62 assets, filed Jul 13, 2026 (FD Original).
Art.sy, Inc.
Private stock option · Spouse
$15,001 - $50,000
SCHW
Charles Schwab · Bank/brokerage account
$1,001 - $15,000
Charles Schwab Bank
Bank/brokerage account · Charles Schwab - Brokerage JT
$1,001 - $15,000
Charles Schwab Bank
Bank/brokerage account · Charles Schwab - IRA Contributory
$1,001 - $15,000
Chase Bank
Bank/brokerage account · Spouse
$15,001 - $50,000
CDDYX
Columbia Dividend Income Fund Class I3 · Mutual fund · Lowenstein Sandler - Vanguard - 401(K)
$1,001 - $15,000
BGSAX
Investor A · Mutual fund · Charles Schwab - Brokerage #1
$1,001 - $15,000
EBND
SPDR Bloomberg Emerging Markets Local Bond ETF · Exchange-traded fund · Charles Schwab - Brokerage #2
$1,001 - $15,000
SCHI
Schwab 5-10 Year Corporate Bond ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
SCHE
Schwab Emerging Markets Equity ETF · Exchange-traded fund · Charles Schwab - Brokerage JT
$1,001 - $15,000
SCHE
Schwab Emerging Markets Equity ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
FNDE
Schwab Fundamental Emerging Markets Equity ETF · Exchange-traded fund · Charles Schwab - Brokerage JT
$1,001 - $15,000
FNDE
Schwab Fundamental Emerging Markets Equity ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
FNDF
Schwab Fundamental International Equity ETF · Exchange-traded fund · Charles Schwab - Brokerage JT
$1,001 - $15,000
FNDF
Schwab Fundamental International Equity ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
FNDC
Schwab Fundamental International Small Equity ETF · Exchange-traded fund · Charles Schwab - Brokerage JT
$1,001 - $15,000
FNDC
Schwab Fundamental International Small Equity ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
FNDX
Schwab Fundamental U.S. Large Company ETF · Exchange-traded fund · Charles Schwab - Brokerage JT
$1,001 - $15,000
FNDX
Schwab Fundamental U.S. Large Company ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
FNDA
Schwab Fundamental U.S. Small Company ETF · Exchange-traded fund · Charles Schwab - Brokerage JT
$1,001 - $15,000
FNDA
Schwab Fundamental U.S. Small Company ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
SCHR
Schwab Intermediate-Term U.S. Treasury ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
SCHF
Schwab International Equity ETF · Exchange-traded fund · Charles Schwab - Brokerage JT
$1,001 - $15,000
SCHF
Schwab International Equity ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
SCHC
Schwab International Small-Cap Equity ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
SMBS
Schwab Mortgage-Backed Securities ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
SCMB
Schwab Municipal Bond ETF · Exchange-traded fund · Charles Schwab - Brokerage JT
$1,001 - $15,000
SCHX
Schwab U.S. Large-Cap ETF · Exchange-traded fund · Charles Schwab - Brokerage JT
$1,001 - $15,000
SCHX
Schwab U.S. Large-Cap ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
SCHG
Schwab U.S. Large-Cap Growth ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
$1,001 - $15,000
SCHH
Schwab U.S. REIT ETF · Exchange-traded fund · Charles Schwab - Brokerage #2
$1,001 - $15,000
SCHA
Schwab U.S. Small-Cap ETF · Exchange-traded fund · Charles Schwab - Brokerage JT
$1,001 - $15,000
SCHA
Schwab U.S. Small-Cap ETF · Exchange-traded fund · Charles Schwab - Brokerage #1
$1,001 - $15,000
SCHA
Schwab U.S. Small-Cap ETF · Exchange-traded fund · Charles Schwab - IRA Contributory
None
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF · Exchange-traded fund · Betterment - IRA SP
$1,001 - $15,000
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF · Exchange-traded fund · Betterment Brokerage SP
$1,001 - $15,000
SPYM
State Street SPDR Portfolio S&P 500 ETF · Exchange-traded fund · Betterment - IRA SP
$1,001 - $15,000
SPYM
State Street SPDR Portfolio S&P 500 ETF · Exchange-traded fund · Betterment Brokerage SP
$15,001 - $50,000
VOYA INDEX SOLUTION 2055 PORTFOLIO CL Z (VSZHX)
$100,000
VEA
Vanguard FTSE Developed Markets ETF · Exchange-traded fund · Betterment - IRA SP
$1,001 - $15,000
VWO
Vanguard FTSE Emerging Markets ETF · Exchange-traded fund · Betterment - IRA SP
$15,001 - $50,000
VNQI
Vanguard Global ex-U.S. Real Estate ETF · Exchange-traded fund · Betterment Brokerage SP
$1,001 - $15,000
VITAX
Vanguard Information Technology Index Fund Admiral Shs · Mutual fund · Lowenstein Sandler - Vanguard - 401(K)
$1,001 - $15,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund · Betterment Brokerage SP
$1,001 - $15,000
VIMAX
Vanguard Mid-Cap Index Fund Admiral Shares · Mutual fund · Lowenstein Sandler - Vanguard - 401(K)
$1,001 - $15,000
VMBS
Vanguard Mortgage-Backed Securities ETF · Exchange-traded fund · Lowenstein Sandler - Vanguard - 401(K)
$1,001 - $15,000
VGSLX
Vanguard Real Estate Index Fund Admiral Shares · Mutual fund · Peek - 401(K) SP
$1,001 - $15,000
VB
Vanguard Small-Cap ETF · Exchange-traded fund · Betterment Brokerage SP
$1,001 - $15,000
VB
Vanguard Small-Cap ETF · Exchange-traded fund · Charles Schwab - Brokerage #2
$15,001 - $50,000
VBR
Vanguard Small-Cap Value ETF · Exchange-traded fund · Betterment Brokerage SP
$1,001 - $15,000
VFIFX
Vanguard Target Retirement 2050 Fund · Mutual fund
$250,000
VFFVX
Vanguard Target Retirement 2055 Fund · Mutual fund
$100,000
VTEB
Vanguard Tax-Exempt Bond ETF · Exchange-traded fund · Charles Schwab - Brokerage #1
$1,001 - $15,000
VBTLX
Vanguard Total Bond Market Index Fund Admiral Shares · Mutual fund · Peek - 401(K) SP
$1,001 - $15,000
BNDX
Vanguard Total International Bond ETF · Exchange-traded fund · Betterment Brokerage SP
$15,001 - $50,000
VTABX
Vanguard Total International Bond Index Fd Admiral Shs · Mutual fund · Peek - 401(K) SP
$15,001 - $50,000
VTIAX
Vanguard Total International Stock Index Fd Admiral · Mutual fund · Peek - 401(K) SP
$15,001 - $50,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund · Betterment - IRA SP
None
VTV
Vanguard Value ETF · Exchange-traded fund · Betterment Brokerage SP
$1,001 - $15,000
VTV
Vanguard Value ETF · Exchange-traded fund · Charles Schwab - Brokerage JT
$1,001 - $15,000
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF · Exchange-traded fund · Betterment Brokerage SP
$1,001 - $15,000
MUB
iShares National Muni Bond ETF · Exchange-traded fund · Betterment Brokerage SP
$1,001 - $15,000