| WaFdBank | Checking | Filer | $0–$29,999 |
| Barclays | Savings | Filer | $60,000–$99,999 income $0–$29,999 |
| Charles Schwab Bank | Stocks, Bonds | Spouse | $30,000–$59,999 |
| Edward Jones | IRA - Stocks | Filer | $60,000–$99,999 |
| Money market - Stocks | | $200,000–$499,999 |
| Personal | Amazon AMZN | Spouse | $30,000–$59,999 |
| Apple AAPL | | $60,000–$99,999 |
| Berkshire Hathaway BRKB | | $30,000–$59,999 |
| Caterpillar CAT | | $0–$29,999 |
| Costco Wholesale COST | | $60,000–$99,999 |
| Deere DE | | $0–$29,999 |
| Kroger KR | | $30,000–$59,999 |
| Nordstrom JWN | | $0–$29,999 |
| Nvidia NVDA | | $60,000–$99,999 |
| Palo Alto Networks PANW | | $0–$29,999 |
| Qualcomm QCOM | | $30,000–$59,999 |
| Carrier Global Corp CARR | | $0–$29,999 |
| Grainger Inc GWW | | $0–$29,999 |
| Janus Henderson Mid Cap Val N | | $0–$29,999 |
| Pgim Jennison Mid-Cap Grw R6 | | $0–$29,999 |
| Vanguard FTSE All-World Ex US | | $0–$29,999 |
| Vanguard Small Cap Growth ETF | | $0–$29,999 |
| Vanguard Small Cap Value ETF | | $0–$29,999 |
| American Fundamental INV F3 | | $0–$29,999 |
| Br Equity Dividend K | | $0–$29,999 |
| Hartford Dividend & Growth F | | $0–$29,999 |
| Invesco Comstock R6 | | $0–$29,999 |
| Invesco Intl Growth R6 | | $0–$29,999 |
| iShares MSCI EAFE Growth ETF | | $0–$29,999 |
| iShares MSCI EAFE Value ETF | | $0–$29,999 |
| MFS Growth R6 | | $0–$29,999 |
| Vanguard FTSE Dev Mkts ETF | | $0–$29,999 |
| Vanguard Growth ETF | | $0–$29,999 |
| Vanguard Value ETF | | $0–$29,999 |
| American High-Inc Muni BD F3 | | $0–$29,999 |
| Amern Tax-Ex Bond of Amer F3 | | $0–$29,999 |
| Bridge Builder Municipal | | $0–$29,999 |
| Franklin Fed Interm-Trm Tf R6 | | $0–$29,999 |
| JPM Federal Money Market I | | $0–$29,999 |
| Delaware Emerging Markets | | $0–$29,999 |
| Dfa U. S Small Cap Value 1 | | $0–$29,999 |
| Ev Atlanta Capital SMID-Cap R 6 | | $0–$29,999 |
| i Shares S&P SC 600 Value ETF | | $0–$29,999 |
| Vanguard Mid Cap ETF | | $0–$29,999 |
| Vanguard Small Cap Growth ETF | | $0–$29,999 |
| American INTL Growth & Inc F3 | | $0–$29,999 |
| Bridge Builder INTL Equity | | $0–$29,999 |
| Bridge Builder Large Growth | | $0–$29,999 |
| Bridge Builder Large Value | | $0–$29,999 |
| DFA Global Real Estate Secs 1 | | $0–$29,999 |
| Invesco Op INTL Growth R6 | | $0–$29,999 |
| iShares Core MSCI EAFE ETF | | $0–$29,999 |
| Jensen Quality Growth Y | | $0–$29,999 |
| Jh Disciplined Value R6 | | $0–$29,999 |
| Vanguard Growth ETF | | $0–$29,999 |
| Vaguard Value ETF | | $0–$29,999 |
| Bridge Builder Core Plus Bond | | $0–$29,999 |
| Federated Instl Hi-Yld BD R6 | | $0–$29,999 |
| iShares Core US Aggregate Bond | | $0–$29,999 |
| Tcw Emerg Mkts Income Plan P | | $0–$29,999 |
| TRP High Yield Bond 1 | | $0–$29,999 |
| Vanguard Ttl BD Market ETF | | $0–$29,999 |
| Goldman Fs Government 1 | | $0–$29,999 |
| IBM Corp IBM | | $0–$29,999 |
| Fidelity Total Market FSKAX | | $100,000–$199,999 |
| T.Rowe Price Retirement TRRCX | | $200,000–$499,999 |
| T.Rowe Price Retirement TRRJX | | $0–$29,999 |
| Vanguard Target Retirement VTHRX | | $100,000–$199,999 |
| Vanguard Target Retirement VTTHX | | $0–$29,999 |
| Personal | Vanguard S&P 500 VOO | Spouse | $100,000–$199,999 |
| Metropolitan West Total MWTRX | | $0–$29,999 |
| Fidelity Total MKT FSKAX | | $0–$29,999 |
| Schwab S&P 500 SWPPX | | $30,000–$59,999 |
| T Rowe Price Retirement TRRCX | | $60,000–$99,999 |
| T Rowe Price Retirement TRRJX | | $0–$29,999 |
| Vanguard Target VTHRX | | $0–$29,999 |
| Vanguard Target VTTHX | | $0–$29,999 |
| Vanguard S&P 500 VOO | | $0–$29,999 |
| Edward Jones | Stocks | Spouse | $0–$29,999 |
| Charles Schwab | Stocks | Spouse | $60,000–$99,999 |
| Edward Jones | 529 College Savings Plan | Filer | $0–$29,999 |
| Edward Jones | stocks, bonds, securities, commodities | Spouse | $1,000,000 or more |
| Vanguard Mid Cap ETF | Filer, Spouse | $0–$29,999 |
| Bridge Builder Tax Mgd S/M Cap | Spouse | $0–$29,999 |
| Bridge Builder Tax Mgd Lrg Cap | | $60,000–$99,999 |
| Bridge Builder Tax Mgd INTL EQ | | $0–$29,999 |
| JPM US Govt Mny Mkt Capital | | $0–$29,999 |