Walter J Clayton
0trades
$85.8Mest. assets · Nominee 278 (06/17/2026)
No published trades on file.
Asset holdings
Nominee 278 (06/17/2026) · filed Jun 17, 2026| Account or section | Positions | Est. value |
|---|---|---|
| Other assets | 435 | $71M |
| Employment assets | 39 | $11M |
| Spouse's assets | 14 | $3.8M |
Other assets
435 positions, as filed · back to all 488| Asset | Value | Income |
|---|---|---|
| U.S. bank Account 1 | $250K – $500K | — |
| Brokerage Account 1 | — | — |
| Janus Henderson Forty Fund Class T Shares JACTX | $250K – $500K | $15K – $50K |
| Janus Henderson Research Fund Class T Shares JAMRX | $250K – $500K | $5K – $15K |
| Janus Henderson Global Research Fund Class T Shares JAWWX | $100K – $250K | $1K – $2.5K |
| T Rowe Price International Discovery Fund Class I Shares TIDDX | $15K – $50K | $201 – $1K |
| Xtrackers MSCI EAFE Hedged Equity ETF DBEF | $15K – $50K | — |
| iShares MSCI Eurozone ETF EZU | $50K – $100K | $201 – $1K |
| SPDR EURO Stoxx 50 ETF FEZ | $100K – $250K | $1K – $2.5K |
| WisdomTree Europe Hedged Equity Fund HEDJ | $50K – $100K | $201 – $1K |
| SPDR S&P 500 ETF Trust SPY | $100K – $250K | $2.5K – $5K |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | $100K – $250K | $2.5K – $5K |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | $100K – $250K | $2.5K – $5K |
| Vanguard Mid-Cap Growth Fund VMGRX | $500K – $1M | $5K – $15K |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX | $250K – $500K | $5K – $15K |
| VanguardTax-Managed Small-Cap FundAdmiral Shares VTMSX | $500K – $1M | $2.5K – $5K |
| Vanguard/Wellington Fund, Inc Admiral Shares VWENX | $1M – $5M | $100K – $1M |
| Vanguard Municipal Money Market Fund Investor Shares VMSXX | $250K – $500K | $5K – $15K |
| Vanguard Treasury Money Market Fund Investor Shares VUSXX | $15K – $50K | — |
| Brokerage Account 2 | — | — |
| US brokerage account (cash) | $1K – $15K | — |
| Goldman Sachs Financial Square Treasury Instruments Fund Select Class Shares GSIXX | $5M – $25M | $100K – $1M |
| Vanguard PRIMECAP Fund Admiral Shares VPMAX | $1M – $5M | $50K – $100K |
| VanguardTax-Managed Small-Cap FundAdmiral Shares VTMSX | $500K – $1M | $5K – $15K |
| Vanguard FTSE All-World ex US Index Fund Admiral Class Shares VFWAX | $500K – $1M | $5K – $15K |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares VFSAX | $250K – $500K | $5K – $15K |
| VanguardEmerging Markets Select Stock Fund Investor Shares VMMSX | $250K – $500K | $2.5K – $5K |
| VanguardGlobal Wellington Fund Admiral Shares VGWAX | $1M – $5M | $15K – $50K |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX | $1M – $5M | $2.5K – $5K |
| Vanguard Target Retirement 2020 Fund Investor Class Shares VTWNX | $500K – $1M | $2.5K – $5K |
| Vanguard Target Retirement 2035 Fund Investor Class Shares VTTHX | $500K – $1M | $2.5K – $5K |
| Apollo Global Management Inc. (New) Common Stock APO | $1M – $5M | Dividends · $15K – $50K |
| American Express Co. AXP | $500K – $1M | Dividends · $5K – $15K |
| S&P 500 Tax Managed Account | — | — |
| 3M Company CMN | $1K – $15K | Dividends |
| Abbott Laboratories CMN | $1K – $15K | Dividends · $201 – $1K |
| Abbvie Inc CMN | $15K – $50K | Dividends · $201 – $1K |
| Accenture PLC CMN Class A | $15K – $50K | — |
| Adobe Inc CMN | $1K – $15K | — |
| Advanced Micro Devices, INC. CMN | $1K – $15K | — |
| Aes CORP. CMN | $1K – $15K | — |
| Aflac Incorporated CMN | $1K – $15K | — |
| Agilent Technologies, INC. CMN | $1K – $15K | — |
| Air Products & Chemicals Inc CMN | $1K – $15K | — |
| Airbnb, INC. CMN Class A | $1K – $15K | — |
| Albemarle Corp CMN | $1K – $15K | — |
| Alexandria Real Estate Equities, INC. | $1K – $15K | — |
| Allstate Corporation Common Stock | $1K – $15K | — |
| Alphabet INC. CMN Class A | $250K – $500K | Capital Gains Dividends · $201 – $1K |
| Altria Group, INC. CMN | $1K – $15K | Dividends · $201 – $1K |
| AMAZON.COM Inc CMN | $100K – $250K | — |
| Ameren Corporation CMN | $1K – $15K | — |
| American Electric Power Inc CMN | $1K – $15K | — |
| American Intl Group, INC. CMN | $1K – $15K | — |
| American Tower Corporation CMN | $1K – $15K | — |
| American Water Works Co, INC. CMN | $1K – $15K | — |
| Ameriprise Financial, INC. CMN | $1K – $15K | — |
| Amgen INC. CMN | $1K – $15K | Dividends · $201 – $1K |
| Amphenol Corp CL-A (new) CMN Class A | $1K – $15K | — |
| Analog Devices, INC. CMN | $1K – $15K | — |
| Ansys, INC. CMN | $1K – $15K | — |
| Aon Public Limited Company CMN | $1K – $15K | — |
| Apa Corp CMN | $1K – $15K | — |
| Apple INC. CMN | $100K – $250K | Dividends · $201 – $1K |
| Applied Materials Inc CMN | $1K – $15K | — |
| Arista Networks, INC. CMN | $1K – $15K | — |
| Arthur J Gallagher & Co CMN | $1K – $15K | — |
| AT&T INC. CMN | $1K – $15K | Dividends · $201 – $1K |
| Atmus Filtration Technologies INC. CMN | $1K – $15K | — |
| Autodesk, INC. CMN | $1K – $15K | — |
| Automatic Data Processing Inc CMN | $1K – $15K | — |
| Autozone, INC. CMN | $1K – $15K | — |
| Avalonbay Communities Inc CMN | $1K – $15K | — |
| Axon Enterprise Inc CMN | $1K – $15K | — |
| Baker Hughes Co CMN | $1K – $15K | — |
| Ball Corporation CMN | $1K – $15K | — |
| Bank Of America Corp CMN | $15K – $50K | Dividends · $201 – $1K |
| Becton, Dickinson And Company CMN | $1K – $15K | — |
| Berkshire Hathaway INC. Class B | $50K – $100K | — |
| Biogen INC. CMN | $1K – $15K | — |
| Blackrock Funding, INC. CMN | $1K – $15K | — |
| Blackstone Group INC/THE CMN | $1K – $15K | — |
| Boeing Company CMN | $1K – $15K | — |
| Booking Holdings INC. CMN | $1K – $15K | — |
| Boston Scientific CORP. Common Stock | $1K – $15K | — |
| Bristol-myers Squibb Company CMN | $1K – $15K | Dividends · $201 – $1K |
| Broadcom INC. CMN | $100K – $250K | Dividends · $201 – $1K |
| Brown Forman Corp CL B CMN Class B | $1K – $15K | — |
| Bunge Global SA CMN | $1K – $15K | — |
| C.H. Robinson Worldwide, INC. CMN | $1K – $15K | — |
| Cadence Design Systems Inc CMN | $1K – $15K | — |
| Camden Property Trust CMN | $1K – $15K | — |
| Capital One Financial Corp CMN | $1K – $15K | — |
| Carmax, INC. CMN | $1K – $15K | — |
| Carrier Global Corporation CMN | $1K – $15K | — |
| Caterpillar Inc (delaware) CMN | $1K – $15K | — |
| Cbre Group, INC. CMN Class A | $1K – $15K | — |
| Celanese Corporation Common Stock | $1K – $15K | — |
| Cencora Inc CMN | $1K – $15K | — |
| Centene Corporation CMN | $1K – $15K | — |
| Charles Schwab Corporation CMN | $1K – $15K | — |
| Charter Communications, INC. CMN | $1K – $15K | — |
| Chevron Corporation CMN | $1K – $15K | Dividends · $201 – $1K |
| Chipotle Mexican Grill, INC. CMN | $1K – $15K | — |
| Chubb Limited CMN | $1K – $15K | — |
| Cigna GROUP/THE CMN | $1K – $15K | — |
| Cintas Corporation CMN | $1K – $15K | — |
| Cisco Systems, INC. CMN | $1K – $15K | Dividends · $201 – $1K |
| Citigroup INC. CMN | $1K – $15K | Dividends · $201 – $1K |
| Clorox Co (the) (delaware) CMN | $1K – $15K | — |
| Cme Group INC. CMN Class A | $1K – $15K | — |
| CMS Energy Corporation CMN | $1K – $15K | — |
| Coca-cola Company (the) CMN | $1K – $15K | Dividends Capital Gains · $201 – $1K |
| Cognizant Technology Solutions Corp Class A | $1K – $15K | — |
| Colgate-palmolive Co CMN | $1K – $15K | — |
| Comcast Corporation CMN Class A Voting | $1K – $15K | Dividends · $201 – $1K |
| Comerica Incorporated CMN | $1K – $15K | — |
| Conocophillips CMN | $1K – $15K | Dividends Capital Gains · $201 – $1K |
| Consolidated Edison Inc CMN | $1K – $15K | — |
| Constellation Energy Corp CMN | $1K – $15K | — |
| Cooper Cos INC/THE CMN | $1K – $15K | — |
| Copart, INC. CMN | $1K – $15K | — |
| Corning Incorporated CMN | $1K – $15K | — |
| Corpay Inc CMN | $1K – $15K | — |
| Corteva, INC. CMN | $1K – $15K | — |
| Costar Group, INC. CMN | $1K – $15K | — |
| Costco Wholesale Corporation CMN | $15K – $50K | Dividends · $201 – $1K |
| Crowdstrike Holdings, INC. CMN | $1K – $15K | — |
| CSX Corporation CMN | $1K – $15K | — |
| D.R. Horton, INC. CMN | $1K – $15K | — |
| Danaher Corporation CMN | $1K – $15K | — |
| Dayforce Inc CMN | $1K – $15K | — |
| Deere & Company CMN | $1K – $15K | — |
| Delta Air Lines, INC. CMN | $1K – $15K | — |
| Devon Energy Corporation (new) CMN | $1K – $15K | — |
| Dexcom, INC. CMN | $1K – $15K | — |
| Digital Realty Trust, INC. CMN | $1K – $15K | — |
| Discover Financial Services CMN | $1K – $15K | — |
| Dollar General Corporation CMN | $1K – $15K | — |
| Dollar Tree Stores, INC. CMN | $1K – $15K | — |
| Dominion Energy Inc CMN | $1K – $15K | — |
| Doordash Inc CMN Class A | $1K – $15K | — |
| Dow Inc CMN | $1K – $15K | — |
| Dte Energy Company CMN | $1K – $15K | — |
| Duke Energy Corporation CMN | $1K – $15K | — |
| Eastman Chemical Company CMN | $1K – $15K | — |
| Eaton Corp PLC CMN | $1K – $15K | — |
| Ebay INC. CMN | $1K – $15K | — |
| Ecolab INC. CMN | $1K – $15K | — |
| Edison International CMN | $1K – $15K | — |
| Edwards Lifesciences Corporation CMN | $1K – $15K | — |
| Electronic Arts CMN | $1K – $15K | — |
| Elevance Health Inc CMN | $1K – $15K | — |
| Eli Lilly & Co CMN | $15K – $50K | Dividends · $201 – $1K |
| Emerson Electric CO. CMN | $1K – $15K | — |
| Entergy Corporation CMN | $1K – $15K | — |
| Eog Resources Inc CMN | $1K – $15K | — |
| Epam Systems, INC. CMN | $1K – $15K | — |
| Eqt Corporation CMN | $1K – $15K | — |
| Equifax INC. CMN | $1K – $15K | — |
| Equinix, INC. REIT | $1K – $15K | — |
| Equity Residential CMN | $1K – $15K | — |
| Estee Lauder Cos Inc CL-A CMN Class A | $1K – $15K | — |
| Eversource Energy CMN | $1K – $15K | — |
| Exelon Corporation CMN | $1K – $15K | — |
| Expeditors International Of Washington, INC. CMN | $1K – $15K | — |
| Extra Space Storage INC. CMN | $1K – $15K | — |
| Exxon Mobil Corporation CMN | $15K – $50K | Dividends Capital Gains · $201 – $1K |
| F5 Inc CMN | $1K – $15K | — |
| Fastenal Company CMN | $1K – $15K | — |
| Fedex Corporation CMN | $1K – $15K | — |
| Firstenergy CORP. CMN | $1K – $15K | — |
| Fiserv, INC. CMN | $1K – $15K | — |
| Ford Motor Company CMN | $1K – $15K | Dividends · $201 – $1K |
| Fortinet, INC. CMN | $1K – $15K | — |
| Fortive Corporation CMN | $1K – $15K | — |
| Freeport-mcmoran Inc CMN | $1K – $15K | — |
| Garmin LTD CMN | $1K – $15K | — |
| Gartner, INC. CMN | $1K – $15K | — |
| GE Aerospace CMN | $1K – $15K | — |
| GE Healthcare Technologies INC. CMN | $1K – $15K | — |
| GE Vernova LLC CMN | $1K – $15K | — |
| General Dynamics CORP. CMN | $1K – $15K | — |
| Genuine Parts CO. CMN | $1K – $15K | — |
| Gilead Sciences CMN | $1K – $15K | Dividends · $201 – $1K |
| Global Payments INC. CMN | $1K – $15K | — |
| Goldman Sachs Bank USA Deposit BDA | $1K – $15K | — |
| Halliburton Company CMN | $1K – $15K | — |
| Hartford Financial SRVCS Group CMN | $1K – $15K | — |
| Hasbro, INC. CMN | $1K – $15K | — |
| Hca Healthcare, Inc CMN | $1K – $15K | — |
| Healthpeak Op, LLC CMN | $1K – $15K | — |
| Hess Corporation CMN | $1K – $15K | — |
| Hewlett Packard Enterprise Co CMN | $1K – $15K | — |
| Hilton Worldwide Holdings INC. CMN | $1K – $15K | — |
| Honeywell Intl Inc CMN | $1K – $15K | — |
| Hormel Foods Corporation CMN | $1K – $15K | — |
| Howmet Aerospace INC. CMN | $1K – $15K | — |
| HP INC. CMN | $1K – $15K | — |
| Hubbell Incorporated CMN | $1K – $15K | — |
| Huntington Bancshares Incorporated CMN | $1K – $15K | — |
| Idexx Laboratories CMN | $1K – $15K | — |
| Illinois Tool Works CMN | $1K – $15K | — |
| Ingersoll Rand Inc CMN | $1K – $15K | — |
| Insulet Corporation CMN | $1K – $15K | — |
| Intel Corporation CMN | $1K – $15K | — |
| Intercontinental Exchange Inc CMN | $1K – $15K | — |
| International Paper CO. CMN | $1K – $15K | — |
| Intl Business Machines Corp CMN | $1K – $15K | Dividends · $201 – $1K |
| INTL.FLAVORS & Fragrance CMN | $1K – $15K | — |
| Intuit Inc CMN | $1K – $15K | — |
| Intuitive Surgical, INC. CMN | $15K – $50K | — |
| Iqvia Holdings Inc CMN | $1K – $15K | — |
| Iron Mountain Incorporated CMN | $1K – $15K | — |
| Johnson & Johnson CMN | $15K – $50K | Dividends · $201 – $1K |
| Johnson Controls International Public Limited Company CMN | $1K – $15K | — |
| Jpmorgan Chase & Co CMN | $15K – $50K | Dividends · $201 – $1K |
| Juniper Networks, INC. CMN | $1K – $15K | — |
| Kellanova CMN | $1K – $15K | — |
| Kenvue INC. CMN | $1K – $15K | — |
| Keurig DR Pepper Inc CMN | $1K – $15K | — |
| Keycorp CMN | $1K – $15K | Dividends · $201 – $1K |
| Keysight Technologies, INC. CMN | $1K – $15K | — |
| Kimberly-clark Corporation CMN | $1K – $15K | — |
| Kimco Realty Op, LLC CMN | $1K – $15K | — |
| Kinder Morgan Inc CMN Class P | $1K – $15K | — |
| KKR & CO. INC. CMN | $1K – $15K | — |
| Kla Corp CMN | $1K – $15K | — |
| Kroger Company CMN | $1K – $15K | — |
| L3HARRIS Technologies Inc CMN | $1K – $15K | — |
| Lam Research Corporation CMN | $1K – $15K | — |
| Lennar Corporation CMN Class A | $1K – $15K | — |
| Linde PLC CMN | $1K – $15K | — |
| Live Nation Entertainment Inc CMN | $1K – $15K | — |
| LKQ Corporation CMN | $1K – $15K | — |
| Lockheed Martin Corporation CMN | $1K – $15K | — |
| Lowes Companies Inc CMN | $1K – $15K | Dividends · $201 – $1K |
| Lululemon Athletica INC. CMN | $1K – $15K | — |
| Marathon Petroleum Corporation CMN | $1K – $15K | — |
| Marriott International, Inc CMN Class A | $1K – $15K | — |
| Marsh & Mclennan Co Inc CMN | $1K – $15K | — |
| Martin Marietta Materials,inc CMN | $1K – $15K | — |
| Marvell Technology, INC. CMN | $1K – $15K | — |
| Masco Corporation CMN | $1K – $15K | — |
| Mastercard Incorporated CMN Class A | $15K – $50K | — |
| MC Donalds Corp CMN | $1K – $15K | Dividends · $201 – $1K |
| Mccormick & Co Non VTG SHRS CMN | $1K – $15K | — |
| Mckesson Corporation CMN | $1K – $15K | — |
| Medtronic Public Limited Company CMN | $1K – $15K | — |
| Merck & CO., INC. CMN | $15K – $50K | Dividends · $201 – $1K |
| Meta Platforms Inc-class A CMN Class A | $50K – $100K | Dividends · $201 – $1K |
| Metlife, INC. CMN | $1K – $15K | — |
| Microchip Technology Incorporated CMN | $1K – $15K | — |
| Micron Technology, INC. CMN | $1K – $15K | — |
| Microsoft Corporation CMN | $100K – $250K | Dividends · $1K – $2.5K |
| Mid-america Apt CMNTYS Inc CMN | $1K – $15K | — |
| Moderna, INC. CMN | $1K – $15K | — |
| Molina Healthcare, INC. CMN | $1K – $15K | — |
| Molson Coors Beverage Co CMN Class B | $1K – $15K | — |
| Mondelez International, INC. CMN | $1K – $15K | — |
| Monolithic Power Systems, INC. CMN | $1K – $15K | — |
| Monster Beverage Corporation CMN | $1K – $15K | — |
| Moody's Corporation CMN | $1K – $15K | — |
| Morgan Stanley CMN | $1K – $15K | Dividends · $201 – $1K |
| Mosaic Company (the) CMN | $1K – $15K | — |
| Motorola Solutions Inc CMN | $1K – $15K | — |
| Msci INC. CMN | $1K – $15K | — |
| Nasdaq INC. CMN | $1K – $15K | — |
| Netapp, INC. CMN | $1K – $15K | — |
| Netflix, INC. CMN | $15K – $50K | — |
| Newmont Corp CMN | $1K – $15K | — |
| News Corporation CMN Class A | $1K – $15K | — |
| Nextera Energy, INC. CMN | $1K – $15K | Dividends · $201 – $1K |
| Nike Class-b CMN Class B | $1K – $15K | — |
| Nisource INC. CMN | $1K – $15K | — |
| Norfolk Southern Corp CMN | $1K – $15K | — |
| Northern Trust Corp CMN | $1K – $15K | — |
| Northrop Grumman Corp CMN | $1K – $15K | — |
| Nucor Corporation CMN | $1K – $15K | — |
| Nvidia Corporation CMN | $250K – $500K | — |
| NXP Semiconductors N.V. CMN | $1K – $15K | — |
| Occidental Petroleum Corp CMN | $1K – $15K | — |
| Old Dominion Freight Line, INC. CMN | $1K – $15K | — |
| Omnicom Group CMN | $1K – $15K | — |
| On Semiconductor Corporation CMN | $1K – $15K | — |
| Oneok Inc CMN | $1K – $15K | — |
| Oracle Corporation CMN | $15K – $50K | — |
| O'reilly Automotive, INC. CMN | $1K – $15K | — |
| Otis Worldwide Corporation CMN | $1K – $15K | — |
| P G & E Corporation CMN | $1K – $15K | — |
| Paccar Inc CMN | $1K – $15K | — |
| Packaging Corp Of America Common Stock | $1K – $15K | — |
| Palantir Technologies INC. CMN | $1K – $15K | — |
| Palo Alto Networks INC. CMN | $1K – $15K | — |
| Parker-hannifin CORP. CMN | $1K – $15K | — |
| Paychex, INC. CMN | $1K – $15K | — |
| Paycom Software, INC. CMN | $1K – $15K | — |
| Paypal Holdings, INC. CMN | $1K – $15K | — |
| Pentair PLC. CMN | $1K – $15K | — |
| Pepsico, INC. CMN | $1K – $15K | Dividends · $201 – $1K |
| Pfizer INC. CMN | $1K – $15K | Dividends · $201 – $1K |
| Philip Morris Intl Inc CMN | $1K – $15K | Dividends · $201 – $1K |
| Phillips 66 CMN | $1K – $15K | — |
| Phinia INC. CMN | $1K – $15K | — |
| Pool Corp CMN | $1K – $15K | — |
| PPG Industries, INC. CMN | $1K – $15K | — |
| PPL Corporation CMN | $1K – $15K | — |
| Principal Financial Group, INC. CMN | $1K – $15K | — |
| Procter & Gamble Company (the) CMN | $15K – $50K | Dividends · $201 – $1K |
| Prologis Inc CMN | $1K – $15K | Dividends · $201 – $1K |
| Prudential Financial Inc CMN | $1K – $15K | Dividends · $201 – $1K |
| Public Storage CMN | $1K – $15K | — |
| Pultegroup INC. CMN | $1K – $15K | — |
| Qualcomm Inc CMN | $1K – $15K | Dividends · $201 – $1K |
| Quanta Services Inc CMN | $1K – $15K | — |
| Realty Income Corporation CMN | $1K – $15K | — |
| Regency Centers Corporation CMN | $1K – $15K | — |
| Regeneron Pharmaceutical Inc CMN | $1K – $15K | — |
| Republic Services Inc CMN | $1K – $15K | — |
| Resmed INC. CMN | $1K – $15K | — |
| Revvity Inc CMN | $1K – $15K | — |
| Rockwell Automation Inc CMN | $1K – $15K | — |
| Roper Technologies Inc CMN | $1K – $15K | — |
| Ross Stores,inc CMN | $1K – $15K | — |
| Royal Caribbean Group Isin: LR0008862868 | $1K – $15K | — |
| RTX Corp CMN | $1K – $15K | — |
| S&P Global INC. CMN | $1K – $15K | — |
| Salesforce Inc CMN | $15K – $50K | — |
| Sba Communications Corporation CMN | $1K – $15K | — |
| Schlumberger LTD CMN | $1K – $15K | — |
| Sempra Energy CMN | $1K – $15K | — |
| Servicenow Inc CMN | $15K – $50K | — |
| Sherwin-williams Co CMN | $1K – $15K | — |
| Simon Property Group Inc CMN | $1K – $15K | — |
| Starbucks CORP. CMN | $1K – $15K | — |
| State Street Corporation (new) CMN | $1K – $15K | — |
| Steel Dynamics, INC. CMN | $1K – $15K | — |
| Stryker Corporation CMN | $1K – $15K | — |
| Super Micro Computer, INC. CMN | $1K – $15K | — |
| Synchrony Financial CMN | $1K – $15K | — |
| Synopsys INC. CMN | $1K – $15K | — |
| Sysco Corporation CMN | $1K – $15K | — |
| T. Rowe Price Group, INC. CMN | $1K – $15K | — |
| Take Two Interactive Software Inc | $1K – $15K | — |
| Targa Resources CORP. CMN | $1K – $15K | — |
| Target Corporation CMN | $1K – $15K | — |
| Teledyne Technologies Incorporated CMN | $1K – $15K | — |
| Tesla, INC. CMN | $50K – $100K | — |
| Texas Instruments INC. CMN | $1K – $15K | — |
| The Bank Of NY Mellon Corp CMN | $1K – $15K | — |
| The Home Depot, INC. CMN | $15K – $50K | Dividends · $201 – $1K |
| The Kraft Heinz Co CMN | $1K – $15K | — |
| The Progressive Corporation CMN | $1K – $15K | — |
| The Southern CO. CMN | $1K – $15K | — |
| The Travelers Companies, Inc CMN | $1K – $15K | — |
| The Williams Companies, INC. CMN | $1K – $15K | — |
| Thermo Fisher Scientific Inc CMN | $1K – $15K | — |
| TJX Companies Inc (new) CMN | $1K – $15K | — |
| T-mobile Us, INC. CMN | $1K – $15K | — |
| Tractor Supply Company CMN | $1K – $15K | — |
| Trane Technologies Public Limited Company CMN | $1K – $15K | — |
| Transdigm Group Incorporated CMN | $1K – $15K | — |
| Truist Financial Corporation CMN | $1K – $15K | — |
| U.S. Bancorp CMN | $1K – $15K | Dividends · $201 – $1K |
| Uber Technologies, INC. CMN | $1K – $15K | — |
| Udr Inc CMN | $1K – $15K | — |
| Ulta Beauty Inc CMN | $1K – $15K | — |
| Union Pacific CORP. CMN | $1K – $15K | Dividends · $201 – $1K |
| United Airlines Holdings Inc CMN | $1K – $15K | — |
| United Parcel Service, INC. Class B Common Stock | $1K – $15K | Dividends · $201 – $1K |
| United Rentals, INC. CMN | $1K – $15K | — |
| Unitedhealth Group Incorporated CMN | $15K – $50K | Dividends · $201 – $1K |
| Valero Energy Corporation CMN | $1K – $15K | — |
| Ventas, INC. CMN | $1K – $15K | — |
| Verisign, INC. CMN | $1K – $15K | — |
| Verisk Analytics, INC. CMN | $1K – $15K | — |
| Verizon Communications, INC. CMN | $1K – $15K | — |
| Vertex Pharmaceuticals Incorporated CMN | $1K – $15K | — |
| Vici Properties INC. CMN | $1K – $15K | — |
| Visa INC. CMN Class A | $15K – $50K | Dividends · $201 – $1K |
| Vulcan Materials Co CMN | $1K – $15K | — |
| W.R. Berkley Corporation CMN | $1K – $15K | — |
| Walgreens Boots Alliance, INC. CMN | $1K – $15K | — |
| Walmart Inc CMN | $15K – $50K | — |
| Walt Disney Company (the) CMN | $1K – $15K | — |
| Warner Bros Discovery Inc CMN | $1K – $15K | — |
| Waste Management Inc CMN | $1K – $15K | — |
| Wec Energy Group, INC. CMN | $1K – $15K | — |
| Wells Fargo & Company CMN | $15K – $50K | Dividends · $201 – $1K |
| Welltower, INC. CMN | $1K – $15K | — |
| West Pharmaceutical Services Inc | $1K – $15K | — |
| Western Digital Corporation CMN | $1K – $15K | — |
| Westinghouse Air Brake Technologies Corporation CMN | $1K – $15K | — |
| Willis Towers Watson PLC CMN | $1K – $15K | — |
| Workday, INC. CMN Class A | $1K – $15K | — |
| Xcel Energy INC. CMN | $1K – $15K | — |
| Xylem INC. CMN | $1K – $15K | — |
| Yum Brands, INC. CMN | $1K – $15K | — |
| Zimmer Biomet Holdings Inc | $1K – $15K | — |
| Zions Bancorp CMN | $1K – $15K | — |
| Zoetis INC. CMN Class A | $1K – $15K | — |
| GrowthCurve Capital Partners I LP | $250K – $500K | LP Distributions · $5K |
| Mistplay (Mobile Gaming) | — | — |
| Revecore (Healthcare Software) | — | — |
| Netchex (Payroll Software) | — | — |
| Brightway (Insurance Services) | — | — |
| Duetto (Hospitality Software) | — | — |
| PureFacts (Financial Software) | — | — |
| Family Trust 1 | — | — |
| Vanguard European Stock Index Fund Admiral Shares VEUSX | $250K – $500K | $5K – $15K |
| Vanguard Explorer Fund Admiral Shares VEXRX | $1M – $5M | $5K – $15K |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares VBILX | $50K – $100K | $1K – $2.5K |
| Vanguard Municipal Money Market Fund Investor Shares VMSXX | $1M – $5M | $15K – $50K |
| Vanguard Selected Value Fund Investor Shares VASVX | $1M – $5M | $5K – $15K |
| Vanguard Target Retirement Income Fund Investor Class Shares VTINX | $100K – $250K | $2.5K – $5K |
| Vanguard Target Retirement 2025 Fund Investor Class Shares VTTVX | $250K – $500K | $5K – $15K |
| Vanguard Total Stock Market Index Fund Investor Class Shares VTSMX | $100K – $250K | $5K – $15K |
| Vanguard Value Index Fund Admiral Shares VVIAX | $500K – $1M | $5K – $15K |
| Family Trust 2 | — | — |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | $1M – $5M | $50K – $100K |
| Vanguard 500 Index Fund Admiral Shares VFIAX | $1M – $5M | $50K – $100K |
| Vanguard Treasury Money Market Fund Investor Shares VUSXX | $100K – $250K | $201 – $1K |
| Vanguard Mid-Cap Value Index Fund ETF Class Shares VOE | $1M – $5M | $15K – $50K |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | $1M – $5M | $50K – $100K |
| Fireblocks Inc. Common Stock | $500K – $1M | — |
| Charitable Remainder Trust | — | — |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | $500K – $1M | $15K – $50K |
| Vanguard Selected Value Fund Investor Shares VASVX | $50K – $100K | $201 – $1K |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX | $100K – $250K | $2.5K – $5K |
| Vanguard Total Stock Market Index Fund Institutional Class Shares VITSX | $50K – $100K | $201 – $1K |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | Over $1M | $50K – $100K |
| VanguardPacific Stock Index Fund Admiral Shares VPADX | $100K – $250K | $2.5K – $5K |
| VanguardTax-Managed Capital Appreciation Fund Admiral Shares VTCLX | $50K – $100K | $1K – $2.5K |
| Vanguard Treasury Money Market Fund Investor Shares VUSXX | $15K – $50K | $201 – $1K |
| One River Asset Management | $250K – $500K | Distributions · $17K |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.