Bank of America Accounts [BA]$1,001 ~ $15,000
은행예금
Emergency Ventures, Inc. [OP]$1,001 ~ $15,000
연금·옵션
Goldman Sachs Savings Account [BA]금액 미신고
은행예금
MainStay Growth Allocation Class A [MF]금액 미신고
펀드
MainStay MacKay High Yield Corporate Bond Fund Class A [MF]$15,001 ~ $50,000
펀드
Marcus CD [BA]금액 미신고
은행예금
Marcus Savings Account [BA]금액 미신고
은행예금
Mass Mutual Whole Life Insurance [WU]금액 미신고
WU
Merit International [OP]$1,001 ~ $15,000
연금·옵션
MOD LLC [OL]금액 미신고
사업체
Stationhead, Inc. [PS]$15,001 ~ $50,000
PS
Adler Real Estate Fund V LP › Commercial property located in Colorado (1) [RP]$1,001 ~ $15,000
부동산
Adler Real Estate Fund V LP › Commercial property located in Colorado (2) [RP]$1,001 ~ $15,000
부동산
Adler Real Estate Fund V LP › Commercial property located in Florida [RP]$1,001 ~ $15,000
부동산
Adler Real Estate Fund V LP › Commercial property located in Georgia (1) [RP]$1,001 ~ $15,000
부동산
Adler Real Estate Fund V LP › Commercial property located in Georgia (2) [RP]$1,001 ~ $15,000
부동산
Adler Real Estate Fund V LP › Commercial property located in North Carolina (1) [RP]$1,001 ~ $15,000
부동산
Adler Real Estate Fund V LP › Commercial property located in North Carolina (2) [RP]$1,001 ~ $15,000
부동산
Adler Real Estate Fund V LP › Commercial property located in North Carolina (3) [RP]$1,001 ~ $15,000
부동산
Adler Real Estate Fund V LP › Commercial property located in North Carolina (4) [RP]$1,001 ~ $15,000
부동산
Adler Real Estate Fund V LP › Commercial property located in Texas [RP]$1,001 ~ $15,000
부동산
Adler Real Estate Fund V LP › Commercial property located in Texas (1) [RP]$1,001 ~ $15,000
부동산
Adler Real Estate Fund V LP › Commercial property located in Texas (2) [RP]$1,001 ~ $15,000
부동산
Adler Real Estate Fund V LP › Commercial property located in Virginia [RP]$1,001 ~ $15,000
부동산
Ashbritt Inc. 401k › American Funds 2055 Target Date Retirement Fund® Class R-2 (RBMTX) [MF]$15,001 ~ $50,000
펀드
Ashbritt Inc. 401k › American Funds American High-Income Trust® Class R-2 (RITBX) [MF]$15,001 ~ $50,000
펀드
Ashbritt Inc. 401k › American Funds Fundamental Investors® Class R-2 [MF]금액 미신고
펀드
Ashbritt Inc. 401k › American Funds Investment Company of America® Class R-2 (RICBX) [MF]$1,001 ~ $15,000
펀드
Ashbritt Inc. 401k › American Funds The Growth Fund of America® Class R-2 [MF]금액 미신고
펀드
Ashbritt Inc. 401k › Invesco American Franchise Fund Class R [MF]금액 미신고
펀드
Ashbritt Inc. 401k › Putnam Small Cap Growth Fund Class R (PSGRX) [MF]$15,001 ~ $50,000
펀드
Betterment SEP IRA › iShares Core U.S. Aggregate Bond ETF (AGG) [EF]$1,001 ~ $15,000
EF
Betterment SEP IRA › iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]$1,001 ~ $15,000
EF
Betterment SEP IRA › SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF]$1,001 ~ $15,000
EF
Betterment SEP IRA › SPDR Portfolio S&P 600 Small Cap ETF (SPSM) [EF]$1,001 ~ $15,000
EF
Betterment SEP IRA › State Street SPDR Portfolio S&P 500 ETF (SPYM) [EF]$15,001 ~ $50,000
EF
Betterment SEP IRA › Vanguard FTSE Developed Markets ETF (VEA) [EF]$15,001 ~ $50,000
EF
Betterment SEP IRA › Vanguard FTSE Emerging Markets ETF (VWO) [EF]$1,001 ~ $15,000
EF
Betterment SEP IRA › Vanguard Total International Bond ETF (BNDX) [EF]$1,001 ~ $15,000
EF
Betterment SEP IRA (SP) › iShares 0-5 Year TIPS Bond ETF (STIP) [EF]$1,001 ~ $15,000
EF
Betterment SEP IRA (SP) › iShares Core U.S. Aggregate Bond ETF (AGG) [EF]$15,001 ~ $50,000
EF
Betterment SEP IRA (SP) › iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]$1,001 ~ $15,000
EF
Betterment SEP IRA (SP) › SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF]$1,001 ~ $15,000
EF
Betterment SEP IRA (SP) › SPDR Portfolio S&P 600 Small Cap ETF (SPSM) [EF]$1,001 ~ $15,000
EF
Betterment SEP IRA (SP) › State Street SPDR Portfolio S&P 500 ETF (SPYM) [EF]금액 미신고
EF
Betterment SEP IRA (SP) › Vanguard FTSE Developed Markets ETF (VEA) [EF]$15,001 ~ $50,000
EF
Betterment SEP IRA (SP) › Vanguard FTSE Emerging Markets ETF (VWO) [EF]$1,001 ~ $15,000
EF
Betterment SEP IRA (SP) › Vanguard Total International Bond ETF (BNDX) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › FIDELITY GOVERNMENT MONEY MARKET (SPAXX) [BA]$1,001 ~ $15,000
은행예금
Eagle Strategies Investment Account › iShares 10-20 Year Treasury Bond ETF (TLH) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares A.I. Innovation and Tech Active ETF (BAI) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares Core MSCI Emerging Markets ETF (IEMG) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares Core S&P 500 ETF [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares Core Total USD Bond Market ETF [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares Gold Trust Shares (IAU) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares International Aggregate Bond Fund (IAGG) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares MSCI EAFE Growth ETF [EF]금액 미신고
EF
Eagle Strategies Investment Account › iShares MSCI EAFE Value ETF [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares MSCI Emerging Markets ex China ETF (EMXC) [EF]금액 미신고
EF
Eagle Strategies Investment Account › iShares MSCI USA Momentum Factor (MTUM) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares MSCI USA Quality Factor ETF (QUAL) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares S&P 100 Fund (OEF) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares S&P 500 Growth ETF (IVW) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares S&P 500 Value ETF (IVE) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares U.S. Aerospace & Defense ETF (ITA) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares U.S. Equity Factor Rotation Active ETF (DYNF) [EF]$1,001 ~ $15,000
EF
Eagle Strategies Investment Account › iShares U.S. Technology ETF (IYW) [EF]금액 미신고
EF
Eagle Strategies Investment Account › iShares U.S. Thematic Rotation Active ETF (THRO) [EF]$1,001 ~ $15,000
EF
John Hancock Freedom 529 Plan › BLUE CHIP GROWTH PORTFOLIO A [MF]금액 미신고
펀드
John Hancock Freedom 529 Plan › INTERNATIONAL VALUE PORTFOLIO A [MF]$1,001 ~ $15,000
펀드
John Hancock Freedom 529 Plan › MID-CAP VALUE PORTFOLIO A [MF]$15,001 ~ $50,000
펀드
John Hancock Freedom 529 Plan › NEW HORIZONS PORTFOLIO A [MF]$15,001 ~ $50,000
펀드
John Hancock Freedom 529 Plan › SMALL-CAP STOCK PORTFOLIO A [MF]$1,001 ~ $15,000
펀드
Merrill CMA Account › Cash Accounts [BA]금액 미신고
은행예금
Merrill CMA Account › CDs [BA]금액 미신고
은행예금
Merrill CMA Account › US Treasury STRIP [OT]금액 미신고
기타
Morgan Stanley Active Assets (1) › Abbott Laboratories (ABT) [ST]금액 미신고
주식
Morgan Stanley Active Assets (1) › AbbVie Inc. Common Stock (ABBV) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Accenture plc Class A Ordinary Shares (ACN) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Alphabet Inc. - Class C Capital Stock (GOOG) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Amazon.com, Inc. - Common Stock (AMZN) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › American Express Company Common Stock (AXP) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Amgen Inc. (AMGN) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Analog Devices, Inc. - Common Stock (ADI) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Apple Inc. (AAPL) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Atmos Energy Corporation Common Stock (ATO) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) ›$1,001 ~ $15,000
Morgan Stanley Active Assets (1) › Berkshire Hathaway Inc. New (BRK.B) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Broadcom Inc. - Common Stock (AVGO) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Brown & Brown, Inc. (BRO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (1) › Carrier Global Corporation (CARR) [ST]금액 미신고
주식
Morgan Stanley Active Assets (1) › Cash Account [BA]$1,001 ~ $15,000
은행예금
Morgan Stanley Active Assets (1) › Caterpillar, Inc. (CAT) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Chubb Limited (CB) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (1) › Cisco Systems, Inc. - Common Stock (CSCO) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Costco Wholesale Corporation (COST) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Cummins Inc. Common Stock (CMI) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Dell Technologies Inc. Class C Common Stock (DELL) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Eli Lilly and Company Common Stock (LLY) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Ferrari N.V. Common Shares (RACE) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Goldman Sachs Group, Inc. (GS) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › HCA Healthcare, Inc. Common Stock (HCA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (1) › Home Depot, Inc. (HD) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (1) › Honeywell International Inc. (HON) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (1) › Illinois Tool Works Inc. (ITW) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Johnson & Johnson (JNJ) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › JP Morgan Chase & Co. Common Stock (JPM) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Lincoln Electric Holdings, Inc. - Common Shares (LECO) [ST]금액 미신고
주식
Morgan Stanley Active Assets (1) › Linde plc - Ordinary Shares (LIN) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Lockheed Martin Corporation (LMT) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Lumen Technologies, Inc. Common Stock (LUMN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (1) › McDonald's Corporation (MCD) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › McKesson Corporation Common Stock (MCK) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Meta Platforms, Inc. - Class A (META) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Microsoft Corporation (MSFT) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) ›$15,001 ~ $50,000
Morgan Stanley Active Assets (1) › Oracle Corporation Common Stock (ORCL) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Pepsico, Inc. (PEP) [ST]금액 미신고
주식
Morgan Stanley Active Assets (1) › Procter & Gamble Company (PG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (1) › Public Service Enterprise Group Incorporated (PEG) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › QUALCOMM Incorporated (QCOM) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Roper Technologies, Inc. (ROP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (1) › RPM International Inc. (RPM) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › S&P Global Inc. (SPGI) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Salesforce, Inc. (CRM) [ST]금액 미신고
주식
Morgan Stanley Active Assets (1) › Sherwin-Williams Company (SHW) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (1) › Southern Company (SO) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › SPDR Gold Shares (GLD) [EF]$15,001 ~ $50,000
EF
Morgan Stanley Active Assets (1) › SPDR Select Sector Fund - Energy Select Sector (XLE) [EF]$15,001 ~ $50,000
EF
Morgan Stanley Active Assets (1) › Starbucks Corporation (SBUX) [ST]금액 미신고
주식
Morgan Stanley Active Assets (1) › State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) [EF]$1,001 ~ $15,000
EF
Morgan Stanley Active Assets (1) › STERIS plc (STE) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (1) › Stryker Corporation (SYK) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › T-Mobile US, Inc. (TMUS) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Tesla, Inc. (TSLA) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Texas Instruments Incorporated (TXN) [ST]금액 미신고
주식
Morgan Stanley Active Assets (1) › The Cigna Group Common Stock (CI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (1) › TJX Companies, Inc. (TJX) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Tractor Supply Company - Common Stock (TSCO) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Uber Technologies, Inc. (UBER) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › UnitedHealth Group Incorporated Common Stock (UNH) [ST]금액 미신고
주식
Morgan Stanley Active Assets (1) › Visa Inc. (V) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › W.W. Grainger, Inc. Common Stock (GWW) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Walmart Inc. (WMT) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (1) › Waste Management, Inc. (WM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (2) › Amazon.com, Inc. (AMZN) [ST]금액 미신고
주식
Morgan Stanley Active Assets (2) › Amgen Inc. (AMGN) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (2) › Apple Inc. (AAPL) [ST]금액 미신고
주식
Morgan Stanley Active Assets (2) › Bank of America Corporation (BAC) [ST]금액 미신고
주식
Morgan Stanley Active Assets (2) › Cash Account [BA]$15,001 ~ $50,000
은행예금
Morgan Stanley Active Assets (2) › Goldman Sachs Group, Inc. (GS) [ST]금액 미신고
주식
Morgan Stanley Active Assets (2) › Home Depot, Inc. (HD) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (2) › Johnson & Johnson (JNJ) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (2) › MIAMI-DADE CNTY FL AVIATION REV REF-B [GS]$15,001 ~ $50,000
국공채
Morgan Stanley Active Assets (2) › Microsoft Corporation (MSFT) [ST]금액 미신고
주식
Morgan Stanley Active Assets (2) › Porsche Automobil Holding SE Stuttgart Pref No VTG RTS (POAHF) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (2) › Procter & Gamble Company (PG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (2) ›$15,001 ~ $50,000
Morgan Stanley Active Assets (2) › UnitedHealth Group Incorporated Common Stock (UNH) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (2) › Wstrn Alliance PHOENIX AZ CD [BA]금액 미신고
은행예금
Morgan Stanley Active Assets (3) › Cash Account [BA]금액 미신고
은행예금
Morgan Stanley Active Assets (3) › Charles Schwab Westlake TX CD [BA]금액 미신고
은행예금
Morgan Stanley Active Assets (4) › Cash Account [BA]금액 미신고
은행예금
Morgan Stanley Active Assets (4) › Charles Schwab Westlake TX CD [BA]금액 미신고
은행예금
Morgan Stanley Active Assets (5) › AbbVie Inc. Common Stock (ABBV) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Accenture plc Class A Ordinary Shares (ACN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Alphabet Inc. - Class C Capital Stock (GOOG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Amazon.com, Inc. - Common Stock (AMZN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › American Express Company Common Stock (AXP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Amgen Inc. (AMGN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Analog Devices, Inc. - Common Stock (ADI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Apple Inc. (AAPL) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (5) › Atmos Energy Corporation Common Stock (ATO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Automatic Data Processing, Inc. (ADP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Broadcom Inc. - Common Stock (AVGO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Brown & Brown, Inc. (BRO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Carrier Global Corporation (CARR) [ST]금액 미신고
주식
Morgan Stanley Active Assets (5) › Cash Account [BA]$1,001 ~ $15,000
은행예금
Morgan Stanley Active Assets (5) › Caterpillar, Inc. (CAT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Chubb Limited (CB) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Cisco Systems, Inc. - Common Stock (CSCO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Costco Wholesale Corporation (COST) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Cummins Inc. Common Stock (CMI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Dell Technologies Inc. Class C Common Stock (DELL) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Eli Lilly and Company Common Stock (LLY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) ›$1,001 ~ $15,000
Morgan Stanley Active Assets (5) › Goldman Sachs Group, Inc. (GS) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › HCA Healthcare, Inc. Common Stock (HCA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Home Depot, Inc. (HD) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Honeywell International Inc. (HON) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Illinois Tool Works Inc. (ITW) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Johnson & Johnson (JNJ) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › JP Morgan Chase & Co. Common Stock (JPM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Linde plc - Ordinary Shares (LIN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Lockheed Martin Corporation (LMT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Mastercard Incorporated (MA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › McDonald's Corporation (MCD) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › McKesson Corporation Common Stock (MCK) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Meta Platforms, Inc. - Class A Common Stock (META) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Microsoft Corporation (MSFT) [ST]$15,001 ~ $50,000
주식
Morgan Stanley Active Assets (5) › NextEra Energy, Inc. (NEE) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › NVIDIA Corporation - Common Stock (NVDA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Oracle Corporation Common Stock (ORCL) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Pepsico, Inc. (PEP) [ST]금액 미신고
주식
Morgan Stanley Active Assets (5) › Procter & Gamble Company (PG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Public Service Enterprise Group Incorporated (PEG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › QUALCOMM Incorporated (QCOM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Roper Technologies, Inc. (ROP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › RPM International Inc. (RPM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › S&P Global Inc. (SPGI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Sherwin-Williams Company (SHW) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Snap-On Incorporated Common Stock (SNA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Southern Company (SO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › SPDR Gold Shares (GLD) [EF]$1,001 ~ $15,000
EF
Morgan Stanley Active Assets (5) › Starbucks Corporation (SBUX) [ST]금액 미신고
주식
Morgan Stanley Active Assets (5) › State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) [EF]$1,001 ~ $15,000
EF
Morgan Stanley Active Assets (5) › Stryker Corporation Common Stock (SYK) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › T-Mobile US, Inc. (TMUS) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Texas Instruments Incorporated (TXN) [ST]금액 미신고
주식
Morgan Stanley Active Assets (5) › The Cigna Group Common Stock (CI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › TJX Companies, Inc. (TJX) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Tractor Supply Company - Common Stock (TSCO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Visa Inc. (V) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › W.W. Grainger, Inc. Common Stock (GWW) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Walmart Inc. (WMT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (5) › Waste Management, Inc. (WM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › AbbVie Inc. Common Stock (ABBV) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Accenture plc Class A Ordinary Shares (ACN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Alphabet Inc. - Class C Capital Stock (GOOG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Amazon.com, Inc. - Common Stock (AMZN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › American Express Company Common Stock (AXP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Amgen Inc. (AMGN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Analog Devices, Inc. - Common Stock (ADI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Apple Inc. (AAPL) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Atmos Energy Corporation Common Stock (ATO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Automatic Data Processing, Inc. (ADP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Broadcom Inc. - Common Stock (AVGO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Brown & Brown, Inc. (BRO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Carrier Global Corporation (CARR) [ST]금액 미신고
주식
Morgan Stanley Active Assets (6) › Caterpillar, Inc. (CAT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Chubb Limited (CB) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) ›$1,001 ~ $15,000
Morgan Stanley Active Assets (6) › Costco Wholesale Corporation (COST) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Cummins Inc. Common Stock (CMI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Dell Technologies Inc. Class C Common Stock (DELL) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Eli Lilly and Company Common Stock (LLY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Goldman Sachs Group, Inc. (GS) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Home Depot, Inc. (HD) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Honeywell International Inc. (HON) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Illinois Tool Works Inc. (ITW) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Johnson & Johnson (JNJ) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › JP Morgan Chase & Co. Common Stock (JPM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Linde plc - Ordinary Shares (LIN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Lockheed Martin Corporation (LMT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › McDonald's Corporation (MCD) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › McKesson Corporation Common Stock (MCK) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Meta Platforms, Inc. - Class A Common Stock (META) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Microsoft Corporation (MSFT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › NextEra Energy, Inc. (NEE) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › NVIDIA Corporation - Common Stock (NVDA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Oracle Corporation Common Stock (ORCL) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Procter & Gamble Company (PG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Public Service Enterprise Group Incorporated (PEG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › QUALCOMM Incorporated (QCOM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Roper Technologies, Inc. (ROP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › RPM International Inc. (RPM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › S&P Global Inc. (SPGI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Sherwin-Williams Company (SHW) [ST]금액 미신고
주식
Morgan Stanley Active Assets (6) › Southern Company (SO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › SPDR Gold Shares (GLD) [EF]$1,001 ~ $15,000
EF
Morgan Stanley Active Assets (6) › Starbucks Corporation (SBUX) [ST]금액 미신고
주식
Morgan Stanley Active Assets (6) › State Street Energy Select Sector SPDR ETF (XLE) [EF]$15,001 ~ $50,000
EF
Morgan Stanley Active Assets (6) › State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) [EF]$1,001 ~ $15,000
EF
Morgan Stanley Active Assets (6) › Stryker Corporation Common Stock (SYK) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › T-Mobile US, Inc. (TMUS) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Texas Instruments Incorporated (TXN) [ST]금액 미신고
주식
Morgan Stanley Active Assets (6) › TJX Companies, Inc. (TJX) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Tractor Supply Company - Common Stock (TSCO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Visa Inc. (V) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › W.W. Grainger, Inc. Common Stock (GWW) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Walmart Inc. (WMT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (6) › Waste Management, Inc. (WM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley Active Assets (7) › Cash Account [BA]금액 미신고
은행예금
Morgan Stanley Active Assets (7) › Charles Schwab Westlake TX CD [BA]금액 미신고
은행예금
Morgan Stanley Active Assets (8) › Cash Account [BA]금액 미신고
은행예금
Morgan Stanley Bright Directions 529 Plan › BD 529 BLACKROCK EMRG MKT A (LBKCZ) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley Bright Directions 529 Plan › BD 529 BLACKROCK EMRG MKT C (MTDBZ) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley Bright Directions 529 Plan › BD 529 BR MID CAP GRTH EQ A (DRBCZ) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley Bright Directions 529 Plan › BD 529 BR MID CAP GRTH EQ C ( (DBRBZ) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley Bright Directions 529 Plan › UBT 529 BD IL DFA RL EST SEC A (UBAFZ) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley Bright Directions 529 Plan › UBT 529 BD IL DFA RL EST SEC C (UTDFZ) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley Bright Directions 529 Plan › UBT 529 DELAWARE SM CAP CORE A (NBDCA) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley Bright Directions 529 Plan › UBT 529 DELAWARE SM CAP CORE C (NBDCC) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley Bright Directions 529 Plan › UBT 529 DFA INTL SMALL CO A (DFNSG) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley Bright Directions 529 Plan › UBT 529 DFA INTL SMALL CO C (UBNSG) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley Bright Directions 529 Plan › UBT 529 TROWE PRICE EQ INC A (NTREA) [MF]$15,001 ~ $50,000
펀드
Morgan Stanley Bright Directions 529 Plan › UBT 529 TROWE PRICE EQ INC C (NTEIC) [MF]$15,001 ~ $50,000
펀드
Schwab Contributory IRA › Cash Account [BA]$1,001 ~ $15,000
은행예금
Schwab Contributory IRA ›$1,001 ~ $15,000
Schwab Contributory IRA › Schwab Fundamental International Equity ETF (FNDF) [EF]$1,001 ~ $15,000
EF
Schwab Contributory IRA › Schwab Fundamental US Large Company Index ETF (FNDX) [EF]$1,001 ~ $15,000
EF
Schwab Contributory IRA › Schwab Fundamental US Small Company Index ETF (FNDA) [EF]$1,001 ~ $15,000
EF
Schwab Contributory IRA › Schwab Mortgage-Backed Securities ETF (SMBS) [EF]$1,001 ~ $15,000
EF
Schwab Contributory IRA › Schwab U.S. Small-Cap ETF (SCHA) [EF]$1,001 ~ $15,000
EF
Schwab Contributory IRA › Schwab US Large-Cap ETF (SCHX) [EF]$1,001 ~ $15,000
EF
Schwab Contributory IRA › Vanguard Mortgage Backed Security (VMBS) [EF]$1,001 ~ $15,000
EF
StartEngine Investment Account › AEXLAB [PS]$15,001 ~ $50,000
PS
StartEngine Investment Account › StartEngine [PS]$1,001 ~ $15,000
PS
Stash (1) › iShares Core MSCI EAFE [EF]$1,001 ~ $15,000
EF
Stash (1) › iShares Core Total USD Bond Market ETF (IUSB) [EF]$1,001 ~ $15,000
EF
Stash (1) › iShares Treasury Floating Rate Bond ETF (TFLO) [EF]$1,001 ~ $15,000
EF
Stash (1) › Vanguard FTSE Emerging Markets [EF]$1,001 ~ $15,000
EF
Stash (1) › Vanguard Total Stock Market [EF]$15,001 ~ $50,000
EF
Stash (2) › Amazon.com, Inc. - Common Stock (AMZN) [ST]$1,001 ~ $15,000
주식
Stash (2) › Berkshire Hathaway Inc. New (BRK.B) [ST]$1,001 ~ $15,000
주식
Stash (2) › Global X Guru Index ETF (GURU) [EF]$1,001 ~ $15,000
EF
Stash (2) › iShares Treasury Floating Rate Bond ETF (TFLO) [EF]$1,001 ~ $15,000
EF
Stash (2) › iShares US Aerospace & Defense [EF]$1,001 ~ $15,000
EF
Stash (2) › NVIDIA Corporation - Common Stock (NVDA) [ST]$1,001 ~ $15,000
주식
Stash (2) › PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) [EF]$1,001 ~ $15,000
EF
Stash (2) › Schwab US Dividend Equity ETF (SCHD) [EF]$1,001 ~ $15,000
EF
Stash (2) › Vanguard Mega Cap ETF (MGC) [EF]$1,001 ~ $15,000
EF
Stash (2) › Vanguard Scottsdale Intermediate Term Treasury (VGIT) [EF]$1,001 ~ $15,000
EF
Stash (2) › Vanguard Sector Index Information Technology [EF]$1,001 ~ $15,000
EF
Stash IRA › Apple Inc. (AAPL) [ST]$15,001 ~ $50,000
주식
Stash IRA › Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]$1,001 ~ $15,000
주식
Stash IRA › iShares Core High Dividend ETF (HDV) [EF]$1,001 ~ $15,000
EF
Stash UTMA (DC 1) › Amazon.com, Inc. - Common Stock (AMZN) [ST]$1,001 ~ $15,000
주식
Stash UTMA (DC 1) › Apple Inc. (AAPL) [ST]$15,001 ~ $50,000
주식
Stash UTMA (DC 1) › Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]$1,001 ~ $15,000
주식
Stash UTMA (DC 1) › iShares Core Aggressive Allocation Fund (AOA) [EF]$1,001 ~ $15,000
EF
Stash UTMA (DC 1) › NVIDIA Corporation - Common Stock (NVDA) [ST]$1,001 ~ $15,000
주식
Stash UTMA (DC 1) › Tesla, Inc. - Common Stock (TSLA) [ST]$1,001 ~ $15,000
주식
Stash UTMA (DC 2) › Amazon.com, Inc. - Common Stock (AMZN) [ST]$15,001 ~ $50,000
주식
Stash UTMA (DC 2) › Apple Inc. (AAPL) [ST]$15,001 ~ $50,000
주식
Stash UTMA (DC 2) › Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]$1,001 ~ $15,000
주식
Stash UTMA (DC 2) › iShares Core Aggressive Allocation Fund (AOA) [EF]$1,001 ~ $15,000
EF
Stash UTMA (DC 2) › NVIDIA Corporation - Common Stock (NVDA) [ST]$1,001 ~ $15,000
주식
Stash UTMA (DC 2) › Tesla, Inc. - Common Stock (TSLA) [ST]$1,001 ~ $15,000
주식
STIFEL Brokerage › Walt Disney Company (DIS) [ST] * Investment Vehicle details available at the bottom of this form. For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx.$1,001 ~ $15,000