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Laphonza R. Butler

D-CA Former senator · California Democrat In Congress since 2023

Laphonza R. Butler reported no stock trades since Oct 4, 2023. The 2023 annual report lists 44 assets.

Reported holdings

2023 annual report · filed Aug 8, 2024 · values at year end, in the ranges disclosed

Original
  1. Stocks $50K–$100K · 1 asset ≈2%
  2. Funds $348K–$1.3M · 40 assets ≈20%
  3. Cash & bonds $150K–$350K · 2 assets ≈6%
  4. Real estate & business $1M–$5M · 1 asset ≈72%

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

  1. Rental HomeReal estateSelf$1M–$5M
  2. Navy Federal Credit UnionCashSelf$100K–$250K
  3. ABNBAirbnb Inc Cl ASelf$50K–$100K
  4. Bank of AmericaCashSelf$50K–$100K
  5. VTIVXVanguard Target Retirement 2045 FundFundSelf$50K–$100K
  6. IWBiShares Russell 1000 ETFFundSelf$50K–$100K
  7. CEYIXCalvert Equity Fund Class IFundSelf$15K–$50K
  8. FIADXFidelity Advisor International Discovery Fund CFundSelf$15K–$50K
  9. FZAJXFidelity Advisor International Growth Fd Cl ZFundSelf$15K–$50K
  10. FPADXFidelity Emerging Markets Index FundFundSelf$15K–$50K
  11. FENIFidelity Enhanced International ETFFundSelf$15K–$50K
  12. FELVFidelity Enhanced Large Cap Value ETFFundSelf$15K–$50K
  13. FDRXXFidelity Government Cash ReservesFundSelf$15K–$50K
  14. FSPGXFidelity Large Cap Growth Index FundFundSelf$15K–$50K
  15. FLCSXFidelity Large Cap Stock FundFundSelf$15K–$50K
  16. SMDMXFidelity Maryland Municipal Income FundFundSelf$15K–$50K
  17. FIWCXFidelity Sai International Value Index FundFundSelf$15K–$50K
  18. FSMNXFidelity Sai Municipal Income FundFundSelf$15K–$50K
  19. FSAJXFidelity Sai Tax-Free Bond FundFundSelf$15K–$50K
  20. FUQIXFidelity Sai U.S. Quality Index FundFundSelf$15K–$50K
  21. VTEBTax-Exempt Bond VanguardFundSelf$15K–$50K
  22. BCOIXBaird Core Plus Bond Fund Institutional ClassFundSelf$1K–$15K
  23. DFUEXDfa U.S. Social Core Equity 2 PortfolioFundSelf$1K–$15K
  24. DFAEDimensional Emerging Core Equity Market ETFFundSelf$1K–$15K
  25. Dryden S&P 500 IndexFundSelf$1K–$15K
  26. EFVEAFE Value Ishares MSCI ETFFundSelf$1K–$15K
  27. FZAEXFidelity Advisor Emerging Markets Fd Cl ZFundSelf$1K–$15K
  28. FBGRXFidelity Blue Chip Growth FundFundSelf$1K–$15K
  29. FMNDXFidelity Conservative Income Municipal Bond FundFundSelf$1K–$15K
  30. FEMKXFidelity Emerging Markets FundFundSelf$1K–$15K
  31. FSTFXFidelity Limited Term Municipal Income FundFundSelf$1K–$15K
  32. GS GQG Intl Opp R6FundSelf$1K–$15K
  33. GS GQG Intl Opp R6FundSelf$1K–$15K
  34. GIFGuaranteed Income FundFundSelf$1K–$15K
  35. Mid Cap Growth/Artisan PartnerFundSelf$1K–$15K
  36. IJKS&P Mid-Cap 400 Growth Ishares ETFFundSelf$1K–$15K
  37. IJTS&P Smallcap 600 Growth Ishares ETFFundSelf$1K–$15K
  38. IJRS&P Smallcap Ishares Core ETFFundSelf$1K–$15K
  39. SCG II (Wellington)FundSelf$1K–$15K
  40. Small Cap Value/Kennedy CapitFundSelf$1K–$15K

Source filings

Every report we read for this page · newest first

  1. Aug 8, 2024 2023 annual report 44 assets 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.