Congress.wiki Alpha

Color Theme:

About How Congress Works Quiz Congress Wrapped Support Us Roadmap Health Privacy Policy Terms of Service

WhiteHouse.wiki SCOTUS.wiki

This is not an official government website.

Copyright © 2026 PLEJ LC. All rights reserved.

Ralph A. Alvarado - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Ralph A. Alvarado

KY-06

Filed November 11, 2025

View Original Document

Transactions

0

Assets

137

Liabilities

2

Details

Report Title: Financial Disclosure Report
Signed By: Ralph A. Alvarado
Signed Date: November 11, 2025

Assets

137 assets

401K - TDH ⇒ Fidelity Contrafund K6 (FLCNX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

401K - TDH ⇒ Vanguard Target Retirement 2040 Fund (VFORX)

Liabilities

2 liabilities

Citizens Bank

Primary Mortgage

Self

Amount

$250K - $500K

Citizens Bank of Kentucky

Home Equity Line of Credit

Self

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

457 - TDH ⇒ Fidelity Contrafund K6 (FLCNX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

457 - TDH ⇒ Vanguard Target Retirement 2045 Fund (VTIVX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Alvarado Medical Services, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Ordinary Business($15K - $50K)

Value

$50K - $100K

AMS Defined Benefit Plan ⇒ Aristotle Floating Rate Income Fund Class I (PLFRX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

AMS Defined Benefit Plan ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100K - $250K

AMS Defined Benefit Plan ⇒ Capital Group Core Plus Income ETF (CGCP)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$100K - $250K

AMS Defined Benefit Plan ⇒ Goldman Sachs Equity Income Fund Class C (GSGCX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

AMS Defined Benefit Plan ⇒ Harbor Commodity All-Weather Strategy ETF (HGER)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

AMS Defined Benefit Plan ⇒ Innovator Defined Wealth Shield ETF (BALT)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50K - $100K

AMS Defined Benefit Plan ⇒ Innovator ETFs Trust Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50K - $100K

AMS Defined Benefit Plan ⇒ Innovator ETFs Trust Innovator Equity Managed Floor ETF (SFLR)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$100K - $250K

AMS Defined Benefit Plan ⇒ Innovator U.S. Equity Power Buffer ETF - January (PJAN)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50K - $100K

AMS Defined Benefit Plan ⇒ iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50K - $100K

AMS Defined Benefit Plan ⇒ iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$100K - $250K

AMS Defined Benefit Plan ⇒ Janus Henderson AAA CLO ETF (JAAA)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50K - $100K

AMS Defined Benefit Plan ⇒ SPDR Gold Trust (GLD)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

AMS Defined Benefit Plan ⇒ US Treasury 3 Month Bill ETF (TBIL)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

AMS - Keough ⇒ Aptus Collared Investment Opportunity ETF (ACIO)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

AMS - Keough ⇒ Aristotle Floating Rate Income Fund Class I (PLFRX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

AMS - Keough ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

AMS - Keough ⇒ Cambria Shareholder Yield ETF (SYLD)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

AMS - Keough ⇒ Capital Group Core Plus Income ETF (CGCP)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

AMS - Keough ⇒ Goldman Sachs Equity Income Fund Class C (GSGCX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

AMS - Keough ⇒ Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

AMS - Keough ⇒ iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

AMS - Keough ⇒ Janus Henderson AAA CLO ETF (JAAA)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

AMS - Keough ⇒ Pacer US Cash Cows 100 ETF (COWZ)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

AMS - Keough ⇒ SPDR Gold Trust (GLD)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

AMS - Keough ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

AMS - Keough ⇒ Tradr 2X Long SPY Monthly ETF (SPYM)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50K - $100K

Central Bank - Business AMS

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$50K - $100K

Datadog, Inc. - Class A Common Stock (DDOG)

Stocks (including ADRs)

SelfIncome: Capital Gains($201 - $1K)

Value

$1K - $15K

Forcht Bank

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$50K - $100K

Gold

Precious Metals

SelfIncome: None

Value

$1K - $15K

Health Savings Account 1 ⇒ Cash

Bank Accounts, Money Market Accounts and CDs

JointIncome: Tax-Deferred

Value

$1K - $15K

Health Savings Account 1 ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX)

Mutual Funds

JointIncome: Tax-Deferred

Value

$15K - $50K

Health Savings Account 1 ⇒ Vanguard Index Trust - Growth Index Fund Institutional Shares (VIGIX)

Mutual Funds

JointIncome: Tax-Deferred

Value

$1K - $15K

Health Savings Account 1 ⇒ Vanguard Inflation Protected Securities Fd Insti Shs (VIPIX)

Mutual Funds

JointIncome: Tax-Deferred

Value

$1K - $15K

Health Savings Account 1 ⇒ Vanguard Mid-Cap Value Index Fd Admiral (VMVAX)

Mutual Funds

JointIncome: Tax-Deferred

Value

$1K - $15K

Health Savings Account 1 ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX)

Mutual Funds

JointIncome: Tax-Deferred

Value

$15K - $50K

Health Savings Account 1 ⇒ Vanguard Value Index Fd Admiral Shs (VVIAX)

Mutual Funds

JointIncome: Tax-Deferred

Value

$1K - $15K

Health Savings Account 2 ⇒ Cash

Bank Accounts, Money Market Accounts and CDs

JointIncome: Tax-Deferred

Value

$1K - $15K

Health Savings Account 2 ⇒ Vanguard Target Retirement 2040 Fund (VFORX)

Mutual Funds

JointIncome: Tax-Deferred

Value

$1K - $15K

Health Savings Account 2 ⇒ Vanguard Target Retirement 2050 Fund (VFIFX)

Mutual Funds

JointIncome: Tax-Deferred

Value

$1K - $15K

Kentucky Legislative Hybrid Cash Balance Plan

Pensions

SelfIncome: Tax-Deferred

Value

$15K - $50K

Lumeris Group Holding Corporation

Stock (Not Publicly Traded)

SelfIncome: None

Value

$1K - $15K

Managed Account - Pershing ⇒ AbbVie Inc. Common Stock (ABBV)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Managed Account - Pershing ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$50K - $100K

Managed Account - Pershing ⇒ Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

SelfIncome: None

Value

$15K - $50K

Managed Account - Pershing ⇒ American Express Company Common Stock (AXP)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Managed Account - Pershing ⇒ Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Managed Account - Pershing ⇒ Aptus Collared Investment Opportunity ETF (ACIO)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$15K - $50K

Managed Account - Pershing ⇒ Aptus Defined Risk ETF (DRSK)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Managed Account - Pershing ⇒ Arista Networks, Inc. Common Stock (ANET)

Stocks (including ADRs)

SelfIncome: None

Value

$15K - $50K

Managed Account - Pershing ⇒ ASML Holding N.V. - New York Registry Shares (ASML)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Managed Account - Pershing ⇒ Blackstone Real Estate Income Trust Inc.

REIT (EIF)

SelfIncome: None

Value

$50K - $100K

Managed Account - Pershing ⇒ Booking Holdings Inc. - Common Stock (BKNG)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Managed Account - Pershing ⇒ Capital Group Core Plus Income ETF (CGCP)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

Managed Account - Pershing ⇒ Capital Group Municipal Income ETF (CGMU)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Managed Account - Pershing ⇒ Cash

IRA (Held in Cash)

SelfIncome: None

Value

$1K - $15K

Managed Account - Pershing ⇒ Caterpillar, Inc. Common Stock (CAT)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Managed Account - Pershing ⇒ Cintas Corporation - Common Stock (CTAS)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Managed Account - Pershing ⇒ DiDi Global Inc. American Depositary Shares (DIDI)

Stocks (including ADRs)

SelfIncome: None

Value

$15K - $50K

Managed Account - Pershing ⇒ Dimensional ETF Trust Dimensional National Municipal Bond ETF (DFNM)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Managed Account - Pershing ⇒ EMCOR Group, Inc. Common Stock (EME)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Managed Account - Pershing ⇒ ETF Series Solutions Aptus Deferred Income ETF (DEFR)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$15K - $50K

Managed Account - Pershing ⇒ Fastenal Company - Common Stock (FAST)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Managed Account - Pershing ⇒ Garmin Ltd. Common Stock (GRMN)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Managed Account - Pershing ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

Managed Account - Pershing ⇒ Goldman Sachs Municipal Income Fund Institutional Shares (GSMTX)

Mutual Funds

SelfIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

Managed Account - Pershing ⇒ iMGP DBi Managed Futures Strategy ETF (DBMF)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Managed Account - Pershing ⇒ Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Managed Account - Pershing ⇒ Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Managed Account - Pershing ⇒ iShares Core Dividend Growth ETF (DGRO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Managed Account - Pershing ⇒ iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$100K - $250K

Managed Account - Pershing ⇒ iShares Core S&P Mid-Cap ETF (IJH)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Managed Account - Pershing ⇒ iShares MSCI EAFE ETF (EFA)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

Managed Account - Pershing ⇒ Janus Henderson AAA CLO ETF (JAAA)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Managed Account - Pershing ⇒ JP Morgan Chase & Co. Common Stock (JPM)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Managed Account - Pershing ⇒ KLA Corporation - Common Stock (KLAC)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Managed Account - Pershing ⇒ Lam Research Corporation - Common Stock (LRCX)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

Managed Account - Pershing ⇒ Mastercard Incorporated Common Stock (MA)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Managed Account - Pershing ⇒ McKesson Corporation Common Stock (MCK)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Managed Account - Pershing ⇒ Meta Platforms, Inc. - Class A Common Stock (META)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Managed Account - Pershing ⇒ Mettler-Toledo International, Inc. Common Stock (MTD)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Managed Account - Pershing ⇒ Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Managed Account - Pershing ⇒ Moody's Corporation Common Stock (MCO)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Managed Account - Pershing ⇒ M&T Bank Corporation Common Stock (MTB)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Managed Account - Pershing ⇒ NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$100K - $250K

Managed Account - Pershing ⇒ ResMed Inc. Common Stock (RMD)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Managed Account - Pershing ⇒ SPDR Gold Trust (GLD)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$15K - $50K

Managed Account - Pershing ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Managed Account - Pershing ⇒ S&P Global Inc. Common Stock (SPGI)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Managed Account - Pershing ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Managed Account - Pershing ⇒ Trane Technologies plc (TT)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Managed Account - Pershing ⇒ United Rentals, Inc. Common Stock (URI)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Managed Account - Pershing ⇒ Visa Inc. (V)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Managed Account - Pershing ⇒ Wheaton Precious Metals Corp Common Shares (WPM)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Managed Account - Pershing ⇒ W.W. Grainger, Inc. Common Stock (GWW)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

McClure Road Property

Real Property

JointIncome: None

Value

$100K - $250K

Netflix, Inc. - Common Stock (NFLX)

Stocks (including ADRs)

SelfIncome: Capital Gains($201 - $1K)

Value

$1K - $15K

Palantir Technologies Inc. - Class A Common Stock (PLTR)

Stocks (including ADRs)

SelfIncome: Capital Gains($201 - $1K)

Value

$1K - $15K

Regions Bank

Bank Accounts, Money Market Accounts and CDs

JointIncome: None

Value

$1K - $15K

Reviva Pharmaceuticals Holdings, Inc. - Common Stock (RVPH)

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

Roblox Corporation - Class A Common Stock (RBLX)

Stocks (including ADRs)

SelfIncome: Capital Gains($201 - $1K)

Value

$1K - $15K

Roth IRA 1 ⇒ Tradr 2X Long SPY Monthly ETF (SPYM)

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends($201 - $1K)

Value

$1K - $15K

Roth IRA 2 - Spouse ⇒ Tradr 2X Long SPY Monthly ETF (SPYM)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains, Dividends($201 - $1K)

Value

$1K - $15K

Silver

Precious Metals

SelfIncome: None

Value

$15K - $50K

Stillwater Development Lots

Real Property

JointIncome: None

Value

$15K - $50K

Traditional Bank

Bank Accounts, Money Market Accounts and CDs

JointIncome: None

Value

$1K - $15K

Traditional IRA 1 ⇒ Aptus Collared Investment Opportunity ETF (ACIO)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 1 ⇒ Aristotle Floating Rate Income Fund Class I (PLFRX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 1 ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

Traditional IRA 1 ⇒ Cambria Shareholder Yield ETF (SYLD)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 1 ⇒ Capital Group Core Plus Income ETF (CGCP)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50K - $100K

Traditional IRA 1 ⇒ Capital Group Core Plus Income ETF (CGCP) (2)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50K - $100K

Traditional IRA 1 ⇒ Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50K - $100K

Traditional IRA 1 ⇒ iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50K - $100K

Traditional IRA 1 ⇒ Janus Henderson AAA CLO ETF (JAAA)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 1 ⇒ Pacer US Cash Cows 100 ETF (COWZ)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 1 ⇒ Pershing Govt Cash Management

IRA (Held in Cash)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 1 ⇒ SPDR Gold Trust (GLD)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 1 ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 1 ⇒ Tradr 2X Long SPY Monthly ETF (SPYM)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$100K - $250K

Traditional IRA 2 - Spouse ⇒ Aristotle Floating Rate Income Fund Class I (PLFRX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Traditional IRA 2 - Spouse ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 2 - Spouse ⇒ Capital Group Core Plus Income ETF (CGCP)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 2 - Spouse ⇒ Dimensional International Core Equity Market ETF (DFAI)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Traditional IRA 2 - Spouse ⇒ Innovator ETFs Trust Innovator Equity Managed Floor ETF (SFLR)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 2 - Spouse ⇒ iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 2 - Spouse ⇒ iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$100K - $250K

Traditional IRA 2 - Spouse ⇒ Janus Henderson AAA CLO ETF (JAAA)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Traditional IRA 2 - Spouse ⇒ Pershing Govt Cash Management

IRA (Held in Cash)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Traditional IRA 2 - Spouse ⇒ SPDR Gold Trust (GLD)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Traditional IRA 2 - Spouse ⇒ US Treasury 3 Month Bill ETF (TBIL)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Amount

$10K - $15K