| Apple, Inc |
Technology hardware & equipment |
Stocks, bonds and mutual funds |
N/A |
| Alphabet Inc (A) |
software & computer services |
Stocks, bonds and mutual funds |
N/A |
| Alphabet Inc (C) |
software & computer services |
Stocks, bonds and mutual funds |
N/A |
| Alphabet Inc (A) (SPOUSE) |
software & computer services |
Stocks, bonds and mutual funds |
N/A |
| Alphabet Inc (C) (SPOUSE) |
software & computer services |
Stocks, bonds and mutual funds |
N/A |
| Manoa Gallery (Spouse) |
fine arts retailer |
Business ownership |
N/A |
| Amazon.com Inc (SPOUSE) |
general retailer |
Stocks, bonds and mutual funds |
N/A |
| Apple Inc. (SPOUSE) |
technology hardware & equipment |
Stocks, bonds and mutual funds |
N/A |
| Polen Capital Management (SPOUSE) |
focus growth stock portfolio |
Stocks, bonds and mutual funds |
N/A |
| Polen Capital Management (SPOUSE) |
global growth stock portfolio |
Stocks, bonds and mutual funds |
N/A |
| Microsoft Corp (SPOUSE) |
technology hardware and equipment |
Stocks, bonds and mutual funds |
N/A |
| Eaton Vance Tax Managed Dividend Equity Fund (SPOUSE) |
closed-end management investments |
Stocks, bonds and mutual funds |
N/A |
| Amazon Inc (SPOUSE) |
general retailer |
Stocks, bonds and mutual funds |
N/A |
| Apple Inc (SPOUSE) |
technology |
Stocks, bonds and mutual funds |
N/A |
| Cheniere Energy Partners LP (SPOUSE) |
oil & gas midstream |
Stocks, bonds and mutual funds |
N/A |
| Automatic Data Processing Inc (SPOUSE) |
staffing employment services |
Stocks, bonds and mutual funds |
N/A |
| Crown Castle International Corp (SPOUSE) |
real estate |
Stocks, bonds and mutual funds |
N/A |
| Dollar General Corporation (SPOUSE) |
retailer |
Stocks, bonds and mutual funds |
N/A |
| Facebooks Inc Class-A (SPOUSE) |
internet content & information |
Stocks, bonds and mutual funds |
N/A |
| Gartner Inc (SPOUSE) |
technology |
Stocks, bonds and mutual funds |
N/A |
| Intel Corp (SPOUSE) |
technology |
Stocks, bonds and mutual funds |
N/A |
| Microsoft Corporation (SPOUSE) |
technology |
Stocks, bonds and mutual funds |
N/A |
| Shares Floating Rate BD ETF (SPOUSE) |
investment fund |
Stocks, bonds and mutual funds |
N/A |
| Grow ETFShares Russel 1000 (SPOUSE) |
investment fund |
Stocks, bonds and mutual funds |
N/A |
| Shares Tips Bond ETF (SPOUSE) |
investment fund |
Stocks, bonds and mutual funds |
N/A |
| Morgan Stanley (SPOUSE) |
investment services |
Stocks, bonds and mutual funds |
N/A |
| MSILF Treasury Securities (SPOUSE) |
investment fund |
Stocks, bonds and mutual funds |
N/A |
| Nestle Spon Adr Rep Reg Shr (SPOUSE) |
retailer |
Stocks, bonds and mutual funds |
N/A |
| Nike Inc B (SPOUSE) |
retailer |
Stocks, bonds and mutual funds |
N/A |
| O'Reilly Automotive Inc (SPOUSE) |
automotive retailer |
Stocks, bonds and mutual funds |
N/A |
| Oracle Corp (SPOUSE) |
technology |
Stocks, bonds and mutual funds |
N/A |
| Reckitt Benckiser Pls Spns Adr (SPOUSE) |
health products manufacturer |
Stocks, bonds and mutual funds |
N/A |
| SPDR Portf Short Term CRP ETF (SPOUSE) |
investment fund |
Stocks, bonds and mutual funds |
N/A |
| Starbucks Corp Washington (SPOUSE) |
retailer |
Stocks, bonds and mutual funds |
N/A |
| Vanguard Short-Term (SPOUSE) |
investment fund |
Stocks, bonds and mutual funds |
N/A |
| VISA Inc Class A (SPOUSE) |
digital payment services |
Stocks, bonds and mutual funds |
N/A |