Statement of Financial Interest filings from the Secretary of State Ethics portal.
| Source | Type | Range |
|---|---|---|
| Goldman Sachs Bank | Financial Institution | More than $1,000 |
| Walmart Inc | Employer | More than $12,500 |
| Walmart Inc | Employer | More than $12,500 |
| Business | Type | Role |
|---|---|---|
| AT&T (T) | Stock | Investor |
| Arrived AR Adler, LLC | Real Estate | Investor |
| Arrived AR Chaparral, LLC | Real Estate | Investor |
| Arrived AR Goldfinger, LLC | Real Estate | Investor |
| Arrived AR Plumtree, LLC | Real Estate | Investor |
| Bank of America (BAC) | Stock | Investor |
| Berkshire Hathaway (BRK.B) | Stock | Investor |
| BlackRock LifePath Index 2045 | Fund | Investor |
| BlackRock LifePath Index 2050 | Fund | Investor |
| BlackRock Municipal Income Trust (BFK) | Fund | Investor |
| BlackRock Treasury Trust Fund | Fund | Investor |
| Evolv Technologies (EVLV) |
| Stock |
| Investor |
| Fidelity 500 Index Fund | Mutual Fund | Investor |
| Fidelity Government Cash Reserves (FDRXX) | Mutual Fund | Investor |
| Invesco Advantage Muni Income Trust II (VKI) | Fund | Investor |
| Invesco Muni Opportunity Trust (VMO) | Fund | Investor |
| Invesco MuniYield Quality (MQT) | Fund | Investor |
| Invesco Short Term Treasury (Vova) | Fund | Investor |
| JPMorgan Chase (JPM) | Stock | Investor |
| MyRetirement 2045 | Retirement Fund | Investor |
| MyRetirement 2055 | Retirement Fund | Investor |
| Nuveen Quality Municipal (NAD) | Fund | Investor |
| PIMCO Dynamic Income Fund (PDI) | Fund | Investor |
| PIMCO Enhanced Short Maturity ETF (MINT) | ETF | Investor |
| Rivian Automotive (RIVN) | Stock | Investor |
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | ETF | Investor |
| SPDR S&P 500 ETF (SPY) | ETF | Investor |
| Vanguard Dividend Appreciation ETF (VIG) | ETF | Investor |
| Vanguard International Growth Fund Admiral | Mutual Fund | Investor |
| Vanguard Total Stock Market ETF (VTI) | ETF | Investor |
| Vanguard Value ETF (VTV) | ETF | Investor |
| Verizon Communications (VZ) | Stock | Investor |
| Walmart Inc. (WMT) | Stock | Investor |
| WisdomTree U.S. Efficient Core Fund (NTSX) | ETF | Investor |
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | ETF | Investor |
| iShares Bitcoin ETF (IBIT) | ETF | Investor |
| iShares LifePath Target Date 2055 (ITDG) | ETF | Investor |
