| Ticker | Asset | Value |
|---|---|---|
| WMPXX | Disposition of dependent asset Allspring Money Market Fund - Premier Class MF | $250k–500k |
| — | Disposition of dependent asset USAA BA | $100k–250k |
| FEPIX | Growth Partners IRA ⇒ Fidelity Advisor Total Bond Fund: Class I MF | $15k–50k |
| IMCB | Growth Partners IRA ⇒ iShares Morningstar Mid-Cap ETF EF | $15k–50k |
| JFLEX | Growth Partners IRA ⇒ Janus Henderson Flexible Bond Fund - I Shares MF | $15k–50k |
| FEPIX | Growth Partners Roth IRA ⇒ Fidelity Advisor Total Bond Fund: Class I MF | $15k–50k |
| — | Navy Mutual Whole Life Insurance WU | $1k–15k |
| ABT | Growth Partners IRA ⇒ Abbott Laboratories Common Stock ST | $1k–15k |
| APD | Growth Partners IRA ⇒ Air Products and Chemicals, Inc. Common Stock ST | $1k–15k |
| AWK | Growth Partners IRA ⇒ American Water Works Company, Inc. Common Stock ST | $1k–15k |
| ADI | Growth Partners IRA ⇒ Analog Devices, Inc. - Common Stock ST | $1k–15k |
| AAPL | Growth Partners IRA ⇒ Apple Inc. - Common Stock ST | $1k–15k |
| ADP | Growth Partners IRA ⇒ Automatic Data Processing, Inc. - Common Stock ST | $1k–15k |
| BRK.B | Growth Partners IRA ⇒ Berkshire Hathaway Inc. New Common Stock ST | $1k–15k |
| BLK | Growth Partners IRA ⇒ BlackRock, Inc. Common Stock ST | $1k–15k |
| CSCO | Growth Partners IRA ⇒ Cisco Systems, Inc. - Common Stock ST | $1k–15k |
| COST | Growth Partners IRA ⇒ Costco Wholesale Corporation - Common Stock ST | $1k–15k |
| EMR | Growth Partners IRA ⇒ Emerson Electric Company Common Stock ST | $1k–15k |
| FCPIX | Growth Partners IRA ⇒ Fidelity Advisor International Capital Appreciation Fund: Class I MF | $1k–15k |
| HD | Growth Partners IRA ⇒ Home Depot, Inc. ST | $1k–15k |
| ITW | Growth Partners IRA ⇒ Illinois Tool Works Inc. Common Stock ST | $1k–15k |
| ICE | Growth Partners IRA ⇒ Intercontinental Exchange Inc. Common Stock ST | $1k–15k |
| JNJ | Growth Partners IRA ⇒ Johnson & Johnson Common Stock ST | $1k–15k |
| LHX | Growth Partners IRA ⇒ L3Harris Technologies, Inc. Common Stock ST | $1k–15k |
| MCD | Growth Partners IRA ⇒ McDonald's Corporation Common Stock ST | $1k–15k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| sold child | ABT | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | APD | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | AWK | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | ADI | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | AAPL | $1k–15k | 2026-07-30 | 2026-08-05 | filing · analyze |
| sold | ADP | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| bought | BRK.B | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | BLK | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | CSCO | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | COST | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | EMR | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | HD | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | ITW | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | ICE | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | JNJ | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | LHX | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | MCD | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | MDT | $1k–15k | 2026-07-30 | 2026-08-13 | filing · analyze |
| sold | MSFT | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | NEE | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | PEP | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | PG | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | O | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | UNH | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | V | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| sold | WMT | $1k–15k | 2026-07-30 | 2026-08-12 | filing · analyze |
| bought child | ABT | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| bought | ABT | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| sold (part) | ADI | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| sold (part) | ADI | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| sold (part) | BLK | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| sold (part) | CSCO | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| sold (part) | CSCO | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| bought | ICE | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| sold (part) | IMCB OT | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| bought | LHX | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| bought | LHX | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| sold (part) | SPSM OT | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| sold (part) | UNH | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| sold (part) | UNH | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| sold (part) | MGK OT | $1k–15k | 2026-06-12 | 2026-07-08 | filing · analyze |
| sold child | AMT | $1k–15k | 2026-04-17 | 2026-05-07 | filing · analyze |
| bought child | ABT | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| sold (part) | ADI | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| sold (part) | ADI | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| sold (part) | ADP | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| bought | ADP | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| bought | BLK | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| bought | HD | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| bought | HD | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| sold (part) | JNJ | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| sold (part) | JNJ | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| sold (part) | LHX | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| sold (part) | LHX | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| bought | MSFT | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| bought | MSFT | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| sold (part) | NEE | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| bought | UNH | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| bought | MGK OT | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| bought | MGK OT | $1k–15k | 2026-03-19 | 2026-04-07 | filing · analyze |
| bought | Growth Partners Roth IRA US Treasury Bill GS | $100k–250k | 2025-12-12 | 2025-12-15 | filing |