| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| — | — | Austintown, OH, US | Commercial Property: Austintown, OH | RP | 1 | — | None | $1,000,001 - $5,000,000 | — | — |
| — | — | Boardman, OH, US | Commercial Property: Boardman, OH | RP | 2 | — | None | $1,000,001 - $5,000,000 | — | — |
| — | — | Boardman, OH, US | Commercial Property: Boardman, OH | RP | 3 | — | None | $5,000,001 - $25,000,000 | — | — |
| — | — | — | Life Insurance Policy | WU | 4 | — | None | $500,001 - $1,000,000 | — | — |
| SP | — | — | Life Insurance Policy | WU | 5 | — | None | $500,001 - $1,000,000 | — | — |
| SP | — | — | Ohio Public Employees Retirement System | PE | 6 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | Youngstown, OH, US | R-Sons Limited Partnership (dba Rulli Bros | OL | 7 | Grocery business | None | $1,000,001 - $5,000,000 | — | — |
| — | — | Canfield, OH, US | Residential/Farm Land: Canfield, OH | RP | 8 | — | None | $250,001 - $500,000 | — | — |
| — | — | — | Apple Inc. - Common Stock (AAPL) | ST | 9 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | CSX Corporation (CSX) | ST | 10 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 11 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Abbott Laboratories Common Stock (ABT) | ST | 12 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | AbbVie Inc. Common Stock (ABBV) | ST | 13 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Accenture plc Class A Ordinary Shares (ACN) | ST | 14 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Air Products and Chemicals, Inc. Common Stock (APD) | ST | 15 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Allstate Corporation (ALL) | ST | 16 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 17 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 18 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | American Electric Power Company, Inc. (AEP) | ST | 19 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Amgen Inc. - Common Stock (AMGN) | ST | 20 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Analog Devices, Inc. - Common Stock (ADI) | ST | 21 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Apple Inc. - Common Stock (AAPL) | ST | 22 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Applied Materials, Inc. - Common Stock (AMAT) | ST | 23 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Applovin Corporation - Class A Common Stock (APP) | ST | 24 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Artisan International Value Fund Advisor Shares (APDKX) | MF | 25 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | AstraZeneca PLC - American Depositary Shares (AZN) | ST | 26 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | AT&T Inc. (T) | ST | 27 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Avantis U.S. Small Cap Value Fund Institutional Class (AVUVX) | MF | 28 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Axon Enterprise, Inc. - Common Stock (AXON) | ST | 29 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | BlackRock, Inc. Common Stock (BLK) | ST | 30 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Blackstone Inc. Common Stock (BX) | ST | 31 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Boston Scientific Corporation Common Stock (BSX) | ST | 32 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Broadcom Inc. - Common Stock (AVGO) | ST | 33 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Capital One Financial Corporation Common Stock (COF) | ST | 34 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Cheniere Energy, Inc. Common Stock (LNG) | ST | 35 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Chevron Corporation Common Stock (CVX) | ST | 36 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Cisco Systems, Inc. - Common Stock (CSCO) | ST | 37 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Citigroup, Inc. Common Stock (C) | ST | 38 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Coca-Cola Company (KO) | ST | 39 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Comcast Corporation - Class A Common Stock (CMCSA) | ST | 40 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Constellation Energy Corporation - Common Stock When- Issued (CEG) | ST | 41 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Corning Incorporated Common Stock (GLW) | ST | 42 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 43 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Crown Castle Inc. Common Stock (CCI) | ST | 44 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | DBA Sempra Common Stock (SRE) | ST | 45 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Dell Technologies Inc. Class C Common Stock (DELL) | ST | 46 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Digital Realty Trust, Inc. Common Stock (DLR) | ST | 47 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Dollar General Corporation Common Stock (DG) | ST | 48 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Duke Energy Corporation (DUK) | ST | 49 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Eaton Corporation, PLC Ordinary Shares (ETN) | ST | 50 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Eli Lilly and Company Common Stock (LLY) | ST | 51 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Emerson Electric Company Common Stock (EMR) | ST | 52 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | ExxonMobil Holdings Corporation Common Stock (XOM) | ST | 53 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Ferrari N.V. Common Shares (RACE) | ST | 54 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | GE Vernova Inc. Common Stock (GEV) | ST | 55 | — | Tax-Deferred | None | — | — |
| — | — | — | General Dynamics Corporation Common Stock (GD) | ST | 56 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Gilead Sciences, Inc. - Common Stock (GILD) | ST | 57 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Home Depot, Inc. (HD) | ST | 58 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Honeywell International Inc. (HON) | ST | 59 | — | Tax-Deferred | None | — | — |
| — | — | — | International Business Machines Corporation Common Stock (IBM) | ST | 60 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Intuitive Surgical, Inc. - Common Stock (ISRG) | ST | 61 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Johnson & Johnson Common Stock (JNJ) | ST | 62 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 63 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Lam Research Corporation - Common Stock (LRCX) | ST | 64 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Linde plc - Ordinary Shares (LIN) | ST | 65 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Lockheed Martin Corporation Common Stock (LMT) | ST | 66 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Mastercard Incorporated Common Stock (MA) | ST | 67 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | McDonald's Corporation Common Stock (MCD) | ST | 68 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Merck & Company, Inc. Common Stock (MRK) | ST | 69 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 70 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Microchip Technology Incorporated - Common Stock (MCHP) | ST | 71 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 72 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Morgan Stanley Common Stock (MS) | ST | 73 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 74 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Oracle Corporation Common Stock (ORCL) | ST | 75 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Pepsico, Inc. (PEP) | ST | 76 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Pfizer, Inc. Common Stock (PFE) | ST | 77 | — | Tax-Deferred | None | — | — |
| — | — | — | Philip Morris International Inc Common Stock (PM) | ST | 78 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | PNC Financial Services Group, Inc. (PNC) | ST | 79 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Procter & Gamble Company (PG) | ST | 80 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Progressive Corporation (PGR) | ST | 81 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Prudential Financial, Inc. Common Stock (PRU) | ST | 82 | — | Tax-Deferred | None | — | — |
| — | — | — | QUALCOMM Incorporated - Common Stock (QCOM) | ST | 83 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Restaurant Brands International Inc. Common Shares (QSR) | ST | 84 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | RTX Corporation Common Stock (RTX) | ST | 85 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | ServiceNow, Inc. Common Stock (NOW) | ST | 86 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Spotify Technology S.A. Ordinary Shares (SPOT) | ST | 87 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Starbucks Corporation - Common Stock (SBUX) | ST | 88 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | T-Mobile US, Inc. (TMUS) | ST | 89 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Take-Two Interactive Software, Inc. - Common Stock (TTWO) | ST | 90 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | TCW Flexible Income ETF (FLXR) | EF | 91 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 92 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Texas Instruments Incorporated - Common Stock (TXN) | ST | 93 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | The Trade Desk, Inc. - Class A Common Stock (TTD) | ST | 94 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Thermo Fisher Scientific Inc Common Stock (TMO) | ST | 95 | — | Tax-Deferred | None | — | — |
| — | — | — | TJX Companies, Inc. (TJX) | ST | 96 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | TopBuild Corp. Common Stock (BLD) | ST | 97 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | U.S. Bancorp Common Stock (USB) | ST | 98 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Uber Technologies, Inc. Common Stock (UBER) | ST | 99 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Union Pacific Corporation Common Stock (UNP) | ST | 100 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | United Parcel Service, Inc. Common Stock (UPS) | ST | 101 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | UnitedHealth Group Incorporated Common Stock (UNH) | ST | 102 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | US bank account | BA | 103 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Mid-Cap ETF (VO) | EF | 104 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Verizon Communications Inc. Common Stock (VZ) | ST | 105 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vertiv Holdings, LLC Class A Common Stock (VRT) | ST | 106 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Visa Inc. (V) | ST | 107 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Walmart Inc. - Common Stock (WMT) | ST | 108 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Walt Disney Company (DIS) | ST | 109 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | WEC Energy Group, Inc. Common Stock (WEC) | ST | 110 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Wells Fargo & Company Common Stock (WFC) | ST | 111 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Welltower Inc. Common Stock (WELL) | ST | 112 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Western Digital Corporation - Common Stock (WDC) | ST | 113 | — | Tax-Deferred | $1,001 - $15,000 | — | — |