12 assets, filed Aug 13, 2026 (FD Amendment).
Bond Market Index Portfolio
529 plan holding · NYSaves 529 - DC1 DC
$1,001 - $15,000
Conservative Income Portfolio
529 plan holding · NYSaves 529 - DC1 DC
$1,001 - $15,000
DFCEX
Emerging Markets Core Equity 2 Portfolio (DFCEX) [MF] Rockdale County Board of Education Retirement · Spouse
$1,001 - $15,000
FSSNX
Fidelity Small Cap Index Fund (FSSNX) [MF] Rockdale County Board of Education Retirement · Spouse
$1,001 - $15,000
Growth Stock Index Porfolio
529 plan holding
$250,000
DFIEX
International Core Equity 2 Portfolio (DFIEX) [MF] Rockdale County Board of Education Retirement · Spouse
$1,001 - $15,000
TQQQ
ProShares UltraPro QQQ · Exchange-traded fund
$100,000
Residential rental property
Real property
$100,001 - $250,000
Social Index Portfolio [5F] Rockdale County Board of Education Retirement
· Spouse
$1,001 - $15,000
TBIL
US Treasury 3 Month Bill ETF (TBIL) [EF] University System of Maryland Retirement Plan · Spouse
$1,001 - $15,000
USAA bank accounts
Bank/brokerage account · Joint
$15,001 - $50,000
BSPIX
iShares S&P 500 Index Fund - Institutional · Mutual fund · Schwab brokerage account JT
None