23 assets, filed Aug 4, 2026 (FD Original).
American Funds Global Growth Portfolio Class A (PGGAX)
$100,000
ARGFX
Ariel Fund Investor Cl · Mutual fund
$100,000
Bank of America, N.A.
Bank/brokerage account · Merrill
$15,001 - $50,000
BRK.B
Berkshire Hathaway Inc. New Common Stock · Stock (public) · Wells Fargo
$15,001 - $50,000
BRK.B
Berkshire Hathaway Inc. New Common Stock · Stock (public)
$100,000
CPB
Campbell Soup Company Common Stock · Stock (public)
$1,001 - $15,000
Chartway Federal Credit Union
Bank/brokerage account
$1,001 - $15,000
Congressional Federal Credit Union
Bank/brokerage account
$1,001 - $15,000
FCNTX
Fidelity Contra Fund · Mutual fund
$100,000
FCVSX
Fidelity Convertible Securities Fund · Mutual fund
$100,000
FOCPX
Fidelity OTC Pt · Mutual fund
$100,000
BCSVX
Fund Investor Shares · Mutual fund · Fidelity
$15,001 - $50,000
Impact Shares NAACP Minority Empowerment ETF (NACP)
$100,000
ML Bank Deposit Program
Bank/brokerage account · Merrill
$15,001 - $50,000
Old Point National Bank
Bank/brokerage account
$1,001 - $15,000
People's Bank
Bank/brokerage account
$1,001 - $15,000
RPM
RPM International Inc. Common Stock · Stock (public)
$1,001 - $15,000
AGTHX
The Growth Fund of America Class A Shares · Mutual fund
$100,000
Towne Bank
Bank/brokerage account
$1,001 - $15,000
TFC
Truist Financial Corporation Common Stock · Stock (public)
$1,001 - $15,000
Upromise by Salliemae
Bank/brokerage account
$1 - $1,000
VCR
Vanguard Consumer Discretion ETF · Exchange-traded fund
$100,000
⇒
· Wells Fargo Roth IRA
$15,001 - $50,000