32 assets, filed Aug 10, 2026 (FD Original).
Alvin Rental Property
Real property
$250,000
AFMBX
American Balanced Fund - Class F-3 · Mutual fund · SEP IRA SP
$1,001 - $15,000
American New Perspective Fund
Mutual fund · Roth IRA SP
$1,001 - $15,000
American New Perspective Fund
Mutual fund · Roth IRA
$1,001 - $15,000
American Smallcap World Fund
Mutual fund · Roth IRA SP
$1,001 - $15,000
American Smallcap World Fund
Mutual fund · Roth IRA
$1,001 - $15,000
I
Certificate of Ddeposit · Bank/brokerage account
$100,001 - $250,000
II
Certificate of Deposit · Bank/brokerage account
$100,001 - $250,000
Dodge & Cox Stock Fund
Mutual fund · Roth IRA SP
$1,001 - $15,000
Dodge & Cox Stock Fund
Mutual fund · Roth IRA
$1,001 - $15,000
DODGX
Dodge & Cox Stock Fund - Class I · Mutual fund · SEP IRA SP
$1,001 - $15,000
Edgewood Growth Fund
Mutual fund · Roth IRA SP
$1,001 - $15,000
Edgewood Growth Fund
Mutual fund · Roth IRA
$1,001 - $15,000
PCOXX
Federated Hermes Prime Cash Obligations Fund Wealth Shares · Mutual fund · Traditional IRA SP
$15,001 - $50,000
Kyle Weber Promissory Note
DO · Joint
$15,001 - $50,000
IGRFX
Macquarie Mid Cap Growth Fund R6 · Mutual fund · Roth IRA SP
$1,001 - $15,000
IGRFX
Macquarie Mid Cap Growth Fund R6 · Mutual fund · SEP IRA SP
$1,001 - $15,000
National Benefit Advisors LLC, 75% Interest
Other liability · Spouse
$100,001 - $250,000
FNPFX
New Perspective Fund - Class F-3 · Mutual fund · SEP IRA SP
$1,001 - $15,000
PSTQX
PGIM Short-Term Corporate Bond Fund Class R6 · Mutual fund · SEP IRA SP
$1,001 - $15,000
Pearland Rental Property
Real property
$250,000
Pgim Short Term Corporate Bond
Mutual fund · Roth IRA SP
$1,001 - $15,000
Pgim Short Term Corporate Bond
Mutual fund · Roth IRA
$1,001 - $15,000
Pioneer Bond
Mutual fund · Roth IRA SP
$1,001 - $15,000
Pioneer Bond
Mutual fund · Roth IRA
$1,001 - $15,000
PBFKX
Pioneer Bond Fund CLASS R6 · Mutual fund · SEP IRA SP
$1,001 - $15,000
SFCWX
SMALLCAP World Fund, Inc. - Class F-3 · Mutual fund · SEP IRA SP
$15,001 - $50,000
T Rowe Price Large Cap Growth
Mutual fund · Roth IRA SP
$1,001 - $15,000
T Rowe Price Large Cap Growth
Mutual fund · SEP IRA SP
$1,001 - $15,000
TRGXX
U.S. Treasury Money Fund - I Class · Mutual fund · Traditional IRA
$15,001 - $50,000
Weber Irrevocable Living Trust
DS
None
Wells Fargo Bank Accounts
Bank/brokerage account · Joint
$100,001 - $250,000