C
Christopher Phelan
0trades
$14.2Mest. assets · Nominee 278 (06/02/2026)
No published trades on file.
Asset holdings
Nominee 278 (06/02/2026) · filed Jun 2, 2026All positions
44 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| University of Minnesota- Twin Cities | Self | — | Salary · $770.5K |
| Federal Reserve Bank of Minneapolis | Self | — | Consulting Fees · $157.5K |
| Federal Reserve Bank of Philadelphia | Self | — | Consulting Fees · $3.3K |
| Rollover IRA #1 | Self | — | — |
| Vanguard Inflation-Protected Securities Fund Admiral Shares VAIPX | Self | $100K – $250K | — |
| Inherited IRA | Self | — | — |
| Vanguard Inflation-Protected Securities Fund Investor Shares VIPSX | Self | $15K – $50K | — |
| Roth IRA | Self | — | — |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Self | $100K – $250K | — |
| Rollover IRA #2 | Self | — | — |
| Fidelity 500 Index Fund FXAIX | Self | $250K – $500K | — |
| SEP IRA | Self | — | — |
| USAA 500 Index Fund Member Shares USSPX | Self | $100K – $250K | — |
| Northwestern University 403b | Self | — | — |
| Vanguard Institutional Index Fund Institutional Plus Shares VIIIX | Self | $500K – $1M | — |
| Federal Reserve Bank of Minneapolis 401k | Self | — | — |
| Fed Thrift Equity Index | Self | $1M – $5M | — |
| Fed Thrift International Equity | Self | $100K – $250K | — |
| Northwestern University 403b | Self | — | — |
| CREF S&P 500 Index R3 QCEQIX | Self | $500K – $1M | — |
| University of Minnesota 403b | Self | — | — |
| Vanguard Developed Markets Index Fund Institutional Plus Shares VDIPX | Self | $250K – $500K | — |
| Vanguard Extended Market Index Fund Institutional Plus Shares VEMPX | Self | $250K – $500K | — |
| Vanguard Institutional Index Fund Institutional Plus Shares VIIIX | Self | $1M – $5M | — |
| The Study Club - 9/11/25 | Self | — | honorarium · $500 |
| University of Minnesota HSA: U.S. bank #3 (cash) | Self | $1K – $15K | cash distribution · $20.3K |
| Rollover IRA | Spouse | — | — |
| Vanguard 500 Index Fund Admiral Shares: VFIAX | Spouse | $1M – $5M | — |
| Roth IRA | Spouse | — | — |
| Vanguard 500 Index Fund Admiral Shares: VFIAX | Spouse | $100K – $250K | — |
| Vanguard 500 Index Fund Admiral Shares VFIAX | — | $250K – $500K | $5K – $15K |
| Columbia Acorn International Institutional Class Shares ACINX | — | $15K – $50K | $2.5K – $5K |
| Apple, Inc. AAPL | — | $1K – $15K | — |
| Enterprise Products Partners L.P. Common Stock EPD | — | $15K – $50K | Dividends · $5K – $15K |
| Equity Residential EQR | — | $15K – $50K | Dividends · $5K – $15K |
| Exxon Mobil Corp. XOM | — | $100K – $250K | Dividends · $5K – $15K |
| Invesco QQQ Trust, Series 1 QQQ | — | $100K – $250K | $1K – $2.5K |
| Vanguard Real Estate Index Fund ETF Shares VNQ | — | $100K – $250K | $15K – $50K |
| USAA 500 Index Fund Member Shares USSPX | — | $1K – $15K | $201 – $1K |
| Schwab Government Money Fund Investor Class Shares SNVXX | — | $250K – $500K | $15K – $50K |
| U.S. bank #1 (cash) | — | $50K – $100K | — |
| U.S. brokerage account (cash) | — | $1K – $15K | — |
| co-op Chicago apartment (residential) | — | $100K – $250K | — |
| U.S. bank #2 (cash) | — | $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.