| Ticker | Asset | Value |
|---|
| — joint |
Residential Rental Property RP |
$1.0M–5M |
| VOTE spouse |
John Marshall Collins Rollover IRA ⇒ TCW Transform 500 ETF EF |
$250k–500k |
| — spouse |
Deskworks Inc. PS |
$100k–250k |
| FDRXX joint |
Eventide Gilead Fund Institutional Class (ETILX) [MF] Collins/Lofgren Family Trust ⇒ Fidelity Government Cash Reserves BA |
$100k–250k |
| — joint |
Collins/Lofgren Family Trust ⇒ Lynwood Unified School District GO Bonds GS |
$100k–250k |
| VOTE joint |
Collins/Lofgren Family Trust ⇒ TCW Transform 500 ETF EF |
$100k–250k |
| FLCNX |
Fidelity 457 Deferred Compensation ⇒ Fidelity Contrafund K6 MF |
$100k–250k |
| — |
Fidelity 457 Deferred Compensation ⇒ MissionSquare PLUS R13 Fund MF |
$100k–250k |
| VEMPX |
Fidelity 457 Deferred Compensation ⇒ Vanguard Extended Market Index Fund Insti Plus MF |
$100k–250k |
| GVI spouse |
John Marshall Collins Rollover IRA ⇒ iShares Intermediate Government/Credit Bond ETF EF |
$100k–250k |
| RERGX |
Fidelity 457 Deferred Compensation ⇒ EuroPacific Growth Fund Cl R-6 MF |
$50k–100k |
| VIIIX |
Fidelity 457 Deferred Compensation ⇒ Vanguard Institutional Index Fund Institutional Plus Shares MF |
$50k–100k |
| ACWX spouse |
John Marshall Collins Rollover IRA ⇒ iShares MSCI ACWI ex U.S. ETF EF |
$50k–100k |
| IQLT spouse |
John Marshall Collins Rollover IRA ⇒ iShares MSCI Intl Quality Factor ETF EF |
$50k–100k |
| — joint |
Software company First Citizens Bank BA |
$15k–50k |
| — spouse |
John Marshall Collins PC, 100% Interest OL |
$15k–50k |
| ACWX joint |
Collins/Lofgren Family Trust ⇒ iShares MSCI ACWI ex U.S. ETF EF |
$15k–50k |
| IQLT joint |
Collins/Lofgren Family Trust ⇒ iShares MSCI Intl Quality Factor ETF EF |
$15k–50k |
| PFF joint |
Collins/Lofgren Family Trust ⇒ iShares Preferred and Income Securities ETF EF |
$15k–50k |
| ETILX spouse |
John Marshall Collins Rollover IRA ⇒ Eventide Gilead Fund Institutional Class MF |
$15k–50k |
| IEMG spouse |
John Marshall Collins Rollover IRA ⇒ iShares Core MSCI Emerging Markets ETF EF |
$15k–50k |
| HYG spouse |
John Marshall Collins Rollover IRA ⇒ iShares iBoxx $ High Yield Corporate Bond ETF EF |
$15k–50k |
| PFF spouse |
John Marshall Collins Rollover IRA ⇒ iShares Preferred and Income Securities ETF EF |
$15k–50k |
| REET spouse |
John Marshall Collins Rollover IRA ⇒ iShares Trust iShares Global REIT ETF EF |
$15k–50k |
| VSS spouse |
John Marshall Collins Rollover IRA ⇒ Vanguard FTSE All-Wld ex-US SmCp Idx ETF EF |
$15k–50k |