Follow-The-Filings

John R. Curtis

R-UT Senator for Utah Republican In Congress since 2017

  • 86trades · 3 yrs
  • 5buys
  • 81sells
  • 11dmedian wait
  • 3filed late

John R. Curtis disclosed 86 trades made since Oct 4, 2023: 5 buys and 81 sales. All of them were a spouse's or joint account's. The latest, made Jun 2, 2026, was filed Jun 30, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells Jun 2, 2026 · Buy · CITIGROUP GLBL MKTS HLDG CO... · $250K–$500K · disclosed 28d laterJun 2, 2026 · Buy · JPMORGAN CHASE FINL CO CONT... · $100K–$250K · disclosed 28d laterJun 2, 2026 · Buy · UBS AG LONDON BRH TRIGGER C... · $100K–$250K · disclosed 28d laterDec 4, 2023 · Sale · MSFT · $15K–$50K · disclosed 11d laterDec 4, 2023 · Sale · AMZN · $15K–$50K · disclosed 11d laterDec 4, 2023 · Sale · GOOG · $15K–$50K · disclosed 11d laterNov 9, 2023 · Buy · WINNEBAGO CNTY WIS GO PROM ... · $15K–$50K · disclosed 7d laterJun 2, 2026 · Sale · CALIFORNIA ST UNIV REV STWI... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · CALIFORNIA ST VARIOUS PURP ... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · COLORADO ST CTF PARTN RURAL... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · COLO NESCO CMNTY SCH DIST R... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · EASTERN HOWARD IN 3RD MILLE... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · GEORGIA ST SER Rate/Coupon:... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · HENDERSON CNTY NC LTD OBLIG... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · HENNEPIN CNTY MN SALES TAX ... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · INDIANA ST FIN AUTH WSTWTR ... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · METROPOLITAN TRANSN AUTH NY... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · MISSISSIPPI ST SER Rate/Cou... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · OLATHE KS IMPT RFDG Rate/Co... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · ONSLOW CNTY NC LTD OBLIG Ra... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · PENN IN HIGH SCH BLDG CORP ... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · ROMEOVILLE IL B/E CPN Rate/... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · SANGAMON LOGAN MENARD CNTYS... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · SKAGIT CNTY WA CONS SCH DIS... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · SOUTH CAROLINA TRANSN INFRA... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · SULLIVAN CNTY PA SCH DIST R... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · TEXAS WTR DEV BRD ST REVLVG... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · UTAH CNTY UT TRANSN SALES T... · $1K–$15K · disclosed 28d laterJun 2, 2026 · Sale · WEST CENTRAL IN SCH BLDG AD... · $1K–$15K · disclosed 28d laterDec 11, 2024 · Buy · ANDREWS TX INDPT SCH DIST B... · $1K–$15K · disclosed 245d laterSep 3, 2024 · Sale · PRINCE GEORGES CNTY MD GO C... · $1K–$15K · disclosed 344d laterMay 13, 2024 · Sale · OSHKOSH WIS AREASCH DIST GO... · $1K–$15K · disclosed 457d laterDec 4, 2023 · Sale · ZTS · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · V · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · VLO · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · UNH · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · UNP · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · TMUS · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · TMO · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · TXN · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · SBUX · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · SHW · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · CRM · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · SPGI · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · RTX · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · PG · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · PEP · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · PANW · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · NVDA · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · NKE · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · META · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · MA · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · LRCX · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · KLAC · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · JPM · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · ICE · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · HON · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · HD · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · HLT · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · GS · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · FI · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · EMR · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · LLY · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · ELV · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · EW · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · DE · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · DHR · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · CSX · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · COST · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · STZ · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · COP · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · CMCSA · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · KO · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · CMG · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · CVX · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · CAT · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · BSX · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · BLK · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · BRK.B · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · AZO · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · AMAT · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · AAPL · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · AXP · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · AMD · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · ADBE · $1K–$15K · disclosed 11d laterDec 4, 2023 · Sale · ABT · $1K–$15K · disclosed 11d later
  • AAPL 1 trade 0 buy · 1 sell
  • ABT 1 trade 0 buy · 1 sell
  • ADBE 1 trade 0 buy · 1 sell
  • AMAT 1 trade 0 buy · 1 sell
  • AMD 1 trade 0 buy · 1 sell
  • AMZN 1 trade 0 buy · 1 sell

Trades

86 trades since Oct 4, 2023 · newest first · 19 in an industry a committee of theirs oversees

  1. CALIFORNIA ST UNIV REV STWIDE SER Rate/Coupon: 5.0% Matures: 2035-11-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  2. CALIFORNIA ST VARIOUS PURP RFDG Rate/Coupon: 4.0% Matures: 2037-03-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  3. COLORADO ST CTF PARTN RURAL SER Rate/Coupon: 4.0% Matures: 2037-12-15
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  4. COLO NESCO CMNTY SCH DIST Rate/Coupon: 3.0% Matures: 2031-06-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  5. EASTERN HOWARD IN 3RD MILLENIUM SCH BLDG 1ST MTG Rate/Coupon: 4.0% Matures: 2033-07-15
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  6. GEORGIA ST SER Rate/Coupon: 4.0% Matures: 2034-07-01
    BondSpouse
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  7. HENDERSON CNTY NC LTD OBLIG Rate/Coupon: 4.0% Matures: 2034-06-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  8. HENNEPIN CNTY MN SALES TAX REV Rate/Coupon: 5.0% Matures: 2039-12-15
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  9. INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG Rate/Coupon: 4.0% Matures: 2036-10-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  10. METROPOLITAN TRANSN AUTH NY REV RFDG Rate/Coupon: 5.0% Matures: 2034-11-15
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  11. MISSISSIPPI ST SER Rate/Coupon: 4.0% Matures: 2036-10-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  12. OLATHE KS IMPT RFDG Rate/Coupon: 3.0% Matures: 2032-10-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  13. ONSLOW CNTY NC LTD OBLIG Rate/Coupon: 4.0% Matures: 2035-10-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  14. PENN IN HIGH SCH BLDG CORP 1ST MTG Rate/Coupon: 4.0% Matures: 2034-07-15
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  15. ROMEOVILLE IL B/E CPN Rate/Coupon: 4.0% Matures: 2038-12-30
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  16. SANGAMON LOGAN MENARD CNTYS IL CMNTY SCH DIST Rate/Coupon: 4.0% Matures: 2034-12-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  17. SKAGIT CNTY WA CONS SCH DIST 320 MT VERNON Rate/Coupon: 4.0% Matures: 2032-12-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  18. SOUTH CAROLINA TRANSN INFRA BK REV RFDG Rate/Coupon: 4.0% Matures: 2033-10-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  19. SULLIVAN CNTY PA SCH DIST Rate/Coupon: 3.0% Matures: 2028-04-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  20. TEXAS WTR DEV BRD ST REVLVG Rate/Coupon: 4.0% Matures: 2034-08-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  21. UTAH CNTY UT TRANSN SALES TAX RFDG Rate/Coupon: 4.0% Matures: 2038-12-01
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  22. WEST CENTRAL IN SCH BLDG AD VALOREM PPTY Rate/Coupon: 4.0% Matures: 2039-07-15
    BondJoint
    Sell
    $1K–$15K
    Traded Jun 2Filed Jun 30 28d
  23. CITIGROUP GLBL MKTS HLDG CONTIN EQTY SECS Rate/Coupon: 11% Matures: 2029-05-17
    BondJoint
    Buy
    $250K–$500K
    Traded Jun 2Filed Jun 30 28d
  24. JPMORGAN CHASE FINL CO CONTIN INT Rate/Coupon: 9.85% Matures: 2029-05-17
    BondJoint
    Buy
    $100K–$250K
    Traded Jun 2Filed Jun 30 28d
  25. UBS AG LONDON BRH TRIGGER CONTIN CYN Rate/Coupon: 10% Matures: 2029-05-17
    BondJoint
    Buy
    $100K–$250K
    Traded Jun 2Filed Jun 30 28d
  26. ANDREWS TX INDPT SCH DIST BLDG PSF GTD B/E CPN Rate/Coupon: 5.0% Matures: 02/15/2025
    BondJoint
    Buy
    $1K–$15K
    Traded Dec 11, 2024Filed Aug 13, 2025 245d
  27. PRINCE GEORGES CNTY MD GO CONS PUB IMPT BDS 2014A Rate/Coupon: 4.0% Matures: 09/01/2032
    BondJoint
    Sell
    $1K–$15K
    Traded Sep 3, 2024Filed Aug 13, 2025 344d
  28. OSHKOSH WIS AREASCH DIST GO PROM NTS 2022 Rate/Coupon: 2.625% Matures: 03/01/2027
    BondJoint
    Sell
    $1K–$15K
    Traded May 13, 2024Filed Aug 13, 2025 457d
  29. ZTSZoetis Inc. Class A
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  30. VVisa Inc.
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  31. VLOValero Energy Corporation
    JointCommittee
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  32. UNHUnitedHealth Group Incorporated
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  33. UNPUnion Pacific Corporation
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  34. TMUST-Mobile US, Inc.
    JointCommittee
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  35. TMOThermo Fisher Scientific Inc
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  36. TXNTexas Instruments Incorporated
    JointCommittee
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  37. SBUXStarbucks Corporation
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  38. SHWSherwin-Williams Company
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  39. CRMSalesforce, Inc.
    JointCommittee
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  40. SPGIS&P Global Inc.
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  41. RTXRTX Corporation
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  42. PGProcter & Gamble Company
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  43. PEPPepsico, Inc.
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  44. PANWPalo Alto Networks, Inc.
    JointCommittee
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  45. NVDANVIDIA Corporation
    JointCommittee
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  46. NKENike, Inc.
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  47. MSFTMicrosoft Corporation
    JointCommittee
    Sell
    $15K–$50K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  48. METAMeta Platforms, Inc. - Class A
    JointCommittee
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  49. MAMastercard Incorporated
    Joint
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d
  50. LRCXLam Research Corporation
    JointCommittee
    Sell
    $1K–$15K
    Traded Dec 4, 2023Filed Dec 15, 2023 11d

Reported holdings

2025 annual report · filed Jul 14, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original
$8.4M–$27.3M sum of 92 disclosed ranges
  • Fund 47
  • Real estate 10
  • Private business 4
  • Cash 5
  • Bond 26
  1. Commercial PropertyReal estateSelf$1M–$5MSame band
  2. PEG Opportunity Zone Investors LLCFundSelf$1M–$5MSame band
  3. Sundance Debt Partners, LLCFundSelf$1M–$5MSame band
  4. ATI Founders, Inc.Private businessSelf$500K–$1MSame band
  5. Cynosure Partners III, LPPrivate businessSelf$500K–$1MSame band
  6. Provo RentalReal estateSelf$500K–$1MSame band
  7. IVViShares Core S&P 500 ETFFundJoint$500K–$1MSame band
  8. North Ogden Residential PropertyReal estateSelf$250K–$500KSame band
  9. North Ogden Residential PropertyReal estateSelf$250K–$500KSame band
  10. Parcel #16-044-0006Real estateSelf$250K–$500KSame band
  11. Peak Ventures Fund II, L.P.Private businessSelf$250K–$500KSame band
  12. IEFAiShares Core MSCI EAFE ETFFundJoint$250K–$500KSame band
  13. BKGIBNY Mellon Global Infrastructure Income ETFFundSelf$100K–$250KNew
  14. Bear Lake RentalReal estateSelf$100K–$250KSame band
  15. CGGOCapital Group Global Growth Equity ETF - Share classFundSelf$100K–$250KNew
  16. RECSColumbia Research Enhanced Core ETFFundSelf$100K–$250KNew
  17. Commercial Real EstateReal estateSelf$100K–$250KSame band
  18. Commercial Real EstateReal estateSelf$100K–$250KSame band
  19. Fieldpoint Private BankingCashSelf$100K–$250KSame band
  20. RDVYFirst Trust Rising Dividend Achievers ETFFundSelf$100K–$250KNew
  21. QQQMInvesco NASDAQ 100 ETFFundSelf$100K–$250KNew
  22. JPUSJPMorgan Diversified Return U.S. Equity ETFFundSelf$100K–$250KNew
  23. PSCPrincipal U.S. Small-Cap ETFFundSelf$100K–$250KNew
  24. VOVanguard Mid-Cap ETFFundJoint$100K–$250KSame band
  25. BNDVanguard Total Bond Market ETFFundJoint$100K–$250KSame band
  26. IEMGiShares Core MSCI Emerging Markets ETFFundJoint$100K–$250KSame band
  27. CSDIXCohen & Steers Real Estate Securities Fund Inc.FundJoint$50K–$100KSame band
  28. DIVIFranklin International Core Dividend Tilt Index ETFFundSelf$50K–$100KNew
  29. FLQMFranklin U.S. Mid Cap Multifactor Index ETFFundSelf$50K–$100KNew
  30. SCIEXHartford Schroders International Stock Fund - Class IFundSelf$50K–$100KNew
  31. AMEFXINCOME FUND OF AMERICA - Class F-2FundSelf$50K–$100KNew
  32. NFFFXNEW WORLD FUND INC - Class F-2FundSelf$50K–$100KNew
  33. PONPXPimco Income Fund Class I-2FundJoint$50K–$100KSame band
  34. MDYS&P Midcap 400 SPDRFundJoint$50K–$100KSame band
  35. UFB Direct/AxosCashSelf$50K–$100KSame band
  36. Unimproved LandReal estateSelf$50K–$100KSame band
  37. Zions Bank Checking AccountCashSelf$50K–$100KSame band
  38. IJRiShares Core S&P Small-Cap ETFFundJoint$50K–$100KSame band
  39. EZUiShares MSCI Eurozone ETFFundJoint$50K–$100K▲ $15K–$50K
  40. CP III NSW Co-Investment, LLCPrivate businessSelf$15K–$50KSame band

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

  • IVV iShares Core S&P 500 ETF $250K–$500K
  • IEFA iShares Core MSCI EAFE ETF $100K–$250K
  • DODIX Dodge & Cox Income Fund - Class I $50K–$100K
  • VO Vanguard Mid-Cap ETF $50K–$100K
  • IEMG iShares Core MSCI Emerging Markets ETF $50K–$100K
  • CSDIX Cohen & Steers Real Estate Securities Fund Inc. $15K–$50K
  • FVADX Franklin Value Fund Advisor Class $15K–$50K
  • PCLPX Pimco Commoditiesplus Strategy Fund Class I-2 $15K–$50K
  • MDY S&P Midcap 400 SPDR $15K–$50K
  • VNQ Vanguard Real Estate ETF $15K–$50K
  • IEF iShares 7-10 Year Treasury Bond ETF $15K–$50K
  • IVV iShares Core S&P 500 ETF $15K–$50K
  • IJR iShares Core S&P Small-Cap ETF $15K–$50K
  • EZU iShares MSCI Eurozone ETF $15K–$50K
  • ANDREWS TX INDPT SCH DIST BLDG PSF GTD B/E CPN $1K–$15K
  • CSDIX Cohen & Steers Real Estate Securities Fund Inc. $1K–$15K
  • DODIX Dodge & Cox Income Fund - Class I $1K–$15K
  • FVADX Franklin Value Fund Advisor Class $1K–$15K
  • OAK CREEK WI NT ANTIC NT SER B REV B/E PTC CPN $1K–$15K
  • PIFZX PGIM Short-Term Corporate Bond Fund Class Z $1K–$15K
  • PCLPX Pimco Commoditiesplus Strategy Fund Class I-2 $1K–$15K
  • PONPX Pimco Income Fund Class I-2 $1K–$15K
  • MDY S&P Midcap 400 SPDR $1K–$15K
  • UNION CNTY NC LTD OBLIG RFDG REV B/E CPN $1K–$15K
  • VO Vanguard Mid-Cap ETF $1K–$15K
  • VNQ Vanguard Real Estate ETF $1K–$15K
  • VBTLX Vanguard Total Bond Market Index Fund Admiral Sh $1K–$15K
  • TLT iShares 20+ Year Treasury Bond ETF $1K–$15K
  • IEF iShares 7-10 Year Treasury Bond ETF $1K–$15K
  • IEFA iShares Core MSCI EAFE ETF $1K–$15K

Source filings

Every report we read for this page · newest first

  1. Jul 14, 2026 2025 annual report 92 assets View original
  2. Jun 30, 2026 Periodic transaction report 25 trades View original
  3. Aug 13, 2025 2024 annual report 112 assets View original
  4. Aug 13, 2025 Periodic transaction report 3 trades View original
  5. Aug 5, 2024 2023 annual report 125 assets View original
  6. Dec 15, 2023 Periodic transaction report 57 trades View original
  7. Nov 16, 2023 Periodic transaction report 1 trade View original
  8. Oct 4, 2023 Periodic transaction report 9 trades 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.