56trades · $4.3M est.
$11.1Mest. assets · Annual (2026)
Since nomination
Nominee 278 (02/05/2025) vs Annual (2026)Divested
4 positions · $1.2M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Blackrock Institutional Trust Company (BTC) Russell 1000 Index | Employment assets | Self | $500K – $1M |
| Vanguard Target Retirement 2025 Fund Investor Class Shares VTTVX | Employment assets | Self | $250K – $500K |
| Schwab Government Money Fund Sweep Class Shares SWGXX | Employment assets | Self | $50K – $100K |
| MFS Mid Cap Value Fund Class R6 Shares MVCKX | Employment assets | Self | $15K – $50K |
Still holds
67 positions · $10.2M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Fidelity 500 Index Fund FXAIX | Employment assets | Self | $500K – $1M | $1M – $5M |
| Fidelity 500 Index Fund FXAIX | Other assets | — | $500K – $1M | $500K – $1M |
| Residential real estate, Vienna, Virginia | Other assets | — | $500K – $1M | $500K – $1M |
| LVIP SSGA S&P 500 Index SC | Other assets | — | $250K – $500K | $500K – $1M |
| DFA US Large Cap Value Portfolio Institutional Class Shares DFLVX | Employment assets | Self | $250K – $500K | $250K – $500K |
| Fidelity 500 Index Fund FXAIX | Other assets | — | $250K – $500K | $250K – $500K |
| Northwestern Mutual Adjustable Whole Life | Other assets | — | $250K – $500K | $250K – $500K |
| Fidelity Small Cap Value Index Fund FISVX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Fidelity Large Cap Value Index Fund FLCOX | Employment assets | Self | $100K – $250K | $100K – $250K |
| DFA International Vector Equity Portfolio Institutional Class Shares DFVQX | Employment assets | Self | $100K – $250K | $100K – $250K |
| DFA US Small Cap Value Portfolio Institutional Class Shares DFSVX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Fidelity Short-Term Treasury Bond Index Fund FUMBX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Fidelity Short-Term Bond Index Fund FNSOX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Avantis U.S. Large Cap Value ETF AVLV | Employment assets | Self | $100K – $250K | $100K – $250K |
| Dimensional US Large Cap Value Portfolio Institutional Class Shares DFLVX | Other assets | — | $100K – $250K | $100K – $250K |
| Dimensional International Core Equity Market ETF DFAI | Other assets | — | $100K – $250K | $100K – $250K |
| Dimensional U.S. Small Cap Value ETF DFAS | Other assets | — | $100K – $250K | $100K – $250K |
| Dimensional Short-Duration Fixed Income ETF DFSD | Other assets | — | $100K – $250K | $100K – $250K |
| Northwestern Mutual Fixed Paid Up Whole Life Insurance | Other assets | — | $100K – $250K | $100K – $250K |
| Fidelity Small Cap Index Fund FSSNX | Employment assets | Self | $50K – $100K | $100K – $250K |
New positions
21 positions · $827.5K est. · largest 20 shown| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Avantis Real Estate ETF Avantis Real Estate ETF AVRE | Employment assets | Self | $100K – $250K |
| Dimensional International Core Equity Market ETF Dimensional International Core Equity Market ETF DFAI | Employment assets | Self | $100K – $250K |
| Dimensional U.S. Small Cap ETF Dimensional U.S. Small Cap ETF DFAS | Employment assets | Self | $100K – $250K |
| iShares Core S&P Small-Cap ETF IJR | Employment assets | Self | $50K – $100K |
| WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund XSOE | Employment assets | Self | $50K – $100K |
| U.S. brokerage (cash) | Other assets | — | $15K – $50K |
| Dimensional International Core Equity Market ETF Dimensional International Core Equity Market ETF DFAI | Employment assets | Self | $1K – $15K |
| Dimensional U.S. Small Cap ETF Dimensional U.S. Small Cap ETF DFAS | Spouse's assets | Spouse | $1K – $15K |
| WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund XSOE | Employment assets | Self | $1K – $15K |
| Dimensional ETF Trust Small Cap Value DFSV | Spouse's assets | Spouse | $1K – $15K |
| Fidelity Advisor Total Bond Fund Class Z Shares FBKWX | Employment assets | Self | $1K – $15K |
| Fidelity Advisor Total Bond Fund Class Z Shares FBKWX | Spouse's assets | Spouse | $1K – $15K |
| Fidelity Short-Term Treasury Bond Index Fund FUMBX | Employment assets | Self | $1K – $15K |
| Fidelity Short-Term Treasury Bond Index Fund FUMBX | Spouse's assets | Spouse | $1K – $15K |
| Fidelity Short-Term Bond Index Fund FNSOX | Employment assets | Self | $1K – $15K |
| Fidelity Short-Term Bond Index Fund FNSOX | Spouse's assets | Spouse | $1K – $15K |
| Vanguard Russell 1000 Value Index Fund ETF Shares VONV | Employment assets | Self | $1K – $15K |
| Fidelity Treasury Money Market FundFidelity Treasury Money Market FZFXX | Spouse's assets | Spouse | $1K – $15K |
| Fidelity 500 Index Fund FXAIX | Spouse's assets | Spouse | $1K – $15K |
| Avantis U.S. Large Cap Value ETF Avantis U.S. Large Cap Value ETF AVLV | Spouse's assets | Spouse | $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 |
|---|---|---|---|---|---|
| LVIP SSGA S&P 500 Index Fund Standard Class | Buy | $1K – $15K | — | Dec 11, 2025 | filing ↗ |
| FXAIX Fidelity 500 Index Fund | Sell | $15K – $50K | — | Nov 24, 2025 | filing ↗ |
| FXAIX Fidelity 500 Index Fund | Sell | $15K – $50K | — | Nov 21, 2025 | filing ↗ |
| FISVX Fidelity Small Cap Value Index Fund | Sell | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| FSSNX Fidelity Small Cap Index Fund | Sell | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| FSRNX Fidelity Real Estate Index Fund | Sell | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| AVLV Avantis U.S. Large Cap Value ETF Avantis U.S. Large Cap Value ETF | Sell | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| XSOE WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| VONV Vanguard Russell 1000 Value Index Fund ETF Shares | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| FXNAX Fidelity US Bond Index Fund | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| FUMBX Fidelity Short-Term Treasury Bond Index Fund | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| FNSOX Fidelity Short-Term Bond Index Fund | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| FBKWX Fidelity Advisor Total Bond Fund Class Z Shares | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| DFAI Dimensional International Core Equity Market ETF Dimensional International Core Equity Market ETF | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| FXNAX Fidelity US Bond Index Fund | Sell | $15K – $50K | — | Jul 21, 2025 | filing ↗ |
| FUMBX Fidelity Short-Term Treasury Bond Index Fund | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| FNSOX Fidelity Short-Term Bond Index Fund | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| FBKWX Fidelity Advisor Total Bond Fund Class Z Shares | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| FXAIX Fidelity 500 Index Fund | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| DFSV Dimensional ETF Trust US Small Cap Val | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| DFAS Dimensional U.S. Small Cap ETF Dimensional U.S. Small Cap ETF | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| AVLV Avantis U.S. Large Cap Value ETF Avantis U.S. Large Cap Value ETF | Buy | $1K – $15K | — | Jul 21, 2025 | filing ↗ |
| AVRE Avantis Real Estate ETF Avantis Real Estate ETF | Buy | $1K – $15K | — | May 19, 2025 | filing ↗ |
| DFAI Dimensional International Core Equity Market ETF Dimensional International Core Equity Market ETF | Buy | $1K – $15K | — | May 19, 2025 | filing ↗ |
| FXNAX Fidelity US Bond Index Fund | Buy | $1K – $15K | — | May 19, 2025 | filing ↗ |
| XSOE WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund | Buy | $1K – $15K | — | May 19, 2025 | filing ↗ |
| VONV Vanguard Russell 1000 Value Index Fund ETF Shares | Buy | $15K – $50K | — | May 19, 2025 | filing ↗ |
| FUMBX Fidelity Short-Term Treasury Bond Index Fund | Buy | $1K – $15K | — | May 19, 2025 | filing ↗ |
| FNSOX Fidelity Short-Term Bond Index Fund | Buy | $1K – $15K | — | May 19, 2025 | filing ↗ |
| FBKWX Fidelity Advisor Total Bond Fund Class Z Shares | Buy | $1K – $15K | — | May 19, 2025 | filing ↗ |
| DFSV Dimensional ETF Trust US Small Cap Val | Buy | $1K – $15K | — | May 19, 2025 | filing ↗ |
| DFAS Dimensional U.S. Small Cap ETF Dimensional U.S. Small Cap ETF | Buy | $1K – $15K | — | May 19, 2025 | filing ↗ |
| MVCKX MFS Mid Cap Value Fund Class R6 Shares | Sell | $15K – $50K | — | Apr 3, 2025 | filing ↗ |
| FUMBX Fidelity Short-Term Treasury Bond Index Fund | Sell | $50K – $100K | — | Mar 18, 2025 | filing ↗ |
| FNSOX Fidelity Short-Term Bond Index Fund | Sell | $15K – $50K | — | Mar 18, 2025 | filing ↗ |
| DFSVX US Small Cap Value Portfolio Institutional Class Shares | Sell | $15K – $50K | — | Mar 18, 2025 | filing ↗ |
| XSOE WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund | Buy | $1K – $15K | — | Mar 18, 2025 | filing ↗ |
| VONV Vanguard Russell 1000 Value Index Fund ETF Shares | Buy | $1K – $15K | — | Mar 18, 2025 | filing ↗ |
| IJR iShares Core S&P Small-Cap ETF | Buy | $15K – $50K | — | Mar 18, 2025 | filing ↗ |
| FXNAX Fidelity US Bond Index Fund | Buy | $100K – $250K | — | Mar 18, 2025 | filing ↗ |
| FBKWX Fidelity Advisor Total Bond Fund Class Z Shares | Buy | $50K – $100K | — | Mar 18, 2025 | filing ↗ |
| FXAIX Fidelity 500 Index Fund | Buy | $100K – $250K | — | Mar 18, 2025 | filing ↗ |
| DFAS Dimensional U.S. Small Cap ETF Dimensional U.S. Small Cap ETF | Buy | $100K – $250K | — | Mar 18, 2025 | filing ↗ |
| DFAI Dimensional International Core Equity Market ETF Dimensional International Core Equity Market ETF | Buy | $15K – $50K | — | Mar 18, 2025 | filing ↗ |
| AVRE Avantis Real Estate ETF Avantis Real Estate ETF | Buy | $15K – $50K | — | Mar 18, 2025 | filing ↗ |
| XSOE WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund | Buy | $15K – $50K | — | Mar 14, 2025 | filing ↗ |
| FBKWX Fidelity Advisor Total Bond Fund Class Z Shares | Buy | $50K – $100K | — | Mar 14, 2025 | filing ↗ |
| FXAIX Fidelity 500 Index Fund | Buy | $250K – $500K | — | Mar 14, 2025 | filing ↗ |
| DFAI Dimensional International Core Equity Market ETF Dimensional International Core Equity Market ETF | Buy | $100K – $250K | — | Mar 14, 2025 | filing ↗ |
| AVRE Avantis Real Estate ETF Avantis Real Estate ETF | Buy | $100K – $250K | — | Mar 14, 2025 | filing ↗ |
| Dechert LLP Pension Plan No.2 for Partners | Exchange | $100K – $250K | — | Mar 14, 2025 | filing ↗ |
| Dechert LLP Pension Plan No.1 for Partners | Exchange | $100K – $250K | — | Mar 14, 2025 | filing ↗ |
| Dechert LLP Salary Savings Plan | Exchange | $500K – $1M | — | Mar 14, 2025 | filing ↗ |
| Blackrock Institutional Trust Company (BTC) Russell 1000 Index | Sell | $500K – $1M | — | Mar 14, 2025 | filing ↗ |
| VTTVX Vanguard Target Retirement 2025 Fund Investor Class Shares | Sell | $100K – $250K | — | Mar 14, 2025 | filing ↗ |
| VTTVX Vanguard Target Retirement 2025 Fund Investor Class Shares | Sell | $100K – $250K | — | Mar 14, 2025 | filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
95 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| The Heritage Foundation | Self | — | salary · $62.6K |
| Roth IRA | Self | — | — |
| Fidelity Treasury Money Market FZFXX | Self | $1K – $15K | — |
| Fidelity 500 Index Fund FXAIX | Self | $15K – $50K | — |
| Fidelity Small Cap Index Fund FSSNX | Self | $1K – $15K | — |
| Fidelity Real Estate Index Fund FSRNX | Self | $1K – $15K | — |
| Fidelity Small Cap Value Index Fund FISVX | Self | $1K – $15K | — |
| Avantis U.S. Large Cap Value ETF AVLV | Self | $1K – $15K | — |
| Dimensional International Core Equity Market ETF Dimensional International Core Equity Market ETF DFAI | Self | $1K – $15K | — |
| Vanguard Russell 1000 Value Index Fund ETF Shares VONV | Self | $1K – $15K | — |
| WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund XSOE | Self | $1K – $15K | — |
| Fidelity US Bond Index Fund FXNAX | Self | $1K – $15K | — |
| Fidelity Advisor Total Bond Fund Class Z Shares FBKWX | Self | $1K – $15K | — |
| Fidelity Short-Term Treasury Bond Index Fund FUMBX | Self | $1K – $15K | — |
| Fidelity Short-Term Bond Index Fund FNSOX | Self | $1K – $15K | — |
| Rollover IRA | Self | — | — |
| Fidelity Treasury Money Market FZFXX | Self | $50K – $100K | — |
| Fidelity International Index Fund FSPSX | Self | $50K – $100K | — |
| Fidelity 500 Index Fund FXAIX | Self | $1M – $5M | — |
| Fidelity Small Cap Index Fund FSSNX | Self | $100K – $250K | — |
| Fidelity Emerging Markets Index Fund FPADX | Self | $15K – $50K | — |
| Fidelity Small Cap Value Index Fund FISVX | Self | $100K – $250K | — |
| Fidelity Large Cap Value Index Fund FLCOX | Self | $100K – $250K | — |
| DFA International Vector Equity Portfolio Institutional Class Shares DFVQX | Self | $100K – $250K | — |
| DFA Emerging Markets Core Equity Portfolio Institutional Class Shares DFCEX | Self | $50K – $100K | — |
| DFA US Small Cap Value Portfolio Institutional Class Shares DFSVX | Self | $100K – $250K | — |
| DFA US Large Cap Value Portfolio Institutional Class Shares DFLVX | Self | $250K – $500K | — |
| DFA US Small Cap Portfolio Institutional Class Shares DFSTX | Self | $15K – $50K | — |
| Fidelity US Bond Index Fund FXNAX | Self | $100K – $250K | — |
| Fidelity Advisor Total Bond Fund Class Z Shares FBKWX | Self | $100K – $250K | — |
| Fidelity Short-Term Treasury Bond Index Fund FUMBX | Self | $100K – $250K | — |
| Fidelity Short-Term Bond Index Fund FNSOX | Self | $100K – $250K | — |
| Avantis U.S. Large Cap Value ETF AVLV | Self | $100K – $250K | — |
| Dimensional ETF Trust US Small Cap Val DFSV | Self | $15K – $50K | — |
| Vanguard Russell 1000 Value Index Fund ETF Shares VONV | Self | $15K – $50K | — |
| Avantis Real Estate ETF Avantis Real Estate ETF AVRE | Self | $100K – $250K | — |
| Dimensional International Core Equity Market ETF Dimensional International Core Equity Market ETF DFAI | Self | $100K – $250K | — |
| Dimensional U.S. Small Cap ETF Dimensional U.S. Small Cap ETF DFAS | Self | $100K – $250K | — |
| iShares Core S&P Small-Cap ETF IJR | Self | $50K – $100K | — |
| WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund XSOE | Self | $50K – $100K | — |
| Hsa | Self | — | — |
| Vanguard Small-Cap Index Fund Investor Shares NAESX | Self | $1K – $15K | — |
| Roth IRA | Spouse | — | — |
| Fidelity International Index Fund FSPSX | Spouse | $1K – $15K | — |
| Fidelity Treasury Money Market FundFidelity Treasury Money Market FZFXX | Spouse | $1K – $15K | — |
| Fidelity 500 Index Fund FXAIX | Spouse | $1K – $15K | — |
| Fidelity Advisor Total Bond Fund Class Z Shares FBKWX | Spouse | $1K – $15K | — |
| Fidelity Short-Term Treasury Bond Index Fund FUMBX | Spouse | $1K – $15K | — |
| Fidelity Short-Term Bond Index Fund FNSOX | Spouse | $1K – $15K | — |
| Avantis U.S. Large Cap Value ETF Avantis U.S. Large Cap Value ETF AVLV | Spouse | $1K – $15K | — |
| Dimensional U.S. Small Cap ETF Dimensional U.S. Small Cap ETF DFAS | Spouse | $1K – $15K | — |
| US Small Cap Value Portfolio Institutional Class Shares DFSVX | Spouse | $1K – $15K | — |
| Vanguard Russell 1000 Value Index Fund ETF Shares VONV | Spouse | $1K – $15K | — |
| Dimensional ETF Trust Small Cap Value DFSV | Spouse | $1K – $15K | — |
| "Head of School," self-published (value not readily ascertainable) | Spouse | — | — |
| Fidelity Treasury Money Market FZFXX | — | $15K – $50K | $201 – $1K |
| Fidelity International Index Fund FSPSX | — | $15K – $50K | $201 – $1K |
| Fidelity 500 Index Fund FXAIX | — | $250K – $500K | $2.5K – $5K |
| Fidelity Real Estate Index Fund FSRNX | — | $15K – $50K | $201 – $1K |
| Fidelity Small Cap Value Index Fund FISVX | — | $15K – $50K | $201 – $1K |
| Fidelity Large Cap Value Index Fund FLCOX | — | $15K – $50K | $201 – $1K |
| DFA International Vector Equity Portfolio Institutional Class Shares DFVQX | — | $50K – $100K | $1K – $2.5K |
| DFA Global Real Estate Securities Portfolio DFGEX | — | $15K – $50K | $1K – $2.5K |
| Dimensional US Small Cap Value Portfolio Institutional Class Shares DFSVX | — | $15K – $50K | $201 – $1K |
| Dimensional US Large Cap Value Portfolio Institutional Class Shares DFLVX | — | $100K – $250K | $1K – $2.5K |
| Fidelity US Bond Index Fund FXNAX | — | $15K – $50K | $1K – $2.5K |
| Fidelity Advisor Short-Term Bond Fund Class Z Shares FIKTX | — | $15K – $50K | $1K – $2.5K |
| Fidelity Short-Term Treasury Bond Index Fund FUMBX | — | $1K – $15K | — |
| Fidelity Short-Term Bond Index Fund FNSOX | — | $15K – $50K | $201 – $1K |
| Avantis Real Estate ETF AVRE | — | $1K – $15K | $201 – $1K |
| Dimensional International Core Equity Market ETF DFAI | — | $1K – $15K | — |
| Dimensional U.S. Small Cap ETF DFAS | — | $50K – $100K | $201 – $1K |
| iShares Russell 2000 Value ETF IWN | — | $15K – $50K | $201 – $1K |
| iShares Core S&P Small-Cap ETF IJR | — | $1K – $15K | — |
| Vanguard Russell 1000 Value Index Fund ETF Shares VONV | — | $15K – $50K | $201 – $1K |
| WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund XSOE | — | $1K – $15K | $201 – $1K |
| Dimensional Short-Duration Fixed Income ETF DFSD | — | $15K – $50K | $2.5K – $5K |
| Fidelity Treasury Money Market FZFXX | — | $1K – $15K | — |
| Fidelity 500 Index Fund FXAIX | — | $500K – $1M | $5K – $15K |
| DFA International Vector Equity Portfolio Institutional Class Shares DFVQX | — | $15K – $50K | $201 – $1K |
| Fidelity US Bond Index Fund FXNAX | — | $1K – $15K | — |
| Avantis U.S. Large Cap Value ETF AVLV | — | $1K – $15K | — |
| Dimensional International Core Equity Market ETF DFAI | — | $100K – $250K | $2.5K – $5K |
| Dimensional U.S. Small Cap Value ETF DFAS | — | $100K – $250K | $1K – $2.5K |
| Dimensional ETF Trust US Small Cap DFSV | — | $1K – $15K | — |
| iShares Core S&P Small-Cap ETF IJR | — | $1K – $15K | — |
| WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund XSOE | — | $50K – $100K | $1K – $2.5K |
| Dimensional Short-Duration Fixed Income ETF DFSD | — | $100K – $250K | $5K – $15K |
| Lincoln Life Flexible Premium Variable Life Account M VULONE2014 | — | — | Distribution · $1.6K |
| LVIP SSGA S&P 500 Index SC | — | $500K – $1M | — |
| U.S. Bank (cash) | — | $1K – $15K | — |
| Northwestern Mutual Fixed Paid Up Whole Life Insurance | — | $100K – $250K | — |
| Northwestern Mutual Adjustable Whole Life | — | $250K – $500K | — |
| Residential real estate, Vienna, Virginia | — | $500K – $1M | Rent or Royalties · $1K – $2.5K |
| U.S. brokerage (cash) | — | $15K – $50K | — |
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.