15 assets, filed Aug 6, 2026 (FD Original).
AIG Life Insurance
WU · Charles Schwab IRA
None
DFA Emerging Markets Core
Mutual fund · Charles Schwab IRA
None
DFA Global Real Estate
Mutual fund · Charles Schwab IRA
None
DFA International Small
Mutual fund · Charles Schwab IRA
None
DFA Intl Hi Relatv Profitability
Mutual fund · Charles Schwab IRA
None
DFA Investment Grade
Mutual fund · Charles Schwab IRA
None
DFIHX
DFA One-Year Fixed Income Pt. · Mutual fund · Charles Schwab IRA
None
DFA Short-Duration Real
Mutual fund · Charles Schwab IRA
None
DFEQX
DFA Short-Term Extended Quality Ptf · Mutual fund · Charles Schwab IRA
None
DFA US Hi Relatv Profitability
Mutual fund · Charles Schwab IRA
None
DFA US Small Cap
Mutual fund · Charles Schwab IRA
None
DFA US Targeted Value
Mutual fund · Charles Schwab IRA
None
Residential property
Real property
$1,000,001 - $5,000,000
SWGXX
Schwab Government Money Fund - Sweep Shares · Mutual fund · Mass Mutual
$1,001 - $15,000
Wells Fargo Bank
Bank/brokerage account · Joint
$50,001 - $100,000