Lael Brainard
DC College Savings in College Portfolio × 3 VRTTX × 1 Vanguard Total Stock Market Index Fund × 1 view in graph
5trades · $247.5K est.
$18.2Mest. assets · Annual (2022)
Since nomination
Nominee 278 (12/22/2021) vs Annual (2022)Divested
4 positions · $208.5K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| iShares iBonds Dec 2021 Term Corporate ETF IBDM | Spouse's assets | Spouse | $100K – $250K |
| iShares iBonds Dec 2021 Term Corporate ETF IBDM | Employment assets | Self | $15K – $50K |
| U.S. bank certificate of deposit #1 | Other assets | — | Under $1K |
| U.S. bank certificate of deposit #2 | Other assets | — | Under $1K |
Still holds
103 positions · $18.2M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| U.S. bank #2 Cash Account | Other assets | — | $1M – $5M | $1M – $5M |
| SPDR S&P 500 ETF Trust SPY | Other assets | — | $1M – $5M | $1M – $5M |
| iShares Core S&P Small-Cap ETF IJR | Other assets | — | $500K – $1M | $500K – $1M |
| T.Rowe Price Retirement I 2020 Fund - Class I | Spouse's assets | Spouse | $250K – $500K | $250K – $500K |
| Vanguard Short-Term Bond Index Fund ETF Shares BSV | Spouse's assets | Spouse | $250K – $500K | $250K – $500K |
| U.S. Brokerage #1 Cash Deposit Accounts | Other assets | — | $250K – $500K | $250K – $500K |
| JPMorgan Ultra-Short Income ETF JPST | Other assets | — | $250K – $500K | $250K – $500K |
| SPDR S&P Dividend ETF SDY | Other assets | — | $250K – $500K | $250K – $500K |
| Vanguard Consumer Discretionary Index Fund ETF Shares VCR | Other assets | — | $250K – $500K | $250K – $500K |
| Vanguard Consumer Staples Index Fund ETF Shares VDC | Other assets | — | $250K – $500K | $250K – $500K |
| Vanguard Mid-Cap Index Fund ETF Shares VO | Other assets | — | $250K – $500K | $250K – $500K |
| Lord Abbett Ultra Short Bond Fund Class I LUBYX | Other assets | — | $250K – $500K | $250K – $500K |
| AMG Yacktman Fund Class I YACKX | Other assets | — | $250K – $500K | $250K – $500K |
| Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional Class GSPKX | Other assets | — | $250K – $500K | $250K – $500K |
| CREF Stock | Employment assets | Self | $100K – $250K | $100K – $250K |
| CREF Equity Index | Employment assets | Self | $100K – $250K | $100K – $250K |
| CREF Money Market account | Employment assets | Self | $100K – $250K | $100K – $250K |
| TIAA Traditional Annuity | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| CREF Stock | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares VCIT | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
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 |
|---|---|---|---|---|---|
| DC College Savings in College Portfolio | Sell | $15K – $50K | — | Jul 22, 2021 | filing ↗ |
| DC College Savings in College Portfolio | Sell | $15K – $50K | — | Jul 19, 2021 | filing ↗ |
| VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | Buy | $50K – $100K | — | Jan 29, 2021 | filing ↗ |
| Vanguard Total Stock Market Index Fund | Sell | $50K – $100K | — | Jan 29, 2021 | filing ↗ |
| DC College Savings in College Portfolio | Sell | $15K – $50K | — | Jan 19, 2021 | filing ↗ |
Asset holdings
Annual (2022) · filed —All positions
120 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Massachusetts Institute of Technology, defined benefit plan (value not readily ascertainable): eligible for $939.97 per month at age 65 | Self | — | — |
| Massachusetts Institute of Technology, 401(k) Plan | Self | — | — |
| Vanguard Russell 3000 Index Fund Institutional Shares VRTTX | Self | $50K – $100K | — |
| IRA #1 | Self | — | — |
| Fidelity Capital & Income Fund FAGIX | Self | $15K – $50K | — |
| Fidelity Asset Manager 50% FASMX | Self | $15K – $50K | — |
| Fidelity Puritan Fund FPURX | Self | $15K – $50K | — |
| National Bureau of Economic Research, 401(a) | Self | — | — |
| Vanguard 500 Index Fund Investor Shares VFINX | Self | $15K – $50K | — |
| Vanguard International Value Fund Investor Shares VTRIX | Self | $1K – $15K | — |
| The Brookings Institution TIAA | Self | — | — |
| TIAA Traditional | Self | $15K – $50K | — |
| CREF Stock | Self | $100K – $250K | — |
| CREF Bond Market | Self | $15K – $50K | — |
| TIAA Real Estate | Self | $15K – $50K | — |
| CREF Growth | Self | $15K – $50K | — |
| CREF Equity Index | Self | $100K – $250K | — |
| CREF Global Equities | Self | $15K – $50K | — |
| CREF Money Market account | Self | $100K – $250K | — |
| IRA #2 | Self | — | — |
| Franklin Mutual Beacon Fund - Class Z | Self | $15K – $50K | — |
| IRA #3 | Self | — | — |
| Vanguard Dividend Growth Fund Investor Shares VDIGX | Self | $50K – $100K | — |
| Akre Focus Fund Institutional Class AKRIX | Self | $50K – $100K | — |
| First Eagle Overseas Fund Class I SGOIX | Self | $15K – $50K | — |
| Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional Class GSPKX | Self | $50K – $100K | — |
| iShares Preferred and Income Securities ETF PFF | Self | $15K – $50K | — |
| JOHCM International Select Fund Institutional Shares JOHIX | Self | $15K – $50K | — |
| JPMorgan Mid Cap Value Fund Class L FLMVX | Self | $15K – $50K | — |
| Lord Abbett Short Duration Income Fund Class I LLDYX | Self | $15K – $50K | — |
| Invesco Developing Markets Fund Class Y ODVYX | Self | $50K – $100K | — |
| Tweedy, Browne International Value Fund TBGVX | Self | $15K – $50K | — |
| Undiscovered Managers Behavioral Value Fund Class L UBVLX | Self | $15K – $50K | — |
| Vanguard Short-Term Bond Index Fund ETF Shares BSV | Self | $50K – $100K | — |
| Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH | Self | $1K – $15K | — |
| Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares VCIT | Self | $15K – $50K | — |
| Vanguard Real Estate Index Fund ETF Shares VNQ | Self | $15K – $50K | — |
| AMG Yacktman Fund Class I YACKX | Self | $50K – $100K | — |
| iShares Core S&P Small-Cap ETF IJR | Self | $15K – $50K | — |
| U.S. Brokerage #1 cash deposit accounts | Self | $50K – $100K | — |
| JPMorgan Ultra-Short Income ETF JPST | Self | $1K – $15K | — |
| Lord Abbett Ultra Short Bond Fund Class I LUBYX | Self | $1K – $15K | — |
| Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV | Self | $15K – $50K | — |
| The Asia Group LLC, 401(k) Plan | Spouse | — | — |
| T.Rowe Price Retirement I 2020 Fund - Class I | Spouse | $250K – $500K | — |
| Center for a New American Security, 403(b) Plan | Spouse | — | — |
| Large Cap U.S. Stock - American Funds Washington Mutual R6 (30) | Spouse | $50K – $100K | — |
| Mid Cap U.S. Stock - Wells Fargo Special Mid Cap Value R6 (30) | Spouse | $50K – $100K | — |
| International Stock - MFS International Diversification R6 (40) | Spouse | $15K – $50K | — |
| Center for Strategic International Studies and Harvard University, 403(b) Plan | Spouse | — | — |
| TIAA Traditional Annuity | Spouse | $100K – $250K | — |
| CREF Stock | Spouse | $100K – $250K | — |
| TIAA Real Estate | Spouse | $15K – $50K | — |
| CREF Bond Market | Spouse | $15K – $50K | — |
| CREF Money Market Account | Spouse | $15K – $50K | — |
| IRA #1 | Spouse | — | — |
| iShares Preferred and Income Securities ETF PFF | Spouse | $15K – $50K | — |
| Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares VCIT | Spouse | $100K – $250K | — |
| Lord Abbett Short Duration Income Fund Class I LLDYX | Spouse | $100K – $250K | — |
| Vanguard Short-Term Bond Index Fund ETF Shares BSV | Spouse | $250K – $500K | — |
| Vanguard Real Estate Index Fund ETF Shares VNQ | Spouse | $50K – $100K | — |
| iShares iBonds Dec 2022 Term Corporate ETF IBDN | Spouse | $100K – $250K | — |
| U.S. Brokerage #1 Bank Deposit Account | Spouse | $100K – $250K | — |
| iShares iBonds Dec 2024 Term Corporate ETF IBDP | Spouse | $50K – $100K | — |
| iShares iBonds Dec 2023 Term Corporate ETF IBDO | Spouse | $100K – $250K | — |
| Akre Focus Fund Institutional Class AKRIX | Spouse | $15K – $50K | — |
| First Eagle Overseas Fund Class I SGOIX | Spouse | $15K – $50K | — |
| AMG Yacktman Fund Class I YACKX | Spouse | $100K – $250K | — |
| Goldman Sachs International Small Cap Insights Fund Institutional Class GICIX | Spouse | $15K – $50K | — |
| JOHCM International Select Fund Institutional Shares JOHIX | Spouse | $15K – $50K | — |
| JPMorgan Mid Cap Value Fund Class L FLMVX | Spouse | $15K – $50K | — |
| Invesco Developing Markets Fund Class Y ODVYX | Spouse | $15K – $50K | — |
| Tweedy, Browne International Value Fund TBGVX | Spouse | $15K – $50K | — |
| Undiscovered Managers Behavioral Value Fund Class L UBVLX | Spouse | $50K – $100K | — |
| T. Rowe Price International Discovery Fund I Class TIDDX | Spouse | $15K – $50K | — |
| JPMorgan Ultra-Short Income ETF JPST | Spouse | $50K – $100K | — |
| Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV | Spouse | $100K – $250K | — |
| Lord Abbett Ultra Short Bond Fund Class I LUBYX | Spouse | $50K – $100K | — |
| Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH | Spouse | $50K – $100K | — |
| The Asia Group LLC (Advisory services) | Spouse | — | Earned Income |
| The Asia Group LLC | Spouse | Under $1K | The spouse withdrew from the Company in January 2021 and received payments remitted in 6 monthly installments for the termination of his equity interest in the Company. |
| The Asia Group Capital Advisory Partners LLC | Spouse | — | Return of Capital Account |
| Blackstone Group - 11/3/2020 | Spouse | — | Honorarium · $25K |
| Blackstone Group - 11/25/2020 | Spouse | — | Honorarium · $25K |
| Blackstone Group - 12/8/2020 | Spouse | — | Honorarium · $25K |
| CSIS Nikkei Symposium - 10/29/2020 | Spouse | — | Honorarium · $1K |
| U.S. bank #1 Cash Account | — | $100K – $250K | Interest |
| U.S. bank #2 Cash Account | — | $1M – $5M | Interest · $201 – $1K |
| DC College Savings In College Portfolio | — | $100K – $250K | cash payments · $39.4K |
| DC College Savings In College Portfolio | — | Under $1K | cash payments · $77.2K |
| DC College Savings 2025 Portfolio | — | $100K – $250K | — |
| U.S. Brokerage #1 Cash Deposit Accounts | — | $250K – $500K | Interest |
| iShares Core Dividend Growth ETF DGRO | — | $50K – $100K | $2.5K – $5K |
| iShares Core High Dividend ETF HDV | — | $100K – $250K | $5K – $15K |
| iShares Core S&P Small-Cap ETF IJR | — | $500K – $1M | $5K – $15K |
| iShares MSCI USA Min Vol Factor ETF USMV | — | $50K – $100K | $1K – $2.5K |
| iShares Preferred and Income Securities ETF PFF | — | $100K – $250K | $15K – $50K |
| JPMorgan Ultra-Short Income ETF JPST | — | $250K – $500K | $5K – $15K |
| SPDR S&P Dividend ETF SDY | — | $250K – $500K | $5K – $15K |
| SPDR S&P 500 ETF Trust SPY | — | $1M – $5M | $15K – $50K |
| Vanguard Consumer Discretionary Index Fund ETF Shares VCR | — | $250K – $500K | $5K – $15K |
| Vanguard Consumer Staples Index Fund ETF Shares VDC | — | $250K – $500K | $5K – $15K |
| Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares VCIT | — | $15K – $50K | $1K – $2.5K |
| Vanguard Mid-Cap Index Fund ETF Shares VO | — | $250K – $500K | $5K – $15K |
| Vanguard Mid-Cap Value Index Fund ETF Shares VOE | — | $50K – $100K | $1K – $2.5K |
| Vanguard Real Estate Index Fund ETF Shares VNQ | — | $100K – $250K | $5K – $15K |
| Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH | — | $50K – $100K | $2.5K – $5K |
| Vanguard Short-Term Bond Index Fund ETF Shares BSV | — | $50K – $100K | $1K – $2.5K |
| Fidelity Intermediate Municipal Income Fund FLTMX | — | $100K – $250K | $5K – $15K |
| Lord Abbett Ultra Short Bond Fund Class I LUBYX | — | $250K – $500K | $5K – $15K |
| Thornburg Limited Term Municipal Fund Class I LTMIX | — | $100K – $250K | $2.5K – $5K |
| Vanguard Short-Term Tax-Exempt Fund Class Admiral VWSUX | — | $100K – $250K | $2.5K – $5K |
| Akre Focus Fund Institutional Class AKRIX | — | $100K – $250K | — |
| AMG Yacktman Fund Class I YACKX | — | $250K – $500K | $15K – $50K |
| First Eagle Overseas Fund Class I SGOIX | — | $100K – $250K | $1K – $2.5K |
| Goldman Sachs Emerging Markets Equity Fund Institutional Class GEMIX | — | $100K – $250K | $1K – $2.5K |
| Goldman Sachs International Small Cap Insights Fund Institutional Class GICIX | — | $1K – $15K | — |
| Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional Class GSPKX | — | $250K – $500K | $15K – $50K |
| JOHCM International Select Fund Institutional Shares JOHIX | — | $100K – $250K | $5K – $15K |
| Tweedy, Browne International Value Fund TBGVX | — | $100K – $250K | $1K – $2.5K |
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.