| 2019 | American Funds 2055 Target Date Retirement Fd Cl A (AAMTX) | J |
| 2019 | American Funds 2055 Target Date Retirement Fd Cl A (AAMTX) (X) | J |
| 2019 | American Growth Portfolio Fund Class A (GWPAX) | J |
| 2019 | Bank of America (cash) (X) | K |
| 2019 | Brokerage #1 (H) | |
| 2019 | Franklin Growth Fund Class A (FKGRX) | J |
| 2019 | Fundamental Investors Class A (ANCFX) | L |
| 2019 | Hartford Growth Opportunities Fund Class A (HGOAX) | L |
| 2019 | Huntington Bank (cash) | L |
| 2019 | IRA #1 (H) | |
| 2019 | IRA #2 (H) | |
| 2019 | IRA #3 (H) | |
| 2019 | IRA #4 (H) | |
| 2019 | Individual Assets (H) | |
| 2019 | Invesco Oppenheimer Global Fund Class A (OPPAX) | J |
| 2019 | Invesco Oppenheimer Main Street Small Cap Fund Class A (OSCAX) | K |
| 2019 | Invesco Oppenheimer Steelpath Mlp Alpha Fund Class A (MLPAX) | J |
| 2019 | John Hancock Disciplined Value Fund Class A (JVLAX) | J |
| 2019 | LUTHER BURBANK S&L ASSN CA (cash) (X) | |
| 2019 | MFS International Diversification Fund Class A (MDIDX) | J |
| 2019 | MFS International Diversification Fund Class A (MDIDX) | J |
| 2019 | Mainstay Large-Cap Growth Fund Class A (MLAAX) | J |
| 2019 | NM FDIC Insured Deposit Program (cash) | K |
| 2019 | Northwestern Mutual Adjustable Compensation Life Plan | J |
| 2019 | Optimum International Fund Class A (OAIEX) | K |
| 2019 | Rental Property #1 Nashville, TN | N |
| 2019 | Rental Property #2 Atlanta, GA | O |
| 2019 | Rental Property #3 Atlanta, GA | |
| 2019 | Rental Property #4 Nashville, TN | M |
| 2019 | Rental Property #5 Akron, OH (X) | M |
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