Becca Balint reported no stock trades since Oct 4, 2023. The 2025 annual report lists 89 assets.
Reported holdings
2025 annual report · filed Apr 30, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$937.1K–$3.2M
sum of 89 disclosed ranges
- Fund 80
- Cash 3
- Other 5
- Private business 1
- Brattleboro Savings & LoanJoint$100K–$250K▲ $50K–$100K
- NULGNuveen ESG Large-Cap Growth ETFSpouse$100K–$250K▲ $50K–$100K
- 2026 Enrollment Year/VTY26Spouse$50K–$100KNew
- 2028 Enrollment Year/VTY28Spouse$50K–$100KNew
- Advisory Retirement Sweep ProgramSpouse$50K–$100K▲ $1K–$15K
- BTMFXBoston Trust Midcap FundSpouse$50K–$100KSame band
- PRBLXParnassus Core Equity Fund-Investor SharesSpouse$50K–$100KSame band
- MVIAXPraxis Value Index Fund, Class A SharesSpouse$50K–$100KSame band
- PORTXTrillium ESG Global Equity Fund InvestorSpouse$50K–$100K▲ $15K–$50K
- BTMFXBoston Trust Midcap FundJoint$15K–$50KSame band
- BAFWXBrown Advisory Sustainable Growth Fd Inst ShsSpouse$15K–$50KSame band
- BAFWXBrown Advisory Sustainable Growth Fd Inst ShsSelf$15K–$50KSame band
- CFAIXCalvert Conservative Allocation Fund Class ISpouse$15K–$50KSame band
- CVMIXCalvert Emerging Markets Equity Fund Class ISpouse$15K–$50KSame band
- CUBIXCalvert Flexible Bond Fund Class ISpouse$15K–$50KSame band
- CSVIXCalvert Small Cap Fund Class ISpouse$15K–$50KSame band
- CFJIXCalvert U.S. Large Cap Value Responsible Index Fund Class ISpouse$15K–$50KSame band
- CFJIXCalvert U.S. Large Cap Value Responsible Index Fund Class ISelf$15K–$50KSame band
- Fidelity International Capital Appreciation Fund (FIVFX)Spouse$15K–$50KNew
- GSIEXGoldman Sachs International Equity ESG Fund - Institutional SharesSpouse$15K–$50K▲ $1K–$15K
- GSIEXGoldman Sachs International Equity ESG Fund - Institutional SharesSelf$15K–$50K▲ $1K–$15K
- AFRYXInvesco Floating Rate ESG Fund Class YSpouse$15K–$50KSame band
- PSOAXJPMorgan Small Cap Value ASpouse$15K–$50KSame band
- NCRLXNeuberger Berman Core Bond Institutional ClassSpouse$15K–$50KSame band
- NULGNuveen ESG Large-Cap Growth ETFJoint$15K–$50KSame band
- PRBLXParnassus Core Equity Fund-Investor SharesJoint$15K–$50KSame band
- MVIAXPraxis Value Index Fund, Class A SharesJoint$15K–$50KSame band
- TRRDXT. Rowe Price Retirement 2040 FundSpouse$15K–$50KSame band
- PORTXTrillium ESG Global Equity Fund InvestorJoint$15K–$50KSame band
- Vermont State Teachers PensionSelf$15K–$50KSame band
- ESGDiShares ESG Aware MSCI EAFE ETFSpouse$15K–$50KSame band
- Arc Benders Circus Opera LLCSpouse$1K–$15KSame band
- Bank Deposit Sweep ProgramJoint$1K–$15KSame band
- BEXIXBaron Emerging Markets Fd Inst ShsChild$1K–$15KSame band
- BEXIXBaron Emerging Markets Fd Inst ShsChild$1K–$15KSame band
- BOSOXBoston Trust Walden Small Cap FundSpouse$1K–$15KSame band
- BOSOXBoston Trust Walden Small Cap FundSelf$1K–$15KSame band
- BAISXBrown Advisory Sustainable Bond Fund - Institutional SharesSpouse$1K–$15KSame band
- BAISXBrown Advisory Sustainable Bond Fund - Institutional SharesSelf$1K–$15KSame band
- CFAIXCalvert Conservative Allocation Fund Class IJoint$1K–$15KSame band
- CVMIXCalvert Emerging Markets Equity Fund Class IJoint$1K–$15KSame band
- CUBIXCalvert Flexible Bond Fund Class IJoint$1K–$15KSame band
- CGBIXCalvert Green Bond Fund Class ISpouse$1K–$15KSame band
- CGBIXCalvert Green Bond Fund Class ISelf$1K–$15KSame band
- CSVIXCalvert Small Cap Fund Class IJoint$1K–$15KSame band
- CSCZXColumbia Small Cap Value Fund I Class IChild$1K–$15KNew
- CSCZXColumbia Small Cap Value Fund I Class IChild$1K–$15KNew
- FCNYXFidelity Advisor Conservative Income Bond Fund - Class ZSelf$1K–$15KSame band
- FBKWXFidelity Advisor Total Bond Fund: Class ZChild$1K–$15KSame band
- FBKWXFidelity Advisor Total Bond Fund: Class ZChild$1K–$15KSame band
- FSGGXFidelity Global ex U.S. Index FundSelf$1K–$15KSame band
- FSPGXFidelity Large Cap Growth Index FundSelf$1K–$15K▼ $15K–$50K
- FLCOXFidelity Large Cap Value Index FundSelf$1K–$15KSame band
- FSMDXFidelity Mid Cap Index FundSelf$1K–$15KSame band
- FSSNXFidelity Small Cap Index FundSelf$1K–$15KSame band
- FXNAXFidelity U.S. Bond Index FundSelf$1K–$15KSame band
- HHHYXHartford Schroders Emerging Markets Equity Fund Class YSpouse$1K–$15KSame band
- HHHYXHartford Schroders Emerging Markets Equity Fund Class YSelf$1K–$15KSame band
- AFRYXInvesco Floating Rate ESG Fund Class YJoint$1K–$15KSame band
- WOBDXJPMorgan Core Bond Fund I ClassChild$1K–$15KSame band
- WOBDXJPMorgan Core Bond Fund I ClassChild$1K–$15KSame band
- JRAIXJanus Henderson Research Fund - I SharesChild$1K–$15KNew
- JRAIXJanus Henderson Research Fund - I SharesChild$1K–$15KNew
- JVLIXJohn Hancock Fds III Disciplined Value Fund Class IChild$1K–$15KSame band
- JVLIXJohn Hancock Fds III Disciplined Value Fund Class IChild$1K–$15KSame band
- MCVIXMFS Mid Cap Value Fund - Class IChild$1K–$15KSame band
- MCVIXMFS Mid Cap Value Fund - Class IChild$1K–$15KSame band
- NCRLXNeuberger Berman Core Bond Institutional ClassJoint$1K–$15KSame band
- TSBIXNuveen Core Impact Bond Fund R6Spouse$1K–$15KSame band
- TSBIXNuveen Core Impact Bond Fund R6Self$1K–$15KNew
- PLDIXPIMCO Low Duration ESG Fund Institutional ClassSpouse$1K–$15KSame band
- PLDIXPIMCO Low Duration ESG Fund Institutional ClassSelf$1K–$15KSame band
- PRILXParnassus Core Equity Fund-Institutional SharesSpouse$1K–$15KSame band
- PRILXParnassus Core Equity Fund-Institutional SharesSelf$1K–$15KSame band
- PFPMXParnassus Mid Cap Fund - Institutional SharesSpouse$1K–$15KSame band
- PFPMXParnassus Mid Cap Fund - Institutional SharesSelf$1K–$15KSame band
- RGHYXRBC BlueBay High Yield Bond Fund Class ISpouse$1K–$15KSame band
- RGHYXRBC BlueBay High Yield Bond Fund Class ISelf$1K–$15KSame band
- TROIXT. Rowe Price Overseas Stock Fund - I ClassChild$1K–$15KSame band
- TROIXT. Rowe Price Overseas Stock Fund - I ClassChild$1K–$15KSame band
- HGOYXThe Hartford Growth Opportunities Fund - Class YChild$1K–$15KNew
- HGOYXThe Hartford Growth Opportunities Fund - Class YChild$1K–$15KNew
- TEGYXTouchstone Mid Cap Growth Class YChild$1K–$15KSame band
- TEGYXTouchstone Mid Cap Growth Class YChild$1K–$15KSame band
- VBIRXVanguard Short-Term Bond Index Fund Admiral SharesSpouse$1K–$15KSame band
- ESGDiShares ESG Aware MSCI EAFE ETFJoint$1K–$15KSame band
- BGRNiShares USD Green Bond ETFJoint$1K–$15KSame band
- BGRNiShares USD Green Bond ETFSpouse$1K–$15KSame band
- The Girl in the Yellow Pantsuit: Essays on Politics, History, and CultureSelfUndeterminedSame band
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- Age 14 $15K–$50K
- Age 17 $15K–$50K
- FIVFX Fidelity Aggressive International Fund $15K–$50K
- FFFFX Fidelity Freedom 2040 $15K–$50K
- MFEIX MFS Growth Fund Class I $1K–$15K
- MFEIX MFS Growth Fund Class I $1K–$15K
- TIAA-CREF Core Impact Bond Instl (TSBIX) $1K–$15K
- AVFIX American Beacon Small Cap Value Fd Inst Cl $0–$1K
- AVFIX American Beacon Small Cap Value Fd Inst Cl $0–$1K
- EIBIX Eaton Vance Income Fd of Boston Insti Shs $0–$1K
Source filings
Every report we read for this page · newest first
- Apr 30, 2026 2025 annual report 95 assets View original
- May 6, 2025 2024 annual report 96 assets View original
- May 6, 2025 2023 annual report · amended Paper filing View original
From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.