71 assets, filed Aug 13, 2025 (FD Original).
Fidelity Advisor 529 Limited Term Bond Portfolio: Class I
$500,000
Fidelity Advisor 529 Limited Term Bond Portfolio: Class I
$250,000
Fidelity Advisor 529 Limited Term Bond Portfolio: Class I
$500,000
Fidelity Advisor 529 Limited Term Bond Portfolio: Class I
$250,000
IRA Cash
Bank/brokerage account · Rollover IRA 90127 SP
$1,001 - $15,000
IRA Cash
Bank/brokerage account · Rollover IRA 95031
$1,001 - $15,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund
$500,000
INDA
Ishares MSCI India ETF · Exchange-traded fund · Rollover IRA 90127 SP
$15,001 - $50,000
INDA
Ishares MSCI India ETF · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
BBAX
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF · Exchange-traded fund · Rollover IRA 90127 SP
$1,001 - $15,000
BBAX
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
Mass Mutual Whole Life Legacy 100
WU
$100,000
Mass Mutual Whole Life Legacy 100
WU
$250,000
Mass Mutual Whole Life Legacy 100
WU
$500,000
Mass Mutual Whole Life Legacy 15 Pay
WU
$100,000
XLB
Materials Select Sector SPDR · Exchange-traded fund · Rollover IRA 90127 SP
$1,001 - $15,000
XLB
Materials Select Sector SPDR · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
XLRE
Real Estate Select Sector SPDR Fund · Exchange-traded fund · Rollover IRA 90127 SP
$15,001 - $50,000
XLRE
Real Estate Select Sector SPDR Fund · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
SPY
SPDR S&P 500 · Exchange-traded fund
$1,000,000
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · Rollover IRA 90127 SP
$15,001 - $50,000
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
XLP
SPDR Select Sector Fund - Consumer Staples · Exchange-traded fund · Rollover IRA 90127 SP
$1,001 - $15,000
XLP
SPDR Select Sector Fund - Consumer Staples · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
XLE
SPDR Select Sector Fund - Energy Select Sector · Exchange-traded fund · Rollover IRA 90127 SP
$15,001 - $50,000
XLE
SPDR Select Sector Fund - Energy Select Sector · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
XLF
SPDR Select Sector Fund - Financial · Exchange-traded fund · Rollover IRA 90127 SP
$15,001 - $50,000
XLV
SPDR Select Sector Fund - Health Care · Exchange-traded fund · Rollover IRA 90127 SP
$15,001 - $50,000
XLV
SPDR Select Sector Fund - Health Care · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
XLI
SPDR Select Sector Fund - Industrial · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund
$500,000
XLU
SPDR Select Sector Fund - Utilities · Exchange-traded fund · Rollover IRA 90127 SP
$15,001 - $50,000
XLU
SPDR Select Sector Fund - Utilities · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
XLC
The Communication Services Select Sector SPDR Fund · Exchange-traded fund · Rollover IRA 90127 SP
$15,001 - $50,000
XLC
The Communication Services Select Sector SPDR Fund · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
Townhouse
Real property · Joint
$1,000,001 - $5,000,000
UBS Bank USA Dep Acct
Bank/brokerage account · Brokerage 90126 JT
$15,001 - $50,000
UBS
UBS Group AG Registered Ordinary Shares · Restricted stock unit
$1,000,000
UPRXX
UBS Prime Reserves Fund · Mutual fund
$5,000,000
USAA - CD
Bank/brokerage account · Joint
$250,001 - $500,000
USAA - Checking
Bank/brokerage account · Joint
$50,001 - $100,000
USAA - Savings
Bank/brokerage account · Joint
$1,001 - $15,000
USAA - Savings
Bank/brokerage account · DC
$1,001 - $15,000
VUG
Vanguard Growth ETF · Exchange-traded fund · Rollover IRA 95031
$15,001 - $50,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund
$100,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund · Rollover IRA 95031
$15,001 - $50,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund
$500,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund
$100,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
VTTHX
Vanguard Target Retirement 2035 Fund · Mutual fund
$1,000,000
VPU
Vanguard Utilities ETF · Exchange-traded fund
$100,000
VTV
Vanguard Value ETF · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
departure from UBS.
· Fidelity - UTMA DC
$1,001 - $15,000
HDV
iShares Core High Dividend ETF · Exchange-traded fund
$250,000
IEFA
iShares Core MSCI EAFE ETF · Exchange-traded fund · Rollover IRA 90127 SP
$15,001 - $50,000
IEFA
iShares Core MSCI EAFE ETF · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
IEMG
iShares Core MSCI Emerging Markets ETF · Exchange-traded fund · Rollover IRA 90127 SP
$15,001 - $50,000
IEMG
iShares Core MSCI Emerging Markets ETF · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
IEUR
iShares Core MSCI Europe ETF · Exchange-traded fund · Rollover IRA 95031
$15,001 - $50,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund
$500,000
IJR
iShares Core S&P Small-Cap ETF · Exchange-traded fund
$100,000
ACWX
iShares MSCI ACWI ex U.S. ETF · Exchange-traded fund
$250,000
EFA
iShares MSCI EAFE ETF · Exchange-traded fund
$500,000
EZU
iShares MSCI Eurozone ETF · Exchange-traded fund · Rollover IRA 90127 SP
$1,001 - $15,000
EZU
iShares MSCI Eurozone ETF · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
EWJ
iShares MSCI Japan Index Fund · Exchange-traded fund · Rollover IRA 90127 SP
$15,001 - $50,000
EWJ
iShares MSCI Japan Index Fund · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
EWU
iShares MSCI United Kingdom ETF · Exchange-traded fund · Rollover IRA 90127 SP
$1,001 - $15,000
EWU
iShares MSCI United Kingdom ETF · Exchange-traded fund · Rollover IRA 95031
$1,001 - $15,000
IWF
iShares Russell 1000 Growth ETF · Exchange-traded fund
$500,000
IVW
iShares S&P 500 Growth ETF · Exchange-traded fund
$500,000