11 assets, filed Jun 29, 2026 (FD Original).
Bank of America Checking
Bank/brokerage account
$1,001 - $15,000
Bank of America Savings Account
Bank/brokerage account
$1,001 - $15,000
CFCU Checking Account
Bank/brokerage account · Spouse
$15,001 - $50,000
CFCU Savings Account
Bank/brokerage account · Joint
$1,001 - $15,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund
$100,000
SWVXX
Schwab Prime Advantage Money Fund- Investor Shares · Mutual fund · Charles Schwab Contributary IRA
$1,001 - $15,000
XLP
State Street Consumer Staples Select Sector SPDR ETF · Exchange-traded fund · Charles Schwab Contributary IRA
$1,001 - $15,000
XLE
State Street Energy Select Sector SPDR ETF · Exchange-traded fund · Charles Schwab Contributary IRA
$1,001 - $15,000
XLV
State Street Health Care Select Sector SPDR ETF · Exchange-traded fund · Charles Schwab Contributary IRA
$1,001 - $15,000
XLB
State Street Materials Select Sector SPDR ETF · Exchange-traded fund · Charles Schwab Contributary IRA
$1,001 - $15,000
INDA
iShares MSCI India ETF · Exchange-traded fund · Charles Schwab Contributary IRA
$15,001 - $50,000