| Republican National Committee |
Self |
— |
Salary · $98K |
| IRA |
Self |
— |
— |
| Global X Future Analytics Tech ETF AIQ |
Self |
$15K – $50K |
— |
| iShares iBonds Dec 2029 Term Corporate ETF IBDU |
Self |
$1K – $15K |
— |
| iShares iBonds Dec 2030 Term Corporate ETF IBDV |
Self |
$1K – $15K |
— |
| iShares iBonds Dec 2031 Term Corporate ETF IBDW |
Self |
$1K – $15K |
— |
| iShares Expanded Tech Sector ETF IGM |
Self |
$15K – $50K |
— |
| iShares iBonds Dec 2026 Term Corporate ETF IBDR |
Self |
$1K – $15K |
— |
| iShares iBonds Dec 2028 Term Corporate ETF IBDT |
Self |
$1K – $15K |
— |
| iShares iBonds Dec 2033 Corporate ETF IBDY |
Self |
$1K – $15K |
— |
| iShares iBonds Dec 2032 Term Corporate ETF |
Self |
$1K – $15K |
— |
| iShares iBonds Dec 2027 Term Corporate ETF IBDS |
Self |
$1K – $15K |
— |
| Materials Select Sector SPDR Fund XLB |
Self |
$1K – $15K |
— |
| Consumer Staples Select Sector SPDR Fund XLP |
Self |
$15K – $50K |
$201 – $1K |
| SPDR S&P Capital Markets ETF KCE |
Self |
$15K – $50K |
$201 – $1K |
| SPDR Portfolio Developed World ex-US ETF SPDW |
Self |
$15K – $50K |
$1K – $2.5K |
| Vanguard Consumer Discretionary Index Fund ETF Shares VCR |
Self |
$15K – $50K |
— |
| Vanguard Energy Index Fund ETF Class Shares VDE |
Self |
Under $1K |
— |
| Vanguard Industrials Index Fund ETF Class Shares VIS |
Self |
$1K – $15K |
— |
| Vanguard Information Technology Index Fund ETF Class Shares VGT |
Self |
$100K – $250K |
$201 – $1K |
| Vanguard Real Estate Index Fund ETF Shares VNQ |
Self |
$1K – $15K |
— |
| Vanguard Utilities Index Fund ETF Shares VPU |
Self |
$1K – $15K |
— |
| Federal Farm Bank Credit Bank Bond 2033 |
Self |
$1K – $15K |
$201 – $1K |
| Global X Data Center & Digital Infrastructure ETF DTCR |
Self |
$15K – $50K |
— |
| Invesco S&P 500 Equal Weight Industrials ETF RSPN |
Self |
$1K – $15K |
— |
| Invesco S&P 500 Equal Weight ETF RSP |
Self |
$15K – $50K |
$201 – $1K |
| iShares Dow Jones US ETF IYY |
Self |
$15K – $50K |
— |
| iShares Edge MSCI USA Momentum Factor ETF MTUM |
Self |
$15K – $50K |
— |
| Health Care Select Sector SPDR Fund XLV |
Self |
$15K – $50K |
$201 – $1K |
| Utilities Select Sector SPDR Fund XLU |
Self |
$15K – $50K |
$201 – $1K |
| SPDR S&P 500 ETF Trust SPY |
Self |
$15K – $50K |
$201 – $1K |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI |
Self |
$15K – $50K |
$201 – $1K |
| Vanguard 500 Index Fund ETF Shares VOO |
Self |
$15K – $50K |
$201 – $1K |
| RNC 401K |
Self |
— |
— |
| Columbia Dividend Income Fund Institutional 3 Class Shares CDDYX |
Self |
$1K – $15K |
— |
| Fidelity 500 Index Fund FXAIX |
Self |
$1K – $15K |
— |
| Fidelity Mid Cap Index Fund FSMDX |
Self |
$1K – $15K |
— |
| MFS Mid Cap Growth Fund Class R6 Shares OTCKX |
Self |
$1K – $15K |
— |
| Holtzman Vogel 401K |
Self |
— |
— |
| DFA Investment Grade Portfolio Institutional Class Shares |
Self |
$1K – $15K |
— |
| Emerging Markets Core Equity Portfolio Institutional Class Shares DFCEX |
Self |
$1K – $15K |
— |
| US Core Equity 1 Portfolio Institutional Class Shares DFEOX |
Self |
$1K – $15K |
— |
| DFA Short-Term Extended Quality Portfolio Institutional Class Shares DFEQX |
Self |
$1K – $15K |
— |
| DFA Five-YearGlobal Fixed Income Portfolio Institutional Class Shares DFGBX |
Self |
$1K – $15K |
— |
| International Core Equity Portfolio Institutional Class Shares DFIEX |
Self |
$1K – $15K |
— |
| US Core Equity 2 Portfolio Institutional Class Shares DFQTX |
Self |
$1K – $15K |
— |
| Growth Energy (Trade Association) |
Spouse |
— |
salary, bonus |
| IRA |
Spouse |
— |
— |
| Global X Future Analytics Tech ETF AIQ |
Spouse |
$15K – $50K |
— |
| Health Care Select Sector SPDR Fund XLV |
Spouse |
$15K – $50K |
$201 – $1K |
| iShares Expanded Tech Sector ETF IGM |
Spouse |
$50K – $100K |
— |
| Materials Select Sector SPDR Fund XLB |
Spouse |
Under $1K |
— |
| Consumer Staples Select Sector SPDR Fund XLP |
Spouse |
$15K – $50K |
$201 – $1K |
| SPDR S&P Capital Markets ETF KCE |
Spouse |
$50K – $100K |
$201 – $1K |
| SPDR Portfolio Developed World ex-US ETF SPDW |
Spouse |
$50K – $100K |
$1K – $2.5K |
| Vanguard Consumer Discretionary Index Fund ETF Shares VCR |
Spouse |
$15K – $50K |
$201 – $1K |
| Vanguard Energy Index Fund ETF Class Shares VDE |
Spouse |
$1K – $15K |
— |
| Vanguard Industrials Index Fund ETF Class Shares VIS |
Spouse |
$15K – $50K |
— |
| Vanguard Information Technology Index Fund ETF Class Shares VGT |
Spouse |
$100K – $250K |
$201 – $1K |
| Vanguard Real Estate Index Fund ETF Shares VNQ |
Spouse |
$1K – $15K |
— |
| Vanguard Utilities Index Fund ETF Shares VPU |
Spouse |
$1K – $15K |
— |
| American Express Corporate Bond 2027 |
Spouse |
$15K – $50K |
$201 – $1K |
| Caterpillar Corporate Bond 2044 |
Spouse |
$1K – $15K |
$201 – $1K |
| Marsh and McLennan Corporate Bond 2039 |
Spouse |
$1K – $15K |
$201 – $1K |
| Prudential Financial Corporate Bond 2040 |
Spouse |
$1K – $15K |
$201 – $1K |
| Toyota Motor Corporate Bond 2031 |
Spouse |
$15K – $50K |
$201 – $1K |
| Union Pacific Corporate Bond 2038 |
Spouse |
$1K – $15K |
$201 – $1K |
| United Health Corporate Bond 2042 |
Spouse |
$1K – $15K |
$201 – $1K |
| Walmart Corporate Bond 2041 |
Spouse |
$1K – $15K |
$201 – $1K |
| Walt Disney Corporate Bond 2029 |
Spouse |
$15K – $50K |
$201 – $1K |
| Federal Farm Credit Bank Bond 2033 |
Spouse |
$15K – $50K |
$1K – $2.5K |
| Charles Schwab Corporate Bond 2028 |
Spouse |
$1K – $15K |
$201 – $1K |
| Waste Management Corporate Bond 2035 |
Spouse |
$1K – $15K |
$201 – $1K |
| Lockheed Martin Corporate Bond 2036 |
Spouse |
$1K – $15K |
$201 – $1K |
| Global X Data Center & Digital Infrastructure ETF DTCR |
Spouse |
$15K – $50K |
$201 – $1K |
| Invesco S&P 500 Equal Weight Industrials ETF RSPN |
Spouse |
$1K – $15K |
— |
| Invesco S&P 500 Equal Weight ETF RSP |
Spouse |
$15K – $50K |
$201 – $1K |
| iShares Dow Jones US ETF IYY |
Spouse |
$15K – $50K |
$201 – $1K |
| iShares Edge MSCI USA Momentum Factor ETF MTUM |
Spouse |
$15K – $50K |
$201 – $1K |
| Utilities Select Sector SPDR Fund XLU |
Spouse |
$15K – $50K |
$1K – $2.5K |
| SPDR S&P 500 ETF Trust SPY |
Spouse |
$15K – $50K |
$201 – $1K |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI |
Spouse |
$15K – $50K |
$201 – $1K |
| Vanguard 500 Index Fund ETF Shares VOO |
Spouse |
$15K – $50K |
$201 – $1K |
| Growth Energy 401K |
Spouse |
— |
— |
| Vanguard Total Bond Market Index Fund Admiral Shares VBTLX |
Spouse |
$50K – $100K |
$201 – $1K |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares VBILX |
Spouse |
$50K – $100K |
$201 – $1K |
| Vanguard Mid-Cap Index Fund Admiral Shares VIMAX |
Spouse |
$15K – $50K |
— |
| Vanguard Small-Cap Index Fund Admiral Shares VSMAX |
Spouse |
$15K – $50K |
— |
| iShares S&P 500 Index Fund Service Class Shares BSPSX |
Spouse |
$100K – $250K |
$2.5K – $5K |
| TIAA-CREF International Equity Index Fund Institutional Class Shares TCIEX |
Spouse |
$100K – $250K |
$2.5K – $5K |
| Growth Energy 457B |
Spouse |
— |
— |
| Ivy Small Cap Growth Fund Class A Shares WSGAX |
Spouse |
$50K – $100K |
$201 – $1K |
| Delaware Diversified Income Fund Class A Shares DPDFX |
Spouse |
$15K – $50K |
— |
| Ivy Science & Technology Fund Class A Shares WSTAX |
Spouse |
$50K – $100K |
$201 – $1K |
| Ivy Large Cap Growth Fund Class A Shares WLGAX |
Spouse |
$100K – $250K |
$201 – $1K |
| Ivy Mid Cap Growth Fund Class A Shares WMGAX |
Spouse |
$50K – $100K |
$201 – $1K |
| U.S. Brokerage Accout #1 |
— |
— |
— |
| Global X Future Analytics Tech ETF AIQ |
— |
$1K – $15K |
— |
| Health Care Select Sector SPDR Fund XLV |
— |
$1K – $15K |
— |
| iShares iBonds Dec 2029 Term Corporate ETF IBDU |
— |
$1K – $15K |
$201 – $1K |
| iShares iBonds Dec 2030 Term Corporate ETF IBDV |
— |
$1K – $15K |
$201 – $1K |
| iShares iBonds Dec 2031 Term Corporate ETF IBDW |
— |
$1K – $15K |
$201 – $1K |
| iShares Expanded Tech Sector ETF IGM |
— |
$1K – $15K |
— |
| iShares iBonds Dec 2026 Term Corporate ETF IBDR |
— |
$1K – $15K |
$201 – $1K |
| iShares iBonds Dec 2028 Term Corporate ETF IBDT |
— |
$1K – $15K |
$201 – $1K |
| IBDX iShares iBonds Term Corporate |
— |
$1K – $15K |
$201 – $1K |
| iShares iBonds Dec 2027 Term Corporate ETF IBDS |
— |
$1K – $15K |
$201 – $1K |
| Consumer Staples Select Sector SPDR Fund XLP |
— |
$1K – $15K |
— |
| Energy Select Sector SPDR Fund XLE |
— |
$1K – $15K |
— |
| Industrial Select Sector SPDR Fund XLI |
— |
$1K – $15K |
— |
| SPDR S&P Capital Markets ETF KCE |
— |
$1K – $15K |
— |
| Vanguard Consumer Discretionary Index Fund ETF Shares VCR |
— |
$1K – $15K |
— |
| Vanguard Energy Index Fund ETF Class Shares VDE |
— |
Under $1K |
— |
| Vanguard Industrials Index Fund ETF Class Shares VIS |
— |
$1K – $15K |
— |
| Vanguard Information Technology Index Fund ETF Class Shares VGT |
— |
$15K – $50K |
— |
| Vanguard Utilities Index Fund ETF Shares VPU |
— |
$1K – $15K |
— |
| U.S. Brokerage Account #1 (cash) |
— |
$250K – $500K |
Interest · $5K – $15K |
| Merrill Lynch College Savings 529 D.C |
— |
— |
— |
| BlackRock Equity Dividend Portfolio BEDAT |
— |
$15K – $50K |
— |
| BlackRock Global Allocation Portfolio NAAHJ |
— |
$15K – $50K |
— |
| Franklin Templeton Balanced NAAAR |
— |
$15K – $50K |
— |
| iShares 2029 Enrollment ISWAT |
— |
$100K – $250K |
— |
| Lord Abbett Total Return GOART |
— |
$15K – $50K |
— |
| New York Life Large Cap Growth Portfolio NGCAT |
— |
$15K – $50K |
— |
| Merrill Brokerage (cash) |
— |
$500K – $1M |
Interest · $5K – $15K |
| Citi Checking (cash) |
— |
$15K – $50K |
— |
| DC College 529 Savings Plan 1 |
— |
— |
— |
| DC college savings 2028 portfolio |
— |
$50K – $100K |
— |
| DC College Savings 529 Plan 2 |
— |
— |
— |
| DC college savings 2025 portfolio |
— |
$50K – $100K |
— |
| U.S. brokerage account #2 |
— |
— |
— |
| Massachusetts Investors Trust Class I Shares MITIX |
— |
$15K – $50K |
$201 – $1K |
| Bank of America Checking (cash) |
— |
$15K – $50K |
Interest |