Christopher J Waller
0trades
$7.1Mest. assets · Annual (2026)
No published trades on file. This report's Part 7 (Transactions) is not extracted yet, so trades disclosed there are not counted here; the holdings below are complete.
Asset holdings
Annual (2026) · filed —All positions
32 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Indiana University: TIAA Traditional Annuity | Self | $100K – $250K | — |
| Indiana University: QCGRIX CREF Growth R3 Equity Index Fund | Self | $500K – $1M | — |
| University of Kentucky: QCEQIX CREF S&P 500 Index Account | Self | $250K – $500K | — |
| University of Notre Dame: QCEQIX CREF S&P 500 Index Account | Self | $1M – $5M | — |
| University of Notre Dame: Fidelity/VANG INST TR 2025 VRIVX | Self | $15K – $50K | — |
| Mannington Mills Inc., defined benefit plan (value not readily ascertianable) | Spouse | — | Retirement payments |
| US bank #1 (cash) | — | $250K – $500K | Interest · $15K – $50K |
| US bank #2 Money Market Account (cash) | — | $250K – $500K | Interest · $5K – $15K |
| College Choice 529 Investment Plan Indiana: US Equity Index Portfolio | — | $15K – $50K | — |
| Vanguard Small Capitalization Value Index Fund VISVX | — | $100K – $250K | $2.5K – $5K |
| U.S. bank #3 Money Market Account (cash) | — | $50K – $100K | — |
| Vanguard 500 Index Fund VFINX | — | $100K – $250K | $2.5K – $5K |
| U.S. Brokerage #1 Cash Account | — | $100K – $250K | Interest · $1K – $2.5K |
| Hewlett Packard Enterprises (HPE) Common Stock | — | $1K – $15K | — |
| HP Incorporation (HPQ) Common Stock | — | $1K – $15K | — |
| U.S. Brokerage #2 Cash Account | — | $15K – $50K | — |
| Spouses 401(k) | — | — | — |
| Guaranteed Income Fund PRU38 | — | $100K – $250K | — |
| Metropolitan West Total Return Bond Fund MWTRX | — | $100K – $250K | — |
| American Funds: Investment Company of America AIVSX | — | $50K – $100K | $201 – $1K |
| US bank #4 (cash) | — | $250K – $500K | Interest · $5K – $15K |
| US bank #5 (cash) | — | $250K – $500K | Interest · $5K – $15K |
| IRA (inherited) | — | — | — |
| Thornburg Investment Income Builder Fund Class A Shares TIBAX | — | $15K – $50K | — |
| Franklin Small Cap Growth Fund Class A Shares FSGRX | — | $15K – $50K | — |
| Capital World Growth & Income Fund Class A Shares CWGIX | — | $1K – $15K | — |
| Franklin Growth Opportunities Fund Class A Shares FGRAX | — | $1K – $15K | — |
| US brokerage account (Inherited) | — | — | — |
| Franklin Income Fund Class A Shares FKIQX | — | $15K – $50K | — |
| Capital Income Builder Class A Shares CAIBX | — | $15K – $50K | — |
| Franklin Growth Fund Class A Shares FKGRX | — | $1K – $15K | — |
| U.S. brokerage account (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.