25trades · $966.5K est.
$4.8Mest. assets · Annual (2026)
Since nomination
Nominee 278 (04/11/2025) vs Annual (2026)Divested
48 positions · $1.5M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| U.S. bank #1 (cash) | Other assets | — | $250K – $500K |
| Vanguard Financials Index Fund ETF Shares VFH | Spouse's assets | Spouse | $100K – $250K |
| Securian AM S&P 500 Index | Spouse's assets | Spouse | $100K – $250K |
| U.S. Brokerage Account #2 (cash) | Other assets | — | $100K – $250K |
| Vanguard Financials Index Fund ETF Shares VFH | Employment assets | Self | $50K – $100K |
| Communication Services Select Sector SPDR Fund XLC | Spouse's assets | Spouse | $50K – $100K |
| Communication Services Select Sector SPDR Fund XLC | Employment assets | Self | $15K – $50K |
| First Trust Industrials/Producer Durables AlphaDEX Fund FXR | Employment assets | Self | $15K – $50K |
| SPDR S&P Software & Services ETF XSW | Employment assets | Self | $15K – $50K |
| First Trust Industrials/Producer Durables AlphaDEX Fund FXR | Spouse's assets | Spouse | $15K – $50K |
| Invesco Dynamic Building & Construction ETF PKB | Spouse's assets | Spouse | $15K – $50K |
| SPDR S&P Software & Services ETF XSW | Spouse's assets | Spouse | $15K – $50K |
| Federal Farm Credit Bank Bond 2030 | Spouse's assets | Spouse | $15K – $50K |
| Communication Services Select Sector SPDR Fund XLC | Other assets | — | $15K – $50K |
| Vanguard Financials Index Fund ETF Shares VFH | Other assets | — | $15K – $50K |
| Invesco Dynamic Building & Construction ETF PKB | Employment assets | Self | $1K – $15K |
| iShares iBonds Dec 2025 Term Corporate ETF IBDQ | Employment assets | Self | $1K – $15K |
| iShares iBonds Dec 2032 Term Corporate ETF iShares iBonds Dec 2032 Term Corporate ETF | Employment assets | Self | $1K – $15K |
| Federal Farm Credit Bank Bond 2030 | Employment assets | Self | $1K – $15K |
| Federal Home Loan Mortgage Bond 2028 | Employment assets | Self | $1K – $15K |
| US Treasury Note 2026 | Employment assets | Self | $1K – $15K |
| Communication Services Select Sector SPDR Fund XLC | Employment assets | Self | $1K – $15K |
| Vanguard Financials Index Fund ETF Shares VFH | Employment assets | Self | $1K – $15K |
| Federal Home Loan Mortgage Bond 2028 | Spouse's assets | Spouse | $1K – $15K |
| First Trust Industrials/Producer Durables AlphaDEX Fund FXR | Other assets | — | $1K – $15K |
| Invesco Dynamic Building & Construction ETF PKB | Other assets | — | $1K – $15K |
| iShares iBonds Dec 2025 Term Corporate ETF IBDQ | Other assets | — | $1K – $15K |
| SPBW AllianzIM Buffer ETF | Other assets | — | $1K – $15K |
| SPDR S&P Software & Services ETF XSW | Other assets | — | $1K – $15K |
| Vanguard Communication Services Index Fund ETF Shares VOX | Other assets | — | $1K – $15K |
| U.S. bank #2 (cash) | Other assets | — | $1K – $15K |
| Cairncross Group (Consulting) | Employment assets | Self | Under $1K |
| iShares Expanded Tech-Software ETF IGV | Employment assets | Self | Under $1K |
| First Trust Industrials/Producer Durables AlphaDEX Fund FXR | Employment assets | Self | Under $1K |
| Global X Future Analytics Tech ETF AIQ | Employment assets | Self | Under $1K |
| Health Care Select Sector SPDR Fund XLV | Employment assets | Self | Under $1K |
| Invesco Dynamic Building & Construction ETF PKB | Employment assets | Self | Under $1K |
| iShares Expanded Tech Sector ETF IGM | Employment assets | Self | Under $1K |
| Materials Select Sector SPDR Fund XLB | Employment assets | Self | Under $1K |
| Consumer Staples Select Sector SPDR Fund XLP | Employment assets | Self | Under $1K |
| SPDR S&P Capital Markets ETF KCE | Employment assets | Self | Under $1K |
| SPDR Portfolio Developed World ex-US ETF SPDW | Employment assets | Self | Under $1K |
| SPDR S&P Software & Services ETF XSW | Employment assets | Self | Under $1K |
| Vanguard Consumer Discretionary Index Fund ETF Shares VCR | Employment assets | Self | Under $1K |
| Vanguard Energy Index Fund ETF Class Shares VDE | Employment assets | Self | Under $1K |
| Vanguard Industrials Index Fund ETF Class Shares VIS | Employment assets | Self | Under $1K |
| Vanguard Information Technology Index Fund ETF Class Shares VGT | Employment assets | Self | Under $1K |
| Vanguard Real Estate Index Fund ETF Shares VNQ | Employment assets | Self | Under $1K |
Still holds
94 positions · $3.2M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| U.S. Brokerage Account #1 (cash) | Other assets | — | $250K – $500K | $250K – $500K |
| Vanguard Information Technology Index Fund ETF Class Shares VGT | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| TIAA-CREF International Equity Index Fund Institutional Class Shares TCIEX | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| Ivy Large Cap Growth Fund Class A Shares WLGAX | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| iShares 2029 Enrollment ISWAT | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard Information Technology Index Fund ETF Class Shares VGT | Employment assets | Self | $50K – $100K | $100K – $250K |
| iShares Expanded Tech Sector ETF IGM | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| SPDR S&P Capital Markets ETF KCE | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| Ivy Mid Cap Growth Fund Class A Shares WMGAX | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| DC college savings 2028 portfolio | Other assets | — | $50K – $100K | $50K – $100K |
| DC college savings 2025 portfolio | Other assets | — | $50K – $100K | $50K – $100K |
| SPDR Portfolio Developed World ex-US ETF SPDW | Spouse's assets | Spouse | $15K – $50K | $50K – $100K |
| Vanguard Total Bond Market Index Fund Admiral Shares VBTLX | Spouse's assets | Spouse | $15K – $50K | $50K – $100K |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares VBILX | Spouse's assets | Spouse | $15K – $50K | $50K – $100K |
| Ivy Small Cap Growth Fund Class A Shares WSGAX | Spouse's assets | Spouse | $15K – $50K | $50K – $100K |
| Ivy Science & Technology Fund Class A Shares WSTAX | Spouse's assets | Spouse | $15K – $50K | $50K – $100K |
| Health Care Select Sector SPDR Fund XLV | Employment assets | Self | $15K – $50K | $15K – $50K |
| iShares Expanded Tech Sector ETF IGM | Employment assets | Self | $15K – $50K | $15K – $50K |
| Consumer Staples Select Sector SPDR Fund XLP | Employment assets | Self | $15K – $50K | $15K – $50K |
| SPDR S&P Capital Markets ETF KCE | Employment assets | Self | $15K – $50K | $15K – $50K |
| SPDR Portfolio Developed World ex-US ETF SPDW | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Consumer Discretionary Index Fund ETF Shares VCR | Employment assets | Self | $15K – $50K | $15K – $50K |
| Global X Future Analytics Tech ETF AIQ | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Health Care Select Sector SPDR Fund XLV | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Consumer Staples Select Sector SPDR Fund XLP | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Vanguard Consumer Discretionary Index Fund ETF Shares VCR | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Vanguard Industrials Index Fund ETF Class Shares VIS | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| American Express Corporate Bond 2027 | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Toyota Motor Corporate Bond 2031 | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Walt Disney Corporate Bond 2029 | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Federal Farm Credit Bank Bond 2033 | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Vanguard Mid-Cap Index Fund Admiral Shares VIMAX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Vanguard Small-Cap Index Fund Admiral Shares VSMAX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Delaware Diversified Income Fund Class A Shares DPDFX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Vanguard Information Technology Index Fund ETF Class Shares VGT | Other assets | — | $15K – $50K | $15K – $50K |
| BlackRock Equity Dividend Portfolio BEDAT | Other assets | — | $15K – $50K | $15K – $50K |
| BlackRock Global Allocation Portfolio NAAHJ | Other assets | — | $15K – $50K | $15K – $50K |
| Franklin Templeton Balanced NAAAR | Other assets | — | $15K – $50K | $15K – $50K |
| New York Life Large Cap Growth Portfolio NGCAT | Other assets | — | $15K – $50K | $15K – $50K |
| Massachusetts Investors Trust Class I Shares MITIX | Other assets | — | $15K – $50K | $15K – $50K |
| Global X Future Analytics Tech ETF AIQ | Employment assets | Self | $1K – $15K | $15K – $50K |
| Lord Abbett Total Return GOART | Other assets | — | $1K – $15K | $15K – $50K |
| iShares iBonds Dec 2029 Term Corporate ETF IBDU | Employment assets | Self | $1K – $15K | $1K – $15K |
| iShares iBonds Dec 2030 Term Corporate ETF IBDV | Employment assets | Self | $1K – $15K | $1K – $15K |
| iShares iBonds Dec 2031 Term Corporate ETF IBDW | Employment assets | Self | $1K – $15K | $1K – $15K |
| iShares iBonds Dec 2026 Term Corporate ETF IBDR | Employment assets | Self | $1K – $15K | $1K – $15K |
| iShares iBonds Dec 2028 Term Corporate ETF IBDT | Employment assets | Self | $1K – $15K | $1K – $15K |
| iShares iBonds Dec 2033 Corporate ETF IBDY | Employment assets | Self | $1K – $15K | $1K – $15K |
| iShares iBonds Dec 2027 Term Corporate ETF IBDS | Employment assets | Self | $1K – $15K | $1K – $15K |
| Materials Select Sector SPDR Fund XLB | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Industrials Index Fund ETF Class Shares VIS | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Real Estate Index Fund ETF Shares VNQ | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Utilities Index Fund ETF Shares VPU | Employment assets | Self | $1K – $15K | $1K – $15K |
| Federal Farm Bank Credit Bank Bond 2033 | Employment assets | Self | $1K – $15K | $1K – $15K |
| Columbia Dividend Income Fund Institutional 3 Class Shares CDDYX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Fidelity 500 Index Fund FXAIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Fidelity Mid Cap Index Fund FSMDX | Employment assets | Self | $1K – $15K | $1K – $15K |
| MFS Mid Cap Growth Fund Class R6 Shares OTCKX | Employment assets | Self | $1K – $15K | $1K – $15K |
| DFA Investment Grade Portfolio Institutional Class Shares | Employment assets | Self | $1K – $15K | $1K – $15K |
| Emerging Markets Core Equity Portfolio Institutional Class Shares DFCEX | Employment assets | Self | $1K – $15K | $1K – $15K |
| US Core Equity 1 Portfolio Institutional Class Shares DFEOX | Employment assets | Self | $1K – $15K | $1K – $15K |
| DFA Short-Term Extended Quality Portfolio Institutional Class Shares DFEQX | Employment assets | Self | $1K – $15K | $1K – $15K |
| DFA Five-YearGlobal Fixed Income Portfolio Institutional Class Shares DFGBX | Employment assets | Self | $1K – $15K | $1K – $15K |
| International Core Equity Portfolio Institutional Class Shares DFIEX | Employment assets | Self | $1K – $15K | $1K – $15K |
| US Core Equity 2 Portfolio Institutional Class Shares DFQTX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Energy Index Fund ETF Class Shares VDE | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Vanguard Real Estate Index Fund ETF Shares VNQ | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Vanguard Utilities Index Fund ETF Shares VPU | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Caterpillar Corporate Bond 2044 | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Marsh and McLennan Corporate Bond 2039 | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Prudential Financial Corporate Bond 2040 | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Union Pacific Corporate Bond 2038 | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| United Health Corporate Bond 2042 | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Walmart Corporate Bond 2041 | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Global X Future Analytics Tech ETF AIQ | Other assets | — | $1K – $15K | $1K – $15K |
| Health Care Select Sector SPDR Fund XLV | Other assets | — | $1K – $15K | $1K – $15K |
| iShares iBonds Dec 2029 Term Corporate ETF IBDU | Other assets | — | $1K – $15K | $1K – $15K |
| iShares iBonds Dec 2030 Term Corporate ETF IBDV | Other assets | — | $1K – $15K | $1K – $15K |
| iShares iBonds Dec 2031 Term Corporate ETF IBDW | Other assets | — | $1K – $15K | $1K – $15K |
| iShares Expanded Tech Sector ETF IGM | Other assets | — | $1K – $15K | $1K – $15K |
| iShares iBonds Dec 2026 Term Corporate ETF IBDR | Other assets | — | $1K – $15K | $1K – $15K |
| iShares iBonds Dec 2028 Term Corporate ETF IBDT | Other assets | — | $1K – $15K | $1K – $15K |
| IBDX iShares iBonds Term Corporate | Other assets | — | $1K – $15K | $1K – $15K |
| iShares iBonds Dec 2027 Term Corporate ETF IBDS | Other assets | — | $1K – $15K | $1K – $15K |
| Consumer Staples Select Sector SPDR Fund XLP | Other assets | — | $1K – $15K | $1K – $15K |
| Energy Select Sector SPDR Fund XLE | Other assets | — | $1K – $15K | $1K – $15K |
| Industrial Select Sector SPDR Fund XLI | Other assets | — | $1K – $15K | $1K – $15K |
| SPDR S&P Capital Markets ETF KCE | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Consumer Discretionary Index Fund ETF Shares VCR | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Industrials Index Fund ETF Class Shares VIS | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Utilities Index Fund ETF Shares VPU | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Energy Index Fund ETF Class Shares VDE | Employment assets | Self | $1K – $15K | Under $1K |
| Vanguard Energy Index Fund ETF Class Shares VDE | Other assets | — | $1K – $15K | Under $1K |
| Materials Select Sector SPDR Fund XLB | Spouse's assets | Spouse | Under $1K | Under $1K |
New positions
26 positions · $1.6M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Merrill Brokerage (cash) | Other assets | — | $500K – $1M |
| iShares S&P 500 Index Fund Service Class Shares BSPSX | Spouse's assets | Spouse | $100K – $250K |
| Citi Checking (cash) | Other assets | — | $15K – $50K |
| Bank of America Checking (cash) | Other assets | — | $15K – $50K |
| Global X Data Center & Digital Infrastructure ETF DTCR | Employment assets | Self | $15K – $50K |
| Global X Data Center & Digital Infrastructure ETF DTCR | Spouse's assets | Spouse | $15K – $50K |
| Invesco S&P 500 Equal Weight ETF RSP | Employment assets | Self | $15K – $50K |
| Invesco S&P 500 Equal Weight ETF RSP | Spouse's assets | Spouse | $15K – $50K |
| iShares Dow Jones US ETF IYY | Employment assets | Self | $15K – $50K |
| iShares Dow Jones US ETF IYY | Spouse's assets | Spouse | $15K – $50K |
| iShares Edge MSCI USA Momentum Factor ETF MTUM | Employment assets | Self | $15K – $50K |
| iShares Edge MSCI USA Momentum Factor ETF MTUM | Spouse's assets | Spouse | $15K – $50K |
| Utilities Select Sector SPDR Fund XLU | Employment assets | Self | $15K – $50K |
| Utilities Select Sector SPDR Fund XLU | Spouse's assets | Spouse | $15K – $50K |
| SPDR S&P 500 ETF Trust SPY | Employment assets | Self | $15K – $50K |
| SPDR S&P 500 ETF Trust SPY | Spouse's assets | Spouse | $15K – $50K |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | Employment assets | Self | $15K – $50K |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | Spouse's assets | Spouse | $15K – $50K |
| Vanguard 500 Index Fund ETF Shares VOO | Employment assets | Self | $15K – $50K |
| Vanguard 500 Index Fund ETF Shares VOO | Spouse's assets | Spouse | $15K – $50K |
| iShares iBonds Dec 2032 Term Corporate ETF | Employment assets | Self | $1K – $15K |
| Charles Schwab Corporate Bond 2028 | Spouse's assets | Spouse | $1K – $15K |
| Waste Management Corporate Bond 2035 | Spouse's assets | Spouse | $1K – $15K |
| Lockheed Martin Corporate Bond 2036 | Spouse's assets | Spouse | $1K – $15K |
| Invesco S&P 500 Equal Weight Industrials ETF RSPN | Employment assets | Self | $1K – $15K |
| Invesco S&P 500 Equal Weight Industrials ETF RSPN | 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 |
|---|---|---|---|---|---|
| DTCR | Buy | $15K – $50K | — | Dec 2, 2025 | filing ↗ |
| DTCR | Buy | $15K – $50K | — | Dec 2, 2025 | filing ↗ |
| VTI Vanguard Total Stock Market Index Fund ETF Class Shares | Buy | $15K – $50K | — | Oct 30, 2025 | filing ↗ |
| VTI Vanguard Total Stock Market Index Fund ETF Class Shares | Buy | $15K – $50K | — | Oct 30, 2025 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Buy | $15K – $50K | — | Oct 30, 2025 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Buy | $15K – $50K | — | Oct 30, 2025 | filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $15K – $50K | — | Oct 30, 2025 | filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $15K – $50K | — | Oct 30, 2025 | filing ↗ |
| MTUM iShares Edge MSCI USA Momentum Factor ETF | Buy | $15K – $50K | — | Oct 30, 2025 | filing ↗ |
| MTUM iShares Edge MSCI USA Momentum Factor ETF | Buy | $15K – $50K | — | Oct 30, 2025 | filing ↗ |
| IYY iShares Dow Jones US ETF | Buy | $15K – $50K | — | Oct 30, 2025 | filing ↗ |
| IYY iShares Dow Jones US ETF | Buy | $15K – $50K | — | Oct 30, 2025 | filing ↗ |
| RSP Invesco S&P 500 Equal Weight ETF | Buy | $15K – $50K | — | Oct 30, 2025 | filing ↗ |
| RSP Invesco S&P 500 Equal Weight ETF | Buy | $15K – $50K | — | Oct 30, 2025 | filing ↗ |
| VFH Vanguard Financials Index Fund ETF Shares | Sell | $15K – $50K | — | Oct 29, 2025 | filing ↗ |
| XSW SPDR S&P Software & Services ETF | Sell | $1K – $15K | — | Oct 29, 2025 | filing ↗ |
| XLC Communication Services Select Sector SPDR Fund | Sell | $15K – $50K | — | Oct 29, 2025 | filing ↗ |
| VFH Vanguard Financials Index Fund ETF Shares | Sell | $100K – $250K | — | Oct 29, 2025 | filing ↗ |
| XSW SPDR S&P Software & Services ETF | Sell | $15K – $50K | — | Oct 29, 2025 | filing ↗ |
| XLC Communication Services Select Sector SPDR Fund | Sell | $50K – $100K | — | Oct 29, 2025 | filing ↗ |
| IGV iShares Expanded Tech-Software ETF | Sell | $1K – $15K | — | Oct 29, 2025 | filing ↗ |
| VFH Vanguard Financials Index Fund ETF Shares | Sell | $50K – $100K | — | Oct 29, 2025 | filing ↗ |
| XSW SPDR S&P Software & Services ETF | Sell | $15K – $50K | — | Oct 29, 2025 | filing ↗ |
| XLC Communication Services Select Sector SPDR Fund | Sell | $15K – $50K | — | Oct 29, 2025 | filing ↗ |
| VOX Vanguard Communication Services Index Fund ETF Shares | Sell | $1K – $15K | — | Oct 10, 2025 | filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
133 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| 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 |
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.