83trades · $871.5K est.
0%
disclosed on time · 1 late, worst 44d over
$3.1Mest. assets · Annual (2023)
Since nomination
Nominee 278 (04/19/2021) vs Annual (2023)Divested
6 positions · $2M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Latham & Watkins, LLP capital account | Employment assets | Self | $500K – $1M |
| Latham & Watkins, LLP (law firm) anticipated partnership share | Employment assets | Self | $500K – $1M |
| Latham & Watkins LLP, cash balance pension plan | Employment assets | Self | $250K – $500K |
| DFA Five-Year Global Fixed Income DFGBX | Employment assets | Self | $15K – $50K |
| DFA International Small Cap Value DISVX | Employment assets | Self | $15K – $50K |
| VP Fund Investments 2018 LLC | Employment assets | Self | $15K – $50K |
Still holds
20 positions · $1.6M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Vanguard Total Stock Market Instl Pls | Employment assets | Self | $50K – $100K | $100K – $250K |
| DFA Intermediate Govt Fixed Income DFIGX | Employment assets | Self | $50K – $100K | $100K – $250K |
| Vanguard Total Bond Market ETF BND | Employment assets | Self | $15K – $50K | $100K – $250K |
| DFA US Large Cap Value DFLVX | Employment assets | Self | $15K – $50K | $100K – $250K |
| U.S. bank account #2 (cash) | Other assets | — | $500K – $1M | $50K – $100K |
| Vanguard S&P 500 ETF VOO | Employment assets | Self | $100K – $250K | $50K – $100K |
| Vanguard Selected Value Inv | Employment assets | Self | $50K – $100K | $50K – $100K |
| Ishares Core S&P Small Cap ETF IJR | Employment assets | Self | $50K – $100K | $50K – $100K |
| Vanguard Developed Markets index Instl | Employment assets | Self | $15K – $50K | $50K – $100K |
| AQR Small Cap Momentum Style ASMOX | Employment assets | Self | $15K – $50K | $50K – $100K |
| DFA US Small Cap Value DFSVX | Employment assets | Self | $15K – $50K | $50K – $100K |
| DFA Intermediate Term Extnd Qlty DFTEX | Employment assets | Self | $15K – $50K | $50K – $100K |
| Vanguard Developed Markets Index Fund ETF Shares VEA | Other assets | — | $50K – $100K | $50K – $100K |
| DFA Emerging Markets I | Employment assets | Self | $15K – $50K | $15K – $50K |
| AQR Large Cap Momentum Style AMOMX | Employment assets | Self | $15K – $50K | $15K – $50K |
| iShares Core S&P Mid-Cap ETF IJH | Other assets | — | $15K – $50K | $15K – $50K |
| VanguardEmerging Markets Stock Index Fund ETF Shares VWO | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares VMBS | Employment assets | Self | $15K – $50K | $15K – $50K |
| U.S. brokerage account (cash) | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| U.S. bank account #1 (cash) | Other assets | — | $1K – $15K | $1K – $15K |
New positions
51 positions · $1.5M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Vanguard S&P 500 ETF VOO | Other assets | — | $250K – $500K |
| iShares Core MSCI EAFE ETF IEFA | Other assets | — | $100K – $250K |
| Vanguard Large-Cap Index Fund ETF Shares VV | Other assets | — | $100K – $250K |
| iShares 1-3 Year Treasury Bond ETF SHY | Other assets | — | $100K – $250K |
| DFA International Value Portfolio Institutional Class Shares DFIVX | Employment assets | Self | $50K – $100K |
| Vanguard Mid-Cap Index Fund ETF Shares VO | Other assets | — | $50K – $100K |
| iShares Edge MSCI Intl Momentum Factor ETF IMTM | Employment assets | Self | $15K – $50K |
| Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares VMBS | Other assets | — | $15K – $50K |
| iShares Core S&P Mid-Cap ETF IJH | Other assets | — | $15K – $50K |
| iShares Core MSCIEmerging Markets ETF IEMG | Other assets | — | $15K – $50K |
| Vanguard Small-Cap Index Fund ETF Shares VB | Other assets | — | $15K – $50K |
| Schwab Treasury Obligations Money Fund Investor Class Shares SNOXX | Other assets | — | $1K – $15K |
| Walmart, Inc. WMT | Other assets | — | $1K – $15K |
| Verizon Communications, Inc. VZ | Other assets | — | $1K – $15K |
| UnitedHealth Group, Inc. UNH | Other assets | — | $1K – $15K |
| United Parcel Service, Inc. UPS | Other assets | — | $1K – $15K |
| The Travelers Cos., Inc. TRV | Other assets | — | $1K – $15K |
| 3M Co. MMM | Other assets | — | $1K – $15K |
| Target Corp. TGT | Other assets | — | $1K – $15K |
| Snap-On, Inc. SNA | Other assets | — | $1K – $15K |
| Quest Diagnostics, Inc. DGX | Other assets | — | $1K – $15K |
| QUALCOMM, Inc. QCOM | Other assets | — | $1K – $15K |
| Principal Financial Group, Inc. PFG | Other assets | — | $1K – $15K |
| PepsiCo, Inc. PEP | Other assets | — | $1K – $15K |
| Omnicom Group, Inc. OMC | Other assets | — | $1K – $15K |
| O'Reilly Automotive, Inc. ORLY | Other assets | — | $1K – $15K |
| Morgan Stanley MS | Other assets | — | $1K – $15K |
| Microsoft Corp. MSFT | Other assets | — | $1K – $15K |
| Merck & Co., Inc. MRK | Other assets | — | $1K – $15K |
| Masco Corp. MAS | Other assets | — | $1K – $15K |
| LyondellBasell Industries NV LYB | Other assets | — | $1K – $15K |
| Lowe's Cos., Inc. LOW | Other assets | — | $1K – $15K |
| Estee Lauder Cos. EL | Other assets | — | $1K – $15K |
| The Kroger Co. KR | Other assets | — | $1K – $15K |
| Kimberly-Clark Corp. KMB | Other assets | — | $1K – $15K |
| Johnson & Johnson JNJ | Other assets | — | $1K – $15K |
| JPMorgan Chase & Co. JPM | Other assets | — | $1K – $15K |
| International Paper Co. IP | Other assets | — | $1K – $15K |
| HCA Healthcare, Inc. HCA | Other assets | — | $1K – $15K |
| Meta Platforms Inc. Class A Common Stock META | Other assets | — | $1K – $15K |
| Exxon Mobil Corp. XOM | Other assets | — | $1K – $15K |
| eBay, Inc. EBAY | Other assets | — | $1K – $15K |
| Dollar General Corp. DG | Other assets | — | $1K – $15K |
| The Walt Disney Co. DIS | Other assets | — | $1K – $15K |
| Cummins, Inc. CMI | Other assets | — | $1K – $15K |
| Comcast Corp. CMCSA | Other assets | — | $1K – $15K |
| Chevron Corp. CVX | Other assets | — | $1K – $15K |
| CDW Corp. CDW | Other assets | — | $1K – $15K |
| Apple, Inc. AAPL | Other assets | — | $1K – $15K |
| Allstate Corp ALL | Other assets | — | $1K – $15K |
| Accenture Plc ACN | 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 |
|---|---|---|---|---|---|
| VOO Vanguard 500 Index Fund ETF Shares | Sell | $50K – $100K | Self | Jun 19, 2023 | filing ↗ |
| ACN Accenture Plc | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| ALL Allstate Corp | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| AAPL Apple, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| CDW CDW Corp. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| CVX Chevron Corp. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| CMCSA Comcast Corp. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| CMI Cummins, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| DIS The Walt Disney Co. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| DG Dollar General Corp. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| EBAY eBay, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| XOM Exxon Mobil Corp. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| META Meta Platforms Inc. Class A Common Stock | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| HCA HCA Healthcare, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| IJH iShares Core S&P Mid-Cap ETF | Sell | $15K – $50K | Self | Jun 19, 2023 | filing ↗ |
| IP International Paper Co. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| JPM JPMorgan Chase & Co. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| JNJ Johnson & Johnson | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| KMB Kimberly-Clark Corp. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| KR The Kroger Co. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| EL Estee Lauder Cos. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| LOW Lowe's Cos., Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| LYB LyondellBasell Industries NV | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| MAS Masco Corp. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| MRK Merck & Co., Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| MSFT Microsoft Corp. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| MS Morgan Stanley | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| ORLY O'Reilly Automotive, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| OMC Omnicom Group, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| PEP PepsiCo, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| PFG Principal Financial Group, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| QCOM QUALCOMM, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| DGX Quest Diagnostics, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| SNA Snap-On, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| TGT Target Corp. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| MMM 3M Co. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| TRV The Travelers Cos., Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| UPS United Parcel Service, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| UNH UnitedHealth Group, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| VZ Verizon Communications, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| WMT Walmart, Inc. | Sell | $1K – $15K | Self | Jun 19, 2023 | filing ↗ |
| LOW Lowe's Cos., Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Buy | $50K – $100K | Self | Jun 22, 2022 | filing ↗ |
| IJH iShares Core S&P Mid-Cap ETF | Buy | $15K – $50K | Self | Jun 22, 2022 | filing ↗ |
| ACN Accenture Plc | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| ALL Allstate Corp | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| AAPL Apple, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| CDW CDW Corp. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| CVX Chevron Corp. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| CMCSA Comcast Corp. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| CMI Cummins, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| DIS The Walt Disney Co. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| DG Dollar General Corp. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| EBAY eBay, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| XOM Exxon Mobil Corp. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| META Meta Platforms Inc. Class A Common Stock | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| HCA HCA Healthcare, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| IP International Paper Co. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| JPM JPMorgan Chase & Co. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| JNJ Johnson & Johnson | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| KMB Kimberly-Clark Corp. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| KR The Kroger Co. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| EL Estee Lauder Cos. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| LYB LyondellBasell Industries NV | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| MAS Masco Corp. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| MRK Merck & Co., Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| MSFT Microsoft Corp. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| MS Morgan Stanley | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| ORLY O'Reilly Automotive, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| OMC Omnicom Group, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| PEP PepsiCo, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| PFG Principal Financial Group, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| QCOM QUALCOMM, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| DGX Quest Diagnostics, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| SNAP Snap, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| TGT Target Corp. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| MMM 3M Co. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| TRV The Travelers Cos., Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| UPS United Parcel Service, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| UNH UnitedHealth Group, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| VZ Verizon Communications, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| WMT Walmart, Inc. | Buy | $1K – $15K | Self | Jun 22, 2022 | filing ↗ |
| VP Fund Investments 2018 LLC | Sell | $15K – $50K | Self | Jun 30, 2021 | 44d late filing ↗ |
Asset holdings
Annual (2023) · filed —All positions
75 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Latham & Watkins LLP | Self | — | — |
| DFA Emerging Markets I | Self | $15K – $50K | — |
| Vanguard Developed Markets index Instl | Self | $50K – $100K | — |
| Vanguard Selected Value Inv | Self | $50K – $100K | — |
| Vanguard Total Stock Market Instl Pls | Self | $100K – $250K | — |
| Rollover IRA | Self | — | — |
| iShares Edge MSCI Intl Momentum Factor ETF IMTM | Self | $15K – $50K | — |
| Ishares Core S&P Small Cap ETF IJR | Self | $50K – $100K | — |
| Vanguard S&P 500 ETF VOO | Self | $50K – $100K | — |
| Vanguard Total Bond Market ETF BND | Self | $100K – $250K | — |
| DFA International Value Portfolio Institutional Class Shares DFIVX | Self | $50K – $100K | — |
| DFA Intermediate Govt Fixed Income DFIGX | Self | $100K – $250K | — |
| AQR Large Cap Momentum Style AMOMX | Self | $15K – $50K | — |
| AQR Small Cap Momentum Style ASMOX | Self | $50K – $100K | — |
| DFA US Large Cap Value DFLVX | Self | $100K – $250K | — |
| DFA US Small Cap Value DFSVX | Self | $50K – $100K | — |
| DFA Intermediate Term Extnd Qlty DFTEX | Self | $50K – $100K | — |
| Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares VMBS | Self | $15K – $50K | — |
| CB IRA | Spouse | — | — |
| U.S. brokerage account (cash) | Spouse | $1K – $15K | Interest |
| U.S. bank account #1 (cash) | — | $1K – $15K | — |
| U.S. bank account #2 (cash) | — | $50K – $100K | — |
| Investment Account | — | — | — |
| iShares Core S&P Mid-Cap ETF IJH | — | $15K – $50K | — |
| Vanguard S&P 500 ETF VOO | — | $250K – $500K | — |
| iShares Core MSCI EAFE ETF IEFA | — | $100K – $250K | — |
| iShares Core MSCIEmerging Markets ETF IEMG | — | $15K – $50K | — |
| Vanguard Small-Cap Index Fund ETF Shares VB | — | $15K – $50K | — |
| Vanguard Mid-Cap Index Fund ETF Shares VO | — | $50K – $100K | — |
| Vanguard Large-Cap Index Fund ETF Shares VV | — | $100K – $250K | — |
| VanguardEmerging Markets Stock Index Fund ETF Shares VWO | — | $15K – $50K | — |
| Vanguard Developed Markets Index Fund ETF Shares VEA | — | $50K – $100K | — |
| iShares 1-3 Year Treasury Bond ETF SHY | — | $100K – $250K | — |
| Schwab Treasury Obligations Money Fund Investor Class Shares SNOXX | — | $1K – $15K | — |
| Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares VMBS | — | $15K – $50K | — |
| Walmart, Inc. WMT | — | $1K – $15K | — |
| Verizon Communications, Inc. VZ | — | $1K – $15K | — |
| UnitedHealth Group, Inc. UNH | — | $1K – $15K | — |
| United Parcel Service, Inc. UPS | — | $1K – $15K | — |
| The Travelers Cos., Inc. TRV | — | $1K – $15K | — |
| 3M Co. MMM | — | $1K – $15K | — |
| Target Corp. TGT | — | $1K – $15K | — |
| Snap-On, Inc. SNA | — | $1K – $15K | — |
| Quest Diagnostics, Inc. DGX | — | $1K – $15K | — |
| QUALCOMM, Inc. QCOM | — | $1K – $15K | — |
| Principal Financial Group, Inc. PFG | — | $1K – $15K | — |
| PepsiCo, Inc. PEP | — | $1K – $15K | — |
| Omnicom Group, Inc. OMC | — | $1K – $15K | — |
| O'Reilly Automotive, Inc. ORLY | — | $1K – $15K | — |
| Morgan Stanley MS | — | $1K – $15K | — |
| Microsoft Corp. MSFT | — | $1K – $15K | — |
| Merck & Co., Inc. MRK | — | $1K – $15K | — |
| Masco Corp. MAS | — | $1K – $15K | — |
| LyondellBasell Industries NV LYB | — | $1K – $15K | — |
| Lowe's Cos., Inc. LOW | — | $1K – $15K | — |
| Estee Lauder Cos. EL | — | $1K – $15K | — |
| The Kroger Co. KR | — | $1K – $15K | — |
| Kimberly-Clark Corp. KMB | — | $1K – $15K | — |
| Johnson & Johnson JNJ | — | $1K – $15K | — |
| JPMorgan Chase & Co. JPM | — | $1K – $15K | — |
| International Paper Co. IP | — | $1K – $15K | — |
| iShares Core S&P Mid-Cap ETF IJH | — | $15K – $50K | — |
| HCA Healthcare, Inc. HCA | — | $1K – $15K | — |
| Meta Platforms Inc. Class A Common Stock META | — | $1K – $15K | — |
| Exxon Mobil Corp. XOM | — | $1K – $15K | — |
| eBay, Inc. EBAY | — | $1K – $15K | — |
| Dollar General Corp. DG | — | $1K – $15K | — |
| The Walt Disney Co. DIS | — | $1K – $15K | — |
| Cummins, Inc. CMI | — | $1K – $15K | — |
| Comcast Corp. CMCSA | — | $1K – $15K | — |
| Chevron Corp. CVX | — | $1K – $15K | — |
| CDW Corp. CDW | — | $1K – $15K | — |
| Apple, Inc. AAPL | — | $1K – $15K | — |
| Allstate Corp ALL | — | $1K – $15K | — |
| Accenture Plc ACN | — | $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.