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Derek Kilmer

D-WA-6 Former representative · Washington Democrat In Congress since 2013

Derek Kilmer reported no stock trades since Oct 4, 2023. The 2023 annual report lists 26 assets.

Reported holdings

2023 annual report · filed Aug 10, 2024 · values at year end, in the ranges disclosed

Original
  1. Funds $50K–$400K · 22 assets ≈47%
  2. Cash & bonds $0–$1K · 1 asset <1%
  3. Other $150K–$350K · 2 assets ≈53%

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

  1. McKinsey & Co. Profit Sharing Retirement PlanOtherSelf$100K–$250K
  2. McKinsey & Co. Money Purchase Pension PlanOtherSelf$50K–$100K
  3. BBIEXBridge Builder International Equity FundFundSelf$15K–$50K
  4. BBGLXBridge Builder Large Cap Growth FundFundSelf$15K–$50K
  5. BBCPXBridge Builder Core Plus Bond FundFundSelf$1K–$15K
  6. BBVLXBridge Builder Large Cap Value FundFundSelf$1K–$15K
  7. BBVSXBridge Builder Small/Mid Cap Value FundFundSelf$1K–$15K
  8. BBGSXBridge Builder Small/Mid Cap growth FundFundSelf$1K–$15K
  9. CAIBXCapital Income Builder Cl A ShsFundSelf$1K–$15K
  10. WFBFXCapital World Bond Fund - Class F-3FundSelf$1K–$15K
  11. DFISXDFA International Small Company PortfolioFundSelf$1K–$15K
  12. FIHLXFederated Hermes Institutional High Yield Bond Fund Class R6 SharesFundSelf$1K–$15K
  13. FGTXXFinancial Square Government Fund FST SharesFundSelf$1K–$15K
  14. OSCIXInvesco International Small-Mid Company Fund Class R6FundSelf$1K–$15K
  15. JEMWXJPMorgan Emerging Markets Equity Fund R6FundSelf$1K–$15K
  16. TGEPXTCW Emerging Markets Income Fund Plan ShareFundSelf$1K–$15K
  17. VEAVanguard FTSE Developed Markets ETFFundSelf$1K–$15K
  18. VWOVanguard FTSE Emerging Markets ETFFundSelf$1K–$15K
  19. VUGVanguard Growth ETFFundSelf$1K–$15K
  20. VVVanguard Large-Cap ETFFundSelf$1K–$15K
  21. VOVanguard Mid-Cap ETFFundSelf$1K–$15K
  22. VBVanguard Small-Cap ETFFundSelf$1K–$15K
  23. VTVVanguard Value ETFFundSelf$1K–$15K
  24. AGGiShares Core U.S. Aggregate Bond ETFFundSelf$1K–$15K
  25. Edward Jones Retirement Money MarketCashSelf$0–$1K
  26. WA State PERS Plan 2OtherSelfUndetermined

Source filings

Every report we read for this page · newest first

  1. Aug 10, 2024 2023 annual report 27 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.