| Ticker | Asset | Value |
|---|
| — |
Georgetown / Williamson, TX, US C : Asset received from divorce and division of assets. Residential Duplex Rental Property at 1035 and 1036 in Georgetown, TX RP |
$500k–1M |
| FSIXX |
Cash held in account Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Fidelity Institutional Money Market Funds: Treasury Only Pt Cl I MF |
$500k–1M |
| — |
Residential Duplex Rental Property at 1008 and 1010 in Georgetown, TX RP |
$250k–500k |
| — |
Georgetown / Williamson, TX, US C : Asset received from divorce and division of assets. Residential Duplex Rental Property at 1011 and 1015 in Georgetown, TX RP |
$250k–500k |
| FLL |
Fidelity Investments IRA ⇒ Full House Resorts, Inc. - Common Stock ST |
$250k–500k |
| EAGG |
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware U.S. Aggregate Bond ETF EF |
$250k–500k |
| SUSC |
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware USD Corporate Bond ETF EF |
$250k–500k |
| EUSB |
iShares ESG Advanced Universal USD Bond ETF EF |
$250k |
| EUSB |
Fidelity Investments IRA ⇒ iShares ESG Advanced Universal USD Bond ETF EF |
$100k–250k |
| USXF |
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Advanced MSCI USA ETF EF |
$100k–250k |
| DSI |
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG MSCI KLD 400 ETF EF |
$100k–250k |
| LCTU |
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares U.S. Carbon Transition Readiness Aware Active ETF EF |
$100k–250k |
| EAGG |
Fidelity Investments IRA ⇒ iShares ESG Aware U.S. Aggregate Bond ETF EF |
$50k–100k |
| SUSC |
Fidelity Investments IRA ⇒ iShares ESG Aware USD Corporate Bond ETF EF |
$50k–100k |
| SUSB |
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware 1-5 Year USD Corporate Bond ETF EF |
$50k–100k |
| ESGE |
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware MSCI EM ETF EF |
$50k–100k |
| ESGU |
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware MSCI USA ETF EF |
$50k–100k |
| USXF |
Fidelity Investments IRA ⇒ iShares ESG Advanced MSCI USA ETF EF |
$15k–50k |
| SUSB |
Fidelity Investments IRA ⇒ iShares ESG Aware 1-5 Year USD Corporate Bond ETF EF |
$15k–50k |
| ESGE |
Fidelity Investments IRA ⇒ iShares ESG Aware MSCI EM ETF EF |
$15k–50k |
| ESGU |
Fidelity Investments IRA ⇒ iShares ESG Aware MSCI USA ETF EF |
$15k–50k |
| EVUS |
Fidelity Investments IRA ⇒ iShares ESG Aware MSCI USA Value ETF EF |
$15k–50k |
| DSI |
Fidelity Investments IRA ⇒ iShares ESG MSCI KLD 400 ETF EF |
$15k–50k |
| LCTU |
Fidelity Investments IRA ⇒ iShares U.S. Carbon Transition Readiness Aware Active ETF EF |
$15k–50k |
| — |
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Cash in Account BA |
$15k–50k |