| 2020 | American Funds American Balanced Fund (ABALX) | |
| 2020 | American Funds American Balanced Fund (ABALX) | |
| 2020 | American Funds Capitol World Growth and Income Fund | |
| 2020 | American Funds Capitol World Growth and Income Fund | |
| 2020 | American Funds New World Funds (NEWFX) | |
| 2020 | American Funds New World Funds (NEWFX) | |
| 2020 | Bank of America Checking Account | K |
| 2020 | Bank of America Checking Account | K |
| 2020 | Fidelity Freedom 2030 Fund (FSNQX) | L |
| 2020 | Fidelity Freedom 2030 Fund (FSNQX) | L |
| 2020 | Travis County, Texas Rental Property 1 | |
| 2020 | Travis County, Texas Rental Property 1 | |
| 2020 | Travis County, Texas Rental Property 2 | |
| 2020 | Travis County, Texas Rental Property 2 | |
| 2020 | USAA Checking/Savings | |
| 2020 | USAA Checking/Savings | |
| 2020 | USAA Target Reirement 2040 (URFRX) | |
| 2020 | USAA Target Reirement 2040 (URFRX) | |
| 2019 | American Funds American Balanced Fund (ABALX) | J |
| 2019 | American Funds Capitol World Growth and Income Fund | J |
| 2019 | American Funds New World Funds (NEWFX) | J |
| 2019 | Bank of America Checking Account | K |
| 2019 | Fidelity Freedom 2030 Fund (FSNQX) | M |
| 2019 | Travis County, Texas Rental Property 1 | L |
| 2019 | Travis County, Texas Rental Property 2 | M |
| 2019 | USAA Checking/Savings | K |
| 2019 | USAA Target Reirement 2040 (URFRX) | L |