Bank Account 1 [BA]$1,001 ~ $15,000
은행예금
Bank Account 2 [BA]$250,001 ~ $500,000
은행예금
Rental Property 1 [RP]$500,001 ~ $1,000,000
부동산
Rental Property 2 [RP]$1,001 ~ $15,000
부동산
Target Pension Account [PE] Brokerage Account 1 ›$250,001 ~ $500,000
Fidelity Treasury Money Market Fund (FZFXX) [MF]$1,000,000 ~ $1,000,000
펀드
Brokerage Account 1 › Target Corporation Common Stock (TGT) [ST]$100,001 ~ $250,000
주식
College Savings Iowa 529 Plan #1 › Growth Portfolio [5F]$100,001 ~ $250,000
College Savings Iowa 529 Plan #2 › Growth Portfolio [5F]$100,001 ~ $250,000
College Savings Iowa 529 Plan #3 › Aggressive Growth Portfolio [5F]$50,001 ~ $100,000
BlackRock LifePath Index 2030 Port Insti Shs (LINIX) [MF]$1,000,000 ~ $1,000,000
펀드
Deferred Compensation Program › Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) [MF]$100,001 ~ $250,000
펀드
Investment Fund › Callanish Capital Partners LP [HE]$5,000,001 ~ $25,000,000
HE
LLC for Shared Family Cabin › Wells Fargo - Checking [BA] Retirement Account 1 (401k) ›$1,001 ~ $15,000
Retirement Account 2 (401k) › Vanguard 500 Index Fund Institutional Select Shares (VFFSX) [MF]$50,001 ~ $100,000
펀드
Retirement Account 2 (401k) › Vanguard Index Trust Extended Market Index Fd Instl$500,001 ~ $1,000,000
Retirement Account 2 (401k) › Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) [MF]$1,001 ~ $15,000
펀드
Retirement Account 3 (IRA) › BlackRock Liquidity Funds T-Fund - Institutional (TSTXX) [MF]금액 미신고
펀드
Retirement Account 3 (IRA) › iShares Core S&P 500 ETF (IVV) [EF]$50,001 ~ $100,000
EF
Retirement Account 3 (IRA) › iShares Core S&P Small-Cap ETF (IJR) [EF]$1,001 ~ $15,000
EF
Retirement Account 3 (IRA) › iShares S&P 500 Value ETF (IVE) [EF]$1,001 ~ $15,000
EF
Retirement Account 3 (IRA) › Secured Market Deposit Account [BA]$1,001 ~ $15,000
은행예금
Retirement Account 3 (IRA) › SPDR Select Sector Fund - Energy Select Sector (XLE) [EF]$1,001 ~ $15,000
EF
Retirement Account 3 (IRA) › Tortoise Energy Infrastructure Total Return Fund - Institutional Class (TORIX) [MF]$1,001 ~ $15,000
펀드
Retirement Account 3 (IRA) › Vanguard FTSE Emerging Markets ETF (VWO) [EF]$1,001 ~ $15,000
EF
Retirement Account 3 (IRA) › Vanguard Total International Stock ETF (VXUS) [EF]$15,001 ~ $50,000
EF
Retirement Account 4 (401k) › Allspring Premier Large Company Growth Fund Insti Class (EKJYX) [MF]$250,001 ~ $500,000
펀드
Retirement Account 4 (401k) › BlackRock Eq Dividend I (MADVX) [MF]$50,001 ~ $100,000
펀드
Retirement Account 4 (401k) › Carillon ClariVest International Stock Fund Class I$250,001 ~ $500,000
Retirement Account 4 (401k) › Columbia Acorn International Class I (ACINX) [MF]$15,001 ~ $50,000
펀드
Retirement Account 4 (401k) › Goldman Sachs Small Cap Value Fund Institutional Shares (GSSIX) [MF]$50,001 ~ $100,000
펀드
Retirement Account 4 (401k) › Invesco Discovery Fund Class A (OPOCX) [MF]$100,001 ~ $250,000
펀드
Retirement Account 4 (401k) › Principal Fds, Inc. Core Plus Bond Fund, Institutional (PMSIX) [MF]$100,001 ~ $250,000
펀드
Retirement Account 4 (401k) › Principal Fds, Inc. LargeCap S&P 500 Index Fd Cl A (PLSAX) [MF]$250,001 ~ $500,000
펀드
Retirement Account 4 (401k) › Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl (PSSIX) [MF]$100,001 ~ $250,000
펀드
Retirement Account 4 (401k) › Principal Fds, Inc.MidCap S&P 400 Index Fd J Cl (PMFJX) [MF]$100,001 ~ $250,000
펀드
Retirement Account 4 (401k) › Vanguard 500 Index Fd Admiral Shs (VFIAX) [MF]금액 미신고
펀드
Retirement Account 4 (401k) › Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) [MF]금액 미신고
펀드
Retirement Account 4 (401k) › Vanguard Small Cap Index Fd Admiral Shs (VSMAX) [MF]금액 미신고
펀드
Retirement Account 5 (Defined Benefit Pension Plan) › Target Retirement 2035 Fund Class P [OT]$50,001 ~ $100,000
기타
Retirement Account 6 (IRA) › Charles Schwab Premier Bank [BA]$1,001 ~ $15,000
은행예금
Retirement Account 6 (IRA) › Schwab Treasury Obligations Money Fund - Investor Shares (SNOXX) [MF]$50,001 ~ $100,000
펀드
Trust 1 › Accenture plc Class A Ordinary Shares (ACN) [ST]$1,001 ~ $15,000
주식
Trust 1 › Allspring Government Money Market Fund - Select (WFFXX) [MF]금액 미신고
펀드
Trust 1 › Alphabet Inc. - Class C Capital Stock (GOOG) [ST]$50,001 ~ $100,000
주식
Trust 1 › Amazon.com, Inc. - Common Stock (AMZN) [ST]$15,001 ~ $50,000
주식
Trust 1 › Amphenol Corporation Common Stock (APH) [ST]$50,001 ~ $100,000
주식
Trust 1 › ANOKA MN SER A DTD 06/08/23 [GS]$50,001 ~ $100,000
국공채
Trust 1 › Apple Inc. - Common Stock (AAPL) [ST]$50,001 ~ $100,000
주식
Trust 1 › Arthur J. Gallagher & Co. Common Stock (AJG) [ST]$1,001 ~ $15,000
주식
Trust 1 › ASHTED GRP PLC S/ADR (ASHGY) [ST]$15,001 ~ $50,000
주식
Trust 1 › Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]$50,001 ~ $100,000
주식
Trust 1 › BlackRock, Inc. Common Stock (BLK) [ST]$15,001 ~ $50,000
주식
Trust 1 › Broadcom Inc. - Common Stock (AVGO) [ST]$15,001 ~ $50,000
주식
Trust 1 › CACI International, Inc. Class A Common Stock (CACI) [ST]금액 미신고
주식
Trust 1 › Cencora, Inc. Common Stock (COR) [ST]$15,001 ~ $50,000
주식
Trust 1 › D.R. Horton, Inc. Common Stock (DHI) [ST]$15,001 ~ $50,000
주식
Trust 1 › Diageo plc Common Stock (DEO) [ST]금액 미신고
주식
Trust 1 › FullerThaler Behavioral Small-Cap Equity Fund R6 Shares (FTHFX) [MF]$15,001 ~ $50,000
펀드
Trust 1 › Illinois Tool Works Inc. Common Stock (ITW) [ST]$1,001 ~ $15,000
주식
Trust 1 › iShares Core MSCI EAFE ETF (IEFA) [EF]$250,001 ~ $500,000
EF
Trust 1 › iShares Core S&P 500 ETF (IVV) [EF]$250,001 ~ $500,000
EF
Trust 1 › iShares Core S&P Small-Cap ETF (IJR) [EF]금액 미신고
EF
Trust 1 › iShares S&P 500 Value ETF (IVE) [EF]$50,001 ~ $100,000
EF
Trust 1 › Johnson & Johnson Common Stock (JNJ) [ST]$15,001 ~ $50,000
주식
Trust 1 › JP Morgan Chase & Co. Common Stock (JPM) [ST]$50,001 ~ $100,000
주식
Trust 1 › Mastercard Incorporated Common Stock (MA) [ST]$50,001 ~ $100,000
주식
Trust 1 › Meta Platforms, Inc. - Class A Common Stock (META) [ST]$15,001 ~ $50,000
주식
Trust 1 › Microsoft Corporation - Common Stock (MSFT) [ST]$100,001 ~ $250,000
주식
Trust 1 › ResMed Inc. Common Stock (RMD) [ST]금액 미신고
주식
Trust 1 › Rockwell Automation, Inc. Common Stock (ROK) [ST]$1,001 ~ $15,000
주식
Trust 1 › S&P Global Inc. Common Stock (SPGI) [ST]$15,001 ~ $50,000
주식
Trust 1 › SPDR Select Sector Fund - Energy Select Sector (XLE) [EF]$15,001 ~ $50,000
EF
Trust 1 › Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]$100,001 ~ $250,000
주식
Trust 1 › Thermo Fisher Scientific Inc Common Stock (TMO) [ST]$15,001 ~ $50,000
주식
Trust 1 › Unilever PLC Common Stock (UL) [ST]$15,001 ~ $50,000
주식
Trust 1 › United Parcel Service, Inc. Common Stock (UPS) [ST]금액 미신고
주식
Trust 1 › VanEck ETF Trust VanEck IG Floating Rate ETF (FLTR) [EF]$50,001 ~ $100,000
EF
Trust 1 › Vanguard FTSE Emerging Markets ETF (VWO) [EF]$50,001 ~ $100,000
EF
Trust 1 › Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF]$15,001 ~ $50,000
펀드
Trust 1 › Vanguard Short-Term Treasury ETF (VGSH) [EF]금액 미신고
EF
Trust 1 ›$15,001 ~ $50,000
Trust 1 › Virtus KAR Small-Cap Core Fund R6 (VSCRX) [MF]$15,001 ~ $50,000
펀드
Trust 1 › Wells Fargo & Company Common Stock (WFC) [ST]$15,001 ~ $50,000
주식
Trust 1 › Wells Fargo Secured Market Deposit Account (SMDA) [BA]$15,001 ~ $50,000
은행예금
Trust 1 › Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST]금액 미신고
주식
Trust 2 › AbbVie Inc. Common Stock (ABBV) [ST]$50,001 ~ $100,000
주식
Trust 2 › Accenture plc Class A Ordinary Shares (ACN) [ST]$15,001 ~ $50,000
주식
Trust 2 › Allspring Government Money Market Fund - Select (WFFXX) [MF]금액 미신고
펀드
Trust 2 › Alphabet Inc. - Class C Capital Stock (GOOG) [ST]$100,001 ~ $250,000
주식
Trust 2 › Amazon.com, Inc. - Common Stock (AMZN) [ST]$15,001 ~ $50,000
주식
Trust 2 › Amphenol Corporation Common Stock (APH) [ST]$100,001 ~ $250,000
주식
Trust 2 › ANOKA MN SER A DTD 06/08/23 [GS]$50,001 ~ $100,000
국공채
Trust 2 › Apple Inc. - Common Stock (AAPL) [ST]$100,001 ~ $250,000
주식
Trust 2 › Arthur J. Gallagher & Co. Common Stock (AJG) [ST]$15,001 ~ $50,000
주식
Trust 2 › ASHTED GRP PLC S/ADR (ASHGY) [ST]$15,001 ~ $50,000
주식
Trust 2 › Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]$50,001 ~ $100,000
주식
Trust 2 › BlackRock, Inc. Common Stock (BLK) [ST]$50,001 ~ $100,000
주식
Trust 2 › Broadcom Inc. - Common Stock (AVGO) [ST]$50,001 ~ $100,000
주식
Trust 2 › CACI International, Inc. Class A Common Stock (CACI) [ST]금액 미신고
주식
Trust 2 › Cencora, Inc. Common Stock (COR) [ST]$15,001 ~ $50,000
주식
Trust 2 › CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 [GS]$50,001 ~ $100,000
국공채
Trust 2 › Chevron Corporation Common Stock (CVX) [ST]$15,001 ~ $50,000
주식
Trust 2 › Costco Wholesale Corporation - Common Stock (COST) [ST]$250,001 ~ $500,000
주식
Trust 2 › D.R. Horton, Inc. Common Stock (DHI) [ST]$15,001 ~ $50,000
주식
Trust 2 › DAYTON MN SER A DTD 06/15/23 [GS]$50,001 ~ $100,000
국공채
Trust 2 › Diageo plc Common Stock (DEO) [ST]금액 미신고
주식
Trust 2 › Exxon Mobil Corporation Common Stock (XOM) [ST]$15,001 ~ $50,000
주식
Trust 2 › FullerThaler Behavioral Small-Cap Equity Fund R6 Shares (FTHFX) [MF]$50,001 ~ $100,000
펀드
Trust 2 › Honeywell International Inc. (HON) [ST]$50,001 ~ $100,000
주식
Trust 2 › Illinois Tool Works Inc. Common Stock (ITW) [ST]$1,001 ~ $15,000
주식
Trust 2 › International Business Machines Corporation Common Stock (IBM) [ST]$100,001 ~ $250,000
주식
Trust 2 › iShares Core MSCI EAFE ETF (IEFA) [EF]$100,001 ~ $250,000
EF
Trust 2 › iShares Core MSCI Emerging Markets ETF (IEMG) [EF]$15,001 ~ $50,000
EF
Trust 2 › iShares Core S&P 500 ETF (IVV) [EF]$250,001 ~ $500,000
EF
Trust 2 › iShares MSCI EAFE ETF (EFA) [EF]$50,001 ~ $100,000
EF
Trust 2 › iShares S&P 500 Value ETF (IVE) [EF]$100,001 ~ $250,000
EF
Trust 2 › Johnson & Johnson Common Stock (JNJ) [ST]$50,001 ~ $100,000
주식
Trust 2 › JP Morgan Chase & Co. Common Stock (JPM) [ST]$15,001 ~ $50,000
주식
Trust 2 › Lowe's Companies, Inc. Common Stock (LOW) [ST]$50,001 ~ $100,000
주식
Trust 2 › Mastercard Incorporated Common Stock (MA) [ST]$50,001 ~ $100,000
주식
Trust 2 › Merck & Company, Inc. Common Stock (MRK) [ST]$50,001 ~ $100,000
주식
Trust 2 › Meta Platforms, Inc. - Class A Common Stock (META) [ST]$50,001 ~ $100,000
주식
Trust 2 › Microsoft Corporation - Common Stock (MSFT) [ST]$500,001 ~ $1,000,000
주식
Trust 2 › MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 [GS]$50,001 ~ $100,000
국공채
Trust 2 › ResMed Inc. Common Stock (RMD) [ST]금액 미신고
주식
Trust 2 › Rockwell Automation, Inc. Common Stock (ROK) [ST]$15,001 ~ $50,000
주식
Trust 2 › S&P Global Inc. Common Stock (SPGI) [ST]$50,001 ~ $100,000
주식
Trust 2 › Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST]$1,001 ~ $15,000
주식
Trust 2 › Southern Company (SO) [ST]$15,001 ~ $50,000
주식
Trust 2 › SPDR Select Sector Fund - Energy Select Sector (XLE) [EF]$15,001 ~ $50,000
EF
Trust 2 ›금액 미신고
Trust 2 › Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]$100,001 ~ $250,000
주식
Trust 2 › The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) [ST]$1,001 ~ $15,000
주식
Trust 2 › Thermo Fisher Scientific Inc Common Stock (TMO) [ST]$15,001 ~ $50,000
주식
Trust 2 › Unilever PLC Common Stock (UL) [ST]$15,001 ~ $50,000
주식
Trust 2 › United Parcel Service, Inc. Common Stock (UPS) [ST]금액 미신고
주식
Trust 2 › VanEck ETF Trust VanEck IG Floating Rate ETF (FLTR) [EF]$50,001 ~ $100,000
EF
Trust 2 › Vanguard Div Appreciation ETF (VIG) [EF]$100,001 ~ $250,000
EF
Trust 2 › Vanguard FTSE Developed Markets ETF (VEA) [EF]$250,001 ~ $500,000
EF
Trust 2 › Vanguard FTSE Emerging Markets ETF (VWO) [EF]$100,001 ~ $250,000
EF
Trust 2 › Vanguard High Dividend Yield ETF (VYM) [EF]$100,001 ~ $250,000
EF
Trust 2 › Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF]$250,001 ~ $500,000
펀드
Trust 2 › Vanguard Large-Cap ETF (VV) [EF]$250,001 ~ $500,000
EF
Trust 2 ›$1,001 ~ $15,000
Trust 2 › Vanguard Short-Term Treasury ETF (VGSH) [EF]$1,001 ~ $15,000
EF
Trust 2 › Vanguard Small-Cap ETF (VB) [EF]$50,001 ~ $100,000
EF
Trust 2 › Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) [MF]$50,001 ~ $100,000
펀드
Trust 2 › Verizon Communications Inc. Common Stock (VZ) [ST]금액 미신고
주식
Trust 2 › Virtus KAR Small-Cap Core Fund R6 (VSCRX) [MF]$50,001 ~ $100,000
펀드
Trust 2 › Wells Fargo & Company Common Stock (WFC) [ST]$15,001 ~ $50,000
주식
Trust 2 › Wells Fargo Secured Market Deposit Account (SMDA) [BA]$250,001 ~ $500,000
은행예금
Trust 2 › Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST]금액 미신고
주식
Trust 7 › Accenture plc Class A Ordinary Shares (ACN) [ST]$1,001 ~ $15,000
주식
Trust 7 › Alphabet Inc. - Class A Common Stock (GOOGL) [ST]$15,001 ~ $50,000
주식
Trust 7 › Alphabet Inc. - Class C Capital Stock (GOOG) [ST]$15,001 ~ $50,000
주식
Trust 7 › Amazon.com, Inc. - Common Stock (AMZN) [ST]$15,001 ~ $50,000
주식
Trust 7 › American Beacon Ninety One Global Franchise Fund -$15,001 ~ $50,000
Trust 7 › Apple Inc. - Common Stock (AAPL) [ST]$50,001 ~ $100,000
주식
Trust 7 › Baillie Gifford Long Term Global Growth Fund - Institutional Class (BSGLX) [MF]$15,001 ~ $50,000
펀드
Trust 7 › Bank of America Corporation Common Stock (BAC) [ST]$15,001 ~ $50,000
주식
Trust 7 › Cameco Corporation Common Stock (CCJ) [ST]$15,001 ~ $50,000
주식
Trust 7 › Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST]$1,001 ~ $15,000
주식
Trust 7 › Cliffwater Corporate Lending Fund Class I (CCLFX) [MF]$50,001 ~ $100,000
펀드
Trust 7 › Comcast Corporation - Class A Common Stock (CMCSA) [ST]$1,001 ~ $15,000
주식
Trust 7 › Costco Wholesale Corporation - Common Stock (COST) [ST]$15,001 ~ $50,000
주식
Trust 7 › Danaher Corporation Common Stock (DHR) [ST]$1,001 ~ $15,000
주식
Trust 7 › Eaton Corporation, PLC Ordinary Shares (ETN) [ST]$15,001 ~ $50,000
주식
Trust 7 › Gateway Fund Class Y (GTEYX) [MF]$50,001 ~ $100,000
펀드
Trust 7 › Guggenheim Total Return Bond Fund- Institutional Class (GIBIX) [MF]$1,001 ~ $15,000
펀드
Trust 7 › Home Depot, Inc. (HD) [ST]$1,001 ~ $15,000
주식
Trust 7 › iShares Core MSCI EAFE ETF (IEFA) [EF]$100,001 ~ $250,000
EF
Trust 7 › iShares Gold Trust Shares of the iShares Gold Trust (IAU) [EF]$15,001 ~ $50,000
EF
Trust 7 › iShares Russell 2000 ETF (IWM) [EF]$15,001 ~ $50,000
EF
Trust 7 › iShares Russell Mid-Cap ETF (IWR) [EF]$15,001 ~ $50,000
EF
Trust 7 › JP Morgan Chase & Co. Common Stock (JPM) [ST]$50,001 ~ $100,000
주식
Trust 7 › JPMorgan Equity Premium Income ETF (JEPI) [EF]$15,001 ~ $50,000
EF
Trust 7 › Mastercard Incorporated Common Stock (MA) [ST]$15,001 ~ $50,000
주식
Trust 7 › Microsoft Corporation - Common Stock (MSFT) [ST]$50,001 ~ $100,000
주식
Trust 7 › Mondrian Global Equity Value Fund (MPGVX) [MF]$15,001 ~ $50,000
펀드
Trust 7 › PGIM Total Return Bond Fund Class R6 (PTRQX) [MF]$15,001 ~ $50,000
펀드
Trust 7 › PIMCO Mortgage Opportunities and Bond Fund Class INSTL (PMZIX) [MF]$15,001 ~ $50,000
펀드
Trust 7 › Procter & Gamble Company (PG) [ST]$1,001 ~ $15,000
주식
Trust 7 › RTX Corporation Common Stock (RTX) [ST]$15,001 ~ $50,000
주식
Trust 7 › Schwab Intermediate-Term U.S. Treasury ETF (SCHR) [EF]$15,001 ~ $50,000
EF
Trust 7 › Schwab Small-Cap Index Fund-Select Shares (SWSSX) [MF]$15,001 ~ $50,000
펀드
Trust 7 › Schwab Treasury Obligations Money Fund - Investor Shares (SNOXX) [MF]$1,001 ~ $15,000
펀드
Trust 7 › Schwab Trust Bank (Sweep Account) [BA]$1,001 ~ $15,000
은행예금
Trust 7 › Thermo Fisher Scientific Inc Common Stock (TMO) [ST]$15,001 ~ $50,000
주식
Trust 7 › Vanguard Mid-Cap ETF (VO) [EF]$15,001 ~ $50,000
EF
Trust 7 › Vanguard Real Estate ETF (VNQ) [EF]$1,001 ~ $15,000
EF
Trust 7 › Vanguard S&P 500 ETF (VOO) [EF]$250,001 ~ $500,000
EF
Trust 7 › Vanguard Short-Term Corporate Bond ETF (VCSH) [EF]$50,001 ~ $100,000
EF
Trust 7 › Veralto Corp Common Stock (VLTO) [ST]$1,001 ~ $15,000
주식
Trust 8 › Abbott Laboratories Common Stock (ABT) [ST]$15,001 ~ $50,000
주식
Trust 8 › Accenture plc Class A Ordinary Shares (ACN) [ST]$15,001 ~ $50,000
주식
Trust 8 › Allspring Government Money Market Fund - Select금액 미신고
Trust 8 › Alphabet Inc. - Class A Common Stock (GOOGL) [ST]$15,001 ~ $50,000
주식
Trust 8 › Alphabet Inc. - Class C Capital Stock (GOOG) [ST]$100,001 ~ $250,000
주식
Trust 8 › Amazon.com, Inc. - Common Stock (AMZN) [ST]$15,001 ~ $50,000
주식
Trust 8 › Amphenol Corporation Common Stock (APH) [ST]$100,001 ~ $250,000
주식
Trust 8 › Apple Inc. - Common Stock (AAPL) [ST]$100,001 ~ $250,000
주식
Trust 8 › Arthur J. Gallagher & Co. Common Stock (AJG) [ST]$15,001 ~ $50,000
주식
Trust 8 › ASHTED GRP PLC S/ADR (ASHGY) [ST]$15,001 ~ $50,000
주식
Trust 8 › Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]$50,001 ~ $100,000
주식
Trust 8 › BlackRock, Inc. Common Stock (BLK) [ST]$15,001 ~ $50,000
주식
Trust 8 › Cencora, Inc. Common Stock (COR) [ST]$15,001 ~ $50,000
주식
Trust 8 › D.R. Horton, Inc. Common Stock (DHI) [ST]$15,001 ~ $50,000
주식
Trust 8 › Encompass Health Corporation Common Stock (EHC) [ST]$15,001 ~ $50,000
주식
Trust 8 › Graco Inc. Common Stock (GGG) [ST]$15,001 ~ $50,000
주식
Trust 8 › iShares Core MSCI EAFE ETF (IEFA) [EF]$500,001 ~ $1,000,000
EF
Trust 8 › iShares Core MSCI Emerging Markets ETF (IEMG) [EF]$100,001 ~ $250,000
EF
Trust 8 › iShares Core S&P 500 ETF (IVV) [EF]$500,001 ~ $1,000,000
EF
Trust 8 › iShares Gold Trust Shares (IAU) [EF]$50,001 ~ $100,000
EF
Trust 8 › iShares Russell Mid-Cap ETF (IWR) [EF]$50,001 ~ $100,000
EF
Trust 8 › iShares S&P 500 Value ETF (IVE) [EF]$100,001 ~ $250,000
EF
Trust 8 › Johnson & Johnson Common Stock (JNJ) [ST]$15,001 ~ $50,000
주식
Trust 8 ›금액 미신고
Mastercard Incorporated Common Stock (MA) [ST]$100,000 ~ $100,000
주식
Trust 8 › Microsoft Corporation - Common Stock (MSFT) [ST]$50,001 ~ $100,000
주식
Trust 8 › Nike, Inc. Common Stock (NKE) [ST]금액 미신고
주식
Trust 8 › PepsiCo, Inc. - Common Stock (PEP) [ST]$1,001 ~ $15,000
주식
Trust 8 › Procter & Gamble Company (PG) [ST]$15,001 ~ $50,000
주식
Trust 8 › ResMed Inc. Common Stock (RMD) [ST]금액 미신고
주식
Trust 8 › Rockwell Automation, Inc. Common Stock (ROK) [ST]$15,001 ~ $50,000
주식
Trust 8 › S&P Global Inc. Common Stock (SPGI) [ST]$15,001 ~ $50,000
주식
Trust 8 › State Street Energy Select Sector SPDR ETF (XLE) [EF]$50,001 ~ $100,000
EF
Trust 8 › Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]$100,001 ~ $250,000
주식
Trust 8 › The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) [ST]$1,001 ~ $15,000
주식
Trust 8 › Thermo Fisher Scientific Inc Common Stock (TMO) [ST]$15,001 ~ $50,000
주식
Trust 8 › Unilever PLC American Depositary Shares (UL) [ST]$15,001 ~ $50,000
주식
Trust 8 › Valvoline Inc. Common Stock (VVV) [ST]$1,001 ~ $15,000
주식
Trust 8 › VanEck IG Floating Rate ETF (FLTR) [EF]$100,001 ~ $250,000
EF
Trust 8 › Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF]$250,001 ~ $500,000
펀드
Trust 8 › Vanguard S&P 500 ETF (VOO) [EF]$500,001 ~ $1,000,000
EF
Trust 8 › Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) [MF]$100,001 ~ $250,000
펀드
Trust 8 › Virtus KAR Small-Cap Core Fund R6 (VSCRX) [MF]$100,001 ~ $250,000
펀드
Trust 8 › Wells Fargo Secured Market Deposit Account (SMDA) [BA]$250,001 ~ $500,000
은행예금
Trust 8 › WEX Inc. common stock (WEX) [ST]금액 미신고
주식
Trust 8 › Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST]금액 미신고
주식