15trades · $360.5K est.
80%
disclosed on time · 3 late, worst 82d over
$2.1Mest. assets · Annual (2026)
Since nomination
Nominee 278 (06/30/2026) vs Annual (2026)Divested
4 positions · $32K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| BlackRockGlobal Long/Short Equity Fund Class K Shares BGCKX | Spouse's assets | Spouse | $1K – $15K |
| Vanguard European Stock Index Fund Institutional Shares VESIX | Other assets | — | $1K – $15K |
| Franklin FTSE Canada ETF FLCA | Other assets | — | $1K – $15K |
| State Street Energy Select Sector SPDR ETF XLE | Other assets | — | $1K – $15K |
Still holds
39 positions · $1.9M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| U.S. bank (cash) | Other assets | — | $50K – $100K | $500K – $1M |
| Fidelity 500 Index Fund FXAIX | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| Fidelity 500 Index Fund FXAIX | Other assets | — | $100K – $250K | $100K – $250K |
| Cadwalader, Wickersham & Taft LLP, defined benefit plan: eligible for approximately $1,000/mo. at age 67. | Employment assets | Self | $100K – $250K | $50K – $100K |
| Vanguard Growth Index Fund Admiral Class Shares VIGAX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Vanguard Institutional Index Fund Institutional Shares VINIX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Vanguard PRIMECAP Fund Admiral Shares VPMAX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Fidelity International Index Fund FSPSX | Other assets | — | $50K – $100K | $50K – $100K |
| Vanguard International Growth Fund Admiral Shares VWILX | Employment assets | Self | $50K – $100K | $15K – $50K |
| Vanguard Mid-Cap Index Fund Institutional Shares VMCIX | Employment assets | Self | $50K – $100K | $15K – $50K |
| Vanguard European Stock Index Fund ETF Shares VGK | Spouse's assets | Spouse | $50K – $100K | $15K – $50K |
| Vanguard Total Stock Market Index Fund Admiral Class Shares VTSAX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Target Retirement Income Fund Investor Class Shares VTINX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Total Stock Market Index Fund Admiral Class Shares VTSAX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Vanguard Total Bond Market Index Fund Admiral Shares VBTLX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Schwab S&P 500 Index Fund SWPPX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Vanguard Information Technology Index Fund ETF Class Shares VGT | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard Developed Markets Index Fund Admiral Class Shares VTMGX | Spouse's assets | Spouse | $15K – $50K | $1K – $15K |
| Vanguard Developed Markets Index Fund Admiral Class Shares VTMGX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Total Bond Market Index Fund Admiral Shares VBTLX | Employment assets | Self | $1K – $15K | $1K – $15K |
New positions
3 positions · $191K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Pioneer Multi-Asset Income Fund Class A Shares PMAIX | Other assets | — | $100K – $250K |
| Consumer Discretionary Select Sector SPDR Fund XLY | Other assets | — | $1K – $15K |
| iShares Core S&P Mid-Cap ETF IJH | 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 |
|---|---|---|---|---|---|
| Ethereum | Sell | $15K – $50K | Self | Jun 2, 2025 | filing ↗ |
| ethereum classic | Sell | $1K – $15K | Self | Jun 2, 2025 | filing ↗ |
| Bitcoin | Sell | $100K – $250K | Self | Jun 2, 2025 | filing ↗ |
| Quant | Sell | $1K – $15K | Self | May 31, 2025 | filing ↗ |
| polkadot | Sell | $1K – $15K | Self | May 31, 2025 | filing ↗ |
| polygon | Sell | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| Solana | Sell | $1K – $15K | Self | May 30, 2025 | filing ↗ |
| PFE Pfizer Inc. | Sell | $1K – $15K | Self | May 29, 2025 | filing ↗ |
| PTON Peloton Interactive Inc. Class A Common Stock | Sell | $1K – $15K | Self | May 29, 2025 | filing ↗ |
| DAL Delta Air Lines, Inc. | Sell | $1K – $15K | Self | May 29, 2025 | filing ↗ |
| COIN Coinbase Global Inc. Class A Common Stock | Sell | $1K – $15K | Self | May 29, 2025 | filing ↗ |
| TSLA Tesla, Inc. | Sell | $15K – $50K | Self | May 28, 2025 | filing ↗ |
| XLV Health Care Select Sector SPDR Fund | Sell | $1K – $15K | Self | Mar 5, 2025 | 82d late filing ↗ |
| XLF Financial Select Sector SPDR Fund | Sell | $15K – $50K | Self | Mar 5, 2025 | 82d late filing ↗ |
| iShares MSCI Japan ETF | Sell | $1K – $15K | Self | Mar 5, 2025 | 82d late filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
50 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Blanche Law PLLC (law firm) 401K | Self | — | — |
| Vanguard Total Stock Market Index Fund Admiral Class Shares VTSAX | Self | $15K – $50K | — |
| Vanguard Developed Markets Index Fund Admiral Class Shares VTMGX | Self | $1K – $15K | — |
| Vanguard Total Bond Market Index Fund Admiral Shares VBTLX | Self | $1K – $15K | — |
| VanguardEmerging Markets Stock Index Fund Admiral Class Shares VEMAX | Self | $1K – $15K | — |
| Vanguard Real Estate Index Fund Admiral Shares VGSLX | Self | $1K – $15K | — |
| Vanguard Total International Bond Index Fund Admiral Class Shares VTABX | Self | $1K – $15K | — |
| Cadwalader Wickersham & Taft (law firm) Defined Contribution Plan (Fidelity managed) | Self | — | — |
| Vanguard Growth Index Fund Admiral Class Shares VIGAX | Self | $50K – $100K | — |
| Vanguard Institutional Index Fund Institutional Shares VINIX | Self | $50K – $100K | — |
| Vanguard PRIMECAP Fund Admiral Shares VPMAX | Self | $50K – $100K | — |
| Vanguard International Growth Fund Admiral Shares VWILX | Self | $15K – $50K | — |
| Vanguard Mid-Cap Index Fund Institutional Shares VMCIX | Self | $15K – $50K | — |
| Vanguard Target Retirement Income Fund Investor Class Shares VTINX | Self | $15K – $50K | — |
| Cadwalader, Wickersham & Taft LLP, defined benefit plan: eligible for approximately $1,000/mo. at age 67. | Self | $50K – $100K | — |
| Blanche Law PLLC | Self | — | salary · $18.3K |
| Blanche Law PLLC | Self | Under $1K | Partnership draw (final distributions) · $490K |
| Blanche Law PLLC (Law firm) | Spouse | — | salary |
| Blanche Law PLLC 401k (Guideline) | Spouse | — | — |
| Vanguard Total Stock Market Index Fund Admiral Class Shares VTSAX | Spouse | $15K – $50K | — |
| Vanguard Total Bond Market Index Fund Admiral Shares VBTLX | Spouse | $15K – $50K | — |
| Vanguard Developed Markets Index Fund Admiral Class Shares VTMGX | Spouse | $1K – $15K | — |
| Vanguard Total International Bond Index Fund Admiral Class Shares VTABX | Spouse | $1K – $15K | — |
| VanguardEmerging Markets Stock Index Fund Admiral Class Shares VEMAX | Spouse | $1K – $15K | — |
| Vanguard Real Estate Index Fund Admiral Shares VGSLX | Spouse | $1K – $15K | — |
| IRA 1 | Spouse | — | — |
| FedFund Institutional Shares TFDXX | Spouse | $1K – $15K | — |
| Fidelity 500 Index Fund FXAIX | Spouse | $100K – $250K | — |
| iShares Core MSCIPacific ETF IPAC | Spouse | $1K – $15K | — |
| iShares Core MSCI International Developed Markets ETF IDEV | Spouse | $1K – $15K | — |
| Schwab S&P 500 Index Fund SWPPX | Spouse | $15K – $50K | — |
| Vanguard European Stock Index Fund ETF Shares VGK | Spouse | $15K – $50K | — |
| BlackRock High Yield Bond Portfolio Class K Shares BRHYX | Spouse | $1K – $15K | — |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares AHLIX | Spouse | $1K – $15K | — |
| Blackstone Alternative Multi-Strategy Fund Class Y Shares BXMYX | Spouse | $1K – $15K | — |
| Neuberger Berman Long Short Fund Institutional Class Shares NLSIX | Spouse | $1K – $15K | — |
| PIMCO Dynamic Bond Fund Institutional Class Shares PFIUX | Spouse | $1K – $15K | — |
| PIMCO Mortgage Opportunities and Bond Fund Institutional Class Shares PMZIX | Spouse | $1K – $15K | — |
| Integrative health practice, sole proprietor | Spouse | $1K – $15K | client fees |
| investment account | — | — | — |
| Fidelity 500 Index Fund FXAIX | — | $100K – $250K | $5K – $15K |
| Pioneer Multi-Asset Income Fund Class A Shares PMAIX | — | $100K – $250K | $5K – $15K |
| Fidelity International Index Fund FSPSX | — | $50K – $100K | — |
| Vanguard Information Technology Index Fund ETF Class Shares VGT | — | $15K – $50K | — |
| Vanguard S&P 500 Growth Index Fund ETF Shares VOOG | — | $1K – $15K | — |
| Consumer Discretionary Select Sector SPDR Fund XLY | — | $1K – $15K | — |
| iShares Core S&P Mid-Cap ETF IJH | — | $1K – $15K | — |
| U.S. bank (cash) | — | $500K – $1M | — |
| Custodial investment account | — | — | — |
| iShares Core 80/20 Aggressive Allocation ETF AOA | — | $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.