Aaron Lukas
0trades
$7.6Mest. assets · Nominee 278 (04/05/2025)
No published trades on file.
Asset holdings
Nominee 278 (04/05/2025) · filed Apr 5, 2025All positions
63 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Victory Roth IRA | Self | — | — |
| Victory Sustainable World Fund USAWX | Self | $15K – $50K | — |
| Victory Target Retirement 2040 URFRX | Self | $15K – $50K | — |
| Schwab IRA | Self | — | — |
| U.S. brokerage account (cash) | Self | $1K – $15K | — |
| Schwab Roth IRA | Self | — | — |
| Two Harbors Investment Corp. TWO | Self | Under $1K | — |
| Uber Technologies, Inc. UBER | Self | $1K – $15K | — |
| Schwab Value Advantage Money Fund Investor Class Shares SWVXX | Self | $1K – $15K | — |
| Granite Point Mortgage Trust, Inc. GPMT | Self | Under $1K | — |
| 403(b) Account, Cato Institute | Self | — | — |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Self | $50K – $100K | — |
| Columbia Small Cap Index Fund Institutional Class Shares NMSCX | Self | $15K – $50K | — |
| JPMorgan Large Cap Growth Fund Class R6 Shares JLGMX | Self | $1K – $15K | — |
| VY(R) T. Rowe Price Capital Appreciation Portfolio Class I ITRIX | Self | $1K – $15K | — |
| PGIM Jennison International Opportunities Fund Class R6 Shares PWJQX | Self | $1K – $15K | — |
| Health Savings Account, Cato Institute | Self | — | — |
| T Rowe Price Mid-Cap Growth Fund, Inc RPMGX | Self | $15K – $50K | — |
| Lincoln 403B Account, Independent Womens Forum | Spouse | — | — |
| LVIP Global Moderate Allocation Managed Risk Fund Standard Class | Spouse | $50K – $100K | — |
| LVIP SSGA International Index Fund Standard Class | Spouse | $15K – $50K | — |
| LVIP SSGA S&P 500 Index Fund Standard Class | Spouse | $50K – $100K | — |
| MFS Utilities Series Initial Class | Spouse | $100K – $250K | — |
| LVIP Franklin Templeton Multi-Factor Emerging Markets Equity Fund | Spouse | $1K – $15K | — |
| LVIP SSGA Small-Cap Index Fund Standard Class | Spouse | $50K – $100K | — |
| Independent Womens Forum - Salary | Spouse | — | Salary |
| "The Politically Incorrect Guide to Women, Sex, and Feminism," Regnery Press. (value not readily ascertainable) | Spouse | — | Rent or Royalties |
| U.S. bank #1 (cash) | — | $50K – $100K | — |
| U.S. bank #2 (cash) | — | $15K – $50K | — |
| Wise (cash) | — | $500K – $1M | Interest · $15K – $50K |
| Virginia 529 Account | — | — | Cash distributions · $15K |
| VA529 Total Stock Market Index | — | $100K – $250K | — |
| VA529 Total Bond Market Index | — | $1K – $15K | — |
| VA529 International Stock Index | — | $15K – $50K | — |
| VA529 2033 Fund | — | $1K – $15K | — |
| VA529 Aggressive Growth Fund | — | $15K – $50K | — |
| VA529 Real Estate Trust Fund | — | $1K – $15K | — |
| Victory Capital 529 (#1) | — | — | — |
| Victory Aged Based 12-13 Fund | — | $1K – $15K | — |
| Victory Capital 529 (#2) | — | — | — |
| Victory Moderately Aggressive 529 Portfolio | — | $50K – $100K | — |
| Nationwide, indexed annuity, linked to JP Morgan Mozaic II Index | — | $50K – $100K | — |
| Residential Real Estate, Great Falls, VA | — | $1M – $5M | Rent or Royalties · $50K – $100K |
| Residential Real Estate, Memphis, TN | — | $250K – $500K | Rent or Royalties · $5K – $15K |
| Residential Real Estate, Co. Clare, Ireland | — | $250K – $500K | Rent or Royalties · $50K – $100K |
| Residential Real Estate, Pelham, AL | — | $250K – $500K | Rent or Royalties · $15K – $50K |
| Residential Real Estate, Cleveland, OH | — | $50K – $100K | Rent or Royalties |
| Residential Real Estate, Gadsden, AL | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential Real Estate, Sylacauga, AL | — | $100K – $250K | Rent or Royalties · $5K – $15K |
| Residential Real Estate, Cleveland, OH | — | $50K – $100K | Rent or Royalties · $15K – $50K |
| Residential Real Estate, Cleveland, OH | — | $15K – $50K | Rent or Royalties · $5K – $15K |
| Residential Real Estate, Toledo, OH | — | $50K – $100K | Rent or Royalties · $15K – $50K |
| Residential Real Estate, Cleveland, OH | — | $50K – $100K | Rent or Royalties · $2.5K – $5K |
| Residential Real Estate, Mountain View, AR | — | $250K – $500K | Rent or Royalties · $15K – $50K |
| Residential Real Estate, Hopatcong, NJ | — | $50K – $100K | — |
| U.S. bank #3 (cash) | — | $15K – $50K | — |
| Augustar Financial, whole life | — | $100K – $250K | — |
| Augustar Financial, whole life | — | $100K – $250K | — |
| Brokerage Account #1 | — | — | — |
| Voya Corporate Leaders 100 Fund II Class A Shares VYCAX | — | $1K – $15K | — |
| Voya Mid Cap Research Enhanced Index Fund II Class A Shares VYMQX | — | $1K – $15K | — |
| Brokerage Account #2 | — | — | — |
| USAA Tax-Exempt Long-Term Fund Fund Class Shares USTEX | — | $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.