John Boozman
R-AR Senator for Arkansas Republican In Congress since 2001
- 352trades · 3 yrs
- 187buys
- 165sells
- 27dmedian wait
- 7filed late
John Boozman disclosed 352 trades made since Oct 4, 2023: 187 buys and 165 sales. The most traded name was TBLL (9 trades). 335 of them were a spouse's or joint account's. The latest, made Aug 27, 2026, was filed Sep 11, 2026.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Buys
Sells
Trades
352 trades since Oct 4, 2023 · newest first · 38 in an industry a committee of theirs oversees
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IVViShares Core S&P 500 ETFSell · part$1K–$15KTraded Aug 27Filed Sep 11 15d
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OTISOtis Worldwide CorporationBuy$1K–$15KTraded Aug 27Filed Sep 11 15d
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JNJJohnson & JohnsonSell · part$1K–$15KTraded Aug 20Filed Sep 11 22d
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SPYMTradr 2X Long SPY Monthly ETFBuy$1K–$15KTraded Aug 20Filed Sep 11 22d
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WWSYXWestwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra SharesSell$15K–$50KTraded Aug 19Filed Sep 11 23d
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AVUVAvantis U.S. Small Cap Value ETFBuy$1K–$15KTraded Aug 19Filed Sep 11 23d
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IJRiShares Core S&P Small-Cap ETFBuy$1K–$15KTraded Aug 19Filed Sep 11 23d
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CEGConstellation Energy Corporation - Common Stock When-IssuedSell · part$1K–$15KTraded Aug 13Filed Sep 11 29d
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FSLRFirst Solar, Inc.Buy$1K–$15KTraded Aug 13Filed Sep 11 29d
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PYPLPayPal Holdings, Inc.Buy$1K–$15KTraded Jul 30Filed Aug 17 18d
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SPYMTradr 2X Long SPY Monthly ETFBuy$1K–$15KTraded Jul 23Filed Aug 17 25d
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APTVAptiv PLC Ordinary SharesBuy$1K–$15KTraded Jul 9Filed Aug 17 39d
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SPYMTradr 2X Long SPY Monthly ETFBuy$1K–$15KTraded Jul 2Filed Aug 17 46d
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CVXChevron CorporationBuy$1K–$15KTraded Jul 2Filed Aug 17 46d
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ELEstee Lauder Companies, Inc. (The)Buy$1K–$15KTraded Jul 2Filed Aug 17 46d
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FTGCFirst Trust Global Tactical Commodity Strategy FundSell · part$1K–$15KTraded Jun 25Filed Jul 13 18d
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TPYPTortoise North American Pipeline FundSell · part$1K–$15KTraded Jun 25Filed Jul 13 18d
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PALLabrdn Physical Palladium Shares ETFBuy$1K–$15KTraded Jun 25Filed Jul 13 18d
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IGViShares Expanded Tech-Software Sector ETFBuy$1K–$15KTraded Jun 25Filed Jul 13 18d
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IEFiShares 7-10 Year Treasury Bond ETFSell · part$1K–$15KTraded Jun 17Filed Jul 13 26d
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SCHPSchwab U.S. TIPS ETFBuy$1K–$15KTraded Jun 17Filed Jul 13 26d
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ATOAtmos Energy CorporationSell$1K–$15KTraded Jun 12Filed Jul 13 31d
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CEGConstellation Energy Corporation - Common Stock When-IssuedBuy$1K–$15KTraded Jun 12Filed Jul 13 31d
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BSXBoston Scientific CorporationSell · part$1K–$15KTraded Jun 4Filed Jul 13 39d
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UNHUnitedHealth Group Incorporated Common Stock (DE)Buy$1K–$15KTraded Jun 4Filed Jul 13 39d
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EIPIFT Energy Income Partners Enhanced Income ETFSell · part$1K–$15KTraded May 27Filed Jun 16 20d
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FTGCFirst Trust Global Tactical Commodity Strategy FundSell · part$1K–$15KTraded May 27Filed Jun 16 20d
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GEMGoldman Sachs ActiveBeta(R) Emerging Markets Equity ETFSell · part$1K–$15KTraded May 27Filed Jun 16 20d
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EFAiShares MSCI EAFE ETFSell · part$1K–$15KTraded May 27Filed Jun 16 20d
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IWMiShares Russell 2000 ETFSell · part$1K–$15KTraded May 27Filed Jun 16 20d
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SPYMTradr 2X Long SPY Monthly ETFSell · part$1K–$15KTraded May 27Filed Jun 16 20d
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RNWGXNEW WORLD FUND INC - Class R-6Sell · part$1K–$15KTraded May 27Filed Jun 16 20d
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IVViShares Core S&P 500 ETFSell · part$1K–$15KTraded May 27Filed Jun 16 20d
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LITPSprott Lithium Miners ETFSell · part$1K–$15KTraded May 27Filed Jun 16 20d
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VNQIVanguard Global ex-U.S. Real Estate Index Fund - ETF SharesSell · part$1K–$15KTraded May 27Filed Jun 16 20d
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VEAVanguard Developed Markets Index Fund - ETF SharesSell · part$1K–$15KTraded May 27Filed Jun 16 20d
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ACNAccenture plc Class A Ordinary Shares (Ireland)Sell · part$1K–$15KTraded May 15Filed Jun 16 32d
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ECLEcolab Inc.Sell · part$1K–$15KTraded May 15Filed Jun 16 32d
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MBBiShares MBS ETFSell · part$1K–$15KTraded May 13Filed Jun 16 34d
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IEIiShares 3-7 Year Treasury Bond ETFSell$50K–$100KTraded May 13Filed Jun 16 34d
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CMBSiShares CMBS ETFSell · part$1K–$15KTraded May 13Filed Jun 16 34d
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JMBSJanus Henderson Mortgage-Backed Securities ETFSell · part$1K–$15KTraded May 13Filed Jun 16 34d
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SCHPSchwab U.S. TIPS ETFSell · part$1K–$15KTraded May 13Filed Jun 16 34d
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DVNDevon Energy CorporationBuy$1K–$15KTraded Apr 9Filed May 8 29d
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TBLLInvesco Short Term Treasury ETFSell · part$1K–$15KTraded Apr 2Filed May 8 36d
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CEGConstellation Energy Corporation - Common Stock When-IssuedBuy$1K–$15KTraded Apr 2Filed May 8 36d
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TPYPTortoise North American Pipeline FundSell · part$1K–$15KTraded Mar 20Filed Apr 14 25d
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SPYMTradr 2X Long SPY Monthly ETFBuy$1K–$15KTraded Mar 20Filed Apr 14 25d
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BBEUJPMorgan BetaBuilders Europe ETFSell$15K–$50KTraded Mar 19Filed Apr 14 26d
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JNJJohnson & JohnsonSell · part$1K–$15KTraded Mar 19Filed Apr 14 26d
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FTGCFirst Trust Global Tactical Commodity Strategy FundBuy$1K–$15KTraded Mar 19Filed Apr 14 26d
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NVDANVIDIA CorporationBuy$1K–$15KTraded Mar 19Filed Apr 14 26d
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VEAVanguard Developed Markets Index Fund - ETF SharesBuy$1K–$15KTraded Mar 19Filed Apr 14 26d
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ARESAres Management CorporationBuy$1K–$15KTraded Mar 13Filed Apr 14 32d
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MSFTMicrosoft CorporationBuy$1K–$15KTraded Mar 5Filed Apr 14 40d
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AMATApplied Materials, Inc.Sell · part$1K–$15KTraded Feb 27Filed Mar 6 7d
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NTAPNetApp, Inc.Buy$1K–$15KTraded Feb 27Filed Mar 6 7d
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PGProcter & Gamble Company (The)Sell · part$1K–$15KTraded Feb 26Filed Mar 6 8d
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KRKroger Company (The)Buy$1K–$15KTraded Feb 26Filed Mar 6 8d
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UNPUnion Pacific CorporationSell · part$1K–$15KTraded Feb 19Filed Mar 6 15d
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ADBEAdobe Inc.Sell$1K–$15KTraded Feb 13Filed Mar 6 21d
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MSFTMicrosoft CorporationBuy$1K–$15KTraded Feb 13Filed Mar 6 21d
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DBLEXDoubleLine Emerging Markets Fixed Income Fund - Class ISell$1K–$15KTraded Feb 6Filed Mar 6 28d
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AGZiShares Agency Bond ETFSell · part$1K–$15KTraded Feb 6Filed Mar 6 28d
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MBBiShares MBS ETFSell · part$1K–$15KTraded Feb 6Filed Mar 6 28d
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SHYiShares 1-3 Year Treasury Bond ETFSell$15K–$50KTraded Feb 6Filed Mar 6 28d
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JMBSJanus Henderson Mortgage-Backed Securities ETFSell · part$1K–$15KTraded Feb 6Filed Mar 6 28d
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XTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETFBuy$15K–$50KTraded Feb 6Filed Mar 6 28d
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GIGBGoldman Sachs Access Investment Grade Corporate Bond ETFBuy$1K–$15KTraded Feb 6Filed Mar 6 28d
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CMBSiShares CMBS ETFBuy$1K–$15KTraded Feb 6Filed Mar 6 28d
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EMBiShares J.P. Morgan USD Emerging Markets Bond ETFBuy$1K–$15KTraded Feb 6Filed Mar 6 28d
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TLHiShares 10-20 Year Treasury Bond ETFBuy$1K–$15KTraded Feb 6Filed Mar 6 28d
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IEFiShares 7-10 Year Treasury Bond ETFBuy$1K–$15KTraded Feb 6Filed Mar 6 28d
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UBERUber Technologies, Inc.Buy$1K–$15KTraded Feb 6Filed Mar 6 28d
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FISVFiserv IncSell$1K–$15KTraded Jan 29Filed Feb 15 17d
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IVWiShares S&P 500 Growth ETFSell$1K–$15KTraded Jan 29Filed Feb 15 17d
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OMCOmnicom Group IncSell$1K–$15KTraded Jan 29Filed Feb 15 17d
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UNPUnion Pacific CorpSell · part$1K–$15KTraded Jan 29Filed Feb 15 17d
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CATCaterpillar IncBuy$1K–$15KTraded Jan 29Filed Feb 15 17d
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CVSCVS CorpBuy$1K–$15KTraded Jan 29Filed Feb 15 17d
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ETNEaton CorpBuy$1K–$15KTraded Jan 29Filed Feb 15 17d
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PYPLPaypal HoldingsBuy$1K–$15KTraded Jan 29Filed Feb 15 17d
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MUMicron TechnologySell · part$1K–$15KTraded Jan 26Filed Feb 15 20d
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DXCMDexcom IncBuy$1K–$15KTraded Jan 26Filed Feb 15 20d
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PALLabrdn Physical Palladium Shares ETFSell$1K–$15KTraded Jan 23Filed Feb 15 23d
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PPLTabrdn Physical Platinum Shares ETFSell$1K–$15KTraded Jan 23Filed Feb 15 23d
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SLViShares Silver TrustSell$1K–$15KTraded Jan 23Filed Feb 15 23d
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IWMiShares Russell 2000 ETFSell · part$1K–$15KTraded Jan 23Filed Feb 15 23d
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MDYSPDR S&P MidCap 400 ETF TrustSell · part$1K–$15KTraded Jan 23Filed Feb 15 23d
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SPYMSell · part$1K–$15KTraded Jan 23Filed Feb 15 23d
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EIPIFirst Trust Exchange-Traded Fund VIII FT Energy InBuy$1K–$15KTraded Jan 23Filed Feb 15 23d
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FTGCFirst Trust Global Tactical Commodity Strategy FunBuy$1K–$15KTraded Jan 23Filed Feb 15 23d
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GEMGoldman Sachs ActiveBeta Emerging Markets Equity EBuy$1K–$15KTraded Jan 23Filed Feb 15 23d
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GIGBGoldman Sachs Access Investment Grade Corporate BoBuy$1K–$15KTraded Jan 23Filed Feb 15 23d
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TBLLInvesco Short Term Treasury ETFBuy$1K–$15KTraded Jan 23Filed Feb 15 23d
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MBBiShares MBS ETFBuy$1K–$15KTraded Jan 23Filed Feb 15 23d
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CMBSiShares CMBS Bond ETFBuy$1K–$15KTraded Jan 23Filed Feb 15 23d
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IVViShares Core S&P 500 ETFBuy$1K–$15KTraded Jan 23Filed Feb 15 23d
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JMBSJanus Henderson Mortgage-Backed Securities ETFBuy$1K–$15KTraded Jan 23Filed Feb 15 23d
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RNWGXNew World Fund Inc. Cl R-6Buy$1K–$15KTraded Jan 23Filed Feb 15 23d
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LITPSprott Lithium Miners ETFBuy$1K–$15KTraded Jan 23Filed Feb 15 23d
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TPYPTortoise Capital Series Trust Tortoise North AmeriBuy$1K–$15KTraded Jan 23Filed Feb 15 23d
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VNQIVanguard Global ex-U.S. Real Estate ETFBuy$1K–$15KTraded Jan 23Filed Feb 15 23d
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OMCOmnicom Group IncSell · part$1K–$15KTraded Jan 15Filed Feb 15 31d
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AAPLApple IncBuy$1K–$15KTraded Jan 15Filed Feb 15 31d
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VVisa IncBuy$1K–$15KTraded Jan 15Filed Feb 15 31d
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LRCXLam Research CorpSell · part$1K–$15KTraded Jan 8Filed Feb 15 38d
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MUMicron TechnologySell · part$1K–$15KTraded Jan 8Filed Feb 15 38d
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DISWalt Disney CompanyBuy$1K–$15KTraded Jan 8Filed Feb 15 38d
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XOMExxon Mobil CorpBuy$1K–$15KTraded Jan 8Filed Feb 15 38d
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NFLXNetflix IncBuy$1K–$15KTraded Jan 8Filed Feb 15 38d
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SMCISuper Micro Computer, Inc.Sell$1K–$15KTraded Dec 31, 2025Filed Jan 13 13d
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IVWiShares S&P 500 Growth ETFBuy$1K–$15KTraded Dec 31, 2025Filed Jan 13 13d
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KRESPDR S&P Regional Banking ETFSell$1K–$15KTraded Dec 26, 2025Filed Jan 13 18d
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IJRiShares Core S&P Small-Cap ETFBuy$1K–$15KTraded Dec 26, 2025Filed Jan 13 18d
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PALLabrdn Physical Palladium Shares ETFSell · part$1K–$15KTraded Dec 24, 2025Filed Jan 13 20d
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PPLTabrdn Physical Platinum Shares ETFSell · part$1K–$15KTraded Dec 24, 2025Filed Jan 13 20d
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SLViShares Silver TrustSell · part$1K–$15KTraded Dec 24, 2025Filed Jan 13 20d
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SPYMState Street SPDR Portfolio S&P 500 ETFBuy$15K–$50KTraded Dec 24, 2025Filed Jan 13 20d
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BSXBoston Scientific CorpSell · part$1K–$15KTraded Dec 17, 2025Filed Jan 13 27d
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MSIMotorola Solutions, Inc.Sell · part$1K–$15KTraded Dec 17, 2025Filed Jan 13 27d
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AAPLApple IncBuy$1K–$15KTraded Dec 17, 2025Filed Jan 13 27d
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MSFTMicrosoft CorpBuy$1K–$15KTraded Dec 17, 2025Filed Jan 13 27d
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WFCWells Fargo & CompanyBuy$1K–$15KTraded Dec 17, 2025Filed Jan 13 27d
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TBLLInvesco Short Term Treasury ETFSell · part$1K–$15KTraded Dec 11, 2025Filed Jan 13 33d
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ANETArista Networks, Inc.Buy$1K–$15KTraded Dec 11, 2025Filed Jan 13 33d
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SMCISuper Micro ComputerBuy$1K–$15KTraded Dec 11, 2025Filed Jan 13 33d
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EIPIFirst Trust Exchange-Traded Fund VIII FT Energy InSell · part$1K–$15KTraded Nov 21, 2025Filed Dec 8, 2025 17d
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FTGCFirst Trust Global Tactical Commodity Strategy FunSell · part$1K–$15KTraded Nov 21, 2025Filed Dec 8, 2025 17d
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FISVFiserv IncSell · part$1K–$15KTraded Nov 21, 2025Filed Dec 8, 2025 17d
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IWMiShares Russell 2000 ETFSell · part$1K–$15KTraded Nov 21, 2025Filed Dec 8, 2025 17d
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IVViShares Core S&P 500 ETFSell · part$1K–$15KTraded Nov 21, 2025Filed Dec 8, 2025 17d
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LLYEli Lilly and CompanySell · part$1K–$15KTraded Nov 21, 2025Filed Dec 8, 2025 17d
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TPYPTortoise North Amer Pipeline FundSell · part$1K–$15KTraded Nov 21, 2025Filed Dec 8, 2025 17d
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VNQIVanguard Global ex-U.S. Real Estate ETFSell · part$1K–$15KTraded Nov 21, 2025Filed Dec 8, 2025 17d
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VEAVanguard FTSE Developed Markets ETFSell · part$1K–$15KTraded Nov 21, 2025Filed Dec 8, 2025 17d
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GEMGoldman Sachs ActiveBeta Emerging Markets Equity ESell · part$1K–$15KTraded Nov 20, 2025Filed Dec 8, 2025 18d
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EFAiShares MSCI EAFE ETFSell · part$1K–$15KTraded Nov 20, 2025Filed Dec 8, 2025 18d
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RNWGXNEW WORLD FUND INC - Class R-6Sell · part$1K–$15KTraded Nov 20, 2025Filed Dec 8, 2025 18d
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CRMSalesforce IncSell$1K–$15KTraded Nov 13, 2025Filed Dec 8, 2025 25d
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AAXJiShares MSCI All Country Asia ex Japan ETFSell$1K–$15KTraded Nov 6, 2025Filed Dec 8, 2025 32d
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TPYPTortoise North American Pipeline ETFSell · part$1K–$15KTraded Nov 3, 2025Filed Nov 15, 2025 12d
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OMCOmnicom Group IncSell · part$1K–$15KTraded Oct 31, 2025Filed Nov 15, 2025 15d
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METAMeta Platforms IncBuy$1K–$15KTraded Oct 31, 2025Filed Nov 15, 2025 15d
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COLGATE PALMOLIVE LTD.Sell$1K–$15KTraded Oct 9, 2025Filed Nov 15, 2025 37d
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COSTCostco WholesaleBuy$1K–$15KTraded Oct 9, 2025Filed Nov 15, 2025 37d
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EMLPFirst Trust North American Energy Infrastructure FSell$15K–$50KTraded Oct 3, 2025Filed Nov 15, 2025 43d
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SLViShares Silver TrustSell · part$1K–$15KTraded Oct 3, 2025Filed Nov 15, 2025 43d
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LITPSprott Lithium Miners ETFSell · part$1K–$15KTraded Oct 3, 2025Filed Nov 15, 2025 43d
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URNMSprott Uranium Miners ETFSell$1K–$15KTraded Oct 3, 2025Filed Nov 15, 2025 43d
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EIPIFirst Trust Exchange-Traded Fund VIII FT Energy InBuy$15K–$50KTraded Oct 3, 2025Filed Nov 15, 2025 43d
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FTGCFirst Trust Global Tactical Commodity Strategy FunBuy$1K–$15KTraded Oct 3, 2025Filed Nov 15, 2025 43d
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IQVIqvia Holdings IncSell · part$1K–$15KTraded Oct 2, 2025Filed Nov 15, 2025 44d
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GOOGLAlphabet Cl ABuy$1K–$15KTraded Sep 17, 2025Filed Oct 10, 2025 23d
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IEIiShares 3-7 Year Treasury Bond ETFBuy$15K–$50KTraded Sep 16, 2025Filed Oct 10, 2025 24d
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SHYiShares 1-3 Year Treasury Bond ETFBuy$1K–$15KTraded Sep 16, 2025Filed Oct 10, 2025 24d
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IEFiShares 7-10 Year Treasury Bond ETFBuy$15K–$50KTraded Sep 16, 2025Filed Oct 10, 2025 24d
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SCHPSchwab U.S. TIPS ETFBuy$1K–$15KTraded Sep 16, 2025Filed Oct 10, 2025 24d
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ETNEaton CorpBuy$1K–$15KTraded Sep 12, 2025Filed Oct 10, 2025 28d
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ADBEAdobe Systems IncBuy$1K–$15KTraded Sep 4, 2025Filed Oct 10, 2025 36d
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ABBVAbbvie IncSell · part$1K–$15KTraded Aug 22, 2025Filed Sep 12, 2025 21d
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MUMicron TechnologySell · part$1K–$15KTraded Aug 22, 2025Filed Sep 12, 2025 21d
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LLYEli Lilly and CompanyBuy$1K–$15KTraded Aug 22, 2025Filed Sep 12, 2025 21d
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NVDANvidia CorpBuy$1K–$15KTraded Aug 22, 2025Filed Sep 12, 2025 21d
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EMRZXEmerging Markets Fund Class ZSell$15K–$50KTraded Aug 14, 2025Filed Sep 12, 2025 29d
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RNWGXNew World Fund Inc. Cl R-6Buy$15K–$50KTraded Aug 14, 2025Filed Sep 12, 2025 29d
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ABBVAbbvie IncSell · part$1K–$15KTraded Aug 11, 2025Filed Sep 12, 2025 32d
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LLYEli Lilly and CompanyBuy$1K–$15KTraded Aug 11, 2025Filed Sep 12, 2025 32d
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EMRZXEmerging Markets Fund Class ZSell · part$15K–$50KTraded Aug 7, 2025Filed Sep 12, 2025 36d
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AMDAdvanced Micro Devices, Inc.Buy$1K–$15KTraded Aug 7, 2025Filed Sep 12, 2025 36d
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RNWGXNew World Fund Inc. Cl R-6Buy$15K–$50KTraded Aug 7, 2025Filed Sep 12, 2025 36d
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PALLabrdn Physical Palladium Shares ETFSell · part$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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PPLTabrdn Physical Platinum Shares ETFSell · part$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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EMLPFirst Trust North American Energy Infrastructure FSell · part$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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GEMGoldman Sachs ActiveBeta Emerging Markets Equity ESell · part$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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GIGBGoldman Sachs Access Investment Grade Corporate BoSell · part$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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TBLLInvesco Short Term Treasury ETFSell · part$15K–$50KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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SLViShares Silver TrustSell · part$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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EFAiShares MSCI EAFE ETFSell · part$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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IVViShares Core S&P 500 ETFSell · part$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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URNMSprott Uranium Miners ETFSell · part$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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EMRZXEmerging Markets Fund Class ZSell · part$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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VEAVanguard FTSE Developed Markets ETFSell · part$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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WWSYXWestwood Smallcap Fund Class YBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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GEMGoldman Sachs ActiveBeta Emerging Markets Equity EBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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AGZiShares Agency Bond ETFBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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MBBiShares MBS ETFBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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TLTiShares 20+ Year Treasury Bond ETFBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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IEIiShares 3-7 Year Treasury Bond ETFBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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CMBSiShares CMBS Bond ETFBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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TLHiShares 10-20 Year Treasury Bond ETFBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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SHYiShares 1-3 Year Treasury Bond ETFBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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IEFiShares 7-10 Year Treasury Bond ETFBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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IWMiShares Russell 2000 ETFBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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JMBSJanus Henderson Mortgage-Backed Securities ETFBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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RNWGXNew World Fund Inc. Cl R-6Buy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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SCHPSchwab U.S. TIPS ETFBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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VNQIVanguard Global ex-U.S. Real Estate ETFBuy$1K–$15KTraded Aug 1, 2025Filed Sep 12, 2025 42d
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GDGeneral Dynamics CorpSell · part$1K–$15KTraded Jul 31, 2025Filed Aug 6, 2025 6d
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MDLZMondelez Intl IncSell · part$1K–$15KTraded Jul 31, 2025Filed Aug 6, 2025 6d
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GEGeneral Electric CompanyBuy$1K–$15KTraded Jul 31, 2025Filed Aug 6, 2025 6d
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WMTWalmart IncBuy$1K–$15KTraded Jul 31, 2025Filed Aug 6, 2025 6d
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JPMJP Morgan Chase & CompanySell · part$1K–$15KTraded Jul 24, 2025Filed Aug 6, 2025 13d
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BRKB - Berkshire Hathaway Inc Class BBuy$1K–$15KTraded Jul 24, 2025Filed Aug 6, 2025 13d
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HYGiShares iBoxx $ High Yield Corporate Bond ETFSell$1K–$15KTraded Jul 8, 2025Filed Aug 6, 2025 29d
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GIGBGoldman Sachs Access Investment Grade Corporate BoBuy$1K–$15KTraded Jul 8, 2025Filed Aug 6, 2025 29d
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MUMicron TechnologySell · part$1K–$15KTraded Jul 1, 2025Filed Aug 6, 2025 36d
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MUMicron TechnologySell · part$1K–$15KTraded Jun 11, 2025Filed Jul 9, 2025 28d
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UNHUnitedhealth Group IncSell$1K–$15KTraded Jun 11, 2025Filed Jul 9, 2025 28d
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AVGOBroadcom Inc.Buy$1K–$15KTraded Jun 11, 2025Filed Jul 9, 2025 28d
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TBLLInvesco Short Term Treasury ETFBuy$1K–$15KTraded Jun 11, 2025Filed Jul 9, 2025 28d
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METAMeta Platforms IncBuy$1K–$15KTraded May 30, 2025Filed Jun 14, 2025 15d
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RTXRaytheon Technologies CorpBuy$1K–$15KTraded May 30, 2025Filed Jun 14, 2025 15d
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GOOGLAlphabet Cl ABuy$1K–$15KTraded May 20, 2025Filed Jun 14, 2025 25d
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ATOAtmos Energy CorpBuy$1K–$15KTraded May 20, 2025Filed Jun 14, 2025 25d
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HDHome DepotBuy$1K–$15KTraded May 20, 2025Filed Jun 14, 2025 25d
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AMZNAmazon.com IncBuy$1K–$15KTraded May 16, 2025Filed Jun 14, 2025 29d
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HDHome DepotBuy$1K–$15KTraded May 16, 2025Filed Jun 14, 2025 29d
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METAMeta Platforms IncBuy$1K–$15KTraded May 16, 2025Filed Jun 14, 2025 29d
-
AVGOBroadcom Inc.Buy$1K–$15KTraded May 13, 2025Filed Jun 14, 2025 32d
-
NVDANvidia CorpBuy$1K–$15KTraded May 13, 2025Filed Jun 14, 2025 32d
-
MSFTMicrosoft CorpBuy$1K–$15KTraded Apr 22, 2025Filed May 14, 2025 22d
-
MSFTMicrosoft CorpBuy$1K–$15KTraded Apr 16, 2025Filed May 14, 2025 28d
-
ORCLOracle CorpBuy$1K–$15KTraded Apr 16, 2025Filed May 14, 2025 28d
-
UNHUnitedhealth Group IncBuy$1K–$15KTraded Apr 16, 2025Filed May 14, 2025 28d
-
METAMeta Platforms IncBuy$1K–$15KTraded Apr 15, 2025Filed May 14, 2025 29d
-
HYGiShares iBoxx $ High Yield Corporate Bond ETFBuy$1K–$15KTraded Apr 9, 2025Filed May 14, 2025 35d
-
AVGOBroadcom Inc.Buy$1K–$15KTraded Apr 8, 2025Filed May 14, 2025 36d
-
Cboe Global Markets, Inc.Buy$1K–$15KTraded Apr 8, 2025Filed May 14, 2025 36d
-
COLGATE PALMOLIVE LTD.Buy$1K–$15KTraded Apr 8, 2025Filed May 14, 2025 36d
-
DTEDte Energy CompanySell · part$1K–$15KTraded Mar 19, 2025Filed Apr 20, 2025 32d
-
IVWiShares S&P 500 Growth ETFSell · part$1K–$15KTraded Mar 19, 2025Filed Apr 20, 2025 32d
-
EMLPFirst Trust North American Energy Infrastructure FSell · part$1K–$15KTraded Feb 26, 2025Filed Mar 6, 2025 8d
-
FTGCFirst Trust Global Tactical Commodity Strategy FunSell · part$1K–$15KTraded Feb 26, 2025Filed Mar 6, 2025 8d
-
IVWiShares S&P 500 Growth ETFSell · part$1K–$15KTraded Feb 26, 2025Filed Mar 6, 2025 8d
-
AMZNAmazon.com IncBuy$1K–$15KTraded Feb 26, 2025Filed Mar 6, 2025 8d
-
AXPAmerican Express CompanyBuy$1K–$15KTraded Feb 26, 2025Filed Mar 6, 2025 8d
-
ECLEcolab IncBuy$1K–$15KTraded Feb 26, 2025Filed Mar 6, 2025 8d
-
TBLLInvesco Short Term Treasury ETFBuy$1K–$15KTraded Feb 26, 2025Filed Mar 6, 2025 8d
-
MSIMotorola SolutionsBuy$1K–$15KTraded Feb 26, 2025Filed Mar 6, 2025 8d
-
NVDANvidia CorpBuy$1K–$15KTraded Feb 26, 2025Filed Mar 6, 2025 8d
-
LITPSprott Lithium Miners ETFBuy$1K–$15KTraded Feb 26, 2025Filed Mar 6, 2025 8d
-
URNMSprott Uranium Miners ETFBuy$1K–$15KTraded Feb 25, 2025Filed Mar 6, 2025 9d
-
IVWiShares S&P 500 Growth ETFSell · part$1K–$15KTraded Feb 14, 2025Filed Mar 6, 2025 20d
-
MSFTMicrosoft CorpBuy$1K–$15KTraded Feb 14, 2025Filed Mar 6, 2025 20d
-
DISWalt Disney CompanySell$1K–$15KTraded Feb 13, 2025Filed Mar 6, 2025 21d
-
PFEPfizer IncSell$1K–$15KTraded Feb 13, 2025Filed Mar 6, 2025 21d
-
GOOGLAlphabet Cl ABuy$1K–$15KTraded Feb 13, 2025Filed Mar 6, 2025 21d
-
BSXBoston Scientific CorpBuy$1K–$15KTraded Feb 13, 2025Filed Mar 6, 2025 21d
-
BACBank of America CorpSell · part$1K–$15KTraded Feb 5, 2025Filed Mar 6, 2025 29d
-
JPMJP Morgan Chase & CompanySell · part$1K–$15KTraded Feb 5, 2025Filed Mar 6, 2025 29d
-
LRCXLam Research CorpSell · part$1K–$15KTraded Feb 5, 2025Filed Mar 6, 2025 29d
-
AXPAmerican Express CompanyBuy$1K–$15KTraded Feb 5, 2025Filed Mar 6, 2025 29d
-
MAMastercard IncBuy$1K–$15KTraded Feb 5, 2025Filed Mar 6, 2025 29d
-
MSFTMicrosoft CorpBuy$1K–$15KTraded Feb 5, 2025Filed Mar 6, 2025 29d
-
QSRRestaurant Brands InternationalSell$1K–$15KTraded Feb 4, 2025Filed Mar 6, 2025 30d
-
AMZNAmazon.com IncBuy$1K–$15KTraded Feb 4, 2025Filed Mar 6, 2025 30d
-
HPQHP IncSell$1K–$15KTraded Jan 28, 2025Filed Feb 8, 2025 11d
-
IVWiShares S&P 500 Growth ETFSell · part$1K–$15KTraded Jan 28, 2025Filed Feb 8, 2025 11d
-
TBLLInvesco Short Term Treasury ETFBuy$1K–$15KTraded Jan 28, 2025Filed Feb 8, 2025 11d
-
NRGNRG Energy, Inc.Buy$1K–$15KTraded Jan 28, 2025Filed Feb 8, 2025 11d
-
SPYSPDR??S&P 500? ETF TrustSell$1K–$15KTraded Jan 16, 2025Filed Feb 8, 2025 23d
-
TBLLInvesco Short Term Treasury ETFBuy$1K–$15KTraded Jan 16, 2025Filed Feb 8, 2025 23d
-
CSCOCisco Systems IncSell$1K–$15KTraded Jan 14, 2025Filed Feb 8, 2025 25d
-
EBAYEbay IncSell$1K–$15KTraded Jan 14, 2025Filed Feb 8, 2025 25d
-
QQQInvesco QQQ Trust, Series 1Sell$1K–$15KTraded Jan 14, 2025Filed Feb 8, 2025 25d
-
MAMastercard IncorporatedBuy$1K–$15KTraded Jan 14, 2025Filed Feb 8, 2025 25d
-
NVDANvidia CorpBuy$1K–$15KTraded Jan 14, 2025Filed Feb 8, 2025 25d
-
CRMSalesforce IncBuy$1K–$15KTraded Jan 14, 2025Filed Feb 8, 2025 25d
-
AMATApplied Materials, Inc.Sell · part$1K–$15KTraded Dec 23, 2024Filed Jan 14, 2025 22d
-
BBEUJPMorgan BetaBuilders Europe ETFSell · part$1K–$15KTraded Nov 20, 2024Filed Dec 17, 2024 27d
-
SWKSSkyworks Solutions, Inc.Sell$1K–$15KTraded Nov 20, 2024Filed Dec 17, 2024 27d
-
VWOVanguard FTSE Emerging Markets ETFSell · part$1K–$15KTraded Nov 20, 2024Filed Dec 17, 2024 27d
-
AAXJiShares MSCI All Country Asia ex Japan ETFBuy$1K–$15KTraded Nov 20, 2024Filed Dec 17, 2024 27d
-
SPYSPDR S&P 500Buy$1K–$15KTraded Nov 13, 2024Filed Dec 17, 2024 34d
-
IWMiShares Russell 2000 ETFSell · part$1K–$15KTraded Oct 9, 2024Filed Oct 18, 2024 9d
-
IVViShares Core S&P 500 ETFSell · part$1K–$15KTraded Oct 6, 2024Filed Oct 18, 2024 12d
-
FIFiserv IncSell · part$1K–$15KTraded Sep 26, 2024Filed Oct 18, 2024 22d
-
EFAiShares MSCI EAFE ETFSell · part$1K–$15KTraded Sep 9, 2024Filed Oct 18, 2024 39d
-
MDYS&P Midcap 400 SPDRSell · part$1K–$15KTraded Sep 9, 2024Filed Oct 18, 2024 39d
-
VEAVanguard FTSE Developed Markets ETFSell · part$1K–$15KTraded Sep 9, 2024Filed Oct 18, 2024 39d
-
WWSYXWestwood Quality Smallcap Fund - Ultra SharesSell · part$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
EMLPFirst Trust North American Energy Infrastructure FSell · part$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
TPYPTortoise North American Pipeline ETFSell · part$15K–$50KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
VNQIVanguard Global ex-U.S. Real Estate ETFSell · part$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
PALLAberdeen Standard Physical Palladium Shares ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
PPLTAberdeen Standard Physical Platinum Shares ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
FTGCFirst Trust Global Tactical Commodity Strategy FunBuy$15K–$50KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
GIGBGoldman Sachs Access Investment Grade Corporate BoBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
TBLLInvesco Short Term Treasury ETFBuy$15K–$50KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
AGZiShares Agency Bond ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
MBBMBS Ishares ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
TLTiShares 20+ Year Treasury Bond ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
IEIiShares 3-7 Year Treasury Bond ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
CMBSiShares CMBS Bond ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
TLHiShares 10-20 Year Treasury Bond ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
SHYiShares 1-3 Year Treasury Bond ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
IEFiShares 7-10 Year Treasury Bond ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
IVViShares Core S&P 500 ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
JMBSJanus Henderson Mortgage-Backed Securities ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
SCHPSchwab U.S. TIPS ETFBuy$1K–$15KTraded Sep 6, 2024Filed Oct 18, 2024 42d
-
LRCXLam Research CorporationSell · part$1K–$15KTraded Jul 26, 2024Filed Aug 6, 2024 11d
-
GOOGLAlphabet Inc.Buy$1K–$15KTraded Jul 26, 2024Filed Aug 6, 2024 11d
-
MSIMotorola Solutions, Inc.Buy$1K–$15KTraded Jul 26, 2024Filed Aug 6, 2024 11d
-
MDYSPDR MidCap Trust Series ISell · part$1K–$15KTraded Jul 18, 2024Filed Aug 6, 2024 19d
-
VEAVanguard FTSE Developed Markets ETFBuy$1K–$15KTraded Jul 18, 2024Filed Aug 6, 2024 19d
-
IVViShares Core S&P 500 ETFSell · part$1K–$15KTraded Jul 4, 2024Filed Jul 11, 2024 7d
-
SHYiShares 1-3 Year Treasury Bond ETFSell · part$1K–$15KTraded Jun 26, 2024Filed Jul 11, 2024 15d
-
IEFiShares 7-10 Year Treasury Bond ETFSell · part$1K–$15KTraded Jun 26, 2024Filed Jul 11, 2024 15d
-
TLHiShares 10-20 Year Treasury Bond ETFBuy$1K–$15KTraded Jun 26, 2024Filed Jul 11, 2024 15d
-
JMBSJanus Henderson Mortgage-Backed Securities ETFBuy$1K–$15KTraded Jun 26, 2024Filed Jul 11, 2024 15d
-
SCHPSchwab U.S. TIPS ETFBuy$1K–$15KTraded Jun 26, 2024Filed Jul 11, 2024 15d
-
NMVZXNuance Mid Cap Value Fund Z ClassSell$1K–$15KTraded Jun 24, 2024Filed Jul 11, 2024 17d
-
DALCXDean Mid Cap Value Fund No-LoadBuy$1K–$15KTraded Jun 24, 2024Filed Jul 11, 2024 17d
-
CMCSAComcast CorporationSell$1K–$15KTraded Jun 20, 2024Filed Jul 11, 2024 21d
-
MSFTMicrosoft CorpBuy$1K–$15KTraded Jun 20, 2024Filed Jul 11, 2024 21d
-
EFAiShares MSCI EAFE ETFSell · part$15K–$50KTraded Jun 4, 2024Filed Jul 11, 2024 37d
-
MDYSPDR MidCap Trust Series ISell · part$1K–$15KTraded Jun 4, 2024Filed Jul 11, 2024 37d
-
GEMGoldman Sachs ActiveBeta Emerging Markets Equity EBuy$1K–$15KTraded Jun 4, 2024Filed Jul 11, 2024 37d
-
NMVZXNuance Mid Cap Value Fund Z ClassBuy$1K–$15KTraded Jun 4, 2024Filed Jul 11, 2024 37d
-
SPYS&P 500 SPDRBuy$1K–$15KTraded Jun 4, 2024Filed Jul 11, 2024 37d
-
VEAVanguard FTSE Developed Markets ETFBuy$15K–$50KTraded Jun 4, 2024Filed Jul 11, 2024 37d
-
EFAiShares MSCI EAFE ETFSell · part$1K–$15KTraded May 31, 2024Filed Jun 5, 2024 5d
-
IVWiShares S&P 500 Growth ETFSell · part$1K–$15KTraded May 31, 2024Filed Jun 5, 2024 5d
-
GIGBGoldman Sachs Access Investment Grade Corporate BoBuy$1K–$15KTraded May 31, 2024Filed Jun 5, 2024 5d
-
JMBSJanus Henderson Mortgage-Backed Securities ETFBuy$1K–$15KTraded Apr 16, 2024Filed May 7, 2024 21d
-
CMBSiShares CMBS Bond ETFSell · part$1K–$15KTraded Apr 16, 2024Filed May 7, 2024 21d
-
SCZiShares MSCI EAFE Small-Cap ETFBuy$15K–$50KTraded Apr 11, 2024Filed May 7, 2024 26d
-
EFAiShares MSCI EAFE ETFSell · part$15K–$50KTraded Apr 11, 2024Filed May 7, 2024 26d
-
AMATApplied MaterialsBuy$1K–$15KTraded Mar 28, 2024Filed May 8, 2024 41d
-
HESHess CorpSell$1K–$15KTraded Mar 28, 2024Filed May 8, 2024 41d
-
TLTiShares 20+ Year Treasury Bond ETFBuy$1K–$15KTraded Feb 20, 2024Filed May 8, 2024 78d
-
TLHiShares 10-20 Year Treasury Bond ETFBuy$1K–$15KTraded Feb 20, 2024Filed May 8, 2024 78d
-
IEFiShares 7-10 Year Treasury Bond ETFSell · part$1K–$15KTraded Feb 20, 2024Filed May 8, 2024 78d
-
SCHPSchwab U.S. TIPS ETFSell · part$1K–$15KTraded Feb 20, 2024Filed May 8, 2024 78d
-
PFEPfizer IncBuy$1K–$15KTraded Dec 20, 2023Filed Jan 8, 2024 19d
-
LRCXLam Research CorpSell · part$1K–$15KTraded Dec 20, 2023Filed Jan 8, 2024 19d
-
PALLabrdn Physical Palladium Shares ETFBuy$1K–$15KTraded Dec 12, 2023Filed Jan 8, 2024 27d
-
PPLTabrdn Physical Platinum Shares ETFBuy$1K–$15KTraded Dec 12, 2023Filed Jan 8, 2024 27d
-
GBILGoldman Sachs Access Treasury 0-1 Year ETFSell · part$1K–$15KTraded Dec 12, 2023Filed Jan 8, 2024 27d
-
SHYiShares 1-3 Year Treasury Bond ETFBuy$1K–$15KTraded Nov 29, 2023Filed Dec 12, 2023 13d
-
TLT20+ Year Treas Bond Ishares ETFSell · part$1K–$15KTraded Nov 29, 2023Filed Dec 12, 2023 13d
-
TLHiShares 10-20 Year Treasury Bond ETFBuy$1K–$15KTraded Nov 8, 2023Filed Dec 12, 2023 34d
-
MBBiShares MBS ETFBuy$1K–$15KTraded Nov 7, 2023Filed Dec 12, 2023 35d
-
TLT20+ Year Treas Bond Ishares ETFBuy$1K–$15KTraded Nov 7, 2023Filed Dec 12, 2023 35d
-
JMBSJanus Henderson Mortgage-Backed Securities ETFBuy$1K–$15KTraded Nov 7, 2023Filed Dec 12, 2023 35d
-
GIGBGoldman Sachs Access Investment Grade Corporate BoSell · part$1K–$15KTraded Nov 7, 2023Filed Dec 12, 2023 35d
-
GBILGoldman Sachs Access Treasury 0-1 Year ETFSell · part$1K–$15KTraded Nov 7, 2023Filed Dec 12, 2023 35d
-
AGZiShares Agency Bond ETFSell · part$1K–$15KTraded Nov 7, 2023Filed Dec 12, 2023 35d
-
CMBSiShares CMBS Bond ETFSell · part$1K–$15KTraded Nov 7, 2023Filed Dec 12, 2023 35d
-
SHYiShares 1-3 Year Treasury Bond ETFSell · part$1K–$15KTraded Nov 7, 2023Filed Dec 12, 2023 35d
-
AESThe AES CorporationSell$1K–$15KTraded Oct 5, 2023Filed Nov 7, 2023 33d
No trades match these filters.
Reported holdings
2025 annual report (amended) · filed Aug 24, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$2.2M–$5.7M
sum of 129 disclosed ranges
- Fund 35
- Stock 77
- Real estate 10
- Cash 5
- Other 1
- Bond 1
- Rocky Branch Resorts, LLC (1/4 interest)Joint$250K–$500KSame band
- ABG Bond FundJoint$100K–$250KSame band
- CMBSCMBS Ishares ETFJoint$100K–$250K▲ $50K–$100K
- GIGBGoldman Sachs Access Investment Grade Corporate BoJoint$100K–$250KSame band
- JMBSJanus Henderson Mortgage-Backed Securities ETFJoint$100K–$250KSame band
- MarcusJoint$100K–$250KSame band
- MBBiShares MBS ETFJoint$100K–$250K▲ $50K–$100K
- ABG Equity FundJoint$50K–$100KSame band
- GEMGS Activebeta Emerging Markets Equity ETFJoint$50K–$100K▲ $15K–$50K
- IVV - iShares Core S&P 500 ETFJoint$50K–$100KNew
- TBLLInvesco Short Term Treasury ETFJoint$50K–$100KSame band
- BSPIXIshares S&P 500 Index Fund - InstitutionalJoint$50K–$100K▲ $15K–$50K
- Lot HHJoint$50K–$100K▲ $15K–$50K
- Lot IIJoint$50K–$100K▲ $15K–$50K
- Lot MJoint$50K–$100K▲ $15K–$50K
- Lot NJoint$50K–$100K▲ $15K–$50K
- Lot RJoint$50K–$100K▲ $15K–$50K
- RNWGXNEW WORLD FUND INC - Class R-6Joint$50K–$100KNew
- Northwestern Mutual Whole LifeSelf$50K–$100KSame band
- MDYS&P Midcap 400 SPDRJoint$50K–$100KSame band
- TPYPTortoise North American Pipeline ETFJoint$50K–$100KSame band
- U.S. Treasury BillsJoint$50K–$100KSame band
- VEAVanguard FTSE Developed Markets ETFJoint$50K–$100KSame band
- IEIiShares 3-7 Year Treasury Bond ETFJoint$50K–$100K▲ $15K–$50K
- IEFiShares 7-10 Year Treasury Bond ETFJoint$50K–$100K▲ $1K–$15K
- AGZiShares Agency Bond ETFJoint$50K–$100KSame band
- EFAiShares MSCI EAFE ETFJoint$50K–$100KSame band
- IWMiShares Russell 2000 ETFJoint$50K–$100KSame band
- ArvestJoint$15K–$50K▼ $50K–$100K
- EIPIFT Energy Income Partners Enhanced Income ETFJoint$15K–$50KNew
- FTGCFirst Trust Global Tactical Commodity Strategy FunJoint$15K–$50KSame band
- FLJPFranklin FTSE Japan ETFJoint$15K–$50KSame band
- GBILGoldman Sachs Access Treasury 0-1 Year ETFJoint$15K–$50KSame band
- BBEUJPMorgan BetaBuilders Europe ETFJoint$15K–$50KSame band
- SCHPSchwab U.S. TIPS ETFJoint$15K–$50KSame band
- SPYMTradr 2X Long SPY Monthly ETFJoint$15K–$50KNew
- VNQIVanguard Global ex-U.S. Real Estate ETFJoint$15K–$50K▲ $1K–$15K
- WWSYXWestwood Smallcap Fund Class YJoint$15K–$50KSame band
- SHYiShares 1-3 Year Treasury Bond ETFJoint$15K–$50KSame band
- TLHiShares 10-20 Year Treasury Bond ETFJoint$15K–$50KSame band
- SCZiShares MSCI EAFE Small-Cap ETFJoint$15K–$50KSame band
- AVGOJoint$1K–$15KNew
- ABBVAbbVie Inc.Joint$1K–$15KSame band
- ACNAccenture plc Class A Ordinary Shares (Ireland)Joint$1K–$15KSame band
- ADBEAdobe Inc.Joint$1K–$15KNew
- AMDAdvanced Micro Devices, Inc.Joint$1K–$15KNew
- GOOGLAlphabet Inc.Joint$1K–$15KSame band
- AMZNAmazon.com, Inc.Joint$1K–$15KNew
- AXPAmerican Express CompanyJoint$1K–$15KNew
- AAPLApple IncJoint$1K–$15KSame band
- AMATApplied Materials, Inc.Joint$1K–$15KSame band
- ANETArista Networks, Inc.Joint$1K–$15KNew
- ATOAtmos Energy CorporationJoint$1K–$15KNew
- BACBank of America CorporationJoint$1K–$15KSame band
- BRK.BBerkshire Hathaway Inc. NewJoint$1K–$15KNew
- BSXBoston Scientific CorporationJoint$1K–$15KNew
- CBOE - Cboe Global Markets, Inc.Joint$1K–$15KNew
- COFCapital One Financial CorpJoint$1K–$15KSame band
- COPConocophillipsJoint$1K–$15KSame band
- COSTCostco Wholesale CorporationJoint$1K–$15KNew
- DALCXDean Mid Cap Value Fund No-LoadJoint$1K–$15KSame band
- DBLEXDoubleline Emerging Markets Income Fund Class IJoint$1K–$15KSame band
- ECLEcolab Inc.Joint$1K–$15KSame band
- LLYEli Lilly and CompanyJoint$1K–$15KNew
- Fed Credit UnionJoint$1K–$15KSame band
- FISVFiserv, Inc.Joint$1K–$15KNew
- GEGE AerospaceJoint$1K–$15KNew
- GDGeneral Dynamics CorporationJoint$1K–$15KSame band
- HDHome Depot, Inc. (The)Joint$1K–$15KNew
- HONHoneywell International Inc.Joint$1K–$15KSame band
- IQVIQVIA Holdings, Inc.Joint$1K–$15KSame band
- Invesco Short Term MMJoint$1K–$15KSame band
- JPMJP Morgan Chase & Co.Joint$1K–$15KSame band
- JNJJohnson & JohnsonJoint$1K–$15KSame band
- LRCXLam Research CorporationJoint$1K–$15KSame band
- LOWLowe's Companies, Inc.Joint$1K–$15KSame band
- MAMastercard IncorporatedJoint$1K–$15KNew
- METAMeta Platforms, Inc.Joint$1K–$15KNew
- MUMicron TechnologyJoint$1K–$15KSame band
- MSFTMicrosoft CorpJoint$1K–$15KSame band
- MDLZMondelez International, Inc. - Class A Common StocJoint$1K–$15KSame band
- MSIMotorola Solutions, Inc.Joint$1K–$15KSame band
- NRGNRG Energy, Inc.Joint$1K–$15KNew
- NVDANVIDIA CorporationJoint$1K–$15KNew
- OMCOmnicom Group Inc.Joint$1K–$15KSame band
- ORCLOracle CorporationJoint$1K–$15KNew
- PYPLPayPal Holdings, Inc.Joint$1K–$15KNew
- PGProcter & Gamble CompanyJoint$1K–$15KSame band
- RTXRTX CorporationJoint$1K–$15KNew
- Senate Credit UnionSelf$1K–$15KSame band
- LITPSprott Lithium Miners ETFJoint$1K–$15KNew
- TRVThe Travelers Companies, Inc.Joint$1K–$15KSame band
- UNPUnion Pacific CorpJoint$1K–$15KSame band
- VWOVanguard FTSE Emerging Markets ETFJoint$1K–$15KSame band
- WMTWalmart Inc.Joint$1K–$15KNew
- WFCWells Fargo & CompanyJoint$1K–$15KNew
- PALLabrdn Physical Palladium Shares ETFJoint$1K–$15KSame band
- PPLTabrdn Physical Platinum Shares ETFJoint$1K–$15KSame band
- TLTiShares 20+ Year Treasury Bond ETFJoint$1K–$15K▼ $15K–$50K
- IJRiShares Core S&P Small-Cap ETFJoint$1K–$15KNew
- IVWiShares S&P 500 Growth ETFJoint$1K–$15K▼ $15K–$50K
- SLViShares Silver TrustJoint$1K–$15KSame band
- COLPAL - Colgate Palmolive LTDJointUnder $1KNew
- CSCOCisco Systems IncJointUnder $1K▼ $1K–$15K
- DTEDte Energy CompanyJointUnder $1K▼ $1K–$15K
- ETNEaton Corporation, PLC Ordinary SharesJointUnder $1KNew
- EBAYEbay IncJointUnder $1K▼ $1K–$15K
- EMRZXEmerging Markets Fund Class ZJointUnder $1K▼ $15K–$50K
- EMLPFirst Trust North American Energy Infrastructure FJointUnder $1K▼ $15K–$50K
- FBINFortune Brands Innovations, Inc.JointUnder $1K▼ $1K–$15K
- GILDGilead Sciences IncJointUnder $1K▼ $1K–$15K
- HPQHP Inc.JointUnder $1K▼ $1K–$15K
- QQQInvesco QQQ Trust, Series 1JointUnder $1K▼ $1K–$15K
- Lot TJointUnder $1K▼ $15K–$50K
- Lot UJointUnder $1K▼ $15K–$50K
- Lot YJointUnder $1K▼ $15K–$50K
- Lot ZJointUnder $1K▼ $15K–$50K
- PFEPfizer IncJointUnder $1K▼ $1K–$15K
- QSRRestaurant Brands International Inc. Common SharesJointUnder $1K▼ $1K–$15K
- SPYS&P 500 SPDRJointUnder $1K▼ $1K–$15K
- KRESPDR S&P Regional Banking ETFJointUnder $1K▼ $1K–$15K
- CRMSalesforce, Inc.JointUnder $1KNew
- URNMSprott Uranium Miners ETFJointUnder $1KNew
- SMCISuper Micro Computer, Inc.JointUnder $1KNew
- UNHUnitedHealth Group Incorporated Common Stock (DE)JointUnder $1KNew
- VLOValero Energy CorporationJointUnder $1K▼ $1K–$15K
- DISWalt Disney Company (The)JointUnder $1K▼ $1K–$15K
- AAXJiShares MSCI All Country Asia ex Japan ETFJointUnder $1K▼ $1K–$15K
- HYGiShares iBoxx $ High Yield Corporate Bond ETFJointUnder $1KNew
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- FI Fiserv Inc $1K–$15K
Source filings
Every report we read for this page · newest first
- Sep 11, 2026 Periodic transaction report 5 trades View original
- Sep 11, 2026 Periodic transaction report 4 trades View original
- Aug 24, 2026 2025 annual report · amended 129 assets View original
- Aug 24, 2026 Periodic transaction report · amended 14 trades View original
- Aug 20, 2026 Periodic transaction report · amended 9 trades View original
- Aug 17, 2026 Periodic transaction report · amended 6 trades View original
- Jul 13, 2026 Periodic transaction report 5 trades View original
- Jul 13, 2026 Periodic transaction report 5 trades View original
- Jun 16, 2026 Periodic transaction report · amended 18 trades View original
- May 11, 2026 Periodic transaction report · amended 7 trades View original
- May 11, 2026 Periodic transaction report · amended 2 trades View original
- May 8, 2026 Periodic transaction report 2 trades View original
- May 8, 2026 Periodic transaction report 1 trade View original
- Apr 14, 2026 Periodic transaction report 6 trades View original
- Apr 14, 2026 Periodic transaction report 3 trades View original
- Mar 6, 2026 Periodic transaction report 10 trades View original
- Mar 6, 2026 Periodic transaction report 9 trades View original
- Feb 15, 2026 Periodic transaction report 23 trades View original
- Feb 15, 2026 Periodic transaction report 14 trades View original
- Jan 13, 2026 Periodic transaction report 8 trades View original
- Jan 13, 2026 Periodic transaction report 8 trades View original
- Nov 15, 2025 Periodic transaction report 4 trades View original
- Nov 15, 2025 Periodic transaction report 8 trades View original
- Sep 12, 2025 Periodic transaction report 21 trades View original
- Sep 12, 2025 Periodic transaction report 17 trades View original
- Aug 6, 2025 Periodic transaction report 4 trades View original
- Aug 6, 2025 Periodic transaction report 5 trades View original
- Jul 23, 2025 2024 annual report 113 assets View original
- Jul 9, 2025 Periodic transaction report 2 trades View original
- Jul 9, 2025 Periodic transaction report 2 trades View original
- Jul 9, 2025 Periodic transaction report · amended 10 trades View original
- Mar 6, 2025 Periodic transaction report 15 trades View original
- Mar 6, 2025 Periodic transaction report 10 trades View original
- Feb 8, 2025 Periodic transaction report 6 trades View original
- Feb 8, 2025 Periodic transaction report 6 trades View original
- Jan 14, 2025 Periodic transaction report 1 trade View original
- Dec 17, 2024 Periodic transaction report 2 trades View original
- Dec 17, 2024 Periodic transaction report 3 trades View original
- Oct 18, 2024 Periodic transaction report 16 trades View original
- Oct 18, 2024 Periodic transaction report 10 trades View original
- Aug 6, 2024 Periodic transaction report 5 trades View original
- Jul 11, 2024 Periodic transaction report 9 trades View original
- Jul 11, 2024 Periodic transaction report 7 trades View original
- Jun 5, 2024 Periodic transaction report 3 trades View original
- May 9, 2024 2023 annual report 108 assets View original
- May 8, 2024 Periodic transaction report 4 trades View original
- May 8, 2024 Periodic transaction report 2 trades View original
- May 7, 2024 Periodic transaction report 4 trades View original
- Jan 8, 2024 Periodic transaction report · amended 5 trades View original
- Dec 12, 2023 Periodic transaction report 11 trades View original
- Nov 7, 2023 Periodic transaction report 1 trade 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.