Follow-The-Filings

Andy Kim reported no stock trades since Oct 4, 2023. The 2025 annual report lists 28 assets.

Reported holdings

2025 annual report · filed Aug 6, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original
$1M–$2.6M sum of 28 disclosed ranges
  • Fund 18
  • Other 7
  • Cash 3
  1. VTIVanguard Total Stock Market ETFFundJoint$250K–$500K▲ $100K–$250K
  2. BlackRock 2033 Enroll DFundChild$100K–$250KSame band
  3. VEAFTSE Developed Markets VanguardFundJoint$100K–$250K▲ $50K–$100K
  4. T Rowe Price Retire 2045 Tr AFundSpouse$100K–$250KSame band
  5. VITSXVanguard Index Trust Total Stock Market Index FuFundSpouse$100K–$250KSame band
  6. VBTIXVanguard Bond Index Fund Total Bond Mkt Index FuFundSpouse$50K–$100KSame band
  7. Vanguard Target Enrollment 2034/2035 PortfolioFundChild$50K–$100KSame band
  8. VTSNXVanguard Total International Stock Index Fund INFundSpouse$50K–$100KSame band
  9. VUSXXVanguard Treasury Money Market Fund - Investor SharesFundJoint$50K–$100KNew
  10. Core 1 Year Russell 2000 Price Return IndexOtherSpouse$15K–$50KSame band
  11. Core 1 Year S&P 500 Price Return IndexOtherSpouse$15K–$50KSame band
  12. Core 3 Year S&P 500 Price Return IndexOtherSpouse$15K–$50KSame band
  13. Equitable Russell 2000 Annual Lock 5 Year -10% BufferOtherSelf$15K–$50KSame band
  14. Equitable S&P 500 Annual Lock 5 Year -10% BufferOtherSelf$15K–$50KSame band
  15. Equitable Structured Capital Strategies 16B NASDAQ 100 1 Year -10% BufferOtherSelf$15K–$50KSame band
  16. Equitable Structured Capital Strategies S&P 500 1 Year -10% BufferOtherSelf$15K–$50KSame band
  17. VWOVanguard FTSE Emerging Markets ETFFundJoint$15K–$50K▲ $1K–$15K
  18. VFORXVanguard Target Retirement 2040 FundFundSpouse$15K–$50KSame band
  19. VTIFXVanguard Total International Bond Index Fd InstFundSpouse$15K–$50KSame band
  20. VXUSVanguard Total International Stock ETFFundJoint$15K–$50KSame band
  21. Bank of AmericaCashJoint$1K–$15K▼ $15K–$50K
  22. Bank of AmericaCashJoint$1K–$15K▼ $15K–$50K
  23. Capital OneCashJoint$1K–$15K▼ $100K–$250K
  24. VIIIXVanguard Institutional Index Fund InstitutionalFundSpouse$1K–$15KSame band
  25. VBIRXVanguard Short-Term Bond Index Fund Admiral SharFundSpouse$1K–$15KSame band
  26. VTINXVanguard Target Retirement Income FundFundSpouse$1K–$15KSame band
  27. VBMPXVanguard Total Bond Market Insti Plus SharesFundSpouse$1K–$15KSame band
  28. VTPSXVanguard Total Intl Stock Index Fund Inst PlusFundSpouse$1K–$15KSame band

Source filings

Every report we read for this page · newest first

  1. Aug 6, 2026 2025 annual report 28 assets View original
  2. Aug 11, 2025 2024 annual report 27 assets View original
  3. Aug 13, 2024 2023 annual report 45 assets View original

From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.