| Ticker | Asset | Value |
|---|
| FCNTX joint |
Focus Partners Brokerage Account ⇒ Fidelity Contra Fund MF |
$100k–250k |
| VWIUX joint |
Focus Partners Brokerage Account ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs MF |
$100k–250k |
| VTEB joint |
Focus Partners Brokerage Account ⇒ Vanguard Tax-Exempt Bond ETF EF |
$100k–250k |
| BSIIX |
Focus Partners IRA ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional MF |
$100k–250k |
| FXAIX |
Focus Partners IRA ⇒ Fidelity 500 Index Fund MF |
$100k–250k |
| BSIIX joint |
Focus Partners Brokerage Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional MF |
$50k–100k |
| ISCG joint |
Focus Partners Brokerage Account ⇒ iShares Morningstar Small-Cap Growth ETF EF |
$50k–100k |
| IVE joint |
Focus Partners Brokerage Account ⇒ iShares S&P 500 Value ETF EF |
$50k–100k |
| VEIRX joint |
Focus Partners Brokerage Account ⇒ Vanguard Equity Income Fund Admiral Shares MF |
$50k–100k |
| BAGIX |
Focus Partners IRA ⇒ Baird Aggregate Bond Fund Institutional Class MF |
$50k–100k |
| BAGIX spouse |
Focus Partners IRA ⇒ Baird Aggregate Bond Fund Institutional Class MF |
$50k–100k |
| FIQIX |
Focus Partners IRA ⇒ Fidelity Advisor International Small Cap Fund - Class Z MF |
$50k–100k |
| FDRXX |
Focus Partners IRA ⇒ Fidelity Cash Reserves MF |
$50k–100k |
| FTXSX |
Focus Partners IRA ⇒ FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares MF |
$50k–100k |
| MNCSX |
Focus Partners IRA ⇒ Mercer Non-US Core Equity Fund Class I MF |
$50k–100k |
| HSNFX |
Fixed Coupon Focus Partners IRA ⇒ The Hartford Strategic Income Fund Class F MF |
$50k–100k |
| TSEGX |
Focus Partners IRA ⇒ Touchstone Sands Capital Emerging Markets Growth Fund Institutional Class MF |
$50k–100k |
| VBIAX |
Floating Coupon Vanguard Brokerage Account ⇒ Vanguard Balanced Index Fd Admiral Shs MF |
$50k–100k |
| BSIIX joint |
Focus Partners Brokerage Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional MF |
$15k–50k |
| ECOIX joint |
Focus Partners Brokerage Account ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class MF |
$15k–50k |
| FIQIX joint |
Focus Partners Brokerage Account ⇒ Fidelity Advisor International Small Cap Fund - Class Z MF |
$15k–50k |
| FDRXX joint |
Focus Partners Brokerage Account ⇒ Fidelity Cash Reserves MF |
$15k–50k |
| GRHIX joint |
Focus Partners Brokerage Account ⇒ GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CL MF |
$15k–50k |
| GHYIX joint |
Focus Partners Brokerage Account ⇒ Goldman Sachs High Yield Municipal Fd Inst Cl MF |
$15k–50k |
| IXUS joint |
Focus Partners Brokerage Account ⇒ iShares Core MSCI Total International Stock ETF EF |
$15k–50k |