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Brad R. Wenstrup

R-OH-2 Former representative · Ohio Republican In Congress since 2013

Brad R. Wenstrup reported no stock trades since Oct 4, 2023. The 2023 annual report lists 66 assets.

Reported holdings

2023 annual report · filed Aug 12, 2024 · values at year end, in the ranges disclosed

Original
  1. Stocks $51K–$115K · 2 assets ≈1%
  2. Funds $2.6M–$6.6M · 53 assets ≈57%
  3. Cash & bonds $170K–$475K · 8 assets ≈4%
  4. Real estate & business $1M–$5M · 1 asset ≈37%
  5. Other $65K–$150K · 2 assets ≈1%

Shares are approximate: each holding counts at the middle of its disclosed range. Pick a slice to list only those holdings.

  1. Florida PropertyReal estateSelf$1M–$5M
  2. SPDR S&P 500FundSelf$250K–$500K
  3. Calvert Equity FundFundSelf$100K–$250K
  4. DFA Emerging MarketsFundSelf$100K–$250K
  5. Delaware Small Cap Core IFundSelf$100K–$250K
  6. First Eagle Overseas Fund Class IFundSelf$100K–$250K
  7. Guggenheim Total Return Bond FundFundSelf$100K–$250K
  8. Hartford Strategic Income FundFundSelf$100K–$250K
  9. IShares Core MSCI Total IntlFundSelf$100K–$250K
  10. IShares Core US Aggregate BondFundSelf$100K–$250K
  11. IShares MSCI USA Quality FactorFundSelf$100K–$250K
  12. IShares Russell 1000 GrowthFundSelf$100K–$250K
  13. IShares S&P 500 Growth ETFFundSpouse$100K–$250K
  14. Invesco S&P 500 Equal WeightFundSelf$100K–$250K
  15. Lazard International Equity StrategiesFundSelf$100K–$250K
  16. MFS Value FundFundSelf$100K–$250K
  17. PTIAXPerformance Trust Total Return Bond Fund-Institutional ClassFundSelf$100K–$250K
  18. UBS Bank AccountCashSelf$100K–$250K
  19. VWALXVanguard High-Yield Tax-Exempt Fund Admiral SharesFundSelf$100K–$250K
  20. Fifth Third Bank AccountsCashSelf$50K–$100K
  21. First Trust NASDAQ CybersecurityFundSelf$50K–$100K
  22. IShares Core MSCI Total IntlFundSelf$50K–$100K
  23. IShares Core S&P MidCapFundSelf$50K–$100K
  24. Lazard International Equity StrategiesFundSelf$50K–$100K
  25. MFS Value FundFundSelf$50K–$100K
  26. PTIAXPerformance Trust Total Return Bond Fund-Institutional ClassFundSelf$50K–$100K
  27. PGProcter & Gamble CompanySelf$50K–$100K
  28. SPABSPDR Portfolio Aggregate Bond ETFFundSelf$50K–$100K
  29. SPDR S&P 500FundSelf$50K–$100K
  30. HSNIXThe Hartford Strategic Income Fund Cl IFundSelf$50K–$100K
  31. Vanguard Ohio Target Enrollment 2032/2033OtherSelf$50K–$100K
  32. Vanguard Russell 1000 ValueFundSelf$50K–$100K
  33. CEYIXCalvert Equity Fund Class IFundSelf$15K–$50K
  34. DFA Emerging MarketsFundSelf$15K–$50K
  35. Delaware Small Cap Core IFundSelf$15K–$50K
  36. First Eagle Overseas Fund Class IFundSelf$15K–$50K
  37. First Trust NASDAQ CybersecurityFundSelf$15K–$50K
  38. FLJPFranklin FTSE Japan ETFFundSelf$15K–$50K
  39. Health Care Select Sector SPDR FundFundSelf$15K–$50K
  40. IShares Core S&P MidcapFundSelf$15K–$50K

Source filings

Every report we read for this page · newest first

  1. Aug 12, 2024 2023 annual report 81 assets 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.