| Ticker | Asset | Value |
|---|
| — |
John A. James Children’s Trust ⇒ James Group, Inc. OL |
$5.0M–25M |
| — |
John A. James Children’s Trust ⇒ MSBNA Preferred Savings - QC BA |
$1.0M–5M |
| — |
John A. James Qualified Sub chapter S Trust ⇒ OJ Land Development, Inc. ⇒ 4005 WFS RP |
$1.0M–5M |
| — |
Detroit, MI, US John A. James Qualified Sub chapter S Trust ⇒ OJ Land Development, Inc. ⇒ 4610 WJS RP |
$1.0M–5M |
| — |
Detroit, MI, US John A. James Qualified Sub chapter S Trust ⇒ OJ Land Development, Inc. ⇒ 4700 WJS RP |
$1.0M–5M |
| — joint |
USAA Checking BA |
$500k–1M |
| — |
Detroit, MI, US John A. James Qualified Sub chapter S Trust ⇒ OJ Land Development, Inc. ⇒ 4485 WJS RP |
$500k–1M |
| — spouse |
Everbank Bank Account BA |
$250k–500k |
| VONG |
John A. James Children’s Trust ⇒ Vanguard Russell 1000 Growth ETF EF |
$250k–500k |
| — spouse |
Fiat Chrysler Auto Custom Blend 2040 Target Date Fund OT |
$100k–250k |
| — |
Mutual Fund Fifth-Third Bank BA |
$100k–250k |
| — |
James Group, Inc. OL |
$100k–250k |
| — joint |
USAA Savings 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 |
| GOVXX |
John A. James Children’s Trust ⇒ Federated Hermes Government Obligations Fund AVR Shares MF |
$100k–250k |
| VEA |
John A. James Children’s Trust ⇒ Vanguard FTSE Developed Markets ETF EF |
$100k–250k |
| VONV |
John A. James Children’s Trust ⇒ Vanguard Russell 1000 Value ETF EF |
$100k–250k |
| VTWO |
John A. James Children’s Trust ⇒ Vanguard Russell 2000 ETF EF |
$100k–250k |
| VTIVX spouse |
Conoco Phillips Retirement Account ⇒ Vanguard Target Retirement 2045 Fund MF |
$50k–100k |
| — |
Detroit, MI, US LP Retirement Account ⇒ Calamos Growth MF |
$50k–100k |
| — |
LPL Account ⇒ US Bank National Association BA |
$50k–100k |
| — spouse |
MI Chase Bank Bus. Complete BA |
$15k–50k |
| — |
LP Retirement Account ⇒ UBS Bank BA |
$15k–50k |
| — spouse |
Mutual Fund Fiat Chrysler Auto Custom Blend 2045 Target Date Mutual Fund OT |
$1k–15k |