| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Wells Fargo | $1,001 - $15,000 · None · None (or less than $201) |
| US Bank | $1,001 - $15,000 · None · None (or less than $201) |
| Voya - Health Care Savings Plan | $1,001 - $15,000 · None · None (or less than $201) |
| American Century Investments - MN DFL Simple IRA | -- |
| TWEIX - American Century Equity Income Investor Class | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| The Wealth Group - Beneficiary Roth IRA | -- |
| IVV - iShares Core S&P 500 ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VGT - Vanguard Information Tech ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| DYNF - iShares U.S. Equity Factor Rotation Active ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| QQQM - Invesco NASDAQ 100 ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| OEF - iShares S&P 100 ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| BBUS - JPMorgan BetaBuilders U.S. Equity ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| The Wealth Group - Beneficiary IRA | -- |
| Raymond James Bank | $1,001 - $15,000 · None · None (or less than $201) |
| PONPX - Pimco Income Fund Class I-2 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| IVV - iShares Core S&P 500 ETF | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| QUAL - iShares MSCI USA Quality Factor ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| COWZ - Pacer US Cash Cows 100 ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VGT - Vanguard Information Tech ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| DYNF - iShares U.S. Equity Factor Rotation Active ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| QQQM - Invesco NASDAQ 100 ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| OEF - iShares S&P 100 ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| BBUS - JPMorgan BetaBuilders U.S. Equity ETF | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| Minnesota 529 Plan | -- |
| FGPGX - American Funds Growth Portfolio - Class 529-F-2 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| FPPPX - American Funds Preservation Portfolio Class 529- | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| Pershing - Roth IRA | -- |
| BAGPX - Blackrock 60/40 Target Allocation Fund Investor | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| Empower - The Minneapolis Foundation 403(b) | -- |
| RFFTX - American Funds 2035 Target Date Retirement Fd Cl | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Fidelity - American Public Media Group- Retirement Savings | -- |
| VTIVX - Vanguard Target Retirement 2045 Fund | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| Empower - The Mitchell Hamline School of Law 403(b) | -- |
| VTTHX - Vanguard Target Retirement 2035 Fund | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VFORX - Vanguard Target Retirement 2040 Fund - Investor Shares | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Blaze Credit Union | $15,001 - $50,000 · None · None (or less than $201) |
| Life Insurance | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| USAA Federal Savings Bank | $1,001 - $15,000 · Interest · $201 - $1,000 |
| University of Missouri Retirement Fund | $50,001 - $100,000 · None · None (or less than $201) |
| USAA Federal Savings Bank | $1,001 - $15,000 · None · None (or less than $201) |
| … | 9 further assets are in the source document |