Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan $5.0M – $25.0M
2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall R$1.0M – $5.0M
2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall R$1.0M – $5.0M
Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan $1.0M – $5.0M
Charles Schwab - O'Shaughnessy Asset Management ⇒ Vanguard U.S. Value Factor ETF (VFVA)$500k – $1.0M
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iSh$500k – $1.0M
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iSh$500k – $1.0M
Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan $500k – $1.0M
Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants ⇒ Randall Robert Kaplan $500k – $1.0M
Regent Holdings, LLC ⇒ Investment in Commercial Property$500k – $1.0M
RRK Charitable Trust U/A 11/28/00 #2 ⇒ Seven Bridges Long/Short Equity Fund Ltd.$500k – $1.0M
The 2011 Randall R. Kaplan Living Trust ⇒ Echo Street GoodCo Select, LP$100k – $1.0M
The 2011 Randall R. Kaplan Living Trust ⇒ Seven Bridges Multi-Strategy Fund LP$100k – $1.0M
The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000$500k – $1.0M
The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #4 ⇒ Fidelity Money Marke$500k – $1.0M
Wonder Media Network, LLC$500k – $1.0M
2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants ⇒ Randall R$250k – $500k
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ Fid$250k – $500k
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iSh$250k – $500k
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iSh$250k – $500k
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iSh$250k – $500k
Kathy Manning GST FBO Randall Kaplan ⇒ ManKap Family LLC ⇒ MV Capital - Brokerage #1 ⇒ iSh$250k – $500k
MV Capital - GST Exempt Trust #1 ⇒ iShares Core S&P 500 ETF (IVV)$250k – $500k
MV Capital - GST Exempt Trust #1 ⇒ iShares S&P 500 Growth ETF (IVW)$250k – $500k
MV Capital - GST Exempt Trust #1 ⇒ iShares S&P 500 Value ETF (IVE)$250k – $500k
MV Capital - KEM Roth IRA #1 ⇒ iShares Russell 1000 Growth ETF (IWF)$250k – $500k
SP None Tax-Deferred MV Capital - RRK Roth IRA #1 ⇒ iShares Core S&P 500 ETF (IVV)$250k – $500k
MV Capital - RRK Roth IRA #1 ⇒ iShares Russell 1000 Value ETF (IWD)$250k – $500k
SP None Tax-Deferred MV Capital - RRK Roth IRA #1 ⇒ iShares S&P 500 Growth ETF (IVW)$250k – $500k
Reservoir Capital Partners, LP$250k – $500k
Tarco Realty, LLC ⇒ Elm Street Center, LLC$250k – $500k
The 2011 Randall R. Kaplan Living Trust ⇒ Rock Springs Capital Fund LP$250k – $500k
The 2011 Randall R. Kaplan Living Trust ⇒ Whale Rock Long Opportunities Fund, LP$250k – $500k
The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ AvidXchange Holdings$250k – $500k
The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ Fidelity Cash Reserv$250k – $500k
The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Core S&P 500$250k – $500k
The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares Russell 1000$250k – $500k
The 2011 Randall R. Kaplan Living Trust ⇒ MV Capital - Brokerage #1 ⇒ iShares S&P 500 Grow$250k – $500k
The 2021 Kathy Manning Irrevocable GST Trust FBO Randall Kaplan ⇒ Seven Bridges Private Eq$250k – $500k
WLC, LLC (Learning Together) ⇒ Notes Receivable$250k – $500k
Largest first, capped at 40 line items. Each is the asset's reported value bracket, not the income it produced.