| Ticker | Asset | Value |
|---|
| — |
OK3 Properties, LLC RP |
$1.0M–5M |
| — |
Commercial Rental Property #2 at 1129 Bartow Rd., Lakeland, FL OK3 Properties, LLC RP |
$1.0M–5M |
| BWIN joint |
Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock ST |
$500k–1M |
| — |
Commercial rental property #1 at 1115 Bartow Rd., Lakeland, FL OK3 Properties, LLC Checking Account BA |
$100k–250k |
| GOOG |
Fidelity Traditional IRA ⇒ Alphabet Inc. - Class C Capital Stock ST |
$100k–250k |
| AAPL |
Fidelity Traditional IRA ⇒ Apple Inc. - Common Stock ST |
$100k–250k |
| BRK.B |
Fidelity Traditional IRA ⇒ Berkshire Hathaway Inc. New Common Stock ST |
$100k–250k |
| FBKWX |
Cash holding from portfolio income within IRA Fidelity Traditional IRA ⇒ Fidelity Advisor Total Bond Fund: Class Z MF |
$100k–250k |
| HD |
Fidelity Traditional IRA ⇒ Home Depot, Inc. ST |
$100k–250k |
| JPM |
Fidelity Traditional IRA ⇒ JP Morgan Chase & Co. Common Stock ST |
$100k–250k |
| LSYIX |
. Fidelity Traditional IRA ⇒ Lord Abbett Short Duration High Yield Fund Class I MF |
$100k–250k |
| MSFT |
Fidelity Traditional IRA ⇒ Microsoft Corporation - Common Stock ST |
$100k–250k |
| WMT |
Fidelity Traditional IRA ⇒ Walmart Inc. - Common Stock ST |
$100k–250k |
| — |
PruLife Custom Premier Life Insurance Policy WU |
$50k–100k |
| FXAIX |
BRP Colleague, Inc. 401(k) ⇒ Fidelity 500 Index Fund MF |
$50k–100k |
| ACN |
Fidelity Traditional IRA ⇒ Accenture plc Class A Ordinary Shares ST |
$50k–100k |
| APD |
Fidelity Traditional IRA ⇒ Air Products and Chemicals, Inc. Common Stock ST |
$50k–100k |
| AMZN |
Fidelity Traditional IRA ⇒ Amazon.com, Inc. - Common Stock ST |
$50k–100k |
| AMGN |
Fidelity Traditional IRA ⇒ Amgen Inc. - Common Stock ST |
$50k–100k |
| ADP |
Fidelity Traditional IRA ⇒ Automatic Data Processing, Inc. - Common Stock ST |
$50k–100k |
| CB |
Fidelity Traditional IRA ⇒ Chubb Limited Common Stock ST |
$50k–100k |
| FMCSX |
Fidelity Traditional IRA ⇒ Fidelity Mid-Cap Stock Fund MF |
$50k–100k |
| SDVY |
Fidelity Traditional IRA ⇒ First Trust SMID Cap Rising Dividend Achievers ETF EF |
$50k–100k |
| GD |
Fidelity Traditional IRA ⇒ General Dynamics Corporation Common Stock ST |
$50k–100k |
| ITW |
Fidelity Traditional IRA ⇒ Illinois Tool Works Inc. Common Stock ST |
$50k–100k |