| 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 |
| SCHB |
Schwab U.S. Broad Market ETF EF |
$500k |
| — |
ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Comp Life WU |
$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 |
| — |
SCH1 ⇒ US Treasury Bill (912797JR9) GS |
$250k–500k |
| 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 |
| SCHD |
IRA ⇒ Schwab US Dividend Equity ETF EF |
$100k–250k |
| — spouse |
R.W. Allen & Associates, Inc. ⇒ Champions Retreat Cottage, LLC, 20% Interest OL |
$100k–250k |
| — spouse |
R.W. Allen & Associates, Inc. ⇒ R.W. 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 |
| AMZN spouse |
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amazon.com, Inc. ST |
$100k–250k |
| — spouse |
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Centier Bank 4.8% CD FDIC INS DUE 07/27/26 (15140RCU1) BA |
$100k–250k |
| CB spouse |
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Chubb Limited ST |
$100k–250k |
| COST spouse |
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Costco Wholesale Corporation ST |
$100k–250k |
| MSFT spouse |
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Microsoft Corporation ST |
$100k–250k |
| — spouse |
R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Morgan Stanley Bank 4.25% Due 9/13/27 (61776CAS6) BA |
$100k–250k |