Candidate report for 2026, filed 2026-04-05.
$664K to $1.6Mreported assets (ranges added up)
$115K to $300Kreported liabilities
$198Kearned income (exact amounts)
Assets minus liabilities: between $364K and $1.5M Estimate
Assets
Largest assets| Asset | Type code | Owner | Value range |
|---|
| Distributions- unearned income $5,001 - $15,000 None D : Knickerbocker Pools and Spas / BK Professional Services Rental Property | RP | JT | $250K to $500K |
| Asset Owner Value of Asset Income Type(s) Income Current Year to Filing Income Preceding Year Charles Schwab Bret Roth IRA ⇒ Bret Retirement | PS | SP | $100K to $250K |
| Charles Schwab Bret Roth IRA ⇒ Schwab U.S. Broad Market ETF (SCHB) | EF | SP | $50K to $100K |
| Charles Schwab Bret Roth IRA ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) | EF | SP | $50K to $100K |
| Charles Schwab Kristina's Roth IRA ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) | EF | self | $50K to $100K |
| Asset Owner Value of Asset Income Type(s) Income Current Year to Filing Income Preceding Year DC1 College Advantage Plan ⇒ College Advantage | MF | self | $50K to $100K |
| Charles Schwab B & K Joint Account ⇒ Apple Inc. - Common Stock (AAPL) | ST | self | $15K to $50K |
| Charles Schwab B & K Joint Account ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) | EF | self | $15K to $50K |
| D : Charles Schwab ETFs and Stocks Charles Schwab B & K Joint Account ⇒ Vanguard Total Stock Market ETF (VTI) | EF | self | $15K to $50K |
| Charles Schwab Bret Roth IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ) | EF | SP | $15K to $50K |
| Charles Schwab Bret Roth IRA ⇒ Tesla, Inc. - Common Stock (TSLA) | ST | SP | $15K to $50K |
| Charles Schwab Bret Roth IRA ⇒ Vanguard Small-Cap Growth ETF (VBK) | EF | SP | $15K to $50K |
| D : KK OSU Retirement Account Ubiquity ⇒ Bret's 401k | RF | SP | $15K to $50K |
| Asset Owner Value of Asset Income Type(s) Income Current Year to Filing Income Preceding Year Ally | BA | JT | $1,001 to $15K |
| BK Professional Services | OT | SP | $1,001 to $15K |
All 22 assets
All assets| Asset | Type code | Owner | Value range |
|---|
| Distributions- unearned income $5,001 - $15,000 None D : Knickerbocker Pools and Spas / BK Professional Services Rental Property | RP | JT | $250K to $500K |
| Asset Owner Value of Asset Income Type(s) Income Current Year to Filing Income Preceding Year Charles Schwab Bret Roth IRA ⇒ Bret Retirement | PS | SP | $100K to $250K |
| Charles Schwab Bret Roth IRA ⇒ Schwab U.S. Broad Market ETF (SCHB) | EF | SP | $50K to $100K |
| Charles Schwab Bret Roth IRA ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) | EF | SP | $50K to $100K |
| Charles Schwab Kristina's Roth IRA ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) | EF | self | $50K to $100K |
| Asset Owner Value of Asset Income Type(s) Income Current Year to Filing Income Preceding Year DC1 College Advantage Plan ⇒ College Advantage | MF | self | $50K to $100K |
| Charles Schwab B & K Joint Account ⇒ Apple Inc. - Common Stock (AAPL) | ST | self | $15K to $50K |
| Charles Schwab B & K Joint Account ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) | EF | self | $15K to $50K |
| D : Charles Schwab ETFs and Stocks Charles Schwab B & K Joint Account ⇒ Vanguard Total Stock Market ETF (VTI) | EF | self | $15K to $50K |
| Charles Schwab Bret Roth IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ) | EF | SP | $15K to $50K |
| Charles Schwab Bret Roth IRA ⇒ Tesla, Inc. - Common Stock (TSLA) | ST | SP | $15K to $50K |
| Charles Schwab Bret Roth IRA ⇒ Vanguard Small-Cap Growth ETF (VBK) | EF | SP | $15K to $50K |
| D : KK OSU Retirement Account Ubiquity ⇒ Bret's 401k | RF | SP | $15K to $50K |
| Asset Owner Value of Asset Income Type(s) Income Current Year to Filing Income Preceding Year Ally | BA | JT | $1,001 to $15K |
| BK Professional Services | OT | SP | $1,001 to $15K |
| L : Ohio, OH, US USAA Checking | BA | JT | $1,001 to $15K |
| D : Roth IRA Charles Schwab Bret Roth IRA ⇒ Global X Robotics & Artificial Intelligence ETF (BOTZ) | EF | SP | $1,001 to $15K |
| Charles Schwab Bret Roth IRA ⇒ Vanguard Information Tech ETF (VGT) | EF | SP | $1,001 to $15K |
| Charles Schwab Bret Roth IRA ⇒ Vanguard International Dividend Appreciation ETF (VIGI) | EF | SP | $1,001 to $15K |
| Charles Schwab Kristina's Roth IRA ⇒ Schwab U.S. Broad Market ETF (SCHB) | EF | self | $1,001 to $15K |
| Charles Schwab Kristina's Roth IRA ⇒ Vanguard Information Tech ETF (VGT) | EF | self | $1,001 to $15K |
| Charles Schwab Kristina's Roth IRA ⇒ Vanguard Small-Cap Growth ETF (VBK) | EF | self | $1,001 to $15K |
Liabilities
Liabilities| Liability as filed | Amount range |
|---|
| JT Rocket Mortgage MAR 2022 Mortgage | $100K to $250K |
| SP Nelnet 2015-2018 Bret - Student Loans | $15K to $50K |
Earned income
Earned income| Earned income source | Amount |
|---|
| VA Disability Self - VA Disability $7,479.45 | $24K |
| N/A | $64K |
| Knickerbocker Pools and Spas Spouse Salary $16,730.79 | $86K |
| N/A | $23K |
| N/A | $250 |
Reported Parsed automatically from the official report; check the PDF for anything that matters. Values are bands, so totals are ranges. A personal residence and personal vehicles are normally not reported, and a spouse’s information is limited. Type codes: legend. Open the official report (PDF)