| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| CollegeCounts 529 Fund - Child 1 | -- |
| ALMXA - Age-Based Moderate Ages 15-16 Portfolio | $15,001 - $50,000 · None · None (or less than $201) |
| ALXMC - Age-Based Moderate Ages 15-16 Portfolio | $1,001 - $15,000 · None · None (or less than $201) |
| CollegeCounts 529 Fund - Child 2 | -- |
| ALMXA - Age-Based Moderate Ages 15-16 Portfolio | $15,001 - $50,000 · None · None (or less than $201) |
| ALXMC - Age-Based Moderate Ages 15-16 Portfolio | $1,001 - $15,000 · None · None (or less than $201) |
| Raymond James - Spouse IRA | -- |
| AAPL - Apple Inc. - Common Stock | $100,001 - $250,000 · None · None (or less than $201) |
| BRK.B - Berkshire Hathaway Inc. New Common Stock | $15,001 - $50,000 · None · None (or less than $201) |
| SQ - Block, Inc. Class A Common Stock, | None (or less than $1,001) · None · None (or less than $201) |
| FNSXX - FIMM Money Market Port Instl Cl M/M | None (or less than $1,001) · None · None (or less than $201) |
| Raymond James | $1,001 - $15,000 · None · None (or less than $201) |
| GOOG - Alphabet Inc. - Class C Capital Stock | $1,001 - $15,000 · None · None (or less than $201) |
| AMZN - Amazon.com, Inc. - Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| EOG - EOG Resources, Inc. Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| JPM - JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| MSFT - Microsoft Corporation - Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| NVDA - NVIDIA Corporation - Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| UPS - United Parcel Service, Inc. Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| V - Visa Inc. | $1,001 - $15,000 · None · None (or less than $201) |
| WMT - Walmart Inc. - Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| FLJP - Franklin FTSE Japan ETF | $1,001 - $15,000 · None · None (or less than $201) |
| PAVE - Global X U.S. Infrastructure Development ETF | $1,001 - $15,000 · None · None (or less than $201) |
| GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | $15,001 - $50,000 · None · None (or less than $201) |
| QQQ - Invesco QQQ Trust, Series 1 | $1,001 - $15,000 · None · None (or less than $201) |
| IJH - iShares Core S&P Mid-Cap ETF | $1,001 - $15,000 · None · None (or less than $201) |
| IYW - iShares U.S. Technology ETF | $15,001 - $50,000 · None · None (or less than $201) |
| IYG - iShares U.S. Financial Services ETF | $1,001 - $15,000 · None · None (or less than $201) |
| IHI - iShares U.S. Medical Devices ETF | $1,001 - $15,000 · None · None (or less than $201) |
| EFV - iShares MSCI EAFE Value ETF | $15,001 - $50,000 · None · None (or less than $201) |
| EUFN - iShares MSCI Europe Financials ETF | $1,001 - $15,000 · None · None (or less than $201) |
| IEFA - iShares Core MSCI EAFE ETF | $1,001 - $15,000 · None · None (or less than $201) |
| IEMG - iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 · None · None (or less than $201) |
| EMXC - iShares MSCI Emerging Markets ex China ETF | $1,001 - $15,000 · None · None (or less than $201) |
| BBCA - JPMorgan BetaBuilders Canada ETF | $1,001 - $15,000 · None · None (or less than $201) |
| JEPI - JPMorgan Equity Premium Income ETF | $15,001 - $50,000 · None · None (or less than $201) |
| JIVE - JPMorgan International Value ETF | $15,001 - $50,000 · None · None (or less than $201) |
| SMH - VanEck Semiconductor ETF | $15,001 - $50,000 · None · None (or less than $201) |
| Brokerage Acct #1 - Raymond James | -- |
| AAPL - Apple Inc. - Common Stock | $1,000,001 - $5,000,000 · Dividends · $2,501 - $5,000 |
| … | 105 further assets are in the source document |