37trades · $795K est.
$2.9Mest. assets · Annual (2023)
Since nomination
Nominee 278 (02/26/2021) vs Annual (2023)Divested
5 positions · $615.5K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Cash held in escrow by Asset Preservation Inc. | Other assets | — | $250K – $500K |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Spouse's assets | Spouse | $100K – $250K |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Spouse's assets | Spouse | $15K – $50K |
| Vanguard Wellesley Income Fund Investor Shares VWINX | Other assets | — | $15K – $50K |
| Residential real estate, Washington, DC | Other assets | — | Under $1K |
Still holds
18 positions · $2.2M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Residential real estate, Washington, DC | Other assets | — | $500K – $1M | $500K – $1M |
| US Bank (cash) | Other assets | — | $250K – $500K | $250K – $500K |
| Vanguard FTSE Social Index Fund Institutional Shares VFTNX | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| Residential real estate, Savannah, GA | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard LifeStrategy Growth Fund Investor Shares VASGX | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX | Other assets | — | $50K – $100K | $100K – $250K |
| Vanguard Target Retirement 2045 Fund Investor Class Shares VTIVX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX | Employment assets | Self | $50K – $100K | $50K – $100K |
| CREF Social Choice Account RI | Employment assets | Self | $50K – $100K | $50K – $100K |
| TIAA-CREF Social Choice Equity Fund Retirement Class Shares TRSCX | Employment assets | Self | $50K – $100K | $50K – $100K |
| TIAA-CREF Social Choice Equity Fund Retirement Class Shares TRSCX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Stable Value Porfolio | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard Municipal Money Market Fund Investor Shares VMSXX | Other assets | — | $15K – $50K | $1K – $15K |
| CREF Money Market Account RI | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Vanguard Total International Stock Index Fund Institutional Plus Shares VTPSX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Massachusetts 529 Plan (underlying assets do not meet the reporting threshold) | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares VITFX | Employment assets | Self | Under $1K | Under $1K |
New positions
16 positions · $667.5K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Spouse's assets | Spouse | $100K – $250K |
| Vanguard FTSE Social Index Fund Institutional Shares VFTNX | Spouse's assets | Spouse | $50K – $100K |
| Vanguard Wellesley Income Fund Admiral Shares VWIAX | Other assets | — | $50K – $100K |
| Vanguard Health Care Fund Admiral Shares VGHAX | Other assets | — | $50K – $100K |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Spouse's assets | Spouse | $15K – $50K |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Spouse's assets | Spouse | $15K – $50K |
| Vanguard FTSE Social Index Fund Admiral Class Shares VFTAX | Other assets | — | $15K – $50K |
| Vanguard Balanced Index Fund Admiral Shares VBIAX | Other assets | — | $15K – $50K |
| Vanguard Total Stock Market Index Fund Admiral Class Shares VTSAX | Other assets | — | $15K – $50K |
| Vanguard 500 Index Fund ETF Shares VOO | Other assets | — | $15K – $50K |
| Raisin D'Etre, LLC (online natural wine sales) | Other assets | — | $15K – $50K |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Spouse's assets | Spouse | $1K – $15K |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX | Spouse's assets | Spouse | $1K – $15K |
| Vanguard Total International Stock Index Fund Institutional Plus Shares VTPSX | Spouse's assets | Spouse | $1K – $15K |
| Flywire Corporation Voting Common Stock FLYW | Other assets | — | $1K – $15K |
| Alnylam Pharmaceuticals, Inc. ALNY | Other assets | — | $1K – $15K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Raisin D'Etre, LLC | Buy | $15K – $50K | — | Aug 12, 2022 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Buy | $1K – $15K | — | Nov 29, 2021 | filing ↗ |
| VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | Buy | $1K – $15K | — | Nov 15, 2021 | filing ↗ |
| VGHAX Vanguard Health Care Fund Admiral Shares | Buy | $1K – $15K | — | Nov 15, 2021 | filing ↗ |
| VTSAX Vanguard Total Stock Market Index Fund Admiral Class Shares | Buy | $15K – $50K | — | Nov 1, 2021 | filing ↗ |
| VFTAX Vanguard FTSE Social Index Fund Admiral Class Shares | Buy | $1K – $15K | — | Nov 1, 2021 | filing ↗ |
| VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | Buy | $1K – $15K | — | Oct 14, 2021 | filing ↗ |
| VTSAX Vanguard Total Stock Market Index Fund Admiral Class Shares | Buy | $1K – $15K | — | Oct 11, 2021 | filing ↗ |
| VGHAX Vanguard Health Care Fund Admiral Shares | Buy | $1K – $15K | — | Oct 11, 2021 | filing ↗ |
| VFTAX Vanguard FTSE Social Index Fund Admiral Class Shares | Buy | $1K – $15K | — | Oct 11, 2021 | filing ↗ |
| VASGX Vanguard LifeStrategy Growth Fund Investor Shares | Buy | $1K – $15K | — | Sep 27, 2021 | filing ↗ |
| VGHAX Vanguard Health Care Fund Admiral Shares | Buy | $1K – $15K | — | Sep 27, 2021 | filing ↗ |
| VFTAX Vanguard FTSE Social Index Fund Admiral Class Shares | Buy | $1K – $15K | — | Sep 27, 2021 | filing ↗ |
| VWIAX Vanguard Wellesley Income Fund Admiral Shares | Buy | $1K – $15K | — | Aug 19, 2021 | filing ↗ |
| VTSAX Vanguard Total Stock Market Index Fund Admiral Class Shares | Buy | $1K – $15K | — | Aug 19, 2021 | filing ↗ |
| VASGX Vanguard LifeStrategy Growth Fund Investor Shares | Buy | $1K – $15K | — | Aug 19, 2021 | filing ↗ |
| VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | Buy | $1K – $15K | — | Aug 19, 2021 | filing ↗ |
| VGHAX Vanguard Health Care Fund Admiral Shares | Buy | $1K – $15K | — | Aug 19, 2021 | filing ↗ |
| VBIAX Vanguard Balanced Index Fund Admiral Shares | Buy | $1K – $15K | — | Aug 19, 2021 | filing ↗ |
| VFTAX Vanguard FTSE Social Index Fund Admiral Class Shares | Buy | $1K – $15K | — | Aug 19, 2021 | filing ↗ |
| VWIAX Vanguard Wellesley Income Fund Admiral Shares | Buy | $50K – $100K | — | Jul 26, 2021 | filing ↗ |
| VWINX Vanguard Wellesley Income Fund Investor Shares | Sell | $15K – $50K | — | Jul 26, 2021 | filing ↗ |
| VTHRX Vanguard Target Retirement 2030 Fund Investor Class Shares | Buy | $100K – $250K | — | Jul 26, 2021 | filing ↗ |
| VTTWX Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares | Sell | $100K – $250K | — | Jul 26, 2021 | filing ↗ |
| VTSAX Vanguard Total Stock Market Index Fund Admiral Class Shares | Buy | $1K – $15K | — | Jul 26, 2021 | filing ↗ |
| VGHAX Vanguard Health Care Fund Admiral Shares | Buy | $1K – $15K | — | Jul 26, 2021 | filing ↗ |
| VFTAX Vanguard FTSE Social Index Fund Admiral Class Shares | Buy | $1K – $15K | — | Jul 26, 2021 | filing ↗ |
| VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | Buy | $1K – $15K | — | Jul 6, 2021 | filing ↗ |
| VGHAX Vanguard Health Care Fund Admiral Shares | Buy | $15K – $50K | — | Jul 6, 2021 | filing ↗ |
| VASGX Vanguard LifeStrategy Growth Fund Investor Shares | Buy | $1K – $15K | — | Jun 17, 2021 | filing ↗ |
| VBIAX Vanguard Balanced Index Fund Admiral Shares | Buy | $1K – $15K | — | Jun 17, 2021 | filing ↗ |
| VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | Buy | $1K – $15K | — | Jun 2, 2021 | filing ↗ |
| VASGX Vanguard LifeStrategy Growth Fund Investor Shares | Buy | $1K – $15K | — | May 26, 2021 | filing ↗ |
| VBIAX Vanguard Balanced Index Fund Admiral Shares | Buy | $1K – $15K | — | May 26, 2021 | filing ↗ |
| VASGX Vanguard LifeStrategy Growth Fund Investor Shares | Buy | $1K – $15K | — | May 14, 2021 | filing ↗ |
| VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | Buy | $1K – $15K | — | May 14, 2021 | filing ↗ |
| VBIAX Vanguard Balanced Index Fund Admiral Shares | Buy | $1K – $15K | — | May 14, 2021 | filing ↗ |
Asset holdings
Annual (2023) · filed —All positions
47 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Sep-ira | Self | — | — |
| Vanguard Target Retirement 2045 Fund Investor Class Shares VTIVX | Self | $50K – $100K | — |
| Philanthropy Northwest 403b | Self | — | — |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX | Self | $50K – $100K | — |
| Tides Foundation 403b | Self | — | — |
| CREF Money Market Account RI | Self | $1K – $15K | — |
| CREF Social Choice Account RI | Self | $50K – $100K | — |
| Roth IRA | Self | — | — |
| TIAA-CREF Social Choice Equity Fund Retirement Class Shares TRSCX | Self | $15K – $50K | — |
| IRA | Self | — | — |
| TIAA-CREF Social Choice Equity Fund Retirement Class Shares TRSCX | Self | $50K – $100K | — |
| University of South Florida 401 A | Self | — | — |
| Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares VITFX | Self | Under $1K | — |
| Harvard University | Spouse | — | salary, bonus |
| IRA | Spouse | — | — |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Spouse | $100K – $250K | — |
| HARVARD UNIVERSITY 403b | Spouse | — | — |
| Vanguard FTSE Social Index Fund Institutional Shares VFTNX | Spouse | $100K – $250K | — |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Spouse | $15K – $50K | — |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX | Spouse | $1K – $15K | — |
| Vanguard Total International Stock Index Fund Institutional Plus Shares VTPSX | Spouse | $1K – $15K | — |
| Harvard Defined Contribution Plan | Spouse | — | — |
| Vanguard FTSE Social Index Fund Institutional Shares VFTNX | Spouse | $50K – $100K | — |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Spouse | $15K – $50K | — |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX | Spouse | $1K – $15K | — |
| Vanguard Total International Stock Index Fund Institutional Plus Shares VTPSX | Spouse | $1K – $15K | — |
| Harvard 457(b) Plan | Spouse | — | — |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Spouse | $1K – $15K | — |
| US Bank (cash) | — | $250K – $500K | — |
| Residential real estate, Savannah, GA | — | $100K – $250K | Rent or Royalties · $5K – $15K |
| Family Revocable Trust | — | — | — |
| Residential real estate, Washington, DC | — | $500K – $1M | — |
| Vanguard LifeStrategy Growth Fund Investor Shares VASGX | — | $100K – $250K | — |
| Vanguard Municipal Money Market Fund Investor Shares VMSXX | — | $1K – $15K | — |
| Vanguard Wellesley Income Fund Admiral Shares VWIAX | — | $50K – $100K | — |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX | — | $100K – $250K | — |
| Virginia 529 Plan | — | — | Cash Distribution · $7.2K |
| Stable Value Porfolio | — | $15K – $50K | — |
| Massachusetts 529 Plan (underlying assets do not meet the reporting threshold) | — | $1K – $15K | — |
| Vanguard FTSE Social Index Fund Admiral Class Shares VFTAX | — | $15K – $50K | — |
| Vanguard Balanced Index Fund Admiral Shares VBIAX | — | $15K – $50K | — |
| Vanguard Health Care Fund Admiral Shares VGHAX | — | $50K – $100K | — |
| Vanguard Total Stock Market Index Fund Admiral Class Shares VTSAX | — | $15K – $50K | — |
| Vanguard 500 Index Fund ETF Shares VOO | — | $15K – $50K | — |
| Raisin D'Etre, LLC (online natural wine sales) | — | $15K – $50K | — |
| Flywire Corporation Voting Common Stock FLYW | — | $1K – $15K | — |
| Alnylam Pharmaceuticals, Inc. ALNY | — | $1K – $15K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.