20 assets, filed May 15, 2026 (FD Original).
CollegeBound 2039-2040 Portfolio RI
529 plan holding · 529 Plan #2
$15,001 - $50,000
FAMRX
Fidelity Asset Manager 85% · Mutual fund
$100,000
Fidelity Freedom Index 2050 Fund - Institutional Premium
$100,000
Galileo, Inc.
Private stock option · Spouse
$15,001 - $50,000
Navigant Credit Union
Bank/brokerage account · Joint
$1,001 - $15,000
PNC Bank
Bank/brokerage account · Spouse
$1,001 - $15,000
PRBLX
Parnassus Core Equity Fund-Investor Shares · Mutual fund · Vanguard IRA 1 SP
$15,001 - $50,000
State Street C E US Id II
Other
$100,000
State Street REIT S LS II
Other · State of Rhode Island 401a Defined Contribution Plan
$15,001 - $50,000
State Street SP 500 Id II
Other
$100,000
State Street US Bd Id XIV
Other · State of Rhode Island 401a Defined Contribution Plan
$1,001 - $15,000
State Street US IP BIS II
Other · State of Rhode Island 401a Defined Contribution Plan
$1,001 - $15,000
TIAA Traditional
Other · Vanguard Brokerage SP
$15,001 - $50,000
Vanguard Money Market Reserves Federal Money Market
$100,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$100,000
VFIFX
Vanguard Target Retirement 2050 Fund · Mutual fund
$100,000
VFIFX
Vanguard Target Retirement 2050 Fund · Mutual fund
$250,000
VTSAX
Vanguard Total Stock Market Index Fd Admiral Shs · Mutual fund · Vanguard IRA 2
$15,001 - $50,000
VUSXX
Vanguard Treasury Money Market Fund · Mutual fund
$100,000
IWM
iShares Russell 2000 ETF · Exchange-traded fund · Vanguard IRA 1 SP
$15,001 - $50,000