| Ticker | Asset | Value |
|---|
| — joint |
CREF Growth R1 FN |
$50k–100k |
| AMZN joint |
Amazon.com, Inc. - Common Stock ST |
$15k–50k |
| AAPL joint |
Apple Inc. - Common Stock ST |
$15k–50k |
| BA joint |
Boeing Company ST |
$15k–50k |
| CAT joint |
Caterpillar, Inc. Common Stock ST |
$15k–50k |
| CVX joint |
Chevron Corporation Common Stock ST |
$15k–50k |
| — joint |
CREF Global Equities R1 FN |
$15k–50k |
| — joint |
CREF Total Global Stk R1 FN |
$15k–50k |
| ETN joint |
Eaton Corporation, PLC Ordinary Shares ST |
$15k–50k |
| FSDAX joint |
Fidelity Select Defense & Aerospace MF |
$15k–50k |
| SDVY joint |
First Trust SMID Cap Rising Dividend Achievers ETF EF |
$15k–50k |
| BUFD joint |
FT Vest Laddered Deep Buffer ETF EF |
$15k–50k |
| QQQM joint |
Invesco NASDAQ 100 ETF EF |
$15k–50k |
| J joint |
Jacobs Solutions Inc. Common Stock ST |
$15k–50k |
| LHX joint |
L3Harris Technologies, Inc. Common Stock ST |
$15k–50k |
| MFEIX joint |
MFS Growth Fund Class I MF |
$15k–50k |
| WFC joint |
Wells Fargo & Company Common Stock ST |
$15k–50k |
| BAC joint |
Bank of America Corporation Common Stock ST |
$1k–15k |
| FSSL joint |
FS Specialty Lending Fund Common Shares of Beneficial Interest ST |
$1k–15k |
| LMT joint |
State of MI legislative retirement Lockheed Martin Corporation Common Stock ST |
$1k–15k |
| — joint |
mineral rights None L : Traverse City, MI, US TIAA Real Estate FN |
$1k–15k |
| — joint |
TIAA Traditional FN |
$1k–15k |
| — |
Legislative Retirement System PE |
not valued |
| — joint |
Savoy Energy, LP mineral rights/royalties MO |
not valued |