Christine E Wormuth

Christine E Wormuth

EXEC Former Secretary · Department of The Army

CMNIX × 10 QQQ × 9 ARKK × 9 NFFFX × 8 MFEIX × 8 MDYG × 8 view in graph

199trades · $4.7M est.
$2.3Mest. assets · Termination

Since nomination

Nominee 278 (04/21/2021) vs Termination

Divested

58 positions · $733.5K est. · largest 20 shown
AssetAccountOwner Value at nomination
Vanguard 500 Index Fund Institutional Select Shares VFFSX Employment assets Self $15K – $50K
Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares VITFX Employment assets Self $15K – $50K
iShares Short Treasury Bond ETF SHV Spouse's assets Spouse $15K – $50K
Energy Select Sector SPDR Fund XLE Spouse's assets Spouse $15K – $50K
SPDR Gold Shares GLD Spouse's assets Spouse $15K – $50K
Active Aggressive Other assets — $15K – $50K
Active Aggressive Other assets — $15K – $50K
Vanguard Total Bond Market Index Fund ETF Shares BND Other assets — $15K – $50K
Vanguard/Wellington Fund, Inc Investor Shares VWELX Other assets — $15K – $50K
Vanguard Short-Term Treasury Index Fund ETF Class Shares VGSH Other assets — $15K – $50K
Vanguard Prime Money Market Fund Investor Shares VMMXX Other assets — $15K – $50K
Dodge and Cox Income Fund DODIX Employment assets Self $1K – $15K
Vanguard Total Bond VBTIX Employment assets Self $1K – $15K
Dodge & Cox Stock Fund DODGX Employment assets Self $1K – $15K
Fidelity Contrafund FCNTX Employment assets Self $1K – $15K
Westwood SMID Cap Fund WHGMX Employment assets Self $1K – $15K
AMG TimesSquare Mid Cap Growth Fund Class Z Shares TMDIX Employment assets Self $1K – $15K
Vanguard Extended Market Index Fund Institutional Shares VIEIX Employment assets Self $1K – $15K
Vanguard Emerging Markets Stock VEMRX Employment assets Self $1K – $15K
Harding Loevner International Equity Portfolio Institutional Class Shares HLMIX Employment assets Self $1K – $15K

Held at termination

14 positions · $653.5K est.
AssetAccountOwner At nomination Latest value
Vanguard Target Retirement 2035 Fund Investor Class Shares VTTHX Employment assets Self $100K – $250K $100K – $250K
Vanguard 500 Index Fund Investor Shares VFINX Other assets — $100K – $250K $100K – $250K
CREF Stock R2 Employment assets Self $50K – $100K $50K – $100K
CREF Global Equities R1 Employment assets Self $1K – $15K $50K – $100K
TIAA Access Lifecycle Fund 2035 T4 Employment assets Self $15K – $50K $15K – $50K
US Bank #1 Other assets — $15K – $50K $15K – $50K
US Bank #2 Other assets — $15K – $50K $15K – $50K
CREF Growth R1 Employment assets Self $1K – $15K $1K – $15K
CREF Equity Index R1 Employment assets Self $1K – $15K $1K – $15K
CREF Stock R1 Employment assets Self $1K – $15K $1K – $15K
TIAA Traditional Employment assets Self $1K – $15K $1K – $15K
CREF Global Equities Employment assets Self $1K – $15K $1K – $15K
TIAA Real Estate Employment assets Self $1K – $15K $1K – $15K
US Bank #3 Other assets — $1K – $15K $1K – $15K

New positions

52 positions · $1.6M est. · largest 20 shown
AssetAccountOwner Latest value
SPDR Portfolio S&P 500 Growth ETF SPYG Employment assets Self $100K – $250K
SPDR Portfolio S&P 400 Mid Cap ETF SPMD Other assets — $100K – $250K
SPDR Portfolio S&P 500 Growth ETF SPYG Other assets — $50K – $100K
SPDR Portfolio S&P 400 Mid Cap ETF SPMD Employment assets Self $50K – $100K
Invesco QQQ Trust, Series 1 QQQ Employment assets Self $50K – $100K
SPDR Portfolio S&P 500 ETF SPLG Employment assets Self $50K – $100K
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Employment assets Self $50K – $100K
SPDR S&P 500 ETF Trust SPY Other assets — $50K – $100K
SPDR Portfolio S&P 500 Growth ETF SPYG Spouse's assets Spouse $15K – $50K
Invesco QQQ Trust, Series 1 QQQ Other assets — $15K – $50K
SPDR Portfolio S&P 500 ETF SPLG Spouse's assets Spouse $15K – $50K
SPDR Portfolio S&P 500 ETF SPLG Other assets — $15K – $50K
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Spouse's assets Spouse $15K – $50K
SPDR Portfolio Developed World ex-US ETF SPDW Employment assets Self $15K – $50K
SPDR Portfolio Developed World ex-US ETF SPDW Other assets — $15K – $50K
WisdomTreeEmerging Markets High Dividend Fund DEM Employment assets Self $15K – $50K
Invesco S&P 500 Top 50 ETF XLG Employment assets Self $15K – $50K
First Trust RBA American Industrial Renaissance ETF AIRR Employment assets Self $15K – $50K
First Trust RBA American Industrial Renaissance ETF AIRR Other assets — $15K – $50K
FT Cboe Vest Fund of Buffer ETFs FT Cboe Vest Fund of Buffer ETFs BUFR Employment assets Self $15K – $50K
Show all positions

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

latest 100 of 199
AssetType AmountOwner Traded Disclosed
DGRW WisdomTree US Quality Dividend Growth Fund Buy $1K – $15K — Oct 18, 2024 filing ↗
DGRW WisdomTree US Quality Dividend Growth Fund Buy $1K – $15K — Oct 18, 2024 filing ↗
DGRW WisdomTree US Quality Dividend Growth Fund Buy $15K – $50K — Oct 18, 2024 filing ↗
DGRW WisdomTree US Quality Dividend Growth Fund Buy $15K – $50K — Jun 6, 2024 filing ↗
BUFR FT Cboe Vest Fund of Buffer ETFs FT Cboe Vest Fund of Buffer ETFs Buy $15K – $50K — Jun 6, 2024 filing ↗
AIRR First Trust RBA American Industrial Renaissance ETF Buy $15K – $50K — Jun 6, 2024 filing ↗
DGRW WisdomTree US Quality Dividend Growth Fund Buy $15K – $50K — Jun 6, 2024 filing ↗
BUFR FT Cboe Vest Fund of Buffer ETFs FT Cboe Vest Fund of Buffer ETFs Buy $50K – $100K — Jun 6, 2024 filing ↗
AIRR First Trust RBA American Industrial Renaissance ETF Buy $15K – $50K — Jun 6, 2024 filing ↗
BREIT Blackstone Real Estate Income Trust Sell $50K – $100K — May 31, 2024 filing ↗
BREIT Blackstone Real Estate Income Trust Sell $100K – $250K — May 31, 2024 filing ↗
DGRW WisdomTree US Quality Dividend Growth Fund Buy $1K – $15K — Apr 18, 2024 filing ↗
ARKK ARK Innovation ETF Sell $1K – $15K — Nov 2, 2023 filing ↗
XLG Invesco S&P 500 Top 50 ETF Buy $15K – $50K — Nov 2, 2023 filing ↗
ARKK ARK Innovation ETF Sell $1K – $15K — Nov 2, 2023 filing ↗
XLG Invesco S&P 500 Top 50 ETF Buy $1K – $15K — Nov 2, 2023 filing ↗
ARKK ARK Innovation ETF Sell $1K – $15K — Nov 2, 2023 filing ↗
XLG Invesco S&P 500 Top 50 ETF Buy $1K – $15K — Nov 2, 2023 filing ↗
ARKK ARK Innovation ETF Sell $1K – $15K — Nov 2, 2023 filing ↗
XLG Invesco S&P 500 Top 50 ETF Buy $1K – $15K — Nov 2, 2023 filing ↗
ARKK ARK Innovation ETF Sell $1K – $15K — Nov 2, 2023 filing ↗
SPDW SPDR Portfolio Developed World ex-US ETF Buy $15K – $50K — Jun 14, 2023 filing ↗
SPY SPDR S&P 500 ETF Trust Buy $1K – $15K — Jun 14, 2023 filing ↗
SPSM SPDR Portfolio S&P 600 Small Cap ETF Buy $100K – $250K — Jun 13, 2023 filing ↗
VA 529 Active (Aggressive Portfolio) Sell $1K – $15K — May 22, 2023 filing ↗
VA 529 Active (Aggressive Portfolio) Sell $1K – $15K — May 22, 2023 filing ↗
PHYZX PGIM High Yield Fund Class Z Shares Buy $15K – $50K — Apr 24, 2023 filing ↗
Blackstone Real Estate Income Trust Buy $50K – $100K — Apr 24, 2023 filing ↗
QQQ Invesco QQQ Trust, Series 1 Sell $15K – $50K — Apr 24, 2023 filing ↗
QQQ Invesco QQQ Trust, Series 1 Sell $15K – $50K — Apr 24, 2023 filing ↗
DEM WisdomTreeEmerging Markets High Dividend Fund Buy $15K – $50K — Apr 24, 2023 filing ↗
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF Buy $50K – $100K — Apr 24, 2023 filing ↗
SPDW SPDR Portfolio Developed World ex-US ETF Buy $15K – $50K — Apr 24, 2023 filing ↗
DEM WisdomTreeEmerging Markets High Dividend Fund Buy $1K – $15K — Apr 24, 2023 filing ↗
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF Buy $1K – $15K — Apr 24, 2023 filing ↗
SPLG SPDR Portfolio S&P 500 ETF Buy $1K – $15K — Apr 24, 2023 filing ↗
SPDW SPDR Portfolio Developed World ex-US ETF Buy $1K – $15K — Apr 24, 2023 filing ↗
DGRW WisdomTree US Quality Dividend Growth Fund Buy $15K – $50K — Apr 24, 2023 filing ↗
SPLG SPDR Portfolio S&P 500 ETF Buy $15K – $50K — Apr 24, 2023 filing ↗
SPDW SPDR Portfolio Developed World ex-US ETF Buy $15K – $50K — Apr 24, 2023 filing ↗
IVV iShares Core S&P 500 ETF Buy $15K – $50K — Apr 24, 2023 filing ↗
DEM WisdomTreeEmerging Markets High Dividend Fund Buy $1K – $15K — Apr 24, 2023 filing ↗
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF Buy $15K – $50K — Apr 24, 2023 filing ↗
SPLG SPDR Portfolio S&P 500 ETF Buy $15K – $50K — Apr 24, 2023 filing ↗
SPMD SPDR Portfolio S&P 400 Mid Cap ETF Buy $50K – $100K — Apr 21, 2023 filing ↗
MDYG SPDR S&P 400 Mid Cap Growth ETF Sell $15K – $50K — Apr 21, 2023 filing ↗
PRGSX T Rowe PriceGlobal Stock Fund Sell $15K – $50K — Apr 21, 2023 filing ↗
NFFFX New World Fund, Inc Class F2 Shares Sell $15K – $50K — Apr 21, 2023 filing ↗
MFEIX MFS Growth Fund Class I Shares Sell $50K – $100K — Apr 21, 2023 filing ↗
HEOIX Hartford Climate Opportunities Fund Class I Shares Sell $15K – $50K — Apr 21, 2023 filing ↗
CMNIX Calamos Market Neutral Income Fund Class I Shares Sell $50K – $100K — Apr 21, 2023 filing ↗
SPMD SPDR Portfolio S&P 400 Mid Cap ETF Buy $1K – $15K — Apr 21, 2023 filing ↗
MDYG SPDR S&P 400 Mid Cap Growth ETF Sell $1K – $15K — Apr 21, 2023 filing ↗
PRGSX T Rowe PriceGlobal Stock Fund Sell $1K – $15K — Apr 21, 2023 filing ↗
NFFFX New World Fund, Inc Class F2 Shares Sell $1K – $15K — Apr 21, 2023 filing ↗
QQQM Invesco NASDAQ 100 ETF Invesco NASDAQ 100 ETF Buy $1K – $15K — Apr 21, 2023 filing ↗
QQQ Invesco QQQ Trust, Series 1 Sell $1K – $15K — Apr 21, 2023 filing ↗
HEOIX Hartford Climate Opportunities Fund Class I Shares Sell $1K – $15K — Apr 21, 2023 filing ↗
CMNIX Calamos Market Neutral Income Fund Class I Shares Sell $1K – $15K — Apr 21, 2023 filing ↗
VFIAX Vanguard 500 Index Fund Admiral Shares Sell $15K – $50K — Apr 21, 2023 filing ↗
VWELX Vanguard/Wellington Fund, Inc Investor Shares Sell $15K – $50K — Apr 21, 2023 filing ↗
SPMD SPDR Portfolio S&P 400 Mid Cap ETF Buy $15K – $50K — Apr 21, 2023 filing ↗
MDYG SPDR S&P 400 Mid Cap Growth ETF Sell $15K – $50K — Apr 21, 2023 filing ↗
PRGSX T Rowe PriceGlobal Stock Fund Sell $15K – $50K — Apr 21, 2023 filing ↗
MFEIX MFS Growth Fund Class I Shares Sell $15K – $50K — Apr 21, 2023 filing ↗
SPDW SPDR Portfolio Developed World ex-US ETF Buy $1K – $15K — Apr 21, 2023 filing ↗
PRGSX T Rowe PriceGlobal Stock Fund Sell $1K – $15K — Apr 21, 2023 filing ↗
NFFFX New World Fund, Inc Class F2 Shares Sell $1K – $15K — Apr 21, 2023 filing ↗
MFEIX MFS Growth Fund Class I Shares Sell $15K – $50K — Apr 21, 2023 filing ↗
QQQM Invesco NASDAQ 100 ETF Invesco NASDAQ 100 ETF Buy $15K – $50K — Apr 21, 2023 filing ↗
HEOIX Hartford Climate Opportunities Fund Class I Shares Sell $1K – $15K — Apr 21, 2023 filing ↗
CMNIX Calamos Market Neutral Income Fund Class I Shares Sell $15K – $50K — Apr 21, 2023 filing ↗
SPY SPDR S&P 500 ETF Trust Buy $15K – $50K — Nov 8, 2022 filing ↗
SPYG SPDR Portfolio S&P 500 Growth ETF Buy $1K – $15K — Mar 10, 2022 filing ↗
QQQ Invesco QQQ ETF Buy $1K – $15K — Mar 9, 2022 filing ↗
IWR iShares Russell Mid-Cap ETF Buy $1K – $15K — Mar 9, 2022 filing ↗
IVV iShares Core S&P 500 ETF Buy $1K – $15K — Mar 9, 2022 filing ↗
Blackstone Real Estate Income Trust Buy $50K – $100K — Mar 1, 2022 filing ↗
Blackstone Real Estate Income Trust Buy $50K – $100K — Feb 1, 2022 filing ↗
PHYZX PGIM High Yield Fund Class Z Shares Sell $15K – $50K — Jan 13, 2022 filing ↗
NFFFX New World Fund, Inc Class F2 Shares Sell $1K – $15K — Jan 13, 2022 filing ↗
CMNIX Calamos Market Neutral Income Fund Class I Shares Sell $15K – $50K — Jan 13, 2022 filing ↗
AGOZX Alger Small Cap Focus Fund Class Z Shares Sell $1K – $15K — Jan 13, 2022 filing ↗
PHYZX PGIM High Yield Fund Class Z Shares Sell $50K – $100K — Jan 13, 2022 filing ↗
CMNIX Calamos Market Neutral Income Fund Class I Shares Sell $15K – $50K — Jan 13, 2022 filing ↗
AGOZX Alger Small Cap Focus Fund Class Z Shares Sell $15K – $50K — Jan 13, 2022 filing ↗
SPYG SPDR Portfolio S&P 500 Growth ETF Buy $1K – $15K — Dec 16, 2021 filing ↗
VFIAX Vanguard 500 Index Fund Admiral Shares Buy $15K – $50K — Dec 16, 2021 filing ↗
VGSH Vanguard Short-Term Treasury Index Fund ETF Class Shares Sell $15K – $50K — Jun 30, 2021 filing ↗
BND Vanguard Total Bond Market Index Fund ETF Shares Sell $15K – $50K — Jun 30, 2021 filing ↗
VASGX Vanguard LifeStrategy Growth Fund Investor Shares Sell $1K – $15K — Jun 30, 2021 filing ↗
MDYG SPDR S&P 400 Mid Cap Growth ETF Buy $15K – $50K — Jun 30, 2021 filing ↗
GLD SPDR Gold Shares Sell $1K – $15K — Jun 30, 2021 filing ↗
PHYZX PGIM High Yield Fund Class Z Shares Buy $15K – $50K — Jun 30, 2021 filing ↗
MFEIX MFS Growth Fund Class I Shares Buy $15K – $50K — Jun 30, 2021 filing ↗
QQQ Invesco QQQ Trust, Series 1 Buy $15K – $50K — Jun 30, 2021 filing ↗
SLV iShares Silver Trust Sell $1K – $15K — Jun 30, 2021 filing ↗
CMNIX Calamos Market Neutral Income Fund Class I Shares Buy $15K – $50K — Jun 30, 2021 filing ↗
PRGSX T Rowe PriceGlobal Stock Fund Buy $1K – $15K — Jun 29, 2021 filing ↗
VFIAX Vanguard 500 Index Fund Admiral Shares Sell $1K – $15K — Jun 29, 2021 filing ↗
Show all 199 trades

Asset holdings

Termination · filed —

All positions

75 positions
Asset OwnerValueIncome
LPL Financial Self — —
Invesco QQQ Trust, Series 1 QQQ Self $50K – $100K —
SPDR Portfolio S&P 500 Growth ETF SPYG Self $100K – $250K —
SPDR Portfolio S&P 400 Mid Cap ETF SPMD Self $50K – $100K —
SPDR Portfolio S&P 500 ETF SPLG Self $50K – $100K —
SPDR Portfolio Developed World ex-US ETF SPDW Self $15K – $50K —
SPDR Portfolio S&P 600 Small Cap ETF SPSM Self $1K – $15K —
WisdomTreeEmerging Markets High Dividend Fund DEM Self $15K – $50K —
Invesco S&P 500 Top 50 ETF XLG Self $15K – $50K —
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Self $50K – $100K —
SPDR S&P 500 ETF Trust SPY Self $1K – $15K —
First Trust RBA American Industrial Renaissance ETF AIRR Self $15K – $50K $201 – $1K
FT Cboe Vest Fund of Buffer ETFs FT Cboe Vest Fund of Buffer ETFs BUFR Self $15K – $50K —
WisdomTree US Quality Dividend Growth Fund DGRW Self $15K – $50K —
Atlantic Council - TIAA-CREF 403B Self — —
CREF Growth R1 Self $1K – $15K —
CREF Equity Index R1 Self $1K – $15K —
TIAA Access Lifecycle Fund 2035 T4 Self $15K – $50K —
Alliance for International Education - TIAACREF 403B Self — —
CREF Stock R1 Self $1K – $15K —
CREF Global Equities R1 Self $50K – $100K —
Center for Strategic and International Studies - TIAA-CREF 403B Self — —
TIAA Traditional Self $1K – $15K —
CREF Stock R2 Self $50K – $100K —
TIAA Real Estate Self $1K – $15K —
CREF Bond Market R2 - CREF Bond MArket R2 Self $1K – $15K —
CREF Global Equities Self $1K – $15K —
RAND Corporation 403B Self — —
Vanguard Target Retirement 2035 Fund Investor Class Shares VTTHX Self $100K – $250K —
LPL Financial Spouse — —
Alger Small Cap Focus Fund Class Z Shares AGOZX Spouse $1K – $15K —
Invesco NASDAQ 100 ETF Invesco NASDAQ 100 ETF QQQM Spouse $15K – $50K —
PGIM High Yield Fund Class Z Shares PHYZX Spouse $15K – $50K —
SPDR Portfolio S&P 500 Growth ETF SPYG Spouse $15K – $50K —
SPDR S&P 400 Mid Cap Growth ETF MDYG Spouse $15K – $50K —
Invesco S&P 500 Top 50 ETF XLG Spouse $1K – $15K —
SPDR Portfolio Developed World ex-US ETF SPDW Spouse $1K – $15K —
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Spouse $15K – $50K —
SPDR Portfolio S&P 500 ETF SPLG Spouse $15K – $50K —
WisdomTreeEmerging Markets High Dividend Fund DEM Spouse $1K – $15K —
LPL Financial Spouse — —
Invesco NASDAQ 100 ETF Invesco NASDAQ 100 ETF QQQM Spouse $1K – $15K —
MFS Growth Fund Class I Shares MFEIX Spouse $1K – $15K —
PGIM High Yield Fund Class Z Shares PHYZX Spouse $1K – $15K —
SPDR Portfolio Developed World ex-US ETF SPDW Spouse $1K – $15K —
SPDR Portfolio S&P 500 ETF SPLG Spouse $1K – $15K —
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Spouse $1K – $15K —
Invesco S&P 500 Top 50 ETF XLG Spouse $1K – $15K —
Alger Small Cap Focus Fund Class Z Shares AGOZX Spouse $1K – $15K —
WisdomTreeEmerging Markets High Dividend Fund DEM Spouse $1K – $15K —
SPDR Portfolio S&P 500 Growth ETF SPYG Spouse $1K – $15K —
SPDR Portfolio S&P 400 Mid Cap ETF SPMD Spouse $1K – $15K —
US Bank #1 — $15K – $50K —
US Bank #2 — $15K – $50K —
US Bank #3 — $1K – $15K —
LPL Financial — — —
Invesco QQQ Trust, Series 1 QQQ — $15K – $50K —
Invesco S&P 500 Top 50 ETF XLG — $1K – $15K —
iShares Core S&P 500 ETF IVV — $15K – $50K —
SPDR Portfolio S&P 500 Growth ETF SPYG — $50K – $100K —
SPDR Portfolio Developed World ex-US ETF SPDW — $15K – $50K —
SPDR S&P 500 ETF Trust SPY — $50K – $100K —
SPDR Portfolio S&P 500 ETF SPLG — $15K – $50K —
iShares Russell Mid-Cap ETF IWR — $1K – $15K —
WisdomTree US Quality Dividend Growth Fund DGRW — $15K – $50K —
SPDR Portfolio S&P 400 Mid Cap ETF SPMD — $100K – $250K —
First Trust RBA American Industrial Renaissance ETF AIRR — $15K – $50K —
FT Cboe Vest Fund of Buffer ETFs FT Cboe Vest Fund of Buffer ETFs BUFR — $15K – $50K —
Brokerage Account #1 — — —
Vanguard 500 Index Fund Investor Shares VFINX — $100K – $250K —
VA529 Agressive Growth — $1K – $15K —
VA529 2039 Portfolio — $1K – $15K —
VA 529 2042 Portfolio — $1K – $15K —
VA529 2039 Portfolio — $1K – $15K —
Public Service Enterprise Group Stock — $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.