| Ticker | Asset | Value |
|---|
| — |
Ontario, OR, US Moonriver LLC ⇒ 2nd St., Ontario, OR RP |
$500k–1M |
| — spouse |
Located in Ontario, OR The Bentz Farm ⇒ 71 acre farm - Ontario, Oregon RP |
$500k–1M |
| — joint |
Building, SW Fourth St. Ontario, OR RP |
$250k–500k |
| SWVXX |
Charles Schwab IRA ⇒ Schwab Prime Advantage Money Fund- Investor Shares MF |
$250k–500k |
| VFIAX |
Redemption Charles Schwab IRA ⇒ Vanguard 500 Index Fd Admiral Shs MF |
$250k–500k |
| VIGAX |
Charles Schwab IRA ⇒ Vanguard Growth Index Fd Admiral Shs MF |
$250k–500k |
| — |
Inherited RB2EH Enterprises RP |
$100k–250k |
| — joint |
Building and parking lot - 25% ownership Rental home - Morgan Ave RP |
$100k–250k |
| DODIX |
Charles Schwab IRA ⇒ Dodge & Cox Income Fund - Class I MF |
$100k–250k |
| PIMIX |
Charles Schwab IRA ⇒ PIMCO Income Fund Insti Class MF |
$100k–250k |
| VOO |
Charles Schwab IRA ⇒ Vanguard S&P 500 ETF EF |
$100k–250k |
| VSMAX |
Charles Schwab IRA ⇒ Vanguard Small Cap Index Fd Admiral Shs MF |
$100k–250k |
| AMGN spouse |
Charles Schwab SEP-IRA ⇒ Amgen Inc. ST |
$100k–250k |
| HD spouse |
Charles Schwab SEP-IRA ⇒ Home Depot, Inc. ST |
$100k–250k |
| ORCL spouse |
Charles Schwab SEP-IRA ⇒ Oracle Corporation ST |
$100k–250k |
| VOO spouse |
Charles Schwab SEP-IRA ⇒ Vanguard S&P 500 ETF EF |
$100k–250k |
| — |
Moonriver II LLC ⇒ 253 Morgan Ave RP |
$100k–250k |
| — |
Mavis Building Moonriver LLC ⇒ 22 Acre Field, Ontario, OR RP |
$100k–250k |
| — |
Miller Building Moonriver LLC ⇒ NE 2nd Street RP |
$100k–250k |
| — |
The Steel Building The Bentz Farm ⇒ 42 acres, Morgan Ave, Ontario, OR FA |
$100k–250k |
| BCOIX |
Charles Schwab IRA ⇒ Baird Core Plus Bond Fund Institutional Class MF |
$50k–100k |
| IEFA |
Charles Schwab IRA ⇒ iShares Core MSCI EAFE ETF EF |
$50k–100k |
| IQLT |
Charles Schwab IRA ⇒ iShares MSCI Intl Quality Factor ETF EF |
$50k–100k |
| — |
Charles Schwab IRA ⇒ Ishares MSCI USA Min Vol FCTR ETF EF |
$50k–100k |
| — |
Charles Schwab IRA ⇒ Vanguard Mid Cap Index MF |
$50k–100k |