47 assets, filed Aug 10, 2026 (FD Original).
ALLY BANK
Bank/brokerage account
$50,001 - $100,000
CASH
Bank/brokerage account · Hsabank SP
$15,001 - $50,000
CASH ACCOUNT
Bank/brokerage account · Rollover IRA
$15,001 - $50,000
CASH ACCOUNT
Bank/brokerage account · Rollover IRA -SP SP
$15,001 - $50,000
Chase Bank Accounts
Bank/brokerage account
$15,001 - $50,000
FCOM
Fidelity MSCI Communication Services Index ETF · Exchange-traded fund · Rollover IRA
$15,001 - $50,000
FCOM
Fidelity MSCI Communication Services Index ETF · Exchange-traded fund · Rollover IRA -SP SP
$15,001 - $50,000
FCOM
Fidelity MSCI Communication Services Index ETF · Exchange-traded fund · Roth IRA SP
$1,001 - $15,000
Fidelity MSCI Communication Services Index ETF (FCOM)
$100,000
AIRR
First Trust RBA American Industrial Renaissance ETF · Exchange-traded fund · Rollover IRA
$15,001 - $50,000
AIRR
First Trust RBA American Industrial Renaissance ETF · Exchange-traded fund · Rollover IRA -SP SP
$15,001 - $50,000
AIRR
First Trust RBA American Industrial Renaissance ETF · Exchange-traded fund · Roth IRA SP
$1,001 - $15,000
AIRR
First Trust RBA American Industrial Renaissance ETF · Exchange-traded fund · Trust JT
None
KBWP
Invesco KBW Property & Casualty Insurance ETF · Exchange-traded fund · Rollover IRA
$1,001 - $15,000
KBWP
Invesco KBW Property & Casualty Insurance ETF · Exchange-traded fund · Rollover IRA -SP SP
$1,001 - $15,000
KBWP
Invesco KBW Property & Casualty Insurance ETF · Exchange-traded fund · Roth IRA SP
$1,001 - $15,000
RSPU
Invesco S&P 500 Equal Weight Utilities ETF · Exchange-traded fund · Rollover IRA
$15,001 - $50,000
RSPU
Invesco S&P 500 Equal Weight Utilities ETF · Exchange-traded fund · Rollover IRA -SP SP
$15,001 - $50,000
FFODX
OklahomaDream 529 Small Cap Portfolio Class C · Mutual fund · OKD - 529 - DC2 - B
$1,001 - $15,000
FNODX
OklahomaDream 529 Strategic Dividend & Income Portfolio Class A · Mutual fund · Rollover IRA
$1,001 - $15,000
PDBZX
PGIM Total Return Bond Fund Class Z · Mutual fund · Rollover IRA -SP SP
$15,001 - $50,000
XLY
State Street Consumer Discretionary Select Sector SPDR ETF · Exchange-traded fund · Rollover IRA
$1,001 - $15,000
XLY
State Street Consumer Discretionary Select Sector SPDR ETF · Exchange-traded fund · Rollover IRA -SP SP
$1,001 - $15,000
XLY
State Street Consumer Discretionary Select Sector SPDR ETF · Exchange-traded fund · Roth IRA SP
$1,001 - $15,000
State Street Consumer Discretionary Select Sector SPDR ETF
$100,000
T Rowe Price Retire Blend 2040 Tr-E
Other
$250,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · Rollover IRA
$15,001 - $50,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · Roth IRA SP
$1,001 - $15,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund · Rollover IRA -SP SP
$1,001 - $15,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund
$100,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund · Trust JT
$1,001 - $15,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund
$250,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund · Hsabank SP
$15,001 - $50,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$100,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund · OKD - 529 - DC2 - B
$1,001 - $15,000
SOXX
iShares PHLX SOX Semiconductor Sector Index Fund · Exchange-traded fund · Rollover IRA
$15,001 - $50,000
SOXX
iShares PHLX SOX Semiconductor Sector Index Fund · Exchange-traded fund · Rollover IRA -SP SP
$15,001 - $50,000
SOXX
iShares PHLX SOX Semiconductor Sector Index Fund · Exchange-traded fund · Roth IRA SP
$1,001 - $15,000
iShares PHLX SOX Semiconductor Sector Index Fund
$100,000
IWY
iShares Russell Top 200 Growth ETF · Exchange-traded fund · Rollover IRA
$15,001 - $50,000
IWY
iShares Russell Top 200 Growth ETF · Exchange-traded fund · Rollover IRA -SP SP
$15,001 - $50,000
IWY
iShares Russell Top 200 Growth ETF · Exchange-traded fund · Roth IRA SP
$1,001 - $15,000
IWY
iShares Russell Top 200 Growth ETF · Exchange-traded fund · Trust JT
$15,001 - $50,000
IHI
iShares U.S. Medical Devices ETF · Exchange-traded fund · Rollover IRA
$15,001 - $50,000
IHI
iShares U.S. Medical Devices ETF · Exchange-traded fund · Rollover IRA -SP SP
$15,001 - $50,000
IHI
iShares U.S. Medical Devices ETF · Exchange-traded fund · Roth IRA SP
$1,001 - $15,000
IHI
iShares U.S. Medical Devices ETF · Exchange-traded fund · Trust JT
None