22 assets, filed May 11, 2026 (FD Original).
American Century Equity Income
Mutual fund · City of Houston Def Comp 457 Plan
$15,001 - $50,000
BlackRock Lifepath Index Retirement Fund F
Mutual fund
$1 - $1,000
SCPWX
Carillon Reams Core Plus Bond Fund Class R-6 · Mutual fund
$100,000
Cohen & Steers Realty Shares
Mutual fund · City of Houston Def Comp 457 Plan
$1,001 - $15,000
NSVAX
Columbia Small Cap Value Fund II Class I · Mutual fund · City of Houston Def Comp 457 Plan
$15,001 - $50,000
Farm in Palito Blanco, TX (14 acres)
Farm
$100,001 - $250,000
FXAIX
Fidelity 500 Index Fund · Mutual fund · City of Houston Def Comp 457 Plan
$1,001 - $15,000
Fidelity Balanced Fund
Mutual fund · City of Houston Def Comp 457 Plan
$15,001 - $50,000
FBIIX
Fidelity International Bond Index Fund · Mutual fund · City of Houston Def Comp 457 Plan
$1,001 - $15,000
Fidelity Mid Cap Index
Mutual fund · City of Houston Def Comp 457 Plan
$1,001 - $15,000
Harris County Federal Credit Union
Bank/brokerage account
$100,001 - $250,000
Houston Fixed Fund
Mutual fund
$100,000
Invesco Diversified Dividend
Mutual fund · City of Houston Def Comp 457 Plan
$1,001 - $15,000
JP Morgan US Research Enhanced Equity
Mutual fund · City of Houston Def Comp 457 Plan
$1,001 - $15,000
JGMNX
Janus Henderson Triton Fund - N Shares · Mutual fund · City of Houston Def Comp 457 Plan
$1,001 - $15,000
Land in Palito Blanco, TX (1 acre)
Real property
$15,001 - $50,000
OTCKX
MFS Mid Cap Growth Fund Class R6 · Mutual fund · City of Houston Def Comp 457 Plan
$1,001 - $15,000
IVOSX
Macquarie Mid Cap Income Opportunities Fund R6 · Mutual fund · City of Houston Def Comp 457 Plan
$1,001 - $15,000
RNPGX
New Perspective Fund, Class R-6 Shares · Mutual fund · City of Houston Def Comp 457 Plan
$1,001 - $15,000
TMPIX
Touchstone Mid Cap Fd Inst Cl · Mutual fund · City of Houston Def Comp 457 Plan
$15,001 - $50,000
VALIC Fixed Income
Mutual fund
$500,000
Western Asset Core Plus Bond
Mutual fund
$100,000