35 assets, filed Aug 20, 2026 (FD Amendment).
AMCAP Fund 529A
529 plan holding · DC2 VCSP/College America 529 College Savings Plan
$1,001 - $15,000
AMCAP Fund 529C
529 plan holding · DC2 VCSP/College America 529 College Savings Plan
$1,001 - $15,000
ARTYX
Artisan Developing World Fund - Investor Shares · Mutual fund · Schwab Rollover Traditional IRA
$1,001 - $15,000
ARTYX
Artisan Developing World Fund - Investor Shares · Mutual fund · Schwab Roth Contributory IRA
$1,001 - $15,000
Capital World Growth and Income 529A
529 plan holding · DC2 VCSP/College America 529 College Savings Plan
$1,001 - $15,000
Capital World Growth and Income 529A
529 plan holding · DC2 VCSP/College America 529 College Savings Plan
$1,001 - $15,000
Capital World Growth and Income 529C
529 plan holding · Schwab Rollover Traditional IRA
$1,001 - $15,000
CLMVX
Columbia Mortgage Opportunities Fund Class I2 · Mutual fund · Schwab Rollover Traditional IRA
$15,001 - $50,000
EQ Large Cap Growth Index
Other · DC1 VCSP/College America 529 College Savings Plan
$1,001 - $15,000
Flourish Cash Account
Bank/brokerage account
$1,001 - $15,000
ETH Crypto
Grayscale Ethereum Staking Mini ETF Shares · Stock (public) · Schwab Roth Contributory IRA
$1,001 - $15,000
QQQM
Invesco NASDAQ 100 ETF · Exchange-traded fund · Schwab Rollover Traditional IRA
$1,001 - $15,000
PCLNX
PIMCO CommoditiesPLUS Strategy Fund Class I-3 · Mutual fund · Schwab Rollover Traditional IRA
$1,001 - $15,000
PFONX
PIMCO International Bond Fund · Mutual fund · Schwab Rollover Traditional IRA
$1,001 - $15,000
PMZNX
PIMCO Mortgage Opportunities and Bond Fund Class I-3 · Mutual fund · Schwab Rollover Traditional IRA
$1,001 - $15,000
Rental Property
Real property
$100,001 - $250,000
FNDF
Schwab Fundamental International Equity ETF · Exchange-traded fund · Schwab Rollover Traditional IRA
$15,001 - $50,000
Schwab Rollover Traditional IRA
IRA holding
$100,001 - $250,000
Schwab Roth Contributory IRA
IRA holding
$15,001 - $50,000
AGTHX
The Growth Fund of America Class A Shares · Mutual fund · Schwab Roth Contributory IRA
None
True Community Credit Union accounts
Bank/brokerage account
$15,001 - $50,000
MOAT
VanEck Morningstar Wide Moat ETF · Exchange-traded fund · Schwab Rollover Traditional IRA
$15,001 - $50,000
MOAT
VanEck Morningstar Wide Moat ETF · Exchange-traded fund · Schwab Roth Contributory IRA
$1,001 - $15,000
ESGV
Vanguard ESG U.S. Stock ETF · Exchange-traded fund · Schwab Rollover Traditional IRA
$1,001 - $15,000
ESGV
Vanguard ESG U.S. Stock ETF · Exchange-traded fund · Schwab Roth Contributory IRA
$1,001 - $15,000
VNQI
Vanguard Global ex-U.S. Real Estate ETF · Exchange-traded fund · Schwab Rollover Traditional IRA
$1,001 - $15,000
BIV
Vanguard Intermediate-Term Bond ETF · Exchange-traded fund · Schwab Rollover Traditional IRA
$1,001 - $15,000
VNQ
Vanguard Real Estate ETF · Exchange-traded fund · Schwab Roth Contributory IRA
$1,001 - $15,000
IBIT Crypto
iShares Bitcoin Trust ETF · Exchange-traded fund · Schwab Rollover Traditional IRA
$1,001 - $15,000
IBIT Crypto
iShares Bitcoin Trust ETF · Stock (public) · Schwab Roth Contributory IRA
$1,001 - $15,000
IJH
iShares Core S&P Mid-Cap ETF · Exchange-traded fund · Schwab Rollover Traditional IRA
$1,001 - $15,000
IJH
iShares Core S&P Mid-Cap ETF · Exchange-traded fund · Schwab Roth Contributory IRA
$1,001 - $15,000
HEFA
iShares Currency Hedged MSCI EAFE ETF · Exchange-traded fund · Schwab Rollover Traditional IRA
$1,001 - $15,000
IMCG
iShares Morningstar Mid-Cap Growth ETF · Exchange-traded fund · Schwab Rollover Traditional IRA
$1,001 - $15,000
IMCG
iShares Morningstar Mid-Cap Growth ETF · Exchange-traded fund · Schwab Roth Contributory IRA
None