Philip Jefferson
SGDLX × 1 OnPace Plus bond × 1 view in graph
2trades · $40.5K est.
0%
disclosed on time · 2 late, worst 4d over
$3.6Mest. assets · Annual (2026)
Since nomination
Nominee 278 (05/22/2023) vs Annual (2026)Divested
9 positions · $1.3M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | Employment assets | Self | $250K – $500K |
| Vanguard Target Retirement 2030 Fund | Employment assets | Self | $250K – $500K |
| Vanguard Total Stock Market ETF | Other assets | — | $250K – $500K |
| Vanguard Total International Stock ETF | Other assets | — | $100K – $250K |
| TIAA -CREF Lifecycle 2030 Fund Premier Class TCHPX | Employment assets | Self | $1K – $15K |
| CREF Global Equities R1 | Employment assets | Self | $1K – $15K |
| CREF Growth R1 | Employment assets | Self | $1K – $15K |
| PIMCO StockPlus Small Fund Class A PCKAX | Other assets | — | $1K – $15K |
| U.S. credit union #2 (cash) | Other assets | — | $1K – $15K |
Still holds
35 positions · $1.1M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| CREF Growth R2 | Employment assets | Self | $50K – $100K | $100K – $250K |
| Vanguard Federal Money Market Fund VMFXX | Other assets | — | $15K – $50K | $100K – $250K |
| U.S. credit union #1 (cash) | Other assets | — | $50K – $100K | $50K – $100K |
| Vanguard Limited-Term Tax-Exempt Fund Admiral Shares VMLUX | Other assets | — | $50K – $100K | $50K – $100K |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX | Other assets | — | $50K – $100K | $50K – $100K |
| Vanguard Long-Term Tax-Exempt Fund Admiral Shares VWLUX | Other assets | — | $50K – $100K | $50K – $100K |
| CREF Stock R2 | Employment assets | Self | $15K – $50K | $50K – $100K |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Employment assets | Self | $50K – $100K | $50K – $100K |
| CREF Growth R3 | Employment assets | Self | $15K – $50K | $15K – $50K |
| CREF Stock R3 | Employment assets | Self | $15K – $50K | $15K – $50K |
| TIAA Traditional | Employment assets | Self | $15K – $50K | $15K – $50K |
| Schwab S&P 500 Index Fund SWPPX | Other assets | — | $15K – $50K | $15K – $50K |
| TIAA Traditional | Employment assets | Self | $1K – $15K | $1K – $15K |
| TIAA Real Estate | Employment assets | Self | $1K – $15K | $1K – $15K |
| Davidson College Health Savings Account: U.S. bank account (cash) | Employment assets | Self | $1K – $15K | $1K – $15K |
| Amana Mutual Funds Trust Growth Fund investor AMAGX | Other assets | — | $1K – $15K | $1K – $15K |
| Calvert Conservative Allocation Fund Class A CCLAX | Other assets | — | $1K – $15K | $1K – $15K |
| Janus Henderson Balanced Fund Class T JABAX | Other assets | — | $1K – $15K | $1K – $15K |
| Lord Abbett Short Duration Income Fund Class A LALDX | Other assets | — | $1K – $15K | $1K – $15K |
| MFS International Intrinsic Value Class A MGIAX | Other assets | — | $1K – $15K | $1K – $15K |
New positions
7 positions · $2.5M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Nuveen Lifecycle Index 2030 Fund R6 TLHIX | Employment assets | Self | $500K – $1M |
| Vanguard PRIMECAP Fund Admiral Shares VPMAX | Employment assets | Self | $500K – $1M |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | Other assets | — | $500K – $1M |
| Vanguard Total International Stock Index Fund ETF Shares VXUS | Other assets | — | $100K – $250K |
| CREF Growth R3 | Employment assets | Self | $15K – $50K |
| CREF Global Equities R3 | Employment assets | Self | $1K – $15K |
| CREF Core Bond R3 | Employment assets | Self | $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 holdings
Annual (2026) · filed —All positions
49 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Davidson College, tax deferred annuity plan | Self | — | — |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Self | $50K – $100K | — |
| Columbia University, defined contribution plan | Self | — | — |
| TIAA Traditional | Self | $1K – $15K | — |
| CREF Growth R3 QCGRIX | Self | $15K – $50K | — |
| CREF Stock R3 QCSTIX | Self | $15K – $50K | — |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Self | $1K – $15K | — |
| Swarthmore College (TIAA), defined contribution plan | Self | — | — |
| CREF Growth R2 QCGRPX | Self | $100K – $250K | — |
| CREF Stock R2 QCSTPX | Self | $50K – $100K | — |
| TIAA Traditional | Self | $15K – $50K | — |
| Nuveen Lifecycle Index 2030 Fund R6 TLHIX | Self | $500K – $1M | — |
| Vanguard PRIMECAP Fund Admiral Shares VPMAX | Self | $500K – $1M | — |
| IRA | Self | — | — |
| CREF Global Equities R3 QCGLIX | Self | $1K – $15K | — |
| CREF Growth R3 QCGRIX | Self | $15K – $50K | — |
| TIAA Real Estate QREARX | Self | $1K – $15K | — |
| Nuveen Core Equity Fund Retirement TRGIX | Self | $1K – $15K | — |
| Nuveen International Equity Fund Retirement TRERX | Self | $1K – $15K | — |
| Nuveen Quant Mid-Cap Growth Fund Retirement TRGMX | Self | $1K – $15K | — |
| Nuveen Mid-Cap Value Fund Retirement TRVRX | Self | $1K – $15K | — |
| Nuveen Quant Small-Cap Equity Fund Retirement TRSEX | Self | $1K – $15K | — |
| CREF Core Bond R3 QCBMIX | Self | $1K – $15K | — |
| The Oxford Handbook of the Economics of Poverty, Oxford University Press (value not readily ascertainable) | Self | — | Rent or Royalties · $201 – $1K |
| Davidson College Health Savings Account: U.S. bank account (cash) | Self | $1K – $15K | — |
| "Poverty: A Very Short Introduction," Oxford University Press (value not readily ascertainable) | Self | — | Rent or Royalties · $201 – $1K |
| U.S. credit union #1 (cash) | — | $50K – $100K | — |
| Vanguard Limited-Term Tax-Exempt Fund Admiral Shares VMLUX | — | $50K – $100K | $1K – $2.5K |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | — | $500K – $1M | $2.5K – $5K |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX | — | $50K – $100K | $1K – $2.5K |
| Vanguard Long-Term Tax-Exempt Fund Admiral Shares VWLUX | — | $50K – $100K | $1K – $2.5K |
| Vanguard Total International Stock Index Fund ETF Shares VXUS | — | $100K – $250K | $2.5K – $5K |
| Brokerage account | — | — | — |
| Amana Mutual Funds Trust Growth Fund investor AMAGX | — | $1K – $15K | $201 – $1K |
| Calvert Conservative Allocation Fund Class A CCLAX | — | $1K – $15K | $201 – $1K |
| Janus Henderson Balanced Fund Class T JABAX | — | $1K – $15K | $201 – $1K |
| Lord Abbett Short Duration Income Fund Class A LALDX | — | $1K – $15K | $201 – $1K |
| MFS International Intrinsic Value Class A MGIAX | — | $1K – $15K | $201 – $1K |
| PIMCO Income Fund Class A PONAX | — | $1K – $15K | $201 – $1K |
| Schwab S&P 500 Index Fund SWPPX | — | $15K – $50K | $201 – $1K |
| Thrivent Mid Cap Stock Fund Class S TMSIX | — | $1K – $15K | $201 – $1K |
| Value Line Asset Allocation Fund Investor Class VLAAX | — | $1K – $15K | $201 – $1K |
| U.S. brokerage account (cash) | — | $1K – $15K | — |
| Permanent Portfolio Permanent Class I Fund PRPFX | — | $1K – $15K | $201 – $1K |
| iShares Ultra Short-Term Bond ETF ICSH | — | $1K – $15K | $201 – $1K |
| Schwab U.S. Large-Cap Growth Index Fund SWLGX | — | $1K – $15K | — |
| Schwab US Mid-Cap Index Fund SWMCX | — | $1K – $15K | — |
| U.S. bank #1 (cash) | — | $1K – $15K | — |
| Vanguard Federal Money Market Fund VMFXX | — | $100K – $250K | $201 – $1K |
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.