Jamieson Greer
0trades
$2.4Mest. assets · Nominee 278 (01/27/2025)
No published trades on file.
Asset holdings
Nominee 278 (01/27/2025) · filed Jan 27, 2025All positions
110 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| IRA #1 | Self | — | — |
| iShares Core S&P 500 ETF IVV | Self | $15K – $50K | — |
| Schwab International Equity ETF SCHF | Self | $1K – $15K | — |
| Vanguard Total Bond Market Index Fund ETF BND | Self | $1K – $15K | — |
| iShares Core S&P Mid-Cap ETF IJH | Self | $1K – $15K | — |
| Oakmark Select Fund OAYLX | Self | $1K – $15K | — |
| Column Small Cap Select Fund CFSSX | Self | $1K – $15K | — |
| Invesco S&P 500 Equal Weight ETF RSP | Self | $1K – $15K | — |
| Goldman Sachs International Small Cap Insights Fund GICIX | Self | $1K – $15K | — |
| American Funds New World Fund NFFFX | Self | $1K – $15K | — |
| iShares Core S&P Small-Cap ETF IJR | Self | $1K – $15K | — |
| Cohen & Steers Real Estate Securities Fund CSDIX | Self | $1K – $15K | — |
| iShares MSCI Eurozone ETF EZU | Self | $1K – $15K | — |
| FMI International Fund FMIYX | Self | $1K – $15K | — |
| iShares MSCI USA Value Factor ETF VLUE | Self | $1K – $15K | — |
| Vanguard FTSE Emerging Markets ETF VWO | Self | $1K – $15K | — |
| U.S. bank (cash account) | Self | $1K – $15K | — |
| PIMCO Income Fund PONPX | Self | $1K – $15K | — |
| PIMCO CommoditiesPLUS Strategy Fund PCLPX | Self | $1K – $15K | — |
| Column Mid Cap Select Fund CFMSX | Self | $1K – $15K | — |
| iShares 20+ Year Treasury Bond ETF TLT | Self | $1K – $15K | — |
| Roth IRA | Self | — | — |
| iShares Core S&P 500 ETF IVV | Self | $1K – $15K | — |
| Schwab International Equity ETF SCHF | Self | $1K – $15K | — |
| Vanguard Total Bond Market Index Fund ETF BND | Self | $1K – $15K | — |
| iShares Core S&P Mid-Cap ETF IJH | Self | $1K – $15K | — |
| Oakmark Select Fund OAYLX | Self | $1K – $15K | — |
| (cid:9)Invesco S&P 500 Equal Weight ETF RSP | Self | $1K – $15K | — |
| iShares Core S&P Small-Cap ETF IJR | Self | $1K – $15K | — |
| Goldman Sachs International Small Cap Insights Fund GICIX | Self | $1K – $15K | — |
| Column Mid Cap Select Fund CFMSX | Self | $1K – $15K | — |
| American Funds New World Fund NFFFX | Self | $1K – $15K | — |
| Cohen & Steers Real Estate Securities Fund CSDIX | Self | $1K – $15K | — |
| iShares MSCI USA Value Factor ETF VLUE | Self | $1K – $15K | — |
| Vanguard FTSE Emerging Markets ETF VWO | Self | $1K – $15K | — |
| FMI International Fund FMIYX | Self | $1K – $15K | — |
| iShares MSCI Eurozone ETF EZU | Self | $1K – $15K | — |
| IRA invested in Victory 500 Index Fund USSPX | Self | $50K – $100K | — |
| King & Spalding LLP (law firm) | Self | — | — |
| King & Spalding LLP (partner) | Self | — | Salary/Bonus · $1.5M |
| 401K invested in Vanguard Target Retirement 2055 Fund VFFVX | Self | $250K – $500K | — |
| King & Spalding LLP (anticipated bonus) | Self | $250K – $500K | — |
| Hyundai Motor Group - 3/21/24 | Self | — | honorarium · $20K |
| Coupang Inc - 5/17/2024 | Self | — | honorarium · $10K |
| Federalist Society - 2/27/24 | Self | — | honorarium · $750 |
| Evercore - 6/20/24 | Self | — | honorarium · $2K |
| JPMorganChase & Co - 6/27/2024 | Self | — | honorarium · $2K |
| Equitable Financial Life Insurance Company of America variable annuity - traditional IRA | Self | — | — |
| EQ/PIMCO Global Real Return Portfolio | Self | $1K – $15K | — |
| EQ/PIMCO Total Return ESG Portfolio | Self | $1K – $15K | — |
| Templeton Global Bond VIP Fund | Self | $1K – $15K | — |
| Fidelity VIP Mid Cap Portfolio | Self | $1K – $15K | — |
| EQ/MFS Utilities Series Portfolio | Self | $1K – $15K | — |
| EQ/T. Rowe Price Health Sciences Portfolio | Self | $1K – $15K | — |
| 1290 VT GAMCO Small Company Value Portfolio | Self | $1K – $15K | — |
| ProFund VP Biotechnology N-PORT Portfolio | Self | $1K – $15K | — |
| EQ/MFS Technology Portfolio | Self | $1K – $15K | — |
| Roth IRA | Spouse | — | — |
| Victory 500 Index Fund USSPX | Spouse | $1K – $15K | — |
| Victory Sustainable World Fund USAWX | Spouse | $1K – $15K | — |
| U.S. bank #1 (cash accounts) | — | $100K – $250K | Interest · $2.5K – $5K |
| U.S. bank #2 (cash accounts) | — | $250K – $500K | Interest · $2.5K – $5K |
| U.S. bank #2 (cash accounts) | — | $1K – $15K | — |
| U.S. bank #3 (cash account) | — | $1K – $15K | — |
| Maryland College Investment Plan (529) #1 - Equity Index 500 Portfolio | — | $15K – $50K | — |
| Maryland College Investment Plan (529) #2 - Equity Index 500 Portfolio | — | $15K – $50K | — |
| Maryland College Investment Plan (529) #3 - Equity Index 500 Portfolio | — | $15K – $50K | — |
| Abbott Laboratories stock ABT | — | $1K – $15K | — |
| Microsoft Corp stock MSFT | — | $1K – $15K | — |
| Rio Tinto plc ADR stock RIO | — | $1K – $15K | — |
| PIMCO Investment Grade Credit Bond Fund PBDAX | — | $1K – $15K | — |
| Robinhood Markets Inc stock HOOD | — | $1K – $15K | — |
| Equitable Incentive VUL Optimizer (variable life insurance) | — | — | — |
| EQ/Value Equity Portfolio | — | $1K – $15K | — |
| ClearBridge Large Cap Growth ESG ETF LRGE | — | $1K – $15K | — |
| EQ/JPMorgan Growth Stock Portfolio | — | $15K – $50K | — |
| 1290 VT GAMCO Small Company Value Portfolio | — | $1K – $15K | — |
| EQ/Lazard Emerging Markets Equity Portfolio | — | $1K – $15K | — |
| EQ/PIMCO Real Return Portfolio | — | $15K – $50K | — |
| EQ/PIMCO Total Return ESG Portfolio | — | $1K – $15K | — |
| Templeton Global Bond VIP Fund | — | $15K – $50K | — |
| BlackRock Floating Rate Income Fund BFRCX | — | $1K – $15K | — |
| brokerage account | — | — | — |
| SPDR Portfolio S&P 500 ETF SPLG | — | $1K – $15K | — |
| iShares Core S&P Total U.S. Stock Market ETF ITOT | — | $1K – $15K | — |
| Vanguard Value Index Fund ETF VTV | — | $1K – $15K | — |
| Schwab US Large-Cap Value ETF SCHV | — | $1K – $15K | — |
| Vanguard Total Stock Market Index Fund ETF VTI | — | $15K – $50K | — |
| SPDR Portfolio S&P 500 Value ETF SPYV | — | $1K – $15K | — |
| Schwab US Broad Market ETF SCHB | — | $1K – $15K | — |
| Vanguard Small-Cap Value Index Fund ETF VBR | — | $1K – $15K | — |
| iShares Russell 2000 Value ETF IWN | — | $1K – $15K | — |
| Vanguard Mid-Cap Value Index Fund ETF VOE | — | $1K – $15K | — |
| iShares Russell Mid-Cap Value ETF IWS | — | $1K – $15K | — |
| VanguardEmerging Markets Stock Index Fund ETF VWO | — | $1K – $15K | — |
| iShares Core MSCI Emerging Markets ETF IEMG | — | $1K – $15K | — |
| Vanguard Tax Managed Fund FTSE Developed Markets ETF VEA | — | $1K – $15K | — |
| Schwab International Equity ETF SCHF | — | $1K – $15K | — |
| iShares Core MSCI EAFE ETF IEFA | — | $15K – $50K | — |
| iShares National Muni Bond ETF MUB | — | $1K – $15K | — |
| Vanguard Total International Bond Index Fund ETF BNDX | — | $1K – $15K | — |
| Kansas Learning Quest 529 Education Savings Program #1 - ModerateTrack: 30% Equity Portfolio | — | $1K – $15K | — |
| Kansas Learning Quest 529 Education Savings Program #2 - ModerateTrack: 30% Equity Portfolio | — | $1K – $15K | — |
| U.S. Treasuries | — | $15K – $50K | Interest · $2.5K – $5K |
| Maryland College Investment Plan (529) #4 | — | — | — |
| Equity Index 500 Portfolio | — | $1K – $15K | — |
| U.S. Bond Index Portfolio | — | $1K – $15K | — |
| Maryland College Investment Plan (529) #5 | — | — | — |
| Equity Index 500 Portfolio | — | $15K – $50K | — |
| U.S. Bond Index Portfolio | — | $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.