| Ticker | Asset | Value |
|---|
| — |
INVESTMENTS ⇒ Personal Home RP |
$1.0M–5M |
| — |
AUGUSTA, GA, US INVESTMENTS ⇒ Personal Home in DC RP |
$1.0M–5M |
| — spouse |
⇒ RW Allen Construction LLC2, 22% Interest OL |
$1.0M–5M |
| — spouse |
ALLEN, LLC ⇒ CASH ASSETS, 44% Interest OL |
$1.0M–5M |
| — |
Construction Equipment Leasing Enterprise INVESTMENTS ⇒ 1015 BROAD STREET, LLC ⇒ COMMERCIAL RENTAL PROPERTY RP |
$500k–1M |
| — |
IRA ⇒ Schwab U.S. Broad Market ETF EF |
$250k–500k |
| — |
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Select 100 2 WU |
$250k–500k |
| SCHB spouse |
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab U.S. Broad Market ETF EF |
$250k–500k |
| — spouse |
Northwestern Mutual ORD Life-Former EOL WU |
$100k–250k |
| SCHB spouse |
CONT IRA ⇒ Schwab U.S. Broad Market ETF EF |
$100k–250k |
| SCHB spouse |
INIRA ⇒ Schwab U.S. Broad Market ETF EF |
$100k–250k |
| — |
Basement Level Apartment rented out INVESTMENTS ⇒ RAWA Leasing Equipment OL |
$100k–250k |
| USMV |
IRA ⇒ iShares MSCI USA Min Vol Factor ETF EF |
$100k–250k |
| — |
IRA ⇒ Schwab US Dividend Equity ETF EF |
$100k–250k |
| GOOGL spouse |
LIVTR ⇒ Alphabet Inc. - Class A ST |
$100k–250k |
| XLK spouse |
LIVTR ⇒ SPDR Select Sector Fund - Technology EF |
$100k–250k |
| — spouse |
Allen Construction Services, LLC, 15% Interest OL |
$100k–250k |
| — spouse |
ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life WU |
$100k–250k |
| — |
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life 2 WU |
$100k–250k |
| — |
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Whole Life WU |
$100k–250k |
| — |
R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Whole Life 2 WU |
$100k–250k |
| ABBV spouse |
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ AbbVie Inc. ST |
$100k–250k |
| GOOGL spouse |
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Alphabet Inc. - Class A ST |
$100k–250k |
| AMZN spouse |
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amazon.com, Inc. ST |
$100k–250k |
| CB spouse |
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Chubb Limited ST |
$100k–250k |