11 assets, filed Aug 11, 2026 (FD Original).
Baillie Gifford Emerging Market Fund- Institutional Class
$100,000
BAGIX
Baird Aggregate Bond Fund Institutional Class · Mutual fund
$500,000
Causeway International Value Fund - Institutional Class
$250,000
CASH
Charles Schwab · IRA holding · Charles Schwabb IRA
$15,001 - $50,000
CCSGX
Conestoga SMid Cap Fund Institutional Class · Mutual fund
$100,000
FROPX
Flat Rock Opportunity Fund · Mutual fund
$100,000
PIMIX
PIMCO Income Fund Insti Class · Mutual fund
$250,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund
$100,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$500,000
WCM Focused International Growth Fund Insti Cl (WCMIX)
$250,000
FWMIX
Washington Mutual Investors Fund - Class F-3 · Mutual fund
$250,000