Mark T Esper
Fidelity Municipal Money Market Fund × 1 Residential Real Estate in Davis, WV × 1 Schwab Stock Market Total Index Fund × 1 view in graph
3trades · $240K est.
$6.3Mest. assets · Termination
Stock trades
Asset holdings
Termination · filed —All positions
85 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Raytheon Company Deferred Compensation Plan - Non-Qualified: Tracks the Indexes & Funds listed below: | Self | $1M – $5M | — |
| Janus Henderson Balanced Fund | Self | — | — |
| NTGI S&P 500 Equity Index Fund | Self | — | — |
| Vanguard Institutional Total Stock Market Index Fund | Self | — | — |
| NTGI Russell 2000 Index Fund | Self | — | — |
| T.Rowe Price Institutional Small Cap Stock Fund | Self | — | — |
| Raytheon Company 401K | Self | — | — |
| Vanguard Institutional Total Stock Market Index Fund | Self | $100K – $250K | — |
| Northern Trust S&P 500 Index Fund | Self | $100K – $250K | — |
| Janus Henderson Balanced Fund | Self | $100K – $250K | — |
| T.Rowe Price Institutional Small Cap Stock Fund | Self | $100K – $250K | — |
| Roth IRA | Self | — | — |
| Fidelity 500 Index Investor Class | Self | $15K – $50K | — |
| Fidelity Core Accounts (cash) | Self | Under $1K | — |
| Fidelity MSCI Consumer Discretionary ETF | Self | $1K – $15K | — |
| Fidelity MSCI Health Care Index ETF | Self | $1K – $15K | — |
| Rollover IRA | Self | — | — |
| Fidelity Contrafund | Self | $100K – $250K | — |
| Fidelity Government Money Market Fund | Self | Under $1K | — |
| Design-Build Institute of America (The organization promotes the value of design- build project delivery.) | Spouse | — | Salary, bonus |
| Sep-ira | Spouse | — | — |
| Parnassus Core Equity Investor Class | Spouse | $15K – $50K | — |
| iShares Select Dividend ETF | Spouse | $15K – $50K | — |
| iShares Core U.S. REIT | Spouse | $1K – $15K | — |
| U.S. brokerage money market account (cash) | Spouse | $1K – $15K | — |
| Roth IRA | Spouse | — | — |
| iShares U.S. Consumer Goods ETF | Spouse | $1K – $15K | — |
| iShares Core High Dividend ETF | Spouse | $15K – $50K | — |
| U.S. Brokerage Money Market Account (cash) | Spouse | Under $1K | — |
| Residential Real Estate, Davis WV | — | Under $1K | Rent or Royalties · $2.5K – $5K |
| U.S. bank accounts # 1 (Joint) (cash) | — | $15K – $50K | — |
| U.S. bank accounts #2 (DC3) (cash) | — | $15K – $50K | — |
| U.S. credit union accounts (cash) | — | $1K – $15K | — |
| U.S. brokerage account #1 F | — | — | — |
| Fidelity Government Money Market | — | $15K – $50K | — |
| American Tax Exempt Bonds Fund | — | $15K – $50K | — |
| Fidelity Four In One Index | — | $50K – $100K | $201 – $1K |
| Fidelity Select Retail Fund | — | $50K – $100K | $201 – $1K |
| Fidelity 500 Index Premium Class | — | $100K – $250K | $1K – $2.5K |
| BMO Intermediate Tax Free Fund | — | $15K – $50K | — |
| Schwab Total Stock Market Index Fund | — | $50K – $100K | — |
| Vanguard Small Cap Index Fund | — | $50K – $100K | $201 – $1K |
| Vanguard 500 Index Fund | — | $15K – $50K | $201 – $1K |
| U.S. brokerage account #2 A | — | — | — |
| Invesco High Yield Municipal Fund | — | $1K – $15K | — |
| Columbia Dividend Opportunity Fund | — | $1K – $15K | — |
| Delaware Value Fund | — | $50K – $100K | $1K – $2.5K |
| Delaware National High Yield Muni Bond Fund | — | $15K – $50K | $1K – $2.5K |
| Fidelity Advisor Total Bond A | — | $15K – $50K | $1K – $2.5K |
| Matthew 25 | — | $50K – $100K | — |
| Metropolitan West Total Return Bond Fund | — | $1K – $15K | — |
| Nuveen High Yield Muni Bond Fund | — | $15K – $50K | $1K – $2.5K |
| Nuveen Limited Term Muni Bond Fund | — | $1K – $15K | $201 – $1K |
| iShares S&P 500 Growth ETF | — | $50K – $100K | $201 – $1K |
| iShares Core S&P Small Cap ETF | — | $15K – $50K | $201 – $1K |
| iShares International Select Divdend ETF | — | $1K – $15K | $201 – $1K |
| Vanguard S&P 500 Index ETF | — | $250K – $500K | $2.5K – $5K |
| iShares U.S. Preferred Stock ETF | — | $15K – $50K | $1K – $2.5K |
| SPDR Nuveen S&P High Yield Muni Bond ETF | — | $15K – $50K | $201 – $1K |
| Wisdom Tree Int'l Large Cap Dividend ETF | — | $15K – $50K | $201 – $1K |
| IRA | — | — | — |
| Yacktman Focused Fund | — | $100K – $250K | — |
| U.S. brokerage money market account (cash) | — | $1K – $15K | — |
| FMI Large Cap Fund | — | $50K – $100K | — |
| iShares Core S&P 500 ETF | — | $15K – $50K | — |
| MFS International Value | — | $15K – $50K | — |
| iShares Russell 2000 Value ETF | — | $15K – $50K | — |
| iShares Russell Mid Cap Value ETF | — | $15K – $50K | — |
| iShares Russell Mid Cap Growth ETF | — | $15K – $50K | — |
| Wisdom Tree Int'l Large Cap Dividend ETF | — | $1K – $15K | — |
| iShares Core High Dividend ETF | — | $15K – $50K | — |
| iShares Russell 2000 Growth ETF | — | $15K – $50K | — |
| Roth IRA | — | — | — |
| U.S. brokerage money market account (cash) | — | Under $1K | — |
| Fidelity Low Priced Stock Fund | — | $15K – $50K | — |
| iShares Core High Dividend ETF | — | $50K – $100K | — |
| VA 529 Plan #1 DC2 | — | — | Cash Distributions · $19.5K |
| Total Stock Market Index Portfolio | — | $1K – $15K | — |
| Moderate Growth Portfolio | — | $15K – $50K | — |
| Conservative Income Portfolio | — | $1K – $15K | — |
| U.S. brokerage health savings account | — | — | — |
| Fidelity Total Bond Fund | — | Under $1K | — |
| U.S. brokerage cash account | — | Under $1K | — |
| Optum Bank Health Savings Account (Cash Account) | — | $1K – $15K | — |
| Fidelity 500 Index Fund DC2 | — | $1K – $15K | — |
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.