Barclays - Savings Account [BA]$15,001 ~ $50,000
은행예금
Ford Interest Advantage [BA]$1,001 ~ $15,000
은행예금
JANA STRATEGIC INVESTMENTS BENCHMARK FUND, LP [HE]금액 미신고
HE
JPMorgan Chase Bank, N.A [BA]$15,001 ~ $50,000
은행예금
QPG Ambassador Investors LLC [OL]$1,001 ~ $15,000
사업체
Synchrony Bank [BA]$15,001 ~ $50,000
은행예금
Tusk Venture Partners I GP, LLC [OL]금액 미신고
사업체
Tusk Venture Partners II GP, LLC [OL]$1,001 ~ $15,000
사업체
Tusk Venture Partners III GP LLC [OL]$15,001 ~ $50,000
사업체
Wells Fargo Bank Accounts [BA]$15,001 ~ $50,000
은행예금
WPP plc American Depositary Shares (WPP) [ST]$15,001 ~ $50,000
주식
Asbury Advisors LLC › Wells Fargo Bank Accounts [BA]$15,001 ~ $50,000
은행예금
Columbia University- Voluntary Retirement Savings › Vanguard Target Retirement 2040 Fund (VFORX) [MF]$15,001 ~ $50,000
펀드
DC College Savings - Dependent # 1 › DC College Savings 2025 Portfolio [5F]금액 미신고
DC College Savings - Dependent # 1 › DC College Savings in College Portfolio [5F]금액 미신고
DC College Savings - Dependent # 2 › DC College Savings 2028 Portfolio [5F]금액 미신고
DC College Savings - Dependent # 2 › Intermediate Bond Fund of America, Class F-2 Shs (IBAFX) [MF]$1,001 ~ $15,000
펀드
DC College Savings - Dependent # 2 › U.S. Large Cap Equity Portfolio [5F]금액 미신고
DC College Savings - Dependent # 2 ›금액 미신고
U.S. Small Cap Equity Portfolio [5F]$100,000 ~ $100,000
Fidelity Brokerage › Fidelity Cash [BA]$15,001 ~ $50,000
은행예금
Fidelity Brokerage › Fidelity Government Money Market Fund (SPAXX) [MF]$15,001 ~ $50,000
펀드
Microsoft 401(k) › BTC LifePath [MF]금액 미신고
펀드
Microsoft 401(k) › Vanguard Russell 1000 Index Fd Insti Cl (VRNIX) [MF]금액 미신고
펀드
Morgan Stanley - Active Asset Account # 1 › Blackstone Real Estate Income Trust, Inc. [RE]금액 미신고
RE
Morgan Stanley - Active Asset Account # 1 › Invesco QQQ Trust, Series 1 (QQQ) [EF]$15,001 ~ $50,000
EF
Morgan Stanley - Active Asset Account # 1 › Morgan Stanley Bank N.A. # [BA]$1,001 ~ $15,000
은행예금
Morgan Stanley - Active Asset Account # 1 › SPDR Dow Jones Industrial Average ETF (DIA) [EF]금액 미신고
EF
Morgan Stanley - Active Asset Account # 1 › SPDR S&P 500 (SPY) [EF]금액 미신고
EF
Morgan Stanley - Active Asset Account # 2 › Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST]금액 미신고
주식
Morgan Stanley - Active Asset Account # 2 › Morgan Stanley Bank N.A. # [BA]$1,001 ~ $15,000
은행예금
Morgan Stanley - Active Asset Account # 2 › Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) [MF]$15,001 ~ $50,000
펀드
Morgan Stanley - Active Asset Account # 3 ›금액 미신고
Morgan Stanley - Active Asset Account # 3 › Ally Financial Inc. (ALLY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Active Asset Account # 3 › Amazon.com, Inc. (AMZN) [ST]금액 미신고
주식
Morgan Stanley - Active Asset Account # 3 › Apple Inc. (AAPL) [ST]금액 미신고
주식
Morgan Stanley - Active Asset Account # 3 › AT&T Inc. (T) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Active Asset Account # 3 › Coty Inc. Class A (COTY) [ST]금액 미신고
주식
Morgan Stanley - Active Asset Account # 3 › Darden Restaurants, Inc. (DRI) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Active Asset Account # 3 › Dell Technologies Inc. Class V (DVMT) [ST]금액 미신고
주식
Morgan Stanley - Active Asset Account # 3 › Dollar Tree, Inc. (DLTR) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Active Asset Account # 3 › Eli Lilly and Company (LLY) [ST]금액 미신고
주식
Morgan Stanley - Active Asset Account # 3 › Fidelity National Information Services, Inc. (FIS) [ST]금액 미신고
주식
Morgan Stanley - Active Asset Account # 3 › Ford Motor Company (F) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Active Asset Account # 3 › Goldman Sachs Group, Inc. (GS) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Active Asset Account # 3 › Home Depot, Inc. (HD) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Active Asset Account # 3 ›$1,001 ~ $15,000
Morgan Stanley - Active Asset Account # 3 › Martin Marietta Materials, Inc. (MLM) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Active Asset Account # 3 › Meta Platforms, Inc. - Class A (META) [ST]금액 미신고
주식
Morgan Stanley - Active Asset Account # 3 › Microsoft Corporation (MSFT) [ST]금액 미신고
주식
Morgan Stanley - Active Asset Account # 3 › Morgan Stanley Bank N.A. # [BA]$1,001 ~ $15,000
은행예금
Morgan Stanley - Active Asset Account # 3 › Performance Food Group Company (PFGC) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Active Asset Account # 3 › Pfizer, Inc. (PFE) [ST]금액 미신고
주식
Morgan Stanley - Active Asset Account # 3 › Synchrony Financial (SYF) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Active Asset Account # 3 › Tractor Supply Company (TSCO) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Active Asset Account # 3 › United Airlines Holdings, Inc. (UAL) [ST]금액 미신고
주식
Morgan Stanley - Active Asset Account # 3 › Valley National Bancorp (VLY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Active Asset Account # 4 › Invesco QQQ Trust, Series 1 (QQQ) [EF]$15,001 ~ $50,000
EF
Morgan Stanley - Active Asset Account # 4 › SPDR Dow Jones Industrial Average ETF (DIA) [EF]$15,001 ~ $50,000
EF
Morgan Stanley - Active Asset Account # 4 › SPDR S&P 500 (SPY) [EF]금액 미신고
EF
Morgan Stanley - Portfolio Management ›금액 미신고
Artisan Developing World Fund - Advisor Shares (APDYX) [MF]$250,000 ~ $250,000
펀드
Morgan Stanley - Portfolio Management › Global X Funds Global X U.S. Infrastructure Development ETF (PAVE) [EF]금액 미신고
EF
Morgan Stanley - Portfolio Management › Invesco QQQ Trust, Series 1 (QQQ) [EF]금액 미신고
EF
Morgan Stanley - Portfolio Management › iShares Core S&P Mid-Cap ETF (IJH) [EF]금액 미신고
EF
Morgan Stanley - Portfolio Management › iShares U.S. Technology ETF (IYW) [EF]금액 미신고
EF
Morgan Stanley - Portfolio Management › Morgan Stanley Bank N.A. # [BA]$1,001 ~ $15,000
은행예금
Morgan Stanley - Portfolio Management › Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) [MF]금액 미신고
펀드
Morgan Stanley - Portfolio Management › SPDR S&P 500 (SPY) [EF]금액 미신고
EF
Morgan Stanley - Portfolio Management › Vanguard S&P 500 ETF (VOO) [EF]금액 미신고
EF
Morgan Stanley - Portfolio Management › Vanguard Total Stock Market ETF (VTI) [EF]금액 미신고
EF
Morgan Stanley - Portfolio Management Active Assets Account › Microsoft Corporation (MSFT) [ST]금액 미신고
주식
Morgan Stanley - Portfolio Management Active Assets Account › Microsoft Corporation - Common Stock (MSFT [OP]금액 미신고
연금·옵션
Morgan Stanley - Portfolio Management Active Assets Account › Microsoft Corporation - Common Stock (MSFT) [OP]금액 미신고
연금·옵션
Morgan Stanley - Portfolio Management Active Assets Account › Morgan Stanley Bank N.A. # [BA]$15,001 ~ $50,000
은행예금
Morgan Stanley - Roth IRA › AMCAP Fund, Class A Shares A (AMCPX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Roth IRA › American Balanced Fund, Class A Shs (ABALX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Roth IRA › American Funds Investment Co of America A (AIVSX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Roth IRA › American Funds SMALLCAP World A (SMCWX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Roth IRA › New Perspective Fund, Class A Shares (ANWPX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Roth IRA › Washington Mutual Invs Fd Cl A Shs (AWSHX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Roth IRA Spouse › American Funds Investment Co of America A (AIVSX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Roth IRA Spouse › Capital Income Builder Cl A Shs (CAIBX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Roth IRA Spouse › The Growth Fund of America Class A Shares (AGTHX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Select UMA Account # 1 › 3M Company Common Stock (MMM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Abbott Laboratories Common Stock (ABT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › AbbVie Inc. Common Stock (ABBV) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Adyen N V Unsponsored ADR (ADYEY) [OT]$1,001 ~ $15,000
기타
Morgan Stanley - Select UMA Account # 1 › Agios Pharmaceuticals, Inc. - Common Stock (AGIO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Agree Realty Corporation (ADC) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › AIA Group, Ltd. Sponsored American Depository Receipt (AAGIY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Air Products and Chemicals, Inc. (APD) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Alcon Inc. Ordinary Shares (ALC) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Alfa-Laval Ab Unsponsored ADR (ALFVY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Allianz SE ADR (ALIZY) [OT]$15,001 ~ $50,000
기타
Morgan Stanley - Select UMA Account # 1 › Alphabet Inc. - Class C Capital Stock (GOOG) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Ambev S.A. American Depositary Shares (ABEV) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Ameris Bancorp (ABCB) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Amphenol Corporation (APH) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › AppFolio, Inc. - Class A Common Stock (APPF) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Apple Inc. (AAPL) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Applovin Corporation - Class A Common Stock (APP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Arcutis Biotherapeutics, Inc. - Common stock (ARQT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Arista Networks, Inc. Common Stock (ANET) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Artivion, Inc. (AORT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Asbury Automotive Group Inc Common Stock (ABG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › ASML Holding N.V. - New York Registry Shares (ASML) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Assa Abloy AB Unsponsored ADR (ASAZY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Atlas Copco Ab Sponsored ADR repstg Class A (ATLKY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › AtriCure, Inc. (ATRC) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › AutoZone, Inc. (AZO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Avient Corporation (AVNT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Balchem Corporation (BCPC) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Banco Bilbao Vizcaya Argentaria S.A. (BBVA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Berkshire Hathaway Inc. New (BRK.B) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › BHP Group Limited American Depositary Shares (BHP) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › BioCryst Pharmaceuticals, Inc. (BCRX) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › BlackRock, Inc. (BLK) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Blackstone Inc. Common Stock (BX) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Block, Inc. Class A Common Stock, (XYZ) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Booking Holdings Inc. - Common Stock (BKNG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Boot Barn Holdings, Inc. (BOOT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Broadcom Inc. - Common Stock (AVGO) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Canadian National Railway Company (CNI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Carvana Co. Class A Common Stock (CVNA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Cathay General Bancorp (CATY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › CBIZ, Inc. Common Stock (CBZ) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Central Garden & Pet Company - Class A Common Stock Nonvoting (CENTA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Champion Homes, Inc. Common Stock (SKY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › ChampionX Corporation (CHX) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Charles Schwab Corporation (SCHW) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Chart Industries, Inc. (GTLS) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Chevron Corporation (CVX) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Chord Energy Corporation - Common Stock (CHRD) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Chubb Limited Common Stock (CB) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Chugai Pharmaceutical Ltd Unsponsored ADR (CHGCY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Cincinnati Financial Corporation (CINF) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Cisco Systems, Inc. (CSCO) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Cloudflare, Inc. Class A Common Stock (NET) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Coca-Cola Company (KO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Cohen & Steers Inc (CNS) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Columbia Banking System, Inc. - Common Stock (COLB) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › ConocoPhillips (COP) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Corning Incorporated Common Stock (GLW) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Credicorp Ltd. Common Stock (BAP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Crinetics Pharmaceuticals, Inc. - Common Stock (CRNX) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Crown Castle International Corp. (CCI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 ›$1,001 ~ $15,000
Morgan Stanley - Select UMA Account # 1 › D.R. Horton, Inc. Common Stock (DHI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Daifuku Co., Ltd ADR (DFKCY) [OT]$1,001 ~ $15,000
기타
Morgan Stanley - Select UMA Account # 1 › Dassault Systemes, S.A. American Depositary Shares (DASTY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Dbs Group Holdings Ltd Ord American Depositary Shares (DBSDY) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Diageo plc (DEO) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › DISCO CORP UNSP /ADR (DSCSY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Dominion Energy, Inc. (D) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › DoorDash, Inc. - Common Stock (DASH) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Ducommun Incorporated Common Stock (DCO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Eaton Corporation, PLC Ordinary Shares (ETN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Edwards Lifesciences Corporation Common Stock (EW) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 ›$15,001 ~ $50,000
Morgan Stanley - Select UMA Account # 1 › Endava plc American Depositary Shares (DAVA) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Enerpac Tool Group Corp. Common Stock (EPAC) [ST]$1 ~ $1,000
주식
Morgan Stanley - Select UMA Account # 1 › EPIROC AKTIEBOLAG S/ADR A (EPOAY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Fair Isaac Corporation Common Stock (FICO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Fastenal Company (FAST) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Fidelity National Information Services, Inc. (FIS) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › First Watch Restaurant Group, Inc. - Common Stock (FWRG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Fiserv, Inc. Common Stock (FI) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Flywire Corporation - Voting (FLYW) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Fomento Economico Mexicano S.A.B. de C.V. (FMX) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Gates Industrial Corporation plc Ordinary Shares (GTES) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Genmab A/S - American Depositary Shares (GMAB) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Glacier Bancorp, Inc. (GBCI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Globus Medical, Inc. Class A (GMED) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Goldman Sachs Group, Inc. (GS) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Grand Canyon Education, Inc. (LOPE) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › HAIER SMART HOME U/ADR (HSHCY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Haleon plc American Depositary Shares (HLN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Halozyme Therapeutics, Inc. (HALO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › HDFC Bank Limited (HDB) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › HealthEquity, Inc. (HQY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Home Depot, Inc. (HD) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Horace Mann Educators Corporation (HMN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Houlihan Lokey, Inc. Class A (HLI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › HubSpot, Inc. Common Stock (HUBS) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › ICF International, Inc. (ICFI) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › ICU Medical, Inc. (ICUI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › IDACORP, Inc. (IDA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Independence Realty Trust, Inc. Common Stock (IRT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Independent Bank Corp. (INDB) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Infineon Technologies AG (IFNNY) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Insmed Incorporated (INSM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Intapp, Inc. - Common Stock (INTA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Intercontinental Exchange Inc. Common Stock (ICE) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › International Business Machines Corporation Common Stock (IBM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Intra-Cellular Therapies Inc. (ITCI) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Intuit Inc. (INTU) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Intuitive Surgical, Inc. (ISRG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › iShares Core S&P 500 ETF (IVV) [EF]$15,001 ~ $50,000
EF
Morgan Stanley - Select UMA Account # 1 › iShares MSCI EAFE ETF (EFA) [EF]금액 미신고
EF
Morgan Stanley - Select UMA Account # 1 › iShares Russell 1000 ETF (IWB) [EF]$15,001 ~ $50,000
EF
Morgan Stanley - Select UMA Account # 1 › iShares Russell 1000 Growth ETF (IWF) [EF]$1,001 ~ $15,000
EF
Morgan Stanley - Select UMA Account # 1 › iShares Russell 2000 ETF (IWM) [EF]$1,001 ~ $15,000
EF
Morgan Stanley - Select UMA Account # 1 › ITT Inc. (ITT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Johnson & Johnson (JNJ) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › KKR & Co. Inc. Common Stock (KKR) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Komatsu Ltd Ord American Depositary Shares (KMTUY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › L'Air Liquide Ord American Depositary Shares (AIQUY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › L'Oreal Co. American Depositary Shares (LRLCY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › La-Z-Boy Incorporated Common Stock (LZB) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Lam Research Corporation (LRCX) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Linde plc Ordinary Share (LIN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Lowe's Companies, Inc. (LOW) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › MACOM Technology Solutions Holdings, Inc. (MTSI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Magnolia Oil & Gas Corporation Class A (MGY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Manulife Financial Corporation (MFC) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Mastercard Incorporated Common Stock (MA) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Matador Resources Company (MTDR) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › McDonald's Corporation Common Stock (MCD) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › McKesson Corporation (MCK) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Medpace Holdings, Inc. (MEDP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › MercadoLibre, Inc. (MELI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Merck & Company, Inc. Common Stock (MRK) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Meta Platforms, Inc. - Class A Common Stock (META) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Microsoft Corporation (MSFT) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Minerals Technologies Inc. (MTX) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Morgan Stanley Bank N.A. # [BA]$1,001 ~ $15,000
은행예금
Morgan Stanley - Select UMA Account # 1 › Natera, Inc. - Common Stock (NTRA) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › National Health Investors, Inc. (NHI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Netflix, Inc. - Common Stock (NFLX) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Nintendo Co Ltd ADR (NTDOY) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Norfolk Southern Corporation (NSC) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Northrop Grumman Corporation Common Stock (NOC) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › NorthWestern Corporation (NWE) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Novanta Inc. - Common Shares (NOVT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Novozymes A/S Unsponsored American Depositary Receipt (NVZMY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › NVIDIA Corporation (NVDA) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › OceanFirst Financial Corp. (OCFC) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Oracle Corporation (ORCL) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Oxford Industries, Inc. (OXM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 ›금액 미신고
Morgan Stanley - Select UMA Account # 1 › Palo Alto Networks, Inc. (PANW) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Paragon 28, Inc. Common Stock (FNA) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Patrick Industries, Inc. (PATK) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Paychex, Inc. (PAYX) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › PayPal Holdings, Inc. - Common Stock (PYPL) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Perella Weinberg Partners - Class A Common Stock (PWP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Phreesia, Inc. (PHR) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › PING AN INS CO OF CHINA (PNGAY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Primoris Services Corporation (PRIM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Progressive Corporation (PGR) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › PT Telekomunikasi Indonesia, Tbk (TLK) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Quanta Services, Inc. Common Stock (PWR) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › RBC Bearings Incorporated (ROLL) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Regeneron Pharmaceuticals, Inc. (REGN) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Revolve Group, Inc. Class A (RVLV) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Rio Tinto Plc (RIO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › RTX Corporation Common Stock (RTX) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Ryman Hospitality Properties, Inc. (RHP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Salesforce, Inc. (CRM) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › SAP SE ADS (SAP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Schneider Electric SE Unsponsored ADR (SBGSY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Schneider National, Inc. Common Stock (SNDR) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Seacoast Banking Corporation of Florida (SBCF) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › ServiceNow, Inc. Common Stock (NOW) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Shell PLC American Depositary Shares (SHEL) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Shimano Inc. ADR [OT]금액 미신고
기타
Morgan Stanley - Select UMA Account # 1 › Shionogi & Co Ltd Unsponsored ADR (SGIOY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Silgan Holdings Inc. (SLGN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Silicon Laboratories, Inc. (SLAB) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Snowflake Inc. Common Stock (SNOW) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Sonova Holding AG Unsponsored ADR (SONVY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Sony Group Corporation American Depositary Shares (SONY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Spotify Technology S.A. Ordinary Shares (SPOT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › SpringWorks Therapeutics, Inc. - common stock (SWTX) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › SPX Corporation (SPXC) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Stag Industrial, Inc. (STAG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Starbucks Corporation (SBUX) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › State Street SPDR S&P 500 ETF Trust (SPY) [EF]금액 미신고
EF
Morgan Stanley - Select UMA Account # 1 › Sterling Infrastructure, Inc. - Common Stock (STRL) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Stifel Financial Corporation (SF) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Supernus Pharmaceuticals, Inc. (SUPN) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Symrise Ag Unsponsored ADR (SYIEY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Synopsys, Inc. (SNPS) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Sysmex Corporation Unsponsored ADR (SSMXY) [ST]$1 ~ $1,000
주식
Morgan Stanley - Select UMA Account # 1 › Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Tandem Diabetes Care, Inc. - Common Stock (TNDM) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › TE Connectivity plc Ordinary Shares (TEL) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › TECHTRONIC INDUS LTD ADR (TTNDY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Tencent Holdings Limited Unsponsored ADR Representing B Shares (TCEHY) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Tesla, Inc. (TSLA) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Texas Instruments Incorporated (TXN) [ST]$15,001 ~ $50,000
주식
Morgan Stanley - Select UMA Account # 1 › Texas Roadhouse, Inc. (TXRH) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › The Descartes Systems Group Inc. - Common Stock (DSGX) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › The Trade Desk, Inc. - Class A (TTD) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › The Vita Coco Company, Inc. - Common Stock (COCO) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Thermo Fisher Scientific Inc Common Stock (TMO) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Trane Technologies plc (TT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Transdigm Group Incorporated Common Stock (TDG) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Tri Pointe Homes, Inc. Common Stock (TPH) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Twilio Inc. Class A Common Stock (TWLO) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Uber Technologies, Inc. Common Stock (UBER) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › UFP Industries, Inc. - Common Stock (UFPI) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › UMB Financial Corporation - Common Stock (UMBF) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Union Pacific Corporation Common Stock (UNP) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › United Parcel Service, Inc. (UPS) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Utz Brands Inc Class A Common Stock (UTZ) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Vanguard FTSE All World Ex US ETF (VEU) [EF]$1,001 ~ $15,000
EF
Morgan Stanley - Select UMA Account # 1 › Vanguard FTSE Developed Markets ETF (VEA) [EF]금액 미신고
EF
Morgan Stanley - Select UMA Account # 1 › Vanguard Growth ETF (VUG) [EF]$1,001 ~ $15,000
EF
Morgan Stanley - Select UMA Account # 1 › Vanguard Small-Cap ETF (VB) [EF]금액 미신고
EF
Morgan Stanley - Select UMA Account # 1 › Veracyte, Inc. (VCYT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Vertiv Holdings, LLC Class A Common Stock (VRT) [ST]금액 미신고
주식
Morgan Stanley - Select UMA Account # 1 › Viavi Solutions Inc. (VIAV) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Visa Inc. (V) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › W.W. Grainger, Inc. Common Stock (GWW) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › Walmart Inc. Common Stock (WMT) [ST]$1,001 ~ $15,000
주식
Morgan Stanley - Select UMA Account # 1 › ZTO Express (ZTO) [ST]금액 미신고
주식
Morgan Stanley - SEP / Traditional IRA › American Funds SMALLCAP World A (SMCWX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - SEP / Traditional IRA › Capital Income Builder Cl A Shs (CAIBX) [MF]$15,001 ~ $50,000
펀드
Morgan Stanley - SEP / Traditional IRA › Invesco S&P 500 Equal Weight ETF (RSP) [EF]$15,001 ~ $50,000
EF
Morgan Stanley - SEP / Traditional IRA › Morgan Stanley Bank N.A. # [IH]$1,001 ~ $15,000
IH
Morgan Stanley - SEP / Traditional IRA › Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) [MF]금액 미신고
펀드
Morgan Stanley - SEP / Traditional IRA › The Growth Fund of America Class A Shares (AGTHX) [MF]금액 미신고
펀드
Morgan Stanley - SEP / Traditional IRA › Washington Mutual Invs Fd Cl A Shs (AWSHX) [MF]$15,001 ~ $50,000
펀드
Morgan Stanley - Traditional Inherited IRA › ACAP Strategic Fund (XCAPX) [MF]금액 미신고
펀드
Morgan Stanley - Traditional IRA › Global Equity Fund Class S (RGESX) [MF]$15,001 ~ $50,000
펀드
Morgan Stanley - Traditional IRA › Global Infrastructure Fund Class S (RGISX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Traditional IRA › Global Real Estate Securities Fund Class S (RRESX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Traditional IRA › International Developed Markets Fund Class S (RINTX) [MF]$15,001 ~ $50,000
펀드
Morgan Stanley - Traditional IRA › iShares MSCI EAFE ETF (EFA) [EF]$1,001 ~ $15,000
EF
Morgan Stanley - Traditional IRA › Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Traditional IRA › SPDR S&P 500 (SPY) [EF]$15,001 ~ $50,000
EF
Morgan Stanley - Traditional IRA › U.S. Small Cap Equity Fund Class S (RLESX) [MF]$1,001 ~ $15,000
펀드
Morgan Stanley - Traditional IRA › U.S. Strategic Equity Fund Class S (RSESX) [MF]금액 미신고
펀드
Tusk Strategies 401(k) Profit Sharing Plan › Fidelity 500 Index Fund (FXAIX) [MF]금액 미신고
펀드
Tusk Strategies 401(k) Profit Sharing Plan › Fidelity Emerging Markets Fund (FEMKX) [MF]$15,001 ~ $50,000
펀드
Tusk Strategies 401(k) Profit Sharing Plan › Fidelity Mid Cap Index Fund (FSMDX) [MF]$15,001 ~ $50,000
펀드
Tusk Strategies 401(k) Profit Sharing Plan › Fidelity Small Cap Index Fund (FSSNX) [MF]$1,001 ~ $15,000
펀드
Tusk Strategies 401(k) Profit Sharing Plan › MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX) [MF]$15,001 ~ $50,000
펀드
Tusk Strategies 401(k) Profit Sharing Plan › Oakmark International Fund Institutional Class (OANIX) [MF]금액 미신고
펀드
Tusk Strategies 401(k) Profit Sharing Plan › Schwab Small-Cap Index Fund-Select Shares (SWSSX) [MF]금액 미신고
펀드
Tusk Strategies 401(k) Profit Sharing Plan › Vanguard Target Retirement 2040 Fund (VFORX) [MF]금액 미신고
펀드
Tusk Strategies Inc. Retirement Plan › VIP Portfolio [OT]금액 미신고
기타
Tusk Strategies Inc. Retirement Plan › VIP Portfolio 7.a [OT]금액 미신고
기타
Vanguard SEP IRA › Vanguard Target Retirement 2040 Fund (VFORX) [MF]$15,001 ~ $50,000
펀드
Wealthfront › Alphabet Inc. - Class A (GOOGL) [ST]$1,001 ~ $15,000
주식
Wealthfront › Apple Inc. (AAPL) [ST]$1,001 ~ $15,000
주식
Wealthfront › Bank of America Corporation (BAC) [ST]$1,001 ~ $15,000
주식
Wealthfront › Cisco Systems, Inc. - Common Stock (CSCO) [ST]$1,001 ~ $15,000
주식
Wealthfront › Costco Wholesale Corporation - Common Stock (COST) [ST]$1,001 ~ $15,000
주식
Wealthfront › Home Depot, Inc. (HD) [ST]$1,001 ~ $15,000
주식
Wealthfront › iShares Core Dividend Growth ETF (DGRO) [EF]$1,001 ~ $15,000
EF
Wealthfront › iShares Core MSCI Emerging Markets ETF (IEMG) [EF]$1,001 ~ $15,000
EF
Wealthfront › iShares National Muni Bond ETF (MUB) [EF]$1,001 ~ $15,000
EF
Wealthfront › Johnson & Johnson (JNJ) [ST]$1,001 ~ $15,000
주식
Wealthfront › JP Morgan Chase & Co. (JPM) [ST]$1,001 ~ $15,000
주식
Wealthfront › Meta Platforms, Inc. - Class A (META) [ST]$1,001 ~ $15,000
주식
Wealthfront › NVIDIA Corporation - Common Stock (NVDA) [ST]$1,001 ~ $15,000
주식
Wealthfront › Schwab International Equity ETF (SCHF) [EF]금액 미신고
EF
Wealthfront › Vanguard Div Appreciation ETF (VIG) [EF]$1,001 ~ $15,000
EF
Wealthfront › Vanguard Extended Market ETF (VXF) [EF]$15,001 ~ $50,000
EF
Wealthfront › Vanguard FTSE Developed Markets ETF (VEA) [EF]$1,001 ~ $15,000
EF
Wealthfront › Vanguard FTSE Emerging Markets ETF (VWO) [EF]$15,001 ~ $50,000
EF
Wealthfront › Vanguard S&P 500 ETF (VOO) [EF]$15,001 ~ $50,000
EF
Wealthfront › Vanguard Tax-Exempt Bond ETF (VTEB) [EF]$1,001 ~ $15,000
EF
Wealthfront › Visa Inc. (V) [ST]$1,001 ~ $15,000
주식
Wealthfront › Wealthfront Risk Parity Fund Class W (WFRPX) [MF]금액 미신고
펀드
Wells Fargo - Brokerage › Wells Fargo Bank, N.A. [BA]$1,001 ~ $15,000
은행예금
Wells Fargo - SEP IRA › Fidelity 500 Index Fund (FXAIX) [MF]$15,001 ~ $50,000
펀드
Wells Fargo - SEP IRA › Fidelity Asset Manager 85% (FAMRX) [MF]금액 미신고
펀드
Wells Fargo - SEP IRA › Fidelity Diversified International Fund (FDIVX) [MF]$1,001 ~ $15,000
펀드
Wells Fargo - SEP IRA › SPDR S&P 500 (SPY) [EF]금액 미신고
EF
Wells Fargo - SEP IRA › Wells Fargo Bank, N.A. [IH]$1,001 ~ $15,000
IH
WPP - Vanguard - The Savings & Investment Plan › AmerFunds Euro Pacific GR R6 [MF]금액 미신고
펀드
WPP - Vanguard - The Savings & Investment Plan › Fidelity Intl Cap Appr Fd K6 CI [OT]$15,001 ~ $50,000
기타
WPP - Vanguard - The Savings & Investment Plan › Fidelity MidCap Grw Indx [OT]금액 미신고
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WPP - Vanguard - The Savings & Investment Plan › T Rowe Intl Small Cap Stock [MF]금액 미신고
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WPP - Vanguard - The Savings & Investment Plan › T Rowe Price Inc Mid Cap Eq GR [MF]금액 미신고
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WPP - Vanguard - The Savings & Investment Plan › Vanguard Target Retirement 2045 TR [MF] * 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.금액 미신고