49trades · $392K est.
$2.6Mest. assets · Annual (2026)
Since nomination
Nominee 278 (05/24/2023) vs Annual (2026)Divested
15 positions · $169K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Ishares S&P Midcap 400 Index Fund | Other assets | — | $15K – $50K |
| Vanguard Index FDS Vanguard Value ETF Formerly Vanguard Index TR | Other assets | — | $15K – $50K |
| Michigan State University anticipated payment (deferred salary and health savings account refund) | Employment assets | Self | $1K – $15K |
| Alphacentric Income Opportunities CL I | Other assets | — | $1K – $15K |
| Lord Abbett Intermed Tax Free Class I | Other assets | — | $1K – $15K |
| Blackrock Emerging Markets FD Inc Insl | Other assets | — | $1K – $15K |
| Morgan Stanley Intl Advantage CL I | Other assets | — | $1K – $15K |
| T Rowe Price Global Multi Sector Bond I | Other assets | — | $1K – $15K |
| U.S. brokerage sweep account | Other assets | — | $1K – $15K |
| First TR Exchange-traded FD VI Risng Divd Achiv | Other assets | — | $1K – $15K |
| Health Care Select Sector SPDR | Other assets | — | $1K – $15K |
| US bank #2 (cash) | Other assets | — | $1K – $15K |
| US bank #3 (cash) | Other assets | — | $1K – $15K |
| US bank #4 (cash) | Other assets | — | $1K – $15K |
| US bank account #5 (cash) | Other assets | — | $1K – $15K |
Still holds
16 positions · $1.8M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Vang Inst TR 2030 | Employment assets | Self | $500K – $1M | $500K – $1M |
| Residential rental investment property, Cambridge, MA | Other assets | — | $500K – $1M | $500K – $1M |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Employment assets | Self | $15K – $50K | $50K – $100K |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Employment assets | Self | $15K – $50K | $50K – $100K |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Schwab US Broad Market ETF | Other assets | — | $15K – $50K | $1K – $15K |
| Vanguard Specialized Funds Div App ETF | Other assets | — | $15K – $50K | $1K – $15K |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Employment assets | Self | $1K – $15K | $1K – $15K |
| CREF Global Equities | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Lord Abbett Short Duration Income CL I | Other assets | — | $1K – $15K | $1K – $15K |
| Pgim ETF TR Ultra Short | Other assets | — | $1K – $15K | $1K – $15K |
| Schwab US Large-cap Growth ETF | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Mid-cap Value Index Fund | Other assets | — | $1K – $15K | $1K – $15K |
| US bank #1 (cash) | Other assets | — | $1K – $15K | $1K – $15K |
New positions
5 positions · $782K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Residential rental property, Ann Arbor, MI | Other assets | — | $500K – $1M |
| Vanguard Index FDS Vanguard Value ETF | Other assets | — | $1K – $15K |
| First Trust Rising Dividend Achievers ETF RDVY | Other assets | — | $1K – $15K |
| iShares Core MSCIEmerging Markets ETF IEMG | 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 |
|---|---|---|---|---|---|
| VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| VTV Vanguard Value Index Fund ETF Shares | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| SCHG Schwab US Large-Cap Growth ETF | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| SCHB Schwab US Broad Market ETF | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| IJH iShares Core S&P Mid-Cap ETF | Sell | $1K – $15K | — | Dec 26, 2025 | filing ↗ |
| VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares | Sell | $1K – $15K | — | Sep 5, 2025 | filing ↗ |
| VOE Vanguard Mid-Cap Value Index Fund ETF Class Shares | Sell | $1K – $15K | — | Sep 5, 2025 | filing ↗ |
| VTV Vanguard Value Index Fund ETF Shares | Sell | $1K – $15K | — | Sep 5, 2025 | filing ↗ |
| SCHG Schwab US Large-Cap Growth ETF | Sell | $1K – $15K | — | Sep 5, 2025 | filing ↗ |
| SCHB Schwab US Broad Market ETF | Sell | $1K – $15K | — | Sep 5, 2025 | filing ↗ |
| IJH iShares Core S&P Mid-Cap ETF | Sell | $1K – $15K | — | Sep 5, 2025 | filing ↗ |
| FIRST TR EXCHANGE-TRADED FD VI RISNG DIV, RDVY | Sell | $1K – $15K | — | Sep 5, 2025 | filing ↗ |
| VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares | Sell | $1K – $15K | — | Apr 11, 2025 | filing ↗ |
| VTV Vanguard Value Index Fund ETF Shares | Sell | $1K – $15K | — | Apr 11, 2025 | filing ↗ |
| SCHG Schwab US Large-Cap Growth ETF | Sell | $1K – $15K | — | Apr 11, 2025 | filing ↗ |
| SCHB Schwab US Broad Market ETF | Sell | $1K – $15K | — | Apr 11, 2025 | filing ↗ |
| IJH iShares Core S&P Mid-Cap ETF | Sell | $1K – $15K | — | Apr 11, 2025 | filing ↗ |
| First TR Exchange-Traded FD VI RISNG DIV, RDVY | Sell | $1K – $15K | — | Apr 11, 2025 | filing ↗ |
| XLV Health Care Select Sector SPDR Fund | Sell | $1K – $15K | — | Dec 19, 2023 | filing ↗ |
| IEMG iShares Core MSCIEmerging Markets ETF | Buy | $1K – $15K | — | Dec 19, 2023 | filing ↗ |
| MADCX Blackrock Emerging Markets FD INC INSL | Sell | $1K – $15K | — | Dec 18, 2023 | filing ↗ |
| PGMSX T Rowe PriceGlobal Multi-Sector Bond Fund Class I Shares | Sell | $1K – $15K | — | Dec 18, 2023 | filing ↗ |
| MFAIX Morgan Stanley Institutional Fund Trust International Advantage Portfolio Class I Shares | Sell | $1K – $15K | — | Dec 18, 2023 | filing ↗ |
| IJH iShares Core S&P Mid-Cap ETF | Sell | $1K – $15K | — | May 9, 2023 | filing ↗ |
| SCHB Schwab US Broad Market ETF | Sell | $1K – $15K | — | May 9, 2023 | filing ↗ |
| SCHG Schwab US Large-Cap Growth ETF | Sell | $1K – $15K | — | May 9, 2023 | filing ↗ |
| VIGI Vanguard International Dividend Appreciation Index Fund ETF Shares | Sell | $1K – $15K | — | May 9, 2023 | filing ↗ |
| VTV Vanguard Value Index Fund ETF Shares | Sell | $1K – $15K | — | May 9, 2023 | filing ↗ |
| FNDB Schwab Fundamental US Broad Market Index ETF | Sell | $1K – $15K | — | Dec 16, 2022 | filing ↗ |
| MFAIX Morgan Stanley Institutional Fund Trust International Advantage Portfolio Class I Shares | Sell | $1K – $15K | — | Dec 16, 2022 | filing ↗ |
| LLDYX Lord Abbett Short Duration Income Fund Class I Shares | Sell | $1K – $15K | — | Dec 16, 2022 | filing ↗ |
| IJH iShares Core S&P Mid-Cap ETF | Sell | $1K – $15K | — | Dec 16, 2022 | filing ↗ |
| VTV Vanguard Value Index Fund ETF Shares | Sell | $1K – $15K | — | Dec 16, 2022 | filing ↗ |
| RDVY First TR Exchange-Traded Fund | Sell | $1K – $15K | — | Jun 29, 2022 | filing ↗ |
| IOFIX AlphaCentric Income Opportunities Fund Class I Shares | Sell | $1K – $15K | — | Jun 29, 2022 | filing ↗ |
| VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares | Sell | $1K – $15K | — | May 31, 2022 | filing ↗ |
| VTV Vanguard Value Index Fund ETF Shares | Sell | $1K – $15K | — | May 31, 2022 | filing ↗ |
| SCHG Schwab US Large-Cap Growth ETF | Sell | $1K – $15K | — | May 31, 2022 | filing ↗ |
| SCHB Schwab US Broad Market ETF | Sell | $1K – $15K | — | May 31, 2022 | filing ↗ |
| PULS PGIM Ultra Short Bond ETF | Sell | $1K – $15K | — | May 31, 2022 | filing ↗ |
| MFAIX Morgan Stanley Institutional Fund Trust International Advantage Portfolio Class I Shares | Sell | $1K – $15K | — | May 31, 2022 | filing ↗ |
| LLDYX Lord Abbett Short Duration Income Fund Class I Shares | Sell | $1K – $15K | — | May 31, 2022 | filing ↗ |
| Vanguard Dividend Appreciation Index (VIG) (multiple) | Sell | $1K – $15K | — | — | filing ↗ |
| Vanguard Mid-Cap Value Index (VOE) (multiple) | Sell | $1K – $15K | — | — | filing ↗ |
| Vanguard Value (VTV) (multiple) | Sell | $1K – $15K | — | — | filing ↗ |
| Schwab US Large-Cap Growth (SCHG) (multiple) | Sell | $1K – $15K | — | — | filing ↗ |
| Schwab US Broad Market (SCHB) (multiple) | Sell | $1K – $15K | — | — | filing ↗ |
| iShares Core S&P Mid-Cap (IJH) (multiple) | Sell | $1K – $15K | — | — | filing ↗ |
| First Trust VI Rising Dividend (RDVY) (multiple) | Sell | $1K – $15K | — | — | filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
36 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Teachers Retirement System of GA, defined benefit plan (beneficiary) | Self | — | Retirement Payments (monthly) · $289 |
| Employees Retirement System of GA, defined benefit plan (beneficiary) | Self | — | Retirement Payments (monthly) · $558 |
| Michigan State University | Self | — | — |
| Fidelity 403b | Self | — | — |
| Vang Inst TR 2030 | Self | $500K – $1M | — |
| TIAA 403b | Self | — | — |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Self | $1K – $15K | — |
| TIAA 457b | Self | — | — |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Self | $50K – $100K | — |
| Fidelity 457b | Self | — | — |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Self | $50K – $100K | — |
| Harvard University | Self | — | — |
| TIAA 403b | Self | — | — |
| CREF Global Equities | Self | $1K – $15K | — |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Self | $15K – $50K | — |
| TIAA 457b | Self | — | — |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Self | $1K – $15K | — |
| National Bureau of Economic Research | Self | — | — |
| 401a | Self | — | — |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX | Self | $1K – $15K | — |
| Bozzuto Management | Self | — | In-kind prize awarded during game night activities · $770 |
| U.S. Brokerage account | — | — | — |
| Lord Abbett Short Duration Income CL I | — | $1K – $15K | — |
| Pgim ETF TR Ultra Short | — | $1K – $15K | — |
| First Trust Rising Dividend Achievers ETF RDVY | — | $1K – $15K | $1K – $2.5K |
| Schwab US Broad Market ETF | — | $1K – $15K | $2.5K – $5K |
| Schwab US Large-cap Growth ETF | — | $1K – $15K | $2.5K – $5K |
| Vanguard Specialized Funds Div App ETF | — | $1K – $15K | $2.5K – $5K |
| Vanguard Mid-cap Value Index Fund | — | $1K – $15K | $201 – $1K |
| Vanguard Index FDS Vanguard Value ETF | — | $1K – $15K | $2.5K – $5K |
| iShares Core MSCIEmerging Markets ETF IEMG | — | $1K – $15K | $201 – $1K |
| iShares Core S&P Mid-Cap ETF IJH | — | $1K – $15K | $2.5K – $5K |
| US bank #1 (cash) | — | $1K – $15K | — |
| Estate of a family member (value not readily ascertainable) | — | — | — |
| Residential rental investment property, Cambridge, MA | — | $500K – $1M | Rent or Royalties · $50K – $100K |
| Residential rental property, Ann Arbor, MI | — | $500K – $1M | Rent or Royalties · $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.