| Ticker | Asset | Value |
|---|
| BRP |
The Baldwin Insurance Group, Inc. - Class A Common Stock ST |
$5.0M–25M |
| — |
OK3 Properties, LLC RP |
$1.0M–5M |
| — |
Lakeland, Florida commercial rental property #2 OK3 Properties, LLC RP |
$1.0M–5M |
| FDRXX joint |
Fidelity Joint TBE ⇒ Fidelity Cash Reserves MF |
$500k–1M |
| — |
Lakeland, Florida commercial rental property #1 OK3 Properties, LLC Checking Account BA |
$250k–500k |
| — joint |
Bank of Central Florida Personal Checking Accounts 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 |
| FDRXX |
[MF] Fidelity Traditional IRA ⇒ Fidelity Cash Reserves MF |
$100k–250k |
| HD |
Fidelity Traditional IRA ⇒ Home Depot, Inc. ST |
$100k–250k |
| QQQM |
Fidelity Traditional IRA ⇒ Invesco NASDAQ 100 ETF EF |
$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 |
| ADP |
Fidelity Traditional IRA ⇒ Automatic Data Processing, Inc. - Common Stock ST |
$50k–100k |
| BRK.B |
Fidelity Traditional IRA ⇒ Berkshire Hathaway Inc. New Common Stock ST |
$50k–100k |
| CB |
Fidelity Traditional IRA ⇒ Chubb Limited Common Stock ST |
$50k–100k |
| CMCSA |
Fidelity Traditional IRA ⇒ Comcast Corporation - Class A Common Stock ST |
$50k–100k |
| COST |
Fidelity Traditional IRA ⇒ Costco Wholesale Corporation - Common Stock ST |
$50k–100k |
| FMCSX |
Fidelity Traditional IRA ⇒ Fidelity Mid-Cap Stock Fund MF |
$50k–100k |