25 assets, filed Aug 2, 2026 (FD Original).
1008 - COLLEGE ENROLLMENT 2024 FUND CL A
529 plan holding · Alex
$1,001 - $15,000
6027 - In School Portfolio A
529 plan holding · LPL JT
None
CWGIX
American Funds Capital World Growth & Income Fund Class A Shares · Mutual fund · WF2 SP
$1,001 - $15,000
AEPGX
American Funds EuroPacific Growth A · Mutual fund · WF2 SP
$15,001 - $50,000
AIVSX
American Funds Investment Co of America A · Mutual fund · WF2 SP
$1,001 - $15,000
NEWFX
American Funds New World Fund A · Mutual fund · WF2 SP
$1,001 - $15,000
SMCWX
American Funds SMALLCAP World A · Mutual fund · WF2 SP
$15,001 - $50,000
BlackRock LifePath Index 2035 Fund - Investor P Shares
$100,000
Cash Accounts
Bank/brokerage account · Joint
$100,001 - $250,000
Cash Accounts
Bank/brokerage account · Joint
$1,001 - $15,000
FBAKX
Fidelity Balanced Fund Class K · Mutual fund
$1,000,000
FBAKX
Fidelity Balanced Fund Class K · Mutual fund
$1,000,000
FKIDX
Fidelity Diversified International K6 Fund · Mutual fund
$100,000
FKIDX
Fidelity Diversified International K6 Fund · Mutual fund
$100,000
JMVYX
JPMorgan Mid Cap Value Fund-R6 · Mutual fund · NWP 401K
$1,001 - $15,000
VMCIX
Shares · Mutual fund · NWP 401K
$15,001 - $50,000
VBIMX
Shares · Mutual fund · NWP 401K
$15,001 - $50,000
Vanguard Index Trust Mid-Cap Index Fund Institutional
$100,000
Vanguard Index Trust Small-Cap Index Fund Instl Shares
$100,000
Vanguard Index Trust Small-Cap Index Fund Instl Shares
$100,000
Vanguard Intermediate-Term Bond Index Fund Institutional
$250,000
Vanguard Intermediate-Term Bond Index Fund Institutional
$250,000
VTISX
Vanguard Total International Stock Index Fund Institutional Select Shares · Mutual fund · NWP 401K SP
$1,001 - $15,000
Vanguard Total Stock Market Index Fund Institutional Plus
$500,000
Vanguard Total Stock Market Index Fund Institutional Plus
$500,000