| Ticker | Asset | Value |
|---|
| — |
John A. James Children’s Trust ⇒ James Group, Inc. OL |
$1.0M–5M |
| — joint |
USAA Savings BA |
$500k–1M |
| — spouse |
Everbank Bank Account BA |
$250k–500k |
| — |
Fiat Chrysler Auto Custom Blend 2040 Target Date Fund OT |
$100k–250k |
| — joint |
Morgan Stanley Bank Account BA |
$100k–250k |
| — spouse |
Amway Retirement Account ⇒ FID Frdm Blnd 2045 R MF |
$100k–250k |
| — |
James Group Inc 401k ⇒ American Funds 2045 Target DateLT MF |
$100k–250k |
| — |
John A. James Children’s Trust ⇒ MSBNA Preferred Savings - QC BA |
$100k–250k |
| VONG |
John A. James Children’s Trust ⇒ Vanguard Russell 1000 Growth ETF EF |
$100k–250k |
| VONV |
John A. James Children’s Trust ⇒ Vanguard Russell 1000 Value ETF EF |
$100k–250k |
| — |
John A. James Qualified Sub chapter S Trust ⇒ OJ Land Development, Inc. RP |
$100k–250k |
| — |
MI Calamos Growth MF |
$50k–100k |
| — spouse |
Chase Bank Bus. Complete BA |
$50k–100k |
| — |
Mutual Fund Fifth-Third Bank BA |
$50k–100k |
| GOVXX |
John A. James Children’s Trust ⇒ Federated Hermes Government Obligations Fund AVR Shares MF |
$50k–100k |
| VEA |
Valero Energy Corporation Common Stock (VLO) [ST] John A. James Children’s Trust ⇒ Vanguard FTSE Developed Markets ETF EF |
$50k–100k |
| VTWO |
John A. James Children’s Trust ⇒ Vanguard Russell 2000 ETF EF |
$50k–100k |
| — |
Detroit, MI, US LPL Account ⇒ American Express National Bank MF |
$50k–100k |
| — spouse |
Marathon Retirement Account ⇒ Fid Frdm Blend 2045Q MF |
$50k–100k |
| — joint |
USAA Checking BA |
$15k–50k |
| — |
Eaton Vance Worldwide Health Services MF |
$1k–15k |
| — |
Mutual Fund Fiat Chrysler Auto Custom Blend 2045 Target Date Mutual Fund OT |
$1k–15k |
| — |
JP Morgan Chase Insured Cash account (-) BA |
$1k–15k |
| — |
John A. James Children’s Trust ⇒ Morgan Stanley Private Bank BA |
$1k–15k |
| BEXIX |
LPL Account ⇒ Baron Emerging Markets Fd Inst Shs MF |
$1k–15k |