42 assets, filed May 13, 2026 (FD Original).
2032/2033 Enrollment Portfolio Passive
529 plan holding · ScholarShare 529 Plan #2 DC
$1,001 - $15,000
2032/2033 Enrollment Portfolio Passive
529 plan holding · Summit Wealth Management - IRA
$15,001 - $50,000
AMLP
Alerian MLP ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
Bank of America - Checking
Bank/brokerage account · Joint
$15,001 - $50,000
DBLTX
DoubleLine Total Return Bond Fund Class I · Mutual fund · Summit Wealth Management - IRA
$1,001 - $15,000
SKYY
First Trust Cloud Computing ETF · Exchange-traded fund · Summit Wealth Management - IRA
$15,001 - $50,000
TDIV
First Trust NASDAQ Technology Dividend Index Fund · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
FIW
First Trust Water ETF · Exchange-traded fund · Summit Wealth Management - IRA
$15,001 - $50,000
QYLD
Global X NASDAQ 100 Covered Call ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
PPA
Invesco Aerospace & Defense ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
PKW
Invesco BuyBack Achievers ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
PGX
Invesco Preferred ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
JPST
JPMorgan Ultra-Short Income ETF · Exchange-traded fund · Summit Wealth Management - IRA
None
MDIV
Multi-Asset Diversified Income Index Fund · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
My Savings Direct
Bank/brokerage account · Joint
$100,001 - $250,000
FRFZX
PGIM Floating Rate Income Fund Class Z · Mutual fund · Summit Wealth Management - IRA
$1,001 - $15,000
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · Exchange-traded fund · Summit Wealth Management - IRA
$15,001 - $50,000
PIMIX
PIMCO Income Fund Insti Class · Mutual fund · Summit Wealth Management - IRA
$1,001 - $15,000
CORP
PIMCO Investment Grade Corporate Bond Index Exchange- Traded Fund · Exchange-traded fund · Summit Wealth Management - IRA
None
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · Summit Wealth Management - IRA
$15,001 - $50,000
XLE
SPDR Select Sector Fund - Energy Select Sector · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
XLU
SPDR Select Sector Fund - Utilities · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
XLC
State Street Communication Services Select Sector SPDR ETF · Exchange-traded fund · Summit Wealth Management - IRA
$15,001 - $50,000
XLF
State Street Financial Select Sector SPDR ETF · Exchange-traded fund · Summit Wealth Management - IRA
$15,001 - $50,000
AMEFX
The Income Fund of America, Class F-2 Shares · Mutual fund · Summit Wealth Management - IRA
$1,001 - $15,000
VOX
Vanguard Communication Services ETF · Exchange-traded fund · Summit Wealth Management - IRA
$15,001 - $50,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund
$100,000
MGC
Vanguard Mega Cap ETF · Exchange-traded fund · Summit Wealth Management - IRA
None
BND
Vanguard Total Bond Market ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
Wells Fargo Bank, N.A.
IRA holding · UC Retirement Savings Plan
$1,001 - $15,000
HDV
iShares Core High Dividend ETF · Exchange-traded fund
$100,000
IGV
iShares Expanded Tech-Software Sector ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
FLOT
iShares Floating Rate Bond ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
IDV
iShares International Select Dividend ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
MBB
iShares MBS ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
IGE
iShares North American Natural Resources ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
PFF
iShares Preferred and Income Securities ETF · Exchange-traded fund · Summit Wealth Management - IRA
None
IYT
iShares Trust iShares U.S. Transportation ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF · Exchange-traded fund · Summit Wealth Management - IRA
$15,001 - $50,000
IYJ
iShares U.S. Industrials ETF · Exchange-traded fund · Summit Wealth Management - IRA
$15,001 - $50,000
IHI
iShares U.S. Medical Devices ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000
HYG
iShares iBoxx $ High Yield Corporate Bond ETF · Exchange-traded fund · Summit Wealth Management - IRA
$1,001 - $15,000