXX
Fidelity Cash Reserves · Mutual fund · Revocable Trust
$1,001 - $15,000
Fidelity Government Money Market Fund: Premium Class
$250,000
Fidelity Government Money Market Fund: Premium Class
$250,000
FZFXX
Fidelity Treasury Money Market Fund · Mutual fund · Roth IRA
$1,001 - $15,000
GLAS Funds, LP
Hedge fund
$100,000
GLAS Funds, LP
Hedge fund
$100,000
Goldman Sachs Small Cap Value Insights Fund Inst Cl
$100,000
Goldman Sachs Small Cap Value Insights Fund Inst Cl
$100,000
JEPI
JPMorgan Equity Premium Income ETF · Exchange-traded fund
$100,000
JEPI
JPMorgan Equity Premium Income ETF · Exchange-traded fund
$250,000
Loomis Sayles Small Cap Growth Fund Institutional Class
$100,000
Lord Abbett Inv Tr. Short Duration Income Fd Cl I
$100,000
MPGVX
Mondrian Global Equity Value Fund · Mutual fund
$100,000
MPGVX
Mondrian Global Equity Value Fund · Mutual fund
$250,000
NYLI CBRE Global Infrastructure Fund Class I (VCRIX)
$100,000
NYLI CBRE Global Infrastructure Fund Class I (VCRIX)
$250,000
Nationwide International Small Cap Fund Class R6
$100,000
Nationwide International Small Cap Fund Institutional
$250,000
PHYQX
PGIM High Yield Fund Class R6 · Mutual fund
$100,000
PTRQX
PGIM Total Return Bond Fund Class R6 · Mutual fund · 2009 Trust
None
PTRQX
PGIM Total Return Bond Fund Class R6 · Mutual fund
$250,000
PDBZX
PGIM Total Return Bond Fund Class Z · Mutual fund · 2009 Trust
None
PNC Bank
Bank/brokerage account
$15,001 - $50,000
Promissory Note Receivable - Max Miller
Other
$500,000
GLD
SPDR Gold Shares · Exchange-traded fund
$100,000
Schwab Total Stock Market Index Fd Select Shs a Series of
$100,000
Vanguard Equity Income Fund Admiral Shares (VEIRX)
$100,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund · 2009 Trust
$15,001 - $50,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund
$100,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$100,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$5,000,000
Vanguard Ultra-Short-Term Bond Fund Admiral (VUSFX)
$100,000
Yellowstone Rimac Holdings
Hedge fund
$50,001 - $100,000
ZION
Zions Bancorporation N.A. - Common Stock · Stock (public) · Roth IRA
$15,001 - $50,000
iAngels - Immunai
Hedge fund
$250,000
iShares MSCI Emerging Markets ex China ETF (EMXC)
$250,000