| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| JT | — | South Carolina, SC, US | 926 Parrot Creek Way | RP | 1 | Primary Residence | None | $500,001 - $1,000,000 | — | — |
| JT | — | Columbia Richland, SC, US | Senate Plaza unit 29 | RP | 2 | — | Rent | $100,001 - $250,000 | — | — |
| JT | — | — | Wells Fargo Checking Account | BA | 3 | — | None | $15,001 - $50,000 | — | — |
| JT | — | — | Wells Fargo Checking Account | BA | 4 | Account for rental income/expenses for Senate Plaza | None | $1,001 - $15,000 | — | — |
| DC | — | — | Wells Fargo Checking Account | BA | 5 | Owned by dependent Nathaniel T Honeycutt | None | $1,001 - $15,000 | — | — |
| JT | — | — | Charleston Labs Shares | PS | 6 | Shares of stock in Charleston Labs | None | $1,001 - $15,000 | — | — |
| — | — | — | Columbia Small Cap Index Fund Class I2 (CXXRX) | MF | 7 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity 500 Index Fund (FXAIX) | MF | 8 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Fidelity International Index Fund (FSPSX) | MF | 9 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Nuveen Large Cap Growth Index Fund R6 (TILIX) | MF | 10 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | MF | 11 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Small-Cap Value Index Fd Admiral (VSIAX) | MF | 12 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Value Index Fd Admiral Shs (VVIAX) | MF | 13 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Abbott Laboratories Common Stock (ABT) | ST | 14 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | AbbVie Inc. Common Stock (ABBV) | ST | 15 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Accenture plc Class A Ordinary Shares (ACN) | ST | 16 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Adobe Inc. - Common Stock (ADBE) | ST | 17 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Advanced Micro Devices, Inc. (AMD) | ST | 18 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 19 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 20 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | American Express Company Common Stock (AXP) | ST | 21 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Apollo Diversified Real Estate Fund Class I (GRIFX) | MF | 22 | — | Tax-Deferred | None | — | — |
| — | — | — | Apple Inc. - Common Stock (AAPL) | ST | 23 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Applied Materials, Inc. - Common Stock (AMAT) | ST | 24 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Bank of America Corporation Common Stock (BAC) | ST | 25 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Berkshire Hathaway Inc. New Common Stock (BRK.B) | ST | 26 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Boeing Company (BA) | ST | 27 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Broadcom Inc. - Common Stock (AVGO) | ST | 28 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Caterpillar, Inc. Common Stock (CAT) | ST | 29 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Cisco Systems, Inc. - Common Stock (CSCO) | ST | 30 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Coca-Cola Company (KO) | ST | 31 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 32 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Eli Lilly and Company Common Stock (LLY) | ST | 33 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | GE Aerospace Common Stock (GE) | ST | 34 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Goldman Sachs Group, Inc. (GS) | ST | 35 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Home Depot, Inc. (HD) | ST | 36 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Honeywell International Inc. (HON) | ST | 37 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | International Business Machines Corporation Common Stock (IBM) | ST | 38 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Intuit Inc. - Common Stock (INTU) | ST | 39 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Intuitive Surgical, Inc. - Common Stock (ISRG) | ST | 40 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares MSCI EAFE Value ETF (EFV) | EF | 41 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Johnson & Johnson Common Stock (JNJ) | ST | 42 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 43 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Lockheed Martin Corporation Common Stock (LMT) | ST | 44 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Mastercard Incorporated Common Stock (MA) | ST | 45 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | McDonald's Corporation Common Stock (MCD) | ST | 46 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Merck & Company, Inc. Common Stock (MRK) | ST | 47 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 48 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 49 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Morgan Stanley Common Stock (MS) | ST | 50 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Netflix, Inc. - Common Stock (NFLX) | ST | 51 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 52 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Oracle Corporation Common Stock (ORCL) | ST | 53 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Palantir Technologies Inc. - Class A Common Stock (PLTR) | ST | 54 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Pepsico, Inc. (PEP) | ST | 55 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | PGIM Total Return Bond Fund Class R6 (PTRQX) | MF | 56 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Procter & Gamble Company (PG) | ST | 57 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Progressive Corporation (PGR) | ST | 58 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | QUALCOMM Incorporated - Common Stock (QCOM) | ST | 59 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | RTX Corporation Common Stock (RTX) | ST | 60 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | S&P Global Inc. Common Stock (SPGI) | ST | 61 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Salesforce, Inc. Common Stock (CRM) | ST | 62 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | ServiceNow, Inc. Common Stock (NOW) | ST | 63 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | SPDR Portfolio Emerging Markets ETF (SPEM) | EF | 64 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | State Street Energy Select Sector SPDR ETF (XLE) | EF | 65 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | State Street Industrial Select Sector SPDR ETF (XLI) | EF | 66 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | State Street Materials Select Sector SPDR ETF (XLB) | EF | 67 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | State Street Real Estate Select Sector SPDR ETF (XLRE) | EF | 68 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | State Street Utilities Select Sector SPDR ETF (XLU) | EF | 69 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 70 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Texas Instruments Incorporated - Common Stock (TXN) | ST | 71 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Thermo Fisher Scientific Inc Common Stock (TMO) | ST | 72 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | TJX Companies, Inc. (TJX) | ST | 73 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Uber Technologies, Inc. Common Stock (UBER) | ST | 74 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Union Pacific Corporation Common Stock (UNP) | ST | 75 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | UnitedHealth Group Incorporated Common Stock (UNH) | ST | 76 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 77 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Mid-Cap ETF (VO) | EF | 78 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Mid-Cap Value ETF (VOE) | EF | 79 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Verizon Communications Inc. Common Stock (VZ) | ST | 80 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Visa Inc. (V) | ST | 81 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Walmart Inc. - Common Stock (WMT) | ST | 82 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Walt Disney Company (DIS) | ST | 83 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Wells Fargo & Company Common Stock (WFC) | ST | 84 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | iShares MSCI EAFE Growth ETF (EFG) | EF | 85 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | iShares MSCI EAFE Value ETF (EFV) | EF | 86 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | State Street SPDR Portfolio Emerging Markets ETF (SPEM) | EF | 87 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Growth ETF (VUG) | EF | 88 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Mid-Cap ETF (VO) | EF | 89 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard S&P 500 ETF (VOO) | EF | 90 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Total Bond Market ETF (BND) | EF | 91 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Value ETF (VTV) | EF | 92 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| JT | — | — | Alphabet Inc. - Class C Capital Stock (GOOG) | ST | 93 | — | Capital Gains | $1,001 - $15,000 | — | — |
| JT | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 94 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Apple Inc. - Common Stock (AAPL) | ST | 95 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Boeing Company (BA) | ST | 96 | — | None | $1 - $1,000 | — | — |
| JT | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 97 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 98 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 99 | — | Capital Gains | $1,001 - $15,000 | — | — |
| JT | — | — | SoundHound AI, Inc. - Class A Common Stock (SOUN) | ST | 100 | — | None | $1 - $1,000 | — | — |
| JT | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 101 | — | Capital Gains | $1,001 - $15,000 | — | — |
| — | — | — | iShares MSCI EAFE Value ETF (EFV) | EF | 102 | Mkt Value $4,865 | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | PGIM Total Return Bond Fund Class R6 (PTRQX) | MF | 103 | Mkt Value $5,291 | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | SPDR Portfolio Emerging Markets ETF (SPEM) | EF | 104 | Mkt Value $2,374 | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 105 | Mkt Value $4,566 | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Growth ETF (VUG) | EF | 106 | Mkt Value $4,148 | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Mid-Cap ETF (VO) | EF | 107 | Mkt Value $612.00 | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Vanguard S&P 500 ETF (VOO) | EF | 108 | Mkt Value $9,465 | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Value ETF (VTV) | EF | 109 | Mkt Value $5,596 | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Bond Market Index | OT | 110 | 401K bond fund | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | International Index | OT | 111 | 401k international Index | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Large Cap S&P 500 Index Fund | OT | 112 | 401k S&P 500 Index | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Small Cap Russell 2000 Index | OT | 113 | 401k Small Cap Index | Tax-Deferred | $1 - $1,000 | — | — |