| Ticker | Asset | Value |
|---|
| — spouse |
Hantz Group PS |
$1.0M–5M |
| — |
Prudential IRA ⇒ MFS Value Series Service Class FN |
$500k–1M |
| — spouse |
Nationwide Variable Universal Life WU |
$250k–500k |
| IVV spouse |
Charles Schwab Brokerage Account 595 ⇒ iShares Core S&P 500 ETF EF |
$250k–500k |
| — joint |
Credit Union One BA |
$100k–250k |
| — spouse |
SpaceX Stock OT |
$100k–250k |
| NVDA spouse |
Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NVIDIA Corporation - Common Stock ST |
$100k–250k |
| PLTR spouse |
Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Palantir Technologies Inc. - Class A Common Stock ST |
$100k–250k |
| IEFA spouse |
Charles Schwab Brokerage Account 595 ⇒ iShares Core MSCI EAFE ETF EF |
$100k–250k |
| IVOO spouse |
Charles Schwab Brokerage Account 595 ⇒ Vanguard S&P Mid-Cap 400 ETF EF |
$100k–250k |
| SWLVX |
Schwab U.S. Large-Cap Value Index Fund MF |
$100k |
| — spouse |
Charles Schwab 401K (Hantz) ⇒ CIT Polen International OT |
$50k–100k |
| SOPAX spouse |
Charles Schwab 401K (Hantz) ⇒ ClearBridge Dividend Strategy Fund Class A MF |
$50k–100k |
| SBLGX spouse |
Charles Schwab 401K (Hantz) ⇒ ClearBridge Large Cap Growth Fd Cl A MF |
$50k–100k |
| SWPPX spouse |
Charles Schwab 401K (Hantz) ⇒ Schwab S&P 500 Index Fund- Select Shares MF |
$50k–100k |
| SWAGX spouse |
Charles Schwab 401K (Hantz) ⇒ Schwab U.S. Aggregate Bond Index Fund MF |
$50k–100k |
| VFITX spouse |
Charles Schwab 401K (Hantz) ⇒ Vanguard Intermediate-Term Treasury Fund MF |
$50k–100k |
| POLIX spouse |
Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Polen Growth Fund Institutional Class MF |
$50k–100k |
| STX spouse |
Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Seagate Technology Holdings PLC - Ordinary Shares ST |
$50k–100k |
| AGG joint |
Charles Schwab Brokerage Account 595 ⇒ iShares Core U.S. Aggregate Bond ETF EF |
$50k–100k |
| — spouse |
Hantz Ventures - SL I, LLC HE |
$15k–50k |
| — |
Nationwide Indexed Universal Life WU |
$15k–50k |
| — spouse |
Stock Charles Schwab 401K (Hantz) ⇒ Aristotle Intl Equity CIT OT |
$15k–50k |
| WIFAAX spouse |
CIT Polen International Charles Schwab 401K (Hantz) ⇒ CIT: International Fundamental Value Fund CL 1 MF |
$15k–50k |
| IMIDX spouse |
Charles Schwab 401K (Hantz) ⇒ Congress Mid Cap Growth Fd Inst Cl MF |
$15k–50k |