84 assets, filed Aug 13, 2026 (FD Original).
MMM
3M Company Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
MMM
3M Company Common Stock · Stock (public) · WLF IRA
$1,001 - $15,000
T
AT&T Inc. · Stock (public) · RAF IRA
$15,001 - $50,000
T
AT&T Inc. · Stock (public) · WLF IRA
$15,001 - $50,000
ABT
Abbott Laboratories Common Stock · Stock (public) · RAF IRA
$15,001 - $50,000
ABT
Abbott Laboratories Common Stock · Stock (public) · WLF IRA
$15,001 - $50,000
AAPL
Apple Inc. - Common Stock · Stock (public)
$250,000
AAPL
Apple Inc. - Common Stock · Stock (public)
$250,000
BAC
Bank of America Corporation Common Stock · Stock (public) · Jayvid Holdings
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
CVX
Chevron Corporation Common Stock · Stock (public) · WLF IRA
$1,001 - $15,000
SHRAX
ClearBridge Growth Fund Class A · Mutual fund
$250,000
CL
Colgate-Palmolive Company Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
COP
ConocoPhillips Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
CTVA
Corteva, Inc. Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
Discover Savings Account
Bank/brokerage account
$250,001 - $500,000
DD
DuPont de Nemours, Inc. Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
FXAIX
Fidelity 500 Index Fund · Mutual fund
$250,000
FXAIX
Fidelity 500 Index Fund · Mutual fund
$250,000
FAGIX
Fidelity Capital and Income Fund · Mutual fund · RAF IRA
$1,001 - $15,000
FAGIX
Fidelity Capital and Income Fund · Mutual fund · WLF IRA
$1,001 - $15,000
FCVSX
Fidelity Convertible Securities Fund · Mutual fund · RAF IRA
$1,001 - $15,000
FCVSX
Fidelity Convertible Securities Fund · Mutual fund · WLF IRA
$1,001 - $15,000
FFRHX
Fidelity Floating Rate High Income · Mutual fund · RAF IRA
$1,001 - $15,000
FFRHX
Fidelity Floating Rate High Income · Mutual fund · WLF IRA
$1,001 - $15,000
FNMIX
Fidelity New Markets Income Fund · Mutual fund · RAF IRA
$15,001 - $50,000
FNMIX
Fidelity New Markets Income Fund · Mutual fund · WLF IRA
$15,001 - $50,000
FSPHX
Fidelity Select Health Care · Mutual fund · RAF IRA
$1,001 - $15,000
FSPHX
Fidelity Select Health Care · Mutual fund · WLF IRA
$1,001 - $15,000
FSHBX
Fidelity Short Term Bond Fund · Mutual fund · RAF IRA
$1,001 - $15,000
FSHBX
Fidelity Short Term Bond Fund · Mutual fund · WLF IRA
$1,001 - $15,000
GE
GE Aerospace Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
GE
GE Aerospace Common Stock · Stock (public) · WLF IRA
$1,001 - $15,000
GEV
GE Vernova Inc. Common Stock · Stock (public) · RAF IRA
$15,001 - $50,000
GEV
GE Vernova Inc. Common Stock · Stock (public) · WLF IRA
$15,001 - $50,000
HD
Home Depot, Inc. · Stock (public) · RAF IRA
$15,001 - $50,000
HD
Home Depot, Inc. · Stock (public) · WLF IRA
$15,001 - $50,000
IRA Money Market
Bank/brokerage account
$250,000
INTC
Intel Corporation - Common Stock · Stock (public) · WLF IRA
$15,001 - $50,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund
$100,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund · WLF IRA
$15,001 - $50,000
JPM
JP Morgan Chase & Co. Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
JPM
JP Morgan Chase & Co. Common Stock · Stock (public) · WLF IRA
$1,001 - $15,000
JNJ
Johnson & Johnson Common Stock · Stock (public) · RAF IRA
$15,001 - $50,000
JNJ
Johnson & Johnson Common Stock · Stock (public) · WLF IRA
$15,001 - $50,000
LSBDX
Loomis Sayles Funds - Bond Fund Institutional Class · Mutual fund · WLF IRA
$15,001 - $50,000
LOW
Lowe's Companies, Inc. Common Stock · Stock (public)
$100,000
LOW
Lowe's Companies, Inc. Common Stock · Stock (public) · WLF IRA
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock · Stock (public)
$100,000
MSFT
Microsoft Corporation - Common Stock · Stock (public)
$100,000
Money Market
IRA holding
$500,000
Money Market Holdings
Bank/brokerage account
$5,000,001 - $25,000,000
Money Market Holdings
Bank/brokerage account
$5,000,000
NVS
Novartis AG Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
NVS
Novartis AG Common Stock · Stock (public) · WLF IRA
$1,001 - $15,000
PEP
Pepsico, Inc. · Stock (public) · RAF IRA
$1,001 - $15,000
Personal Checking Account
Bank/brokerage account
$50,001 - $100,000
Personal Checking Account 2
Bank/brokerage account
$15,001 - $50,000
PFE
Pfizer, Inc. Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
PFE
Pfizer, Inc. Common Stock · Stock (public) · WLF IRA
$1,001 - $15,000
PM
Philip Morris International Inc Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
PSX
Phillips 66 Common Stock · Stock (public) · WLF IRA
$1,001 - $15,000
PG
Procter & Gamble Company · Stock (public) · RAF IRA
$1,001 - $15,000
PG
Procter & Gamble Company · Stock (public) · WLF IRA
$1,001 - $15,000
Q
Qnity Electronics, Inc. Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
RideCo
Other liability
$25,000,000
SDZNY
SANDOZ GROUP AG S/ADR · Stock (public) · RAF IRA
$1,001 - $15,000
SDZNY
SANDOZ GROUP AG S/ADR · Stock (public) · WLF IRA
$1,001 - $15,000
SOLV
Solventum Corporation Common Stock · Stock (public) · WLF IRA
$1,001 - $15,000
Tangam Systems
Other liability
$1,000,000
VZ
Verizon Communications Inc. Common Stock · Stock (public) · RAF IRA
$15,001 - $50,000
VZ
Verizon Communications Inc. Common Stock · Stock (public) · WLF IRA
$15,001 - $50,000
WMT
Walmart Inc. Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
WMT
Walmart Inc. Common Stock · Stock (public) · WLF IRA
$1,001 - $15,000
WBD
Warner Bros. Discovery, Inc. - Series A Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
WBD
Warner Bros. Discovery, Inc. - Series A Common Stock · Stock (public) · WLF IRA
$1,001 - $15,000
WFC
Wells Fargo & Company Common Stock · Stock (public) · RAF IRA
$1,001 - $15,000
IXC
iShares Global Energy ETF · Exchange-traded fund · RAF IRA
$15,001 - $50,000
IXC
iShares Global Energy ETF · Exchange-traded fund · WLF IRA
$15,001 - $50,000
ISCG
iShares Morningstar Small-Cap Growth ETF · Exchange-traded fund · WLF IRA
$15,001 - $50,000
IJK
iShares S&P Mid-Cap 400 Growth ETF · Exchange-traded fund · RAF IRA
$15,001 - $50,000
IJK
iShares S&P Mid-Cap 400 Growth ETF · Exchange-traded fund · WLF IRA
$15,001 - $50,000
IJJ
iShares S&P Mid-Cap 400 Value ETF · Exchange-traded fund · RAF IRA
$15,001 - $50,000
IJJ
iShares S&P Mid-Cap 400 Value ETF · Exchange-traded fund · WLF IRA
$15,001 - $50,000