| Ticker | Asset | Value |
|---|
| — |
Cash Account Rental Property #2 RP |
$5.0M–25M |
| BAFWX |
Brown Advisory Sustainable Growth Fd Inst Shs MF |
$1.0M–5M |
| IBM |
International Business Machines Corporation ST |
$1.0M–5M |
| — |
Austin / Travis, TX, US Rental Property #3 RP |
$1.0M–5M |
| VUG |
Vanguard Growth ETF EF |
$1.0M–5M |
| VPMAX |
Vanguard PRIMECAP Fund Admiral Shares MF |
$1.0M–5M |
| VTI |
Vanguard Total Stock Market ETF EF |
$1.0M–5M |
| VASVX |
Vanguard Whitehall Funds, Selected Value Fund MF |
$1.0M–5M |
| — |
WisdomTree US Dividend Growth ETF EF |
$1.0M–5M |
| — |
American Century Ultra Fund MF |
$500k–1M |
| BVALX |
Brown Advisory - Beutel Goodman Large-Cap Value Fund - Institutional Shares MF |
$500k–1M |
| — |
Brown Advisory Global Leaders Investor MF |
$500k–1M |
| CSVIX |
Calvert Small Cap Fund Class I MF |
$500k–1M |
| SCIEX |
Hartford Schroders International Stock Fund MF |
$500k–1M |
| — |
Home and Rental Property #1 RP |
$500k–1M |
| HD |
Home Depot, Inc. ST |
$500k–1M |
| IVV |
iShares Core S&P 500 ETF EF |
$500k–1M |
| OAKIX |
Oakmark International Fund Investor Class MF |
$500k–1M |
| PG |
Procter & Gamble Company ST |
$500k–1M |
| VWUAX |
Vanguard U.S. Growth Fund Admiral Shares MF |
$500k–1M |
| VWIUX |
Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs MF |
$500k–1M |
| VMLUX |
Vanguard Limited-Term Tax-Exempt Fd Admiral Shs MF |
$500k–1M |
| VOE |
Vanguard Mid-Cap Value ETF EF |
$500k–1M |
| VXUS |
Vanguard Total International Stock ETF EF |
$500k–1M |
| AKRIX |
Akre Focus - Institutional MF |
$250k–500k |