Dan Williams — 2026 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Other |
| Filing year | 2026 |
| Chamber | house |
| Bitcoin | $50,001 - $100,000 · None |
| Coinbase Global, Inc. - Class A Common Stock (COIN) | $1 - $1,000 · None |
| Royal Caribbean Cruises Ltd. Common Stock (RCL) | $1 - $1,000 · Dividends |
| SiriusXM Holdings Inc. - Common Stock (SIRI) | $1,001 - $15,000 · Dividends |
| Tarot Training Sleeves Schiffer Publishing | $1 - $1,000 · None |
| Truist Bank | $100,001 - $250,000 · Interest |
| Enbridge Inc Common Stock (ENB) | $1 - $1,000 · Dividends |
| ML BANK DEPOSIT PROGRAM | $1,001 - $15,000 · None |
| iShares Core S&P U.S. Growth ETF (IUSG) | $1,001 - $15,000 · Tax-Deferred |
| iShares Core S&P U.S. Value ETF (IUSV) | $1,001 - $15,000 · Tax-Deferred |
| Vanguard FTSE Developed Markets ETF (VEA) | $1,001 - $15,000 · Tax-Deferred |
| Vanguard FTSE Emerging Markets ETF (VWO) | $1,001 - $15,000 · Tax-Deferred |
| Vanguard Russell 2000 ETF (VTWO) | $1 - $1,000 · Tax-Deferred |
| AbbVie Inc. Common Stock (ABBV) | $1,001 - $15,000 · Tax-Deferred |
| Agnico-Eagle Mines Limited Warrant Exp 4 Month Hold Expiring 12/02/2013 (AEMZF) | $1,001 - $15,000 · Tax-Deferred |
| Alphabet Inc. - Class A Common Stock (GOOGL) | $15,001 - $50,000 · Tax-Deferred |
| Amazon.com, Inc. - Common Stock (AMZN) | $15,001 - $50,000 · Tax-Deferred |
| Amphenol Corporation Common Stock (APH) | $1,001 - $15,000 · Tax-Deferred |
| Apple Inc. - Common Stock (AAPL) | $15,001 - $50,000 · Tax-Deferred |
| BlackRock New York Municipal Income Trust (BNY) | $1,001 - $15,000 · Tax-Deferred |
| BlackRock, Inc. Common Stock (BLK) | $1,001 - $15,000 · Tax-Deferred |
| Broadcom Inc. - Common Stock (AVGO) | $15,001 - $50,000 · Tax-Deferred |
| BUPXX BLACKROCK LIQUIDITY FUND FEDFUND CL PREMIER | $1,001 - $15,000 · Tax-Deferred |
| Cencora, Inc. Common Stock (COR) | $1,001 - $15,000 · Tax-Deferred |
| Costco Wholesale Corporation - Common Stock (COST) | $1,001 - $15,000 · Tax-Deferred |
| CVS Health Corporation Common Stock (CVS) | $1,001 - $15,000 · Tax-Deferred |
| Dell Technologies Inc. Class C Common Stock (DELL) | $15,001 - $50,000 · Tax-Deferred |
| Dick's Sporting Goods Inc Common Stock (DKS) | $1,001 - $15,000 · Tax-Deferred |
| Eli Lilly and Company Common Stock (LLY) | $1,001 - $15,000 · Tax-Deferred |
| Entergy Corporation Common Stock (ETR) | $1,001 - $15,000 · Tax-Deferred |
| Estee Lauder Companies, Inc. (EL) | $1,001 - $15,000 · Tax-Deferred |
| Exxon Mobil Corporation Common Stock (XOM) | $1,001 - $15,000 · Tax-Deferred |
| Ferguson Enterprises Inc. Common Stock (FERG) | $1,001 - $15,000 · Tax-Deferred |
| Goldman Sachs Group, Inc. (GS) | $1,001 - $15,000 · Tax-Deferred |
| Hilton Worldwide Holdings Inc. Common Stock (HLT) | $1,001 - $15,000 · Tax-Deferred |
| Home Depot, Inc. (HD) | $1,001 - $15,000 · Tax-Deferred |
| Howmet Aerospace Inc. Common Stock (HWM) | $1,001 - $15,000 · Tax-Deferred |
| IIAXX BANK OF AMERICA, NA RASP | $1,001 - $15,000 · Tax-Deferred |
| iShares Core MSCI Emerging Markets ETF (IEMG) | $50,001 - $100,000 · Tax-Deferred |
| iShares Core MSCI International Developed Markets ETF (IDEV) | $100,001 - $250,000 · Tax-Deferred |
| … | 99 more assets: every one is in the complete record on this filing's page |
The complete record
| party | — |
| state | FL |
| office | Representative, FL-11 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10079868 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10079868.pdf |
| scraped at | 2026-06-29T10:30:10.602Z |
| asset count | 139 |
| bioguide id | — |
| filing date | 2026-05-31 |
| filing year | 2026 |
| member last | Williams |
| member name | Dan Williams |
| report type | Other |
| member first | Dan |
| content parsed | true |
| report subtype | Candidate Report |
| state district | 11 |
| liability count | 0 |
assets (139)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | Bitcoin | CT | 1 | — | None | $50,001 - $100,000 | — | — |
| — | — | — | Coinbase Global, Inc. - Class A Common Stock (COIN) | ST | 2 | — | None | $1 - $1,000 | — | — |
| — | — | — | Royal Caribbean Cruises Ltd. Common Stock (RCL) | ST | 3 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | SiriusXM Holdings Inc. - Common Stock (SIRI) | ST | 4 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Tarot Training Sleeves Schiffer Publishing | IP | 5 | — | None | $1 - $1,000 | — | — |
| — | — | — | Truist Bank | BA | 6 | — | Interest | $100,001 - $250,000 | — | — |
| — | — | — | Enbridge Inc Common Stock (ENB) | ST | 7 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | ML BANK DEPOSIT PROGRAM | BA | 8 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | iShares Core S&P U.S. Growth ETF (IUSG) | EF | 9 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares Core S&P U.S. Value ETF (IUSV) | EF | 10 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard FTSE Developed Markets ETF (VEA) | EF | 11 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard FTSE Emerging Markets ETF (VWO) | EF | 12 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Russell 2000 ETF (VTWO) | EF | 13 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | AbbVie Inc. Common Stock (ABBV) | ST | 14 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Agnico-Eagle Mines Limited Warrant Exp 4 Month Hold Expiring 12/02/2013 (AEMZF) | ST | 15 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 16 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 17 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Amphenol Corporation Common Stock (APH) | ST | 18 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Apple Inc. - Common Stock (AAPL) | ST | 19 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | BlackRock New York Municipal Income Trust (BNY) | ST | 20 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | BlackRock, Inc. Common Stock (BLK) | ST | 21 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Broadcom Inc. - Common Stock (AVGO) | ST | 22 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | BUPXX BLACKROCK LIQUIDITY FUND FEDFUND CL PREMIER | BA | 23 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Cencora, Inc. Common Stock (COR) | ST | 24 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 25 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | CVS Health Corporation Common Stock (CVS) | ST | 26 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Dell Technologies Inc. Class C Common Stock (DELL) | ST | 27 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Dick's Sporting Goods Inc Common Stock (DKS) | ST | 28 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Eli Lilly and Company Common Stock (LLY) | ST | 29 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Entergy Corporation Common Stock (ETR) | ST | 30 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Estee Lauder Companies, Inc. (EL) | ST | 31 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Exxon Mobil Corporation Common Stock (XOM) | ST | 32 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Ferguson Enterprises Inc. Common Stock (FERG) | ST | 33 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Goldman Sachs Group, Inc. (GS) | ST | 34 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Hilton Worldwide Holdings Inc. Common Stock (HLT) | ST | 35 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Home Depot, Inc. (HD) | ST | 36 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Howmet Aerospace Inc. Common Stock (HWM) | ST | 37 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | IIAXX BANK OF AMERICA, NA RASP | BA | 38 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares Core MSCI Emerging Markets ETF (IEMG) | EF | 39 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | iShares Core MSCI International Developed Markets ETF (IDEV) | EF | 40 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | iShares Russell 2000 Growth Fund (IWO) | EF | 41 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | iShares Russell 2000 Value ETF (IWN) | EF | 42 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Johnson Controls International plc Ordinary Share (JCI) | ST | 43 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 44 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Live Nation Entertainment, Inc. Common Stock (LYV) | ST | 45 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Martin Marietta Materials, Inc. Common Stock (MLM) | ST | 46 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 47 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 48 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 49 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Oracle Corporation Common Stock (ORCL) | ST | 50 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Palo Alto Networks, Inc. (PANW) | ST | 51 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Parker-Hannifin Corporation Common Stock (PH) | ST | 52 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Procter & Gamble Company (PG) | ST | 53 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Progressive Corporation (PGR) | ST | 54 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Ross Stores, Inc. - Common Stock (ROST) | ST | 55 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | S&P Global Inc. Common Stock (SPGI) | ST | 56 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 57 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Union Pacific Corporation Common Stock (UNP) | ST | 58 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Russell 1000 Growth ETF (VONG) | EF | 59 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Russell 1000 Value ETF (VONV) | EF | 60 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Verizon Communications Inc. Common Stock (VZ) | ST | 61 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Visa Inc. (V) | ST | 62 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Walmart Inc. - Common Stock (WMT) | ST | 63 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Welltower Inc. Common Stock (WELL) | ST | 64 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Western Digital Corporation - Common Stock (WDC) | ST | 65 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | AbbVie Inc. Common Stock (ABBV) | ST | 66 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Agnico Eagle Mines Limited Common Stock (AEM) | ST | 67 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 68 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 69 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Amphenol Corporation Common Stock (APH) | ST | 70 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Apple Inc. - Common Stock (AAPL) | ST | 71 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | BANK OF AMERICA, NA RASP | BA | 72 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | BLACKROCK LIQUIDITY FUND FEDFUND CL PREMIER | BA | 73 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | BlackRock New York Municipal Income Trust (BNY) | ST | 74 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | BlackRock, Inc. Common Stock (BLK) | ST | 75 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Broadcom Inc. - Common Stock (AVGO) | ST | 76 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Cencora, Inc. Common Stock (COR) | ST | 77 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 78 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | CVS Health Corporation Common Stock (CVS) | ST | 79 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Dell Technologies Inc. Class C Common Stock (DELL) | ST | 80 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Dick's Sporting Goods Inc Common Stock (DKS) | ST | 81 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Eli Lilly and Company Common Stock (LLY) | ST | 82 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Entergy Corporation Common Stock (ETR) | ST | 83 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Estee Lauder Companies, Inc. (EL) | ST | 84 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Exxon Mobil Corporation Common Stock (XOM) | ST | 85 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Ferguson Enterprises Inc. Common Stock (FERG) | ST | 86 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Goldman Sachs Group, Inc. (GS) | ST | 87 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Hilton Worldwide Holdings Inc. Common Stock (HLT) | ST | 88 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Home Depot, Inc. (HD) | ST | 89 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Howmet Aerospace Inc. Common Stock (HWM) | ST | 90 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares Core MSCI Emerging Markets ETF (IEMG) | EF | 91 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | iShares Core MSCI International Developed Markets ETF (IDEV) | EF | 92 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | iShares Russell 2000 Growth Fund (IWO) | EF | 93 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares Russell 2000 Value ETF (IWN) | EF | 94 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Johnson Controls International plc Ordinary Share (JCI) | ST | 95 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 96 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Live Nation Entertainment, Inc. Common Stock (LYV) | ST | 97 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Martin Marietta Materials, Inc. Common Stock (MLM) | ST | 98 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 99 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 100 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 101 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Oracle Corporation Common Stock (ORCL) | ST | 102 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Palo Alto Networks, Inc. (PANW) | ST | 103 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Parker-Hannifin Corporation Common Stock (PH) | ST | 104 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Procter & Gamble Company (PG) | ST | 105 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Progressive Corporation (PGR) | ST | 106 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Ross Stores, Inc. - Common Stock (ROST) | ST | 107 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | S&P Global Inc. Common Stock (SPGI) | ST | 108 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 109 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Union Pacific Corporation Common Stock (UNP) | ST | 110 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Russell 1000 Growth ETF (VONG) | EF | 111 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Russell 1000 Value ETF (VONV) | EF | 112 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Verizon Communications Inc. Common Stock (VZ) | ST | 113 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Visa Inc. (V) | ST | 114 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Walmart Inc. - Common Stock (WMT) | ST | 115 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Welltower Inc. Common Stock (WELL) | ST | 116 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Western Digital Corporation - Common Stock (WDC) | ST | 117 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | BANK OF AMERICA, NA RASP | BA | 118 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | BLACKROCK LIQUIDITY FUND FEDFUND CL PREMIER | BA | 119 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Invesco Emerging Markets Sovereign Debt ETF (PCY) | EF | 120 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Invesco Preferred ETF (PGX) | EF | 121 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | iShares 20+ Year Treasury Bond ETF (TLT) | EF | 122 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares Core MSCI EAFE ETF (IEFA) | EF | 123 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares Core MSCI Emerging Markets ETF (IEMG) | EF | 124 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares MBS ETF (MBB) | EF | 125 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | iShares TIPS Bond ETF (TIP) | EF | 126 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Schwab Short-Term U.S. Treasury ETF (SCHO) | EF | 127 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | VanEck Fallen Angel High Yield Bond ETF (ANGL) | EF | 128 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Vanguard Growth ETF (VUG) | EF | 129 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Intermediate-Term Corporate Bond ETF (VCIT) | EF | 130 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Intermediate-Term Treasury ETF (VGIT) | EF | 131 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Short-Term Corporate Bond ETF (VCSH) | EF | 132 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Small-Cap Growth ETF (VBK) | EF | 133 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Small-Cap Value ETF (VBR) | EF | 134 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Vanguard Total International Bond ETF (BNDX) | EF | 135 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Value ETF (VTV) | EF | 136 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Xtrackers USD High Yield Corporate Bond ETF (HYLB) | EF | 137 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Vanguard Target Retirement 2045 Fund (VTIVX) | MF | 138 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | State Street Target Retirement 2045 Fund Class I (SSDDX) | MF | 139 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
liabilities (0)
None listed.