50 assets, filed Jun 8, 2026 (FD Original).
T
AT&T Inc. · Stock (public) · Spouse Schwab Roth IRA SP
$15,001 - $50,000
AMD
Advanced Micro Devices, Inc. · Stock (public) · Spouse Schwab IRA SP
$1,001 - $15,000
American Express Savings
Bank/brokerage account
$1 - $1,000
AWR
American States Water Company Common Stock (AWR) [ST] ⇒ · Schwab Schwab IRA -- Sam Liccardo
$1,001 - $15,000
ARM
Arm Holdings plc - American Depositary Shares · Stock (public) · Spouse Schwab Roth IRA SP
$1,001 - $15,000
BMY
Bristol-Myers Squibb Company Common Stock (BMY) [ST] ⇒ · Schwab Schwab IRA -- Sam Liccardo
$1,001 - $15,000
FHLB (9/2026)
Government security
$100,000
FSUTX
Fidelity Select Utilities Growth Portfolio · Mutual fund · Spouse Schwab SEP IRA SP
$1,001 - $15,000
Fidelity Select Utilities Growth Portfolio (FSUTX)
$100,000
FNILX
Fidelity ZERO Large Cap Index Fund · Mutual fund
$250,000
CIBR
First Trust NASDAQ Cybersecurity ETF (CIBR) [EF] ⇒ · Schwab Schwab Roth IRA -- Sam Liccardo
$15,001 - $50,000
QQQM
Invesco NASDAQ 100 ETF · Exchange-traded fund
$250,000
QQQM
Invesco NASDAQ 100 ETF · Exchange-traded fund · Schwab Schwab Trading Account -- Sam Liccardo
$1,001 - $15,000
QQQM
Invesco NASDAQ 100 ETF · Exchange-traded fund
$100,000
QQQM
Invesco NASDAQ 100 ETF (QQQM) [EF] ⇒ · Schwab Schwab Roth IRA -- Sam Liccardo
$15,001 - $50,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund · Spouse Schwab Roth IRA SP
$1,001 - $15,000
PHO
Invesco Water Resources ETF (PHO) [EF] ⇒ · Schwab Schwab Roth IRA -- Sam Liccardo
$1,001 - $15,000
MRK
Merck & Company, Inc. Common Stock (MRK) [ST] ⇒ · Schwab Schwab Roth IRA -- Sam Liccardo
$1,001 - $15,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public)
$100,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public) · Spouse Schwab Roth IRA SP
$15,001 - $50,000
NFLX
Netflix, Inc. - Common Stock · Stock (public) · Spouse Schwab Roth IRA SP
$1,001 - $15,000
PANW
Palo Alto Networks, Inc. · Stock (public) · Spouse Schwab SEP IRA SP
$1,001 - $15,000
Residential Property
Real property · Joint
$1,000,001 - $5,000,000
Residential Property
Real property · Joint
$1,000,001 - $5,000,000
SWPPX
Bank/brokerage account
$250,000
SWVXX
Bank/brokerage account · Spouse Schwab IRA SP
$1,001 - $15,000
SWVXX
Bank/brokerage account
$100,000
SCHY
Schwab International Dividend Equity ETF · Exchange-traded fund · Schwab Schwab Trading Account -- Sam Liccardo
$15,001 - $50,000
Schwab Prime Advantage Fund
Bank/brokerage account
$100,000
Schwab S&P 500 Index Fund- Select Shares
$250,000
SWPPX
Schwab S&P 500 Index Fund- Select Shares · Mutual fund · Schwab Schwab Trading Account -- Sam Liccardo
$15,001 - $50,000
SWPPX
Schwab S&P 500 Index Fund- Select Shares · Mutual fund · Schwab Schwab Trading Account -- Sam Liccardo
$1,001 - $15,000
Schwab S&P 500 Index Fund- Select Shares
$250,000
SWPPX
Schwab S&P 500 Index Fund- Select Shares · Mutual fund · Spouse Schwab Roth IRA SP
$1,001 - $15,000
SWPPX
Schwab S&P 500 Index Fund- Select Shares (SWPPX) [MF] ⇒ · Schwab Joint Trading Account
$15,001 - $50,000
SCHD
Schwab US Dividend Equity ETF · Exchange-traded fund · Schwab Schwab Trading Account -- Sam Liccardo
$1 - $1,000
PHYS
Sprott Physical Gold Trust ETV · Exchange-traded fund · TreasuryDirect
$15,001 - $50,000
U.S. Treasuries
Government security
$250,000
U.S. Treasuries
Government security
$100,000
U.S. Treasuries [GS] ⇒
· Schwab Schwab IRA -- Sam Liccardo
$1,001 - $15,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$100,000
VZ
Verizon Communications Inc. Common Stock · Stock (public) · Spouse Schwab SEP IRA SP
$1,001 - $15,000
DGRO
iShares Core Dividend Growth ETF (DGRO) [EF] ⇒ · Schwab Schwab IRA -- Sam Liccardo
$1,001 - $15,000
the valuation into a larger bracket, as with several of my ETF and mutual ⇒
· Schwab Schwab Roth IRA -- Sam Liccardo
$15,001 - $50,000
⇒
· Fidelity 457 BrokerageLink
$15,001 - $50,000
⇒
· Schwab Joint Trading Account
$15,001 - $50,000
⇒
· Schwab Schwab IRA -- Sam Liccardo
$15,001 - $50,000
⇒
· Schwab Schwab Roth IRA -- Sam Liccardo
$15,001 - $50,000
⇒
· Schwab Schwab SEP IRA -- Sam Liccardo
$1,001 - $15,000