| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| Joint | — | Plainville, KS | Astra Bank | Bank Deposit | 1 | Type: Money Market Account | Interest | $15,001 - $50,000 | $201 - $1,000 | — |
| Joint | — | Manhattan, KS | Landmark Bank | Bank Deposit | 2 | Type: Savings | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Joint | — | Hays, ks | Bank of Hays | Bank Deposit | 3 | Type: Checking, Money Market Account, Savings | Interest | $50,001 - $100,000 | $201 - $1,000 | — |
| Self | — | — | Raymond James IRA | Retirement Plans | 4 | — | — | -- | — | IRA |
| Self | — | — | CGDG - Capital Group Dividend Growers ETF | Mutual Funds | 4.1 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | CGDV - Capital Group Dividend Value ETF | Mutual Funds | 4.2 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | DFIV - Dimensional International Value ETF | Mutual Funds | 4.3 | — | None | $50,001 - $100,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | DFAT - Dimensional U.S. Targeted Value ETF | Mutual Funds | 4.4 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | BRK.B - Berkshire Hathaway Cl B | Corporate Securities | 4.5 | — | None | $50,001 - $100,000 | None (or less than $201) | Stock |
| Self | — | — | DFEV - Dimensional Emerging Markets Value ETF | Mutual Funds | 4.6 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | DFSV - Dimensional US Small Cap Value ETF | Mutual Funds | 4.7 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VGSH - Vanguard Short-Term Treasury ETF | Mutual Funds | 4.8 | — | None | $50,001 - $100,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | DXJ - WisdomTree Japan Hedged Equity Fund | Mutual Funds | 4.9 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | AMRFX - American Mutual Fund Class F-2 Shares | Mutual Funds | 4.10 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | ICAFX - The Investment Company of America Class F-2 Shs | Mutual Funds | 4.11 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | DBLSX - Doubleline Low Duration Bond Fund Class I | Mutual Funds | 4.12 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FRSXX - FIMM Treasury Only Port | Mutual Funds | 4.13 | — | None | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | DISVX - Dfa International Small Cap Value Portfolio | Mutual Funds | 4.14 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | St. Petersburg, FL | Raymond James Deposit Program | Bank Deposit | 4.15 | Type: Money Market Account | None | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | DFLV - Dimensional US Large Cap Value ETF | Mutual Funds | 4.16 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | GOOG - Alphabet Inc. - Class C Capital Stock | Corporate Securities | 4.17 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | CAIFX - Capital Income Builder - Class F-2 | Mutual Funds | 4.18 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Raymond James RIRA | Retirement Plans | 5 | — | — | -- | — | IRA |
| Self | — | — | BRK.B - Berkshire Hathaway Cl B | Corporate Securities | 5.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | CGDG - Capital Group Dividend Growers ETF | Mutual Funds | 5.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | CGDV - Capital Group Dividend Value ETF | Mutual Funds | 5.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | DFIV - Dimensional International Value ETF | Mutual Funds | 5.4 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | DFAT - Dimensional U.S. Targeted Value ETF | Mutual Funds | 5.5 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | DFEV - Dimensional Emerging Markets Value ETF | Mutual Funds | 5.6 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | DFSV - Dimensional US Small Cap Value ETF | Mutual Funds | 5.7 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VGSH - Vanguard Short-Term Treasury ETF | Mutual Funds | 5.8 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | DXJ - WisdomTree Japan Hedged Equity Fund | Mutual Funds | 5.9 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | AMRFX - American Mutual Fund Class F-2 Shares | Mutual Funds | 5.10 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | ICAFX - The Investment Company of America Class F-2 Shs | Mutual Funds | 5.11 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | DISVX - Dfa International Small Cap Value Portfolio | Mutual Funds | 5.12 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | DBLSX - Doubleline Low Duration Bond Fund Class I | Mutual Funds | 5.13 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | St. Petersburg, FL | Raymond James Deposit Program | Bank Deposit | 5.14 | Type: Money Market Account | None | None (or less than $1,001) | None (or less than $201) | — |
| Self | — | — | FRSXX - FIMM Treasury Only Port | Mutual Funds | 5.15 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | GOOG - Alphabet Inc. - Class C Capital Stock | Corporate Securities | 5.16 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | DFLV - Dimensional US Large Cap Value ETF | Mutual Funds | 5.17 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | Raymond James IRA | Retirement Plans | 6 | — | — | -- | — | IRA |
| Spouse | — | — | BRK.B - Berkshire Hathaway Cl B | Corporate Securities | 6.1 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | CGDG - Capital Group Dividend Growers ETF | Mutual Funds | 6.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | CGDV - Capital Group Dividend Value ETF | Mutual Funds | 6.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | DFIV - Dimensional International Value ETF | Mutual Funds | 6.4 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | DFAT - Dimensional U.S. Targeted Value ETF | Mutual Funds | 6.5 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | DFEV - Dimensional Emerging Markets Value ETF | Mutual Funds | 6.6 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | DFSV - Dimensional US Small Cap Value ETF | Mutual Funds | 6.7 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | VGSH - Vanguard Short-Term Treasury ETF | Mutual Funds | 6.8 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | DXJ - WisdomTree Japan Hedged Equity Fund | Mutual Funds | 6.9 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | St. Petersburg, FL | Raymond James Deposit Program | Bank Deposit | 6.10 | Type: Money Market Account | None | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | AMRFX - American Mutual Fund Class F-2 Shares | Mutual Funds | 6.11 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | ICAFX - The Investment Company of America Class F-2 Shs | Mutual Funds | 6.12 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | DISVX - Dfa International Small Cap Value Portfolio | Mutual Funds | 6.13 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | DBLSX - Doubleline Low Duration Bond Fund Class I | Mutual Funds | 6.14 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FRSXX - FIMM Treasury Only Port | Mutual Funds | 6.15 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | DFLV - Dimensional US Large Cap Value ETF | Mutual Funds | 6.16 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | GOOG - Alphabet Inc. - Class C Capital Stock | Corporate Securities | 6.17 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | CAIFX - Capital Income Builder - Class F-2 | Mutual Funds | 6.18 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Raymond James RIRA | Retirement Plans | 7 | — | — | -- | — | IRA |
| Spouse | — | — | BRK.B - Berkshire Hathaway Cl B | Corporate Securities | 7.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | CGDG - Capital Group Dividend Growers ETF | Mutual Funds | 7.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | CGDV - Capital Group Dividend Value ETF | Mutual Funds | 7.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | DFIV - Dimensional International Value ETF | Mutual Funds | 7.4 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | DFAT - Dimensional U.S. Targeted Value ETF | Mutual Funds | 7.5 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | DFEV - Dimensional Emerging Markets Value ETF | Mutual Funds | 7.6 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | DFSV - Dimensional US Small Cap Value ETF | Mutual Funds | 7.7 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | VGSH - Vanguard Short-Term Treasury ETF | Mutual Funds | 7.8 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | DXJ - WisdomTree Japan Hedged Equity Fund | Mutual Funds | 7.9 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | St. Petersburg, FL | Raymond James Deposit Program | Bank Deposit | 7.10 | Type: Money Market Account | None | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | AMRFX - American Mutual Fund Class F-2 Shares | Mutual Funds | 7.11 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | ICAFX - The Investment Company of America Class F-2 Shs | Mutual Funds | 7.12 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | DISVX - Dfa International Small Cap Value Portfolio | Mutual Funds | 7.13 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | DBLSX - Doubleline Low Duration Bond Fund Class I | Mutual Funds | 7.14 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FRSXX - FIMM Treasury Only Port | Mutual Funds | 7.15 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | GOOG - Alphabet Inc. - Class C Capital Stock | Corporate Securities | 7.16 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | DFLV - Dimensional US Large Cap Value ETF | Mutual Funds | 7.17 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Joint | — | — | Raymond James Joint | Brokerage/Managed Account | 8 | — | — | -- | — | — |
| Joint | — | — | AVT - Avnet, Inc. - Common Stock | Corporate Securities | 8.1 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | BA - Boeing Company | Corporate Securities | 8.2 | — | None | $15,001 - $50,000 | None (or less than $201) | Stock |
| Joint | — | — | CVX - Chevron Corporation Common Stock | Corporate Securities | 8.3 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Joint | — | — | XOM - Exxon Mobil Corporation Common Stock | Corporate Securities | 8.4 | — | Dividends | $100,001 - $250,000 | $5,001 - $15,000 | Stock |
| Joint | — | — | HAL - Halliburton Company Common Stock | Corporate Securities | 8.5 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | OXY - Occidental Petroleum Corporation Common Stock | Corporate Securities | 8.6 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | PG - Procter & Gamble Company (The) Common Stock | Corporate Securities | 8.7 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | SLB - Schlumberger N.V. Common Stock | Corporate Securities | 8.8 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Joint | — | — | TMUS - T-Mobile US, Inc. - Common Stock | Corporate Securities | 8.9 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | PRSU - Pursuit Attractions and Hospitality, Inc. Common Stock | Corporate Securities | 8.10 | Filer comment: Effective January 2, 2025, Viad Corp (VVI) officially changed its name to Pursuit Attractions and Hospitality, Inc (PRSU). | None | None (or less than $1,001) | None (or less than $201) | Stock |
| Joint | — | — | WMB - Williams Companies, Inc. (The) Common Stock | Corporate Securities | 8.11 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Joint | — | — | TRPXX - Invesco Treasury Portfolio Institutional Class | Mutual Funds | 8.12 | — | Dividends | $50,001 - $100,000 | $2,501 - $5,000 | Mutual Fund |
| Joint | — | St. Petersburg, FL | Raymond James Deposit Program | Bank Deposit | 8.13 | Type: Money Market Account | Interest | $15,001 - $50,000 | None (or less than $201) | — |
| Self | — | — | Mainstar Trust | Retirement Plans | 9 | — | — | -- | — | IRA |
| Self | — | — | Hanston Insurance Agency | Corporate Securities | 9.1 | Company: Hanston Insurance Agency (Hays, KS) Description: Bank Holding Company | None | $500,001 - $1,000,000 | None (or less than $201) | Non-Public Stock |
| Self | — | Onaga, KS | Mainstar Trust | Bank Deposit | 9.2 | Type: IRA Cash Accounts | None | $250,001 - $500,000 | None (or less than $201) | — |
