Cecilia Rouse
Alphabet Inc - Class A × 1 Amazon.Com Inc × 1 Apple Inc × 1 Aptiv PLC × 1 Berkshire Hathaway Inc-CL B × 1 3M Co × 1 view in graph
35trades · $592K est.
23%
disclosed on time · 27 late, worst 9d over
$4.3Mest. assets · Termination
Since nomination
Nominee 278 (01/25/2021) vs TerminationDivested
64 positions · $1.4M est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| U.S. bank money market account (cash) | Other assets | — | $250K – $500K |
| CREF Equity Index | Employment assets | Self | $50K – $100K |
| The PNC Financial Services Group, Inc. PNC | Other assets | — | $50K – $100K |
| Microsoft Corp. MSFT | Other assets | — | $50K – $100K |
| CREF Equity Index | Employment assets | Self | $15K – $50K |
| American Funds American Balanced Fund ABALX | Other assets | — | $15K – $50K |
| U.S. Treasury Note 1.5% | Other assets | — | $15K – $50K |
| Amazon.com Inc AMZN | Other assets | — | $15K – $50K |
| Apple Inc AAPL | Other assets | — | $15K – $50K |
| United Parcel Service, Inc. UPS | Other assets | — | $15K – $50K |
| Walmart Inc WMT | Other assets | — | $15K – $50K |
| ishares msci USA Min vol USMV | Other assets | — | $15K – $50K |
| SPDR Doubleline TTL Rtrn TOTL | Other assets | — | $15K – $50K |
| SPDR Dow Jones DIA | Other assets | — | $15K – $50K |
| Ashmore Emerging Markets ESFIX | Other assets | — | $15K – $50K |
| Doubleline Total Return DBLTX | Other assets | — | $15K – $50K |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX | Other assets | — | $15K – $50K |
| Gateway Fund Class Y Shares GTEYX | Other assets | — | $15K – $50K |
| T Rowe Price Emerging M PRZIX | Other assets | — | $15K – $50K |
| Zimmer Biomet Holdings, bonds 3.7% | Other assets | — | $15K – $50K |
Held at termination
60 positions · $3.7M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| SEP IRA: T. Rowe Price Retirement 2030 | Employment assets | Self | $250K – $500K | $500K – $1M |
| TIAA Traditional Annuity | Employment assets | Self | $100K – $250K | $100K – $250K |
| CREF Global Equities | Employment assets | Self | $100K – $250K | $100K – $250K |
| Vanguard Institutional Index Fund Institutional | Employment assets | Self | $100K – $250K | $100K – $250K |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | Employment assets | Self | $100K – $250K | $100K – $250K |
| CREF Global Equities | Employment assets | Self | $100K – $250K | $100K – $250K |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares VTTWX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Employment assets | Self | $100K – $250K | $100K – $250K |
| JPMorgan Hedged Equity Fund Class I Shares JHEQX | Other assets | — | $50K – $100K | $100K – $250K |
| TIAA Real Estate | Employment assets | Self | $50K – $100K | $50K – $100K |
| CREF Social Choice | Employment assets | Self | $50K – $100K | $50K – $100K |
| CREF Growth | Employment assets | Self | $50K – $100K | $50K – $100K |
| Vanguard Total International Stock Index Institutional | Employment assets | Self | $50K – $100K | $50K – $100K |
| T. Rowe Price Spectrum Moderate Allocation | Other assets | — | $50K – $100K | $50K – $100K |
| Vanguard Target Retirement 2030 | Other assets | — | $50K – $100K | $50K – $100K |
| ishares msci USA QLTY QUAL | Other assets | — | $50K – $100K | $50K – $100K |
| Vanguard Small-Cap Index Fund ETF Shares VB | Other assets | — | $50K – $100K | $50K – $100K |
| CREF Bond Market | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Total Bond Market Index Institutional | Employment assets | Self | $15K – $50K | $15K – $50K |
New positions
13 positions · $636K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| iShares Core S&P 500 ETF IVV | Other assets | — | $100K – $250K |
| Vanguard Total Stock Market Index Fund Institutional Class Shares VITSX | Employment assets | Self | $50K – $100K |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | Other assets | — | $50K – $100K |
| Schwab US Dividend Equity ETF SCHD | Other assets | — | $50K – $100K |
| Vanguard Total Stock Market Index Fund Institutional Shares VITSX | Employment assets | Self | $15K – $50K |
| U.S. bank (cash) | Other assets | — | $15K – $50K |
| US Treasury Note 1.25% due 7/31/23 | Other assets | — | $15K – $50K |
| US Treasury Note 1.375% due 9/30/23 | Other assets | — | $15K – $50K |
| US Treasury Note 2.50% due 4/30/24 | Other assets | — | $15K – $50K |
| Invesco S&P 500 Equal Weight ETF RSP | Other assets | — | $15K – $50K |
| Vanguard High Dividend Yield Index Fund ETF Shares VYM | Other assets | — | $15K – $50K |
| First Trust Rising Dividend Achievers ETF RDVY | Other assets | — | $1K – $15K |
| MainStay MacKay High Yield Municipal Bond Fund Class I Shares MMHIX | 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 |
|---|---|---|---|---|---|
| Raytheon Tech Corp | Sell | $1K – $15K | Self | May 3, 2021 | filing ↗ |
| Procter & Gamble | Sell | $1K – $15K | Self | May 3, 2021 | filing ↗ |
| Pfizer Inc | Sell | $1K – $15K | Self | May 3, 2021 | filing ↗ |
| Pepsico Inc | Sell | $1K – $15K | Self | May 3, 2021 | filing ↗ |
| Microsoft Corp | Sell | $50K – $100K | Self | May 3, 2021 | filing ↗ |
| McDonald's Corp | Sell | $1K – $15K | Self | May 3, 2021 | filing ↗ |
| JPMorgan Chase & Co | Sell | $1K – $15K | Self | May 3, 2021 | filing ↗ |
| Home Depot Inc | Sell | $15K – $50K | Self | May 3, 2021 | filing ↗ |
| Johnson & Johnson | Sell | $1K – $15K | Self | Apr 27, 2021 | 4d late filing ↗ |
| Comcast Corp Cl A | Sell | $1K – $15K | Self | Apr 27, 2021 | 4d late filing ↗ |
| Blackrock Inc | Sell | $1K – $15K | Self | Apr 27, 2021 | 4d late filing ↗ |
| Berkshire Hathaway Inc-CL B | Sell | $1K – $15K | Self | Apr 27, 2021 | 4d late filing ↗ |
| Zimmer Biomet Holdings 3.700% Due 03-19-23 | Sell | $15K – $50K | Self | Apr 23, 2021 | 8d late filing ↗ |
| Wal Mart Stores Inc | Sell | $15K – $50K | Self | Apr 23, 2021 | 8d late filing ↗ |
| Visa Inc Class A Shares | Sell | $1K – $15K | Self | Apr 23, 2021 | 8d late filing ↗ |
| Verizon Communications | Sell | $1K – $15K | Self | Apr 23, 2021 | 8d late filing ↗ |
| US Bancorp New | Sell | $1K – $15K | Self | Apr 23, 2021 | 8d late filing ↗ |
| Unitedhealth Group Inc | Sell | $15K – $50K | Self | Apr 23, 2021 | 8d late filing ↗ |
| United Parcel Service -Cl B | Sell | $15K – $50K | Self | Apr 23, 2021 | 8d late filing ↗ |
| PNC Fincl Services Group | Sell | $15K – $50K | Self | Apr 23, 2021 | 8d late filing ↗ |
| Novo-Nordisk A/S-Spons Adr | Sell | $1K – $15K | Self | Apr 23, 2021 | 8d late filing ↗ |
| Merck & Co | Sell | $1K – $15K | Self | Apr 23, 2021 | 8d late filing ↗ |
| Intel Corp | Sell | $1K – $15K | Self | Apr 23, 2021 | 8d late filing ↗ |
| Cummins Inc | Sell | $15K – $50K | Self | Apr 23, 2021 | 8d late filing ↗ |
| Cisco Systems | Sell | $1K – $15K | Self | Apr 23, 2021 | 8d late filing ↗ |
| Apple Inc | Sell | $15K – $50K | Self | Apr 23, 2021 | 8d late filing ↗ |
| Amazon.Com Inc | Sell | $15K – $50K | Self | Apr 23, 2021 | 8d late filing ↗ |
| Alphabet Inc - Class A | Sell | $1K – $15K | Self | Apr 23, 2021 | 8d late filing ↗ |
| iShares DJ US Home Construction ETF | Sell | $1K – $15K | Self | Apr 22, 2021 | 9d late filing ↗ |
| First Trust Ise Cloud Computing Index Fd | Sell | $1K – $15K | Self | Apr 22, 2021 | 9d late filing ↗ |
| Eversource Energy | Sell | $1K – $15K | Self | Apr 22, 2021 | 9d late filing ↗ |
| Edison Intl Com | Sell | $1K – $15K | Self | Apr 22, 2021 | 9d late filing ↗ |
| Bristol-Myers Squibb Co | Sell | $1K – $15K | Self | Apr 22, 2021 | 9d late filing ↗ |
| Aptiv PLC | Sell | $15K – $50K | Self | Apr 22, 2021 | 9d late filing ↗ |
| 3M Co | Sell | $1K – $15K | Self | Apr 22, 2021 | 9d late filing ↗ |
Asset holdings
Termination · filed —All positions
79 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| SEP IRA: T. Rowe Price Retirement 2030 | Self | $500K – $1M | — |
| Princeton University Retirement Plan | Self | — | — |
| TIAA Traditional Annuity | Self | $100K – $250K | — |
| TIAA Real Estate | Self | $50K – $100K | — |
| CREF Social Choice | Self | $50K – $100K | — |
| CREF Bond Market | Self | $15K – $50K | — |
| CREF Inflation Linked Bond | Self | $1K – $15K | — |
| CREF Growth | Self | $50K – $100K | — |
| CREF Global Equities | Self | $100K – $250K | — |
| Vanguard Total Bond Market Index Institutional | Self | $15K – $50K | — |
| BlackRock Total Return Fund Class K Shares MPHQX | Self | $1K – $15K | — |
| Vanguard PRIMECAP Fund Admiral Shares VPMAX | Self | $1K – $15K | — |
| Vanguard Total International Stock Index Institutional | Self | $50K – $100K | — |
| Vanguard Institutional Index Fund Institutional | Self | $100K – $250K | — |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | Self | $100K – $250K | — |
| Vanguard Total Stock Market Index Fund Institutional Class Shares VITSX | Self | $50K – $100K | — |
| Princeton University Retirement Savings Plan | Self | — | — |
| Vanguard Institutional Index Inst | Self | $15K – $50K | — |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | Self | $1K – $15K | — |
| TIAA Traditional Annuity | Self | $15K – $50K | — |
| TIAA Real Estate | Self | $15K – $50K | — |
| CREF Social Choice | Self | $15K – $50K | — |
| CREF Bond Market | Self | $1K – $15K | — |
| CREF Inflation Linked Bond | Self | $1K – $15K | — |
| CREF Growth | Self | $15K – $50K | — |
| CREF Global Equities | Self | $100K – $250K | — |
| BlackRock Total Return | Self | $1K – $15K | — |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Self | $100K – $250K | — |
| Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares VTTWX | Self | $100K – $250K | — |
| Vanguard PRIMECAP Fund Admiral Shares VPMAX | Self | $1K – $15K | — |
| CREF Stock | Self | $15K – $50K | — |
| Vanguard Total International Stock Index | Self | $1K – $15K | — |
| Vanguard Total Stock Market Index Fund Institutional Shares VITSX | Self | $15K – $50K | — |
| Princeton University 457(b) Plan | Self | — | — |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares VTTWX | Self | $100K – $250K | — |
| Princeton University Monthly Employees Retirement Plan | Self | — | — |
| TIAA Traditional Annuity | Self | $1K – $15K | — |
| Vanguard PRIMECAP Fund Admiral Shares VPMAX | Self | $15K – $50K | — |
| National Bureau of Economic Research 401(A) Plan | Self | — | — |
| Vanguard Small-Cap Value Index | Self | $1K – $15K | — |
| Vanguard Total International Stock Index Fund Investor Shares VGTSX | Self | $1K – $15K | — |
| Vanguard Real Estate Index Fund Investor Shares VGSIX | Self | $15K – $50K | — |
| Vanguard 500 Index Fund Investor Shares VFINX | Self | $15K – $50K | — |
| Vanguard Long-Term Bond Index Fund Admiral Class Shares VBLAX | Self | $1K – $15K | — |
| Vanguard FTSE Social Index Fund Admiral Class Shares VFTAX | Self | $1K – $15K | — |
| U.S. credit union (cash) | — | $1K – $15K | — |
| T. Rowe Price Spectrum Moderate Allocation | — | $50K – $100K | — |
| Vanguard Target Retirement 2030 | — | $50K – $100K | $1K – $2.5K |
| U.S. bank (cash) | — | $15K – $50K | — |
| Brokerage Account | — | — | — |
| Ocean City, NJ, Board of Education, bonds 2.2% | — | Under $1K | Interest · $201 – $1K |
| Trenton, NJ, bonds 4% | — | $15K – $50K | Interest · $1K – $2.5K |
| South Harrison Township, NJ, bonds 4% | — | $15K – $50K | Interest · $1K – $2.5K |
| Hammonton, NJ, School District, bonds 3% | — | $15K – $50K | Interest · $201 – $1K |
| New Jersey Transportation Trust Fund Authority, bonds 0% | — | $15K – $50K | Interest |
| Lumberton Township, NJ, bonds 3% | — | $15K – $50K | Interest · $201 – $1K |
| GNMAs 8.5% | — | Under $1K | Capital Gains Interest |
| iShares Core MSCIEmerging Markets ETF IEMG | — | Under $1K | $201 – $1K |
| iShares MSCI ACWI ex US ETF ACWX | — | $15K – $50K | $201 – $1K |
| ishares msci USA QLTY QUAL | — | $50K – $100K | $201 – $1K |
| SPDR S&P MidCap 400 ETF MDY | — | $15K – $50K | $201 – $1K |
| Vanguard Small-Cap Index Fund ETF Shares VB | — | $50K – $100K | $201 – $1K |
| Blackrock Strategic Muni MAMTX | — | Under $1K | $201 – $1K |
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs GSIMX | — | $15K – $50K | $1K – $2.5K |
| JPMorgan Hedged Equity Fund Class I Shares JHEQX | — | $100K – $250K | $1K – $2.5K |
| Vanguard Ltd-Term TX-EX VMLUX | — | Under $1K | $201 – $1K |
| FlexShares iBoxx 3Yr Target Duration TIPS Index Rd TDTT | — | Under $1K | $1K – $2.5K |
| U.S. brokerage account (cash) | — | $15K – $50K | — |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | — | $50K – $100K | $1K – $2.5K |
| First Trust Rising Dividend Achievers ETF RDVY | — | $1K – $15K | $201 – $1K |
| Invesco S&P 500 Equal Weight ETF RSP | — | $15K – $50K | $201 – $1K |
| iShares Core S&P 500 ETF IVV | — | $100K – $250K | $1K – $2.5K |
| Schwab US Dividend Equity ETF SCHD | — | $50K – $100K | $1K – $2.5K |
| MainStay MacKay High Yield Municipal Bond Fund Class I Shares MMHIX | — | Under $1K | — |
| Vanguard High Dividend Yield Index Fund ETF Shares VYM | — | $15K – $50K | $201 – $1K |
| DFA Intermediate-Term Municipal Bond Portfolio Institutional Class Shs DFTIX | — | Under $1K | $201 – $1K |
| US Treasury Note 1.25% due 7/31/23 | — | $15K – $50K | — |
| US Treasury Note 1.375% due 9/30/23 | — | $15K – $50K | $201 – $1K |
| US Treasury Note 2.50% due 4/30/24 | — | $15K – $50K | $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.