| DCU | Checkings | Filer, Spouse | $30,000–$59,999 income $0–$29,999 |
| SAvings | | $0–$29,999 income $0–$29,999 |
| Money market | | $0–$29,999 income $0–$29,999 |
| Wells Fargo | Checkings | Filer, Spouse | $30,000–$59,999 income $0–$29,999 |
| Checking | | $0–$29,999 income $0–$29,999 |
| Savings | | $0–$29,999 income $0–$29,999 |
| First Republic | Checkings | Filer | $0–$29,999 income $0–$29,999 |
| CD | | $0–$29,999 income $0–$29,999 |
| Keybank | Checking | Spouse | $0–$29,999 income $0–$29,999 |
| JP Morgan Chase | Checking | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| Metlife | Life Insurance | Filer, Spouse | $750,000–$999,999 |
| Fidelity | Brokerage | Filer, Spouse | $1,000,000 or more income $0–$29,999 |
| IRA | | $100,000–$199,999 income $0–$29,999 |
| HSA | | $0–$29,999 |
| Roth IRA | | $60,000–$99,999 income $0–$29,999 |
| IRA - spouse | | $200,000–$499,999 income $0–$29,999 |
| Roth IRA - spouse | | $0–$29,999 |
| Brokerage - spouse | | $1,000,000 or more |
| 401k- spouse | | $200,000–$499,999 income $0–$29,999 |
| Vanguard | Brokerage - filer | Filer, Spouse | $1,000,000 or more income $0–$29,999 |
| Brokerage - joint | | $200,000–$499,999 income $0–$29,999 |
| IRA- filer | | $100,000–$199,999 income $0–$29,999 |
| IRA- spouse | | $100,000–$199,999 income $0–$29,999 |
| 529 | | $200,000–$499,999 |
| Charles Schwab | Brokerage | Filer, Spouse | $500,000–$749,999 income $0–$29,999 |
| IRA | | $200,000–$499,999 income $0–$29,999 |
| stocks | Microsoft MSFT | Filer | $500,000–$749,999 income $0–$29,999 |
| Private Equity Legacy Knight | | $0–$29,999 income $0–$29,999 |
| Private Equity | | $30,000–$59,999 income $0–$29,999 |
| Private Equity | | $60,000–$99,999 income $0–$29,999 |
| 529 mutual funds | | $200,000–$499,999 |
| Apollo | | $30,000–$59,999 income $0–$29,999 |
| Blockchain | | $30,000–$59,999 income $0–$29,999 |
| VC fund | | $0–$29,999 |
| MAG MAG | | $30,000–$59,999 income $0–$29,999 |
| Debt Fund | | $30,000–$59,999 income $0–$29,999 |
| PE | | $0–$29,999 income $0–$29,999 |
| Amazon AMZN | | $1,000,000 or more |
| General Motors GM | | $0–$29,999 |
| Blend BLND | | $0–$29,999 |
| Gilat GILT | | $0–$29,999 |
| Karbon KRBN | | $0–$29,999 |
| Vanguard Mutual Funds | | $750,000–$999,999 income $0–$29,999 |
| Apple AAPL | | $60,000–$99,999 |
| Applied materials AMAT | | $0–$29,999 |
| Square SQ | | $30,000–$59,999 |
| energy PBW | | $0–$29,999 |
| paypal PYPL | | $0–$29,999 |
| AMD AMD | | $0–$29,999 |
| CELFX CELFX | | $100,000–$199,999 income $0–$29,999 |
| NICHX NICHX | | $100,000–$199,999 income $0–$29,999 |
| SQN | | $100,000–$199,999 income $0–$29,999 |
| JEPI JEPI | | $60,000–$99,999 income $0–$29,999 |