| Ticker | Asset | Value |
|---|
| — spouse |
Glendale FCU Accounts BA |
$100k–250k |
| FZFXX |
Fidelity Brokerage Services, LLC ⇒ Fidelity Treasury Money Market Fund MF |
$100k–250k |
| AAPL |
Fidelity Roth IRA ⇒ Apple Inc. ST |
$100k–250k |
| — spouse |
Picture This Land OL |
$50k–100k |
| AWSHX |
Fidelity Roth IRA ⇒ Washington Mutual Invs Fd Cl A Shs MF |
$50k–100k |
| — spouse |
Morgan Stanley SAR-SEP IRA ⇒ Morgan Stanley Bank Account BA |
$50k–100k |
| — |
PlanetGlass.net OL |
$15k–50k |
| FXAIX child |
Retail Website Fidelity 529 Plan ⇒ Fidelity 500 Index Fund MF |
$15k–50k |
| AMGN |
Fidelity Brokerage Services, LLC ⇒ Amgen Inc. ST |
$15k–50k |
| PFE |
Fidelity Brokerage Services, LLC ⇒ Pfizer, Inc. ST |
$15k–50k |
| PG |
Fidelity Brokerage Services, LLC ⇒ Procter & Gamble Company ST |
$15k–50k |
| RY |
Fidelity Brokerage Services, LLC ⇒ Royal Bank Of Canada ST |
$15k–50k |
| SPAXX spouse |
Fidelity Investment Account ⇒ Fidelity Government Money Market Fund MF |
$15k–50k |
| FBGRX |
Fidelity Roth IRA ⇒ Fidelity Blue Chip Growth Fund MF |
$15k–50k |
| FWWFX |
Fidelity Roth IRA ⇒ Fidelity Worldwide Fund MF |
$15k–50k |
| QQQ |
Fidelity Roth IRA ⇒ Invesco QQQ Trust, Series 1 EF |
$15k–50k |
| AIVSX spouse |
Morgan Stanley Roth IRA ⇒ American Funds Investment Co of America A MF |
$15k–50k |
| AMRMX spouse |
Morgan Stanley Roth IRA ⇒ American Mutual Fund Class A Shares MF |
$15k–50k |
| EAAFX spouse |
Morgan Stanley SAR-SEP IRA ⇒ Allspring Asset Allocation Fund Class A MF |
$15k–50k |
| FKIQX spouse |
Morgan Stanley SAR-SEP IRA ⇒ Franklin Income Fund Cl A MF |
$15k–50k |
| VAFAX spouse |
Morgan Stanley SAR-SEP IRA ⇒ Invesco American Franchise Fund Class A MF |
$15k–50k |
| ABNB |
Fidelity Brokerage Services, LLC ⇒ Airbnb, Inc. - Class A ST |
$1k–15k |
| BABA |
Fidelity Brokerage Services, LLC ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share ST |
$1k–15k |
| BE |
Fidelity Brokerage Services, LLC ⇒ Bloom Energy Corporation Class A ST |
$1k–15k |
| CM |
Fidelity Brokerage Services, LLC ⇒ Canadian Imperial Bank of Commerce ST |
$1k–15k |