| Ticker | Asset | Value |
|---|---|---|
| — joint | al Beach House 2 RP | $5.0M–25M |
| — joint | Law firm Rental Beach House 1 RP | $1.0M–5M |
| IUSV spouse | Merrill Lynch Rollover IRA ⇒ iShares Core S&P U.S. Value ETF EF | $1.0M–5M |
| IUSG | iShares Core S&P U.S. Growth ETF EF | $1M |
| VEA | Vanguard FTSE Developed Markets ETF EF | $1M |
| — joint | Oil & natural gas production company Chase Bank Accounts BA | $500k–1M |
| IUSV | Merrill Lynch IRA ⇒ iShares Core S&P U.S. Value ETF EF | $500k–1M |
| ITOT joint | Merrill Lynch Long Term Growth ⇒ iShares Core S&P Total U.S. Stock Market ETF EF | $500k–1M |
| MUB joint | Merrill Lynch Long Term Growth ⇒ iShares National Muni Bond ETF EF | $500k–1M |
| USIG spouse | Merrill Lynch Rollover IRA ⇒ iShares Broad USD Investment Grade Corporate Bond ETF EF | $500k–1M |
| IUSG spouse | Merrill Lynch Rollover IRA ⇒ iShares Core S&P U.S. Growth ETF EF | $500k–1M |
| GOVT spouse | Merrill Lynch Rollover IRA ⇒ iShares U.S. Treasury Bond ETF EF | $500k–1M |
| VMBS spouse | Merrill Lynch Rollover IRA ⇒ Vanguard Mortgage-Backed Securities ETF EF | $500k–1M |
| BNDX spouse | Merrill Lynch Rollover IRA ⇒ Vanguard Total International Bond ETF EF | $500k–1M |
| — | Law Office of Julie Johnson PLLC, 100% Interest OL | $250k–500k |
| VEA | Merrill Lynch IRA ⇒ Vanguard FTSE Developed Markets ETF EF | $250k–500k |
| CWI joint | Merrill Lynch Long Term Growth ⇒ State Street SPDR MSCI ACWI ex-US ETF EF | $250k–500k |
| VWO spouse | Merrill Lynch Rollover IRA ⇒ Vanguard FTSE Emerging Markets ETF EF | $250k–500k |
| VTWO spouse | Merrill Lynch Rollover IRA ⇒ Vanguard Russell 2000 ETF EF | $250k–500k |
| — spouse | Frost Bank Accounts BA | $100k–250k |
| VWO | Merrill Lynch IRA ⇒ Vanguard FTSE Emerging Markets ETF EF | $100k–250k |
| VTWO | Merrill Lynch IRA ⇒ Vanguard Russell 2000 ETF EF | $100k–250k |
| USIG joint | Merrill Lynch Long Term Growth ⇒ iShares Broad USD Investment Grade Corporate Bond ETF EF | $100k–250k |
| HYD joint | Merrill Lynch Long Term Growth ⇒ VanEck ETF Trust VanEck High Yield Muni ETF EF | $100k–250k |
| VIG joint | Merrill Lynch Long Term Growth ⇒ Vanguard Div Appreciation ETF EF | $100k–250k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| sold joint | ABT | $1k–15k | 2026-05-12 | 2026-06-03 | filing · analyze |
| sold joint | ACN | $1k–15k | 2026-05-12 | 2026-06-03 | filing · analyze |
| exchanged joint | FITB | $1k–15k | 2026-02-02 | 2026-03-05 | filing · analyze |
| sold joint | MMM | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | ABT | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | ABBV | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | APD | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | GOOG | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | AXP | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | ADI | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | AJG | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | BAC | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | BX | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | BMY | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | COF | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | CARR | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | SCHW | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | CVX | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | CME | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | CMS | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | CMCSA | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | COP | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | DHR | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | DE | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | DOV | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | ETN | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | LLY | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | EOG | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | FIS | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | GD | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | GS | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | HD | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | IBM | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | JNJ | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | MCD | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | MDT | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | MRK | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | MSFT | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | MDLZ | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | MS | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | NEE | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | NSC | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | NXPI | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | PKG | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | PEP | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | PM | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | PG | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | PGR | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | RSG | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | RTX | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | STX | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | TXN | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | BK | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | CI | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | TJX | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | UNP | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | UNH | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | VZ | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | WMT | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | WFC | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | XEL | $1k–15k | 2025-12-18 | 2026-01-05 | filing · analyze |
| sold joint | CMS | $1k–15k | 2025-12-09 | 2026-01-09 | filing · analyze |
| sold joint | PEG | $1k–15k | 2025-12-09 | 2026-01-09 | filing · analyze |
| sold joint | CMS | $1k–15k | 2025-12-08 | 2026-01-09 | filing · analyze |
| bought joint | PEG | $1k–15k | 2025-12-08 | 2026-01-09 | filing · analyze |
| sold joint | PEG | $1k–15k | 2025-12-08 | 2026-01-09 | filing · analyze |
| sold joint | NOW | $1k–15k | 2025-12-08 | 2026-01-09 | filing · analyze |
| bought joint | NOW | $1k–15k | 2025-12-08 | 2026-01-09 | filing · analyze |
| sold joint | BA | $1k–15k | 2025-12-03 | 2026-01-09 | filing · analyze |
| bought joint | BA | $1k–15k | 2025-12-02 | 2026-01-09 | filing · analyze |
| sold joint | BA | $1k–15k | 2025-12-02 | 2026-01-09 | filing · analyze |
| bought joint | ADBE | $1k–15k | 2025-10-30 | 2025-11-06 | filing · analyze |
| sold joint | ADBE | $1k–15k | 2025-10-30 | 2025-11-06 | filing · analyze |
| bought joint | IP | $1k–15k | 2025-10-30 | 2025-11-06 | filing · analyze |
| sold joint | IP | $1k–15k | 2025-10-30 | 2025-11-06 | filing · analyze |
| bought joint | MDLZ | $1k–15k | 2025-10-30 | 2025-11-06 | filing · analyze |
| sold joint | MDLZ | $1k–15k | 2025-10-30 | 2025-11-06 | filing · analyze |
| sold joint | DGX | $1k–15k | 2025-10-30 | 2025-11-06 | filing · analyze |
| bought joint | DGX | $1k–15k | 2025-10-30 | 2025-11-06 | filing · analyze |
| sold joint | VRSK | $1k–15k | 2025-10-30 | 2025-11-06 | filing · analyze |
| bought joint | VRSK | $1k–15k | 2025-10-30 | 2025-11-06 | filing · analyze |
| bought joint | ALK | $1k–15k | 2025-10-21 | 2025-11-06 | filing · analyze |
| sold joint | ALK | $1k–15k | 2025-10-21 | 2025-11-06 | filing · analyze |
| bought joint | DE | $1k–15k | 2025-10-21 | 2025-11-06 | filing · analyze |
| bought joint | FFIV | $1k–15k | 2025-10-21 | 2025-11-06 | filing · analyze |
| sold joint | FFIV | $1k–15k | 2025-10-21 | 2025-11-06 | filing · analyze |
| bought joint | GEN | $1k–15k | 2025-10-21 | 2025-11-06 | filing · analyze |
| sold joint | GEN | $1k–15k | 2025-10-21 | 2025-11-06 | filing · analyze |
| sold joint | WY | $1k–15k | 2025-10-21 | 2025-11-06 | filing · analyze |
| bought joint | WY | $1k–15k | 2025-10-21 | 2025-11-06 | filing · analyze |
| sold joint | CARR | $1k–15k | 2025-10-03 | 2025-11-06 | filing · analyze |
| bought joint | CARR | $1k–15k | 2025-10-03 | 2025-11-06 | filing · analyze |
| sold joint | FISV | $1k–15k | 2025-10-03 | 2025-11-06 | filing · analyze |
| bought joint | FISV | $1k–15k | 2025-10-03 | 2025-11-06 | filing · analyze |
| bought joint | KR | $1k–15k | 2025-10-03 | 2025-11-06 | filing · analyze |
| sold joint | KR | $1k–15k | 2025-10-03 | 2025-11-06 | filing · analyze |
| bought joint | VRSN | $1k–15k | 2025-10-03 | 2025-11-06 | filing · analyze |
| sold joint | VRSN | $1k–15k | 2025-10-03 | 2025-11-06 | filing · analyze |
| sold joint | AOS | $1k–15k | 2025-09-23 | 2025-10-07 | filing · analyze |
| bought joint | AOS | $1k–15k | 2025-09-23 | 2025-10-07 | filing · analyze |