10trades · $663K est.
50%
disclosed on time · 5 late, worst 47d over
$10.8Mest. assets · Annual Term
Since nomination
Nominee 278 (05/19/2023) vs Annual TermDivested
28 positions · $5.1M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Residential Real Estate, Bethesda, MD | Other assets | — | $1M – $5M |
| NH Portfolio 2024 | Other assets | — | $250K – $500K |
| Microsoft Corp. – MSFT | Other assets | — | $250K – $500K |
| T. Rowe Price Blue Chip Growth I - TBCIX | Employment assets | Self | $100K – $250K |
| NH College Portfolio | Other assets | — | $100K – $250K |
| Apple Inc. -- AAPL | Other assets | — | $100K – $250K |
| Amazon.com Inc. – AMZN | Other assets | — | $100K – $250K |
| Delta Airlines – DAL | Other assets | — | $100K – $250K |
| T. Rowe Price Retirement 2045 Fund - TRRKX | Spouse's assets | Spouse | $50K – $100K |
| Meta Platforms Inc | Other assets | — | $50K – $100K |
| Fidelity Real Estate Investments - FRESX | Employment assets | Self | $15K – $50K |
| Vanguard Extended Market Index Ins. - VIEIX | Employment assets | Self | $15K – $50K |
| Fidelity Contrafund - FCNKX | Employment assets | Self | $15K – $50K |
| Cash balance component | Employment assets | Self | $15K – $50K |
| Fidelity Government Money Market -- SPAXX | Other assets | — | $15K – $50K |
| Southwest Airlines Co. -- LUV | Other assets | — | $15K – $50K |
| PayPal Holdings Inc. Common – PYPL | Other assets | — | $15K – $50K |
| Caterpillar Inc Com | Other assets | — | $15K – $50K |
| U.S. brokerage account (cash) | Other assets | — | $15K – $50K |
| Vanguard Institutional Target Retirement 2040 -- VIRSX | Employment assets | Self | $1K – $15K |
| Defined benefit component | Employment assets | Self | $1K – $15K |
| Fidelity Government Money Market - SPAXX | Spouse's assets | Spouse | $1K – $15K |
| QuantumScape Corp. Com Cl. A – QS | Other assets | — | $1K – $15K |
| Fortinet Inc Com | Other assets | — | $1K – $15K |
| Materialise NV Spon Ads | Other assets | — | $1K – $15K |
| Block Inc | Other assets | — | $1K – $15K |
| SPDR S&P 500 ETF Trust SPY | Other assets | — | $1K – $15K |
| C3 AI Inc Cl.A – AI | Other assets | — | Under $1K |
Still holds
36 positions · $6.4M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Donoso & Partners LLC Cash Balance Plan and Profit Sharing Plan - Ameriprise Financial | Spouse's assets | Spouse | $500K – $1M | $500K – $1M |
| Residential Real Estate, Rockville, MD | Other assets | — | $500K – $1M | $500K – $1M |
| Fidelity Contrafund - FCNKX | Employment assets | Self | $250K – $500K | $500K – $1M |
| Principal LifeTime Hybrid 2060 CIT | Spouse's assets | Spouse | $250K – $500K | $250K – $500K |
| Principal Large Cap S&P 500 Index | Spouse's assets | Spouse | $100K – $250K | $250K – $500K |
| United Airlines Holdings Inc. Common – UAL | Other assets | — | $100K – $250K | $250K – $500K |
| Fidelity US Sustainability Index Fund FITLX | Other assets | — | $100K – $250K | $250K – $500K |
| Fidelity Large Cap Growth Index Fund FSPGX | Other assets | — | $100K – $250K | $250K – $500K |
| U.S. brokerage accounts (cash) | Other assets | — | $100K – $250K | $250K – $500K |
| Fidelity Magellan Fund - FMAGX | Spouse's assets | Spouse | $50K – $100K | $250K – $500K |
| Vanguard Institutional Target Retirement 2050 Fund - VTRLX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Donoso & Partners, LLC (immigration law) | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| Principal LifeTime Hybrid 2030 CIT | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| Vanguard Institutional Index - VINIX | Employment assets | Self | $50K – $100K | $100K – $250K |
| Fidelity Select Semiconductor Fund – FSELX | Other assets | — | $50K – $100K | $100K – $250K |
| Fidelity Contrafund - FCNKX | Employment assets | Self | $15K – $50K | $50K – $100K |
| Fidelity Extended Market Index - FSMAX | Employment assets | Self | $15K – $50K | $50K – $100K |
| Vanguard Institutional Target Retirement 2055 Fund Institutional Class Shares - VIVLX | Employment assets | Self | $15K – $50K | $50K – $100K |
| U.S. credit union (cash) | Other assets | — | $15K – $50K | $50K – $100K |
| Kugler Economic Associates (economic consulting) | Employment assets | Self | $15K – $50K | $15K – $50K |
| Fidelity FDM IDX 2050 IPR - FFOPX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Institutional Index - VINIX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Fidelity Government Money Market - SPAXX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Fidelity Extended Market Index - FSMAX | Employment assets | Self | $15K – $50K | $15K – $50K |
| U.S. bank (cash) | Other assets | — | $15K – $50K | $15K – $50K |
| T. Rowe Price Blue Chip Growth - TBCIX | Employment assets | Self | $1K – $15K | $15K – $50K |
| Fidelity Large Cap Stock - FLCSX | Employment assets | Self | $1K – $15K | $15K – $50K |
| Kugler Economic Associates Cash Balance Plan and Profit Sharing Plan - Ameriprise Financial | Employment assets | Self | $1K – $15K | $1K – $15K |
| Fidelity FDM IDX 2050 IPR - FFOPX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Fidelity Extended Market IDX - FSMAX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares - VSMGX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Treasury Money Market Fund - VUSXX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Fidelity Value Fund FDVLX | Other assets | — | $50K – $100K | Under $1K |
| Palo Alto Networks, Inc. PANW | Other assets | — | $15K – $50K | Under $1K |
| Apple, Inc. AAPL | Other assets | — | $1K – $15K | Under $1K |
| Visas Libertad, LLC (Marketing services) | Spouse's assets | Spouse | Under $1K | Under $1K |
New positions
16 positions · $4.4M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| U.S Treasury Securities | Other assets | — | $1M – $5M |
| Vanguard Institutional Target Retirement 2065 Fund Institutional Class Shares VSXFX | Employment assets | Self | $250K – $500K |
| Meta Platforms Inc. Class A Common Stock META | Other assets | — | $250K – $500K |
| NH Portfolio 2024 (Fidelity Funds) | Other assets | — | $100K – $250K |
| Delta Air Lines, Inc. DAL | Other assets | — | $100K – $250K |
| Fidelity Contrafund FCNTX | Employment assets | Self | $50K – $100K |
| Fidelity Contrafund FCNTX | Other assets | — | $50K – $100K |
| Fidelity Government Money Market Fund SPAXX | Employment assets | Self | $50K – $100K |
| Fidelity Blue Chip Growth Fund FBGRX | Other assets | — | $50K – $100K |
| Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares VTRLX | Employment assets | Self | $1K – $15K |
| Fidelity New Millennium Fund FMILX | Spouse's assets | Spouse | $1K – $15K |
| NH College Portfolio (Fidelity Funds) | Other assets | — | Under $1K |
| Cava Group, Inc. | Other assets | — | Under $1K |
| Southwest Airlines Co. LUV | Other assets | — | Under $1K |
| Caterpillar, Inc. CAT | Other assets | — | Under $1K |
| New Hampshire UNIQUE College Investing Plan 529 | Other assets | — | Under $1K |
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 |
|---|---|---|---|---|---|
| AAPL Apple, Inc. | Sell | $15K – $50K | Self | Nov 11, 2024 | 15d late filing ↗ |
| CAVA CAVA Group, Inc. | Sell | $1K – $15K | Self | Oct 15, 2024 | 42d late filing ↗ |
| APPL Apple Inc. | Buy | $1K – $15K | Spouse | Sep 9, 2024 | filing ↗ |
| CAVA Cava Group Inc. | Buy | $1K – $15K | Spouse | Jul 25, 2024 | 44d late filing ↗ |
| AAPL Apple Inc. | Buy | $1K – $15K | Spouse | Jul 24, 2024 | 45d late filing ↗ |
| AAPL Apple Inc. | Buy | $1K – $15K | Spouse | Jul 22, 2024 | 47d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $100K – $250K | Self | Nov 28, 2023 | filing ↗ |
| PYPL PayPal Holdings, Inc. | Sell | $15K – $50K | Self | Nov 27, 2023 | filing ↗ |
| SQ Block Inc | Sell | $1K – $15K | Self | Nov 27, 2023 | filing ↗ |
| MSFT Microsoft Corp. | Sell | $250K – $500K | Self | Nov 21, 2023 | filing ↗ |
Asset holdings
Annual Term · filed —All positions
65 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Georgetown University Defined Contribution Plan | Self | — | — |
| Voluntary Contribution Retirement Plan VCRP | Self | — | — |
| Fidelity Contrafund - FCNKX | Self | $50K – $100K | — |
| Fidelity FDM IDX 2050 IPR - FFOPX | Self | $1K – $15K | — |
| Fidelity Extended Market IDX - FSMAX | Self | $1K – $15K | — |
| Defined Contribution Retirement Plan DCRP | Self | — | — |
| Fidelity Contrafund - FCNKX | Self | $500K – $1M | — |
| Fidelity FDM IDX 2050 IPR - FFOPX | Self | $15K – $50K | — |
| Fidelity Extended Market Index - FSMAX | Self | $50K – $100K | — |
| University of Houston Defined Contribution Plans | Self | — | — |
| Optional Retirement Program ORP | Self | — | — |
| Vanguard Institutional Index - VINIX | Self | $100K – $250K | — |
| Vanguard Institutional Target Retirement 2050 Fund - VTRLX | Self | $100K – $250K | — |
| Vanguard Institutional Target Retirement 2065 Fund Institutional Class Shares VSXFX | Self | $250K – $500K | — |
| Teacher Retirement System (TRS) of Texas | Self | — | — |
| T. Rowe Price Blue Chip Growth - TBCIX | Self | $15K – $50K | — |
| Vanguard Institutional Index - VINIX | Self | $15K – $50K | — |
| Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares VTRLX | Self | $1K – $15K | — |
| Vanguard Institutional Target Retirement 2055 Fund Institutional Class Shares - VIVLX | Self | $50K – $100K | — |
| National Bureau of Economic Research 401(A) Plan | Self | — | — |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares - VSMGX | Self | $1K – $15K | — |
| Vanguard Treasury Money Market Fund - VUSXX | Self | $1K – $15K | — |
| SEP IRA | Self | — | — |
| Fidelity Government Money Market - SPAXX | Self | $15K – $50K | — |
| Fidelity Contrafund FCNTX | Self | $50K – $100K | — |
| Fidelity Large Cap Stock - FLCSX | Self | $15K – $50K | — |
| Fidelity Extended Market Index - FSMAX | Self | $15K – $50K | — |
| Rollover IRA | Self | — | — |
| Fidelity Government Money Market Fund SPAXX | Self | $50K – $100K | — |
| Kugler Economic Associates (economic consulting) | Self | $15K – $50K | — |
| Kugler Economic Associates Cash Balance Plan and Profit Sharing Plan - Ameriprise Financial | Self | $1K – $15K | — |
| Donoso & Partners, LLC (immigration law) | Spouse | $100K – $250K | salary, bonus, and profit distributions |
| Rollover IRA | Spouse | — | — |
| Fidelity Magellan Fund - FMAGX | Spouse | $250K – $500K | — |
| Fidelity New Millennium Fund FMILX | Spouse | $1K – $15K | — |
| Donoso & Partners, LLC, 401(k) Plan | Spouse | — | — |
| Principal LifeTime Hybrid 2030 CIT | Spouse | $100K – $250K | — |
| Principal LifeTime Hybrid 2060 CIT | Spouse | $250K – $500K | — |
| Principal Large Cap S&P 500 Index | Spouse | $250K – $500K | — |
| Donoso & Partners LLC Cash Balance Plan and Profit Sharing Plan - Ameriprise Financial | Spouse | $500K – $1M | — |
| Visas Libertad, LLC (Marketing services) | Spouse | Under $1K | — |
| Residential Real Estate, Rockville, MD | — | $500K – $1M | Rent or Royalties · $50K – $100K |
| Brokerage account #1 | — | — | — |
| New Hampshire UNIQUE College Investing Plan 529 | — | Under $1K | Cash payments · $121.1K |
| NH College Portfolio (Fidelity Funds) | — | Under $1K | — |
| NH Portfolio 2024 (Fidelity Funds) | — | $100K – $250K | — |
| Brokerage account #2 | — | — | — |
| Delta Air Lines, Inc. DAL | — | $100K – $250K | Dividends · $2.5K – $5K |
| Meta Platforms Inc. Class A Common Stock META | — | $250K – $500K | Dividends · $1K – $2.5K |
| Fidelity Select Semiconductor Fund – FSELX | — | $100K – $250K | $5K – $15K |
| United Airlines Holdings Inc. Common – UAL | — | $250K – $500K | — |
| Fidelity US Sustainability Index Fund FITLX | — | $250K – $500K | $2.5K – $5K |
| Fidelity Large Cap Growth Index Fund FSPGX | — | $250K – $500K | $201 – $1K |
| U.S. brokerage accounts (cash) | — | $250K – $500K | Interest · $2.5K – $5K |
| U.S Treasury Securities | — | $1M – $5M | Interest · $50K – $100K |
| Fidelity Blue Chip Growth Fund FBGRX | — | $50K – $100K | $201 – $1K |
| Fidelity Contrafund FCNTX | — | $50K – $100K | $5K – $15K |
| U.S. bank (cash) | — | $15K – $50K | — |
| U.S. credit union (cash) | — | $50K – $100K | Interest · $5K – $15K |
| Southwest Airlines Co. LUV | — | Under $1K | Dividends · $201 – $1K |
| Apple, Inc. AAPL | — | Under $1K | Capital Gains Dividends · $15K – $50K |
| Palo Alto Networks, Inc. PANW | — | Under $1K | Capital Gains · $15K – $50K |
| Fidelity Value Fund FDVLX | — | Under $1K | $2.5K – $5K |
| Cava Group, Inc. | — | Under $1K | Capital Gains · $2.5K – $5K |
| Caterpillar, Inc. CAT | — | Under $1K | Capital Gains Dividends · $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.