26 assets, filed Aug 10, 2026 (FD Original).
Alta CDs
Bank/brokerage account
$15,001 - $50,000
Alta Checking Account
Bank/brokerage account
$1,001 - $15,000
AAPL
Apple Inc. - Common Stock · Stock (public) · Schwab accounts
$1,001 - $15,000
Azova, Inc.
Private stock option
$100,000
BRK.B
Berkshire Hathaway Inc. New Common Stock · Stock (public) · Schwab accounts
$1,001 - $15,000
Cash Account - Schwab
Bank/brokerage account
$1,001 - $15,000
NET
Cloudflare, Inc. Class A Common Stock · Stock (public) · Schwab accounts
$1,001 - $15,000
DFFVX
DFA U.S. Targeted Value Portfolio (DFFVX) [MF] ⇒ · Fidelity Investments UUHC 403b
$1,001 - $15,000
DFFVX
DFA U.S. Targeted Value Portfolio (DFFVX) [MF] ⇒ · Fidelity Investments UUHC 457B
$1,001 - $15,000
DRLL
EA Series Trust Strive U.S. Energy ETF · Exchange-traded fund · Schwab accounts
$1,001 - $15,000
FID FRDM BLND 2035
Other
$250,000
Fidelity Freedom Blend 2035 Fund Class K6 (FHJDX)
$100,000
Fidelity Freedom Blend 2035 Fund Class K6 (FHJDX)
$100,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund · Schwab accounts
$1,001 - $15,000
Kennedy Capital, LLC
Other liability
$1 - $1,000
Kennedy for US Senate
DO
$250,001 - $500,000
MSFT
Microsoft Corporation - Common Stock · Stock (public) · Schwab accounts
$1,001 - $15,000
Mike Kennedy for Utah
DO
$100,001 - $250,000
Premier Family Medical, LLC
Other liability
$100,000
Savings
Bank/brokerage account
$250,000
Savings
Bank/brokerage account · Bank 3 SP
$15,001 - $50,000
SWPPX
Schwab S&P 500 Index Fund- Select Shares · Mutual fund · Schwab accounts
$1,001 - $15,000
TSLA
Tesla, Inc. - Common Stock · Stock (public) · Schwab accounts
$1,001 - $15,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund · State Retirement
$15,001 - $50,000
[MF] ⇒
· Fidelity Investments UUHC 457B
$15,001 - $50,000
⇒
· Fidelity Investments UUHC 403b
$15,001 - $50,000