| JPMorgan Chase Bank | Checking | Filer, Spouse | $100,000–$199,999 income $0–$29,999 |
| Savings | | $60,000–$99,999 income $0–$29,999 |
| AXA | Life | Filer, Spouse | $30,000–$59,999 |
| Department of Retirement Systems | Retirement Fund | Filer, Spouse | $30,000–$59,999 |
| Sumday | Mutual Funds | Dependent | $60,000–$99,999 |
| Mutual Funds | | $60,000–$99,999 |
| Personal | Calamos Evolving World Growth CNWIX | Filer, Spouse | $0–$29,999 |
| Center Coast Brookfield CCCNX | | $0–$29,999 |
| Columbia Large Cap Growth UMLGX | | $0–$29,999 |
| Guggenheim Directional Allocation TVRIX | | $0–$29,999 |
| JP Morgan Intl Equity VSIEX | | $0–$29,999 |
| Madison Mid Cap Fund GTXGX | | $0–$29,999 |
| Tochstone Intl Equity TPYYX | | $0–$29,999 |
| Undiscovered MG UBVSX | | $0–$29,999 |
| Victory RS Small Cap RSYEX | | $0–$29,999 |
| Hartford World Bond HWDIX | | $0–$29,999 |
| PIMCO Total Return PTTPX | | $0–$29,999 |
| Victory Floating Rate RSFYX | | $0–$29,999 |
| Marketfield Fund Class MFLDX | | $0–$29,999 |
| First Eagle Global Funds SGIIX | | $0–$29,999 |
| Altria Group MO | | $0–$29,999 |
| Bausch Heath Cos BHC | | $0–$29,999 |
| Facebook FB | | $0–$29,999 |
| Fortinet FTNT | | $0–$29,999 |
| Netflix NFLX | | $0–$29,999 |
| Paypal Holdings PYPL | | $0–$29,999 |
| Salesforce CRM | | $30,000–$59,999 |
| Splunk Inc. SPLK | | $0–$29,999 |
| United Parcel Service UPS | | $0–$29,999 |
| Vertex Pharma VRTX | | $0–$29,999 |
| Adient PLC ADNT | | $0–$29,999 |
| AT&T T | | $0–$29,999 |
| Abbvie Inc ABBV | | $0–$29,999 |
| Bank of America BAC | | $0–$29,999 |
| CME Group CME | | $0–$29,999 |
| Crown Castle Intl CCI | | $0–$29,999 |
| IShares US Treasury GOVT | | $0–$29,999 |
| JP Morgan JPM | | $0–$29,999 |
| Kinder Morgan KMI | | $0–$29,999 |
| Merck & Co. MRK | | $0–$29,999 |
| Microsoft MSFT | | $100,000–$199,999 |
| Apple Inc. AAPL | | $30,000–$59,999 |
| Amazon AMZN | | $100,000–$199,999 |
| Nvidia Corp. NVDA | | $0–$29,999 |
| Starbucks SBUX | | $0–$29,999 |
| Allergan PLC AGN | | $0–$29,999 |
| Visa V | | $0–$29,999 |
| NIKE NKE | | $0–$29,999 |
| JOHNSON&JOHNSON JNJ | | $0–$29,999 |
| ALPHABET GOOGL | | $30,000–$59,999 |
| Adobe Inc ADBE | | $0–$29,999 |
| Air Prod APD | | $0–$29,999 |
| Verizon VZ | | $0–$29,999 |
| Schwab Strategic SCHR | | $0–$29,999 |
| PGIM Total PTRQX | | $0–$29,999 |
| Vanguard Short Term VGSH | | $0–$29,999 |
| Ishares Trust SHV | | $0–$29,999 |
| Gateway TR GTENX | | $0–$29,999 |
| Vanguard Long Term VGLT | | $0–$29,999 |
| PIMCO Income Fund PIMIX | | $0–$29,999 |
| PGIM Short Term HYSQX | | $0–$29,999 |
| Retirement | Vanguard Inst Bond Trust Index Fund VBTIX | Spouse | $60,000–$99,999 |
| Vanguard Institutional 500 Trust Index VFFSX | | $200,000–$499,999 |
| Vanguard Primecap Admiral VPMAX | | $100,000–$199,999 |
| Philips Inc. PHG | | $0–$29,999 |
| Fidelity Contrafund FCNTX | | $200,000–$499,999 |
| Jennison Cap Apprec JHCPX | | $60,000–$99,999 |