| Ticker | Asset | Value |
|---|
| TCNNF spouse |
Value of pension determined upon retirement TRULIEVE CANNABIS CORP ST |
$250k–500k |
| — |
Nationwide 401(a) Plan ⇒ American Funds 2035 Trgt Date Retire T6 RFFTX MF |
$250k–500k |
| — |
Wells Fargo Accounts BA |
$100k–250k |
| — |
Equitable Edge 21 Select Variable Annuity ⇒ S&P 500 Std 1Yr - 40% Buff OT |
$100k–250k |
| RALAX spouse |
Northwestern Mutual IRA ⇒ Aggressive Strategy Fund Class A MF |
$100k–250k |
| VTTHX spouse |
Vanguard 401(k) ⇒ Vanguard Target Retirement 2035 Fund MF |
$100k–250k |
| QQQ spouse |
Charles Schwab Rollover IRA ⇒ Invesco QQQ Trust, Series 1 EF |
$50k–100k |
| IUSV spouse |
Charles Schwab Rollover IRA ⇒ iShares Core S&P U.S. Value ETF EF |
$50k–100k |
| PVAL spouse |
Charles Schwab Rollover IRA ⇒ Putnam Focused Large Cap Value ETF EF |
$50k–100k |
| SCHG spouse |
Charles Schwab Rollover IRA ⇒ Schwab U.S. Large-Cap Growth ETF EF |
$50k–100k |
| SCHD spouse |
Charles Schwab Rollover IRA ⇒ Schwab US Dividend Equity ETF EF |
$50k–100k |
| VUG spouse |
Charles Schwab Rollover IRA ⇒ Vanguard Growth ETF EF |
$50k–100k |
| — |
Nationwide 457(b) Plan ⇒ American Funds 2035 Trgt Date Retire T6 RFFTX MF |
$50k–100k |
| — |
Desert Financial Credit Union BA |
$15k–50k |
| — spouse |
Northwestern Mutual Life Insurance WU |
$15k–50k |
| IVV spouse |
Charles Schwab Rollover IRA ⇒ iShares Core S&P 500 ETF EF |
$15k–50k |
| MTUM spouse |
Charles Schwab Rollover IRA ⇒ iShares MSCI USA Momentum Factor ETF EF |
$15k–50k |
| QUAL spouse |
Charles Schwab Rollover IRA ⇒ iShares MSCI USA Quality Factor ETF EF |
$15k–50k |
| JGRO spouse |
Charles Schwab Rollover IRA ⇒ J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF EF |
$15k–50k |
| JVAL spouse |
Charles Schwab Rollover IRA ⇒ JPMorgan U.S. Value Factor ETF EF |
$15k–50k |
| SPYG spouse |
Charles Schwab Rollover IRA ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF EF |
$15k–50k |
| VTV spouse |
Charles Schwab Rollover IRA ⇒ Vanguard Value ETF EF |
$15k–50k |
| TCAF spouse |
Charles Schwab Roth IRA ⇒ T. Rowe Price Capital Appreciation Equity ETF EF |
$15k–50k |
| RALCX spouse |
Northwestern Mutual IRA ⇒ Aggressive Strategy Fund Class C MF |
$15k–50k |
| — spouse |
Northwestern Mutual Life Insurance WU |
$1k–15k |