Pete Ricketts
R-NE Senator for Nebraska Republican In Congress since 2023
Pete Ricketts reported no stock trades since Oct 4, 2023. The 2025 annual report lists 286 assets.
Reported holdings
2025 annual report · filed May 15, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$128.8M+
sum of 286 disclosed ranges
- Stock 7
- Fund 75
- Real estate 9
- Cash 28
- Bond 151
- Private business 11
- SCHWCharles Schwab Corporation (The)Joint$25M–$50M▲ $5M–$25M
- SCHWCharles Schwab Corporation (The)Self$25M–$50M▲ $5M–$25M
- Charles SchwabSelf$5M–$25MSame band
- SCHWCharles Schwab Corporation (The)Joint$5M–$25MSame band
- SCHWCharles Schwab Corporation (The)Self$5M–$25MSame band
- DFIEXDfa International Core Equity PortfolioJoint$5M–$25M▲ $1M–$5M
- LandSpouse$5M–$25M▲ $1M–$5M
- Nebraska landSelf$5M–$25MSame band
- SCHWThe Charles Schwab CorpJoint$5M–$25MSame band
- Alphakeys Millennium FD I LLC Class BJoint$1M–$5MNew
- DFCEXDfa Emerging Markets Core Equity PortfolioJoint$1M–$5MSame band
- DFASDimensional U.S. Small Cap ETFJoint$1M–$5MSame band
- Eagle Football Holdings BIDCO Limited - Series AJoint$1M–$5MSame band
- Personal ResidenceJoint$1M–$5MSame band
- Personal ResidenceSelf$1M–$5MSame band
- Personal ResidenceSpouse$1M–$5MSame band
- SPYS&P 500 SPDRJoint$1M–$5MSame band
- MDYS&P Midcap 400 SPDRJoint$1M–$5MSame band
- SPYVSPDR S&P 500 Value Portfolio ETFJoint$1M–$5MSame band
- UBS BankJoint$1M–$5MSame band
- UBS BankJoint$1M–$5MSame band
- VTEBVanguard Tax-Exempt Bond ETFJoint$1M–$5MSame band
- BNDVanguard Total Bond Market Index FundJoint$1M–$5MSame band
- IEFAiShares Core MSCI EAFE ETFJoint$1M–$5MSame band
- IVViShares Core S&P 500 ETFJoint$1M–$5MSame band
- IJJiShares S&P Mid-Cap 400 Value ETFJoint$1M–$5MSame band
- Note receivable from JPR Spc TrustSpouseOver $1MSame band
- SCHWThe Charles Schwab CorpSpouseOver $1MSame band
- UBS BankSpouseOver $1MSame band
- Alphakeys Millennium FD III LLC Class BJoint$500K–$1MSame band
- Charles SchwabSelf$500K–$1M▼ $5M–$25M
- Club Membership - Zachary Social ClubSelf$500K–$1MSame band
- DFGFXDfa Two-Year Global Fixed Income PortfolioJoint$500K–$1MSame band
- DFATDimensional U.S. Targeted Value ETFJoint$500K–$1MSame band
- First National Bank of OmahaJoint$500K–$1MSame band
- RPM Ventures IV, L.P.Joint$500K–$1M▲ $250K–$500K
- SLYVS&P Smallcap Value ETF SPDRJoint$500K–$1M▲ $250K–$500K
- Techstars Accelerator 2021, L.P.Self$500K–$1MSame band
- UBS BankJoint$500K–$1M▼ $1M–$5M
- VOOVanguard S&P 500 ETFSpouse$500K–$1MSame band
- IGSBiShares 1-5 Year Investment Grade Corporate Bond EJoint$500K–$1MSame band
- IEMGiShares Core MSCI Emerging Markets ETFJoint$500K–$1MSame band
- IVViShares Core S&P 500 ETFSelf$500K–$1MSame band
- MBBiShares MBS ETFJoint$500K–$1M▲ $250K–$500K
- ILCGiShares Morningstar Large-Cap Growth ETFSelf$500K–$1MSame band
- TIPiShares TIPS Bond ETFJoint$500K–$1MSame band
- Aristeia Partners, L.P.Joint$250K–$500K▲ $100K–$250K
- BITKRAFT Ventures Fund II, L.P.Joint$250K–$500KSame band
- Brown Advisory Investors - Silver Lake Partners IIIJoint$250K–$500KSame band
- Charles SchwabJoint$250K–$500KSame band
- DFGBXDfa Five-Year Global Fixed Income PortfolioJoint$250K–$500KSame band
- Mariner Atlantic Multi-Strategy Fund, L.P.Joint$250K–$500KSame band
- Office suite 1Self$250K–$500KSame band
- Office suite 2Self$250K–$500KSame band
- Office suite 3Self$250K–$500KSame band
- Omaha GarageSpouse$250K–$500KSame band
- STPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FunJoint$250K–$500KSame band
- PMFLXPimco Flexible Municipal Income Fund InstitutionJoint$250K–$500KSame band
- RMBMXRmb Smid Cap Fund Class IJoint$250K–$500K▲ $100K–$250K
- Schulze Global Ethiopia Growth & Transformation Fund I, LPSelf$250K–$500KSame band
- StepStone VC Secondaries Fund IV, L.P.Joint$250K–$500KSame band
- StepStone VC Secondaries Fund V, L.P.Joint$250K–$500KSame band
- U.S. Treasury Note 11/15/2032Spouse$250K–$500KSame band
- VEAVanguard FTSE Developed Markets ETFSpouse$250K–$500KSame band
- VWOVanguard FTSE Emerging Markets ETFSpouse$250K–$500KSame band
- VOVanguard Mid-Cap ETFSpouse$250K–$500KSame band
- VOOVanguard S&P 500 ETFJoint$250K–$500K▲ $100K–$250K
- VBVanguard Small-Cap Index Fund ETF SharesSpouse$250K–$500KSame band
- IGLBiShares 10 Year Investment Grade Corporate Bond ESpouse$250K–$500KSame band
- MUBiShares National Muni Bond ETFSpouse$250K–$500KSame band
- IWDiShares Russell 1000 Value ETFSelf$250K–$500KSame band
- Bank of AmericaJoint$100K–$250K▲ $50K–$100K
- Chatham County NC Limited Obligation BondSpouse$100K–$250KSame band
- Douglas County Neb Educ Facs Revenue BondJoint$100K–$250KNew
- Douglas County Neb Sch Dist General Obligation BondJoint$100K–$250K▲ $50K–$100K
- Douglas County Neb Sch Dist General Obligation BondSelf$100K–$250KSame band
- Douglas County Neb Sch Dist General Obligation BondSelf$100K–$250KSame band
- DMCRXDriehaus Micro Cap Growth FundJoint$100K–$250KSame band
- Eagle Football Holdings BIDCO Limited - Series C NoteJoint$100K–$250KNew
- First National Bank of OmahaSelf$100K–$250K▼ $250K–$500K
- Florida St Bd of Educ Revenue BondSpouse$100K–$250KSame band
- Florida St Rt of Way Construction Ref BondSpouse$100K–$250KSame band
- Goldman Sachs Group PerpetualJoint$100K–$250KSame band
- Hennepin County MN General Obligation BondSpouse$100K–$250KSame band
- JP MorganJoint$100K–$250K▲ $1K–$15K
- Kansas St Dept Transportation Revenue BondJoint$100K–$250KNew
- Metropolitan Govt Nashville & Davidson TN Water & Sewer Revenue BondSpouse$100K–$250KSame band
- Nebraska Public Employees Retirement SystemSelf$100K–$250KSame band
- New York St Dorm Auth Revenue BondSpouse$100K–$250KSame band
- Omaha Public Power Dist Revenue BondJoint$100K–$250KNew
- Orchard Farm Sch Dist Missouri General Obligation BondJoint$100K–$250KNew
- Papillion Neb Sch Dist General Obligation BondJoint$100K–$250KSame band
- Papillion-La Vista Neb School District General Obligation BondJoint$100K–$250KNew
- Pflugerville Tex Tax Revenue BondJoint$100K–$250KNew
- Princeton Texas Indpt Sch Dist Tax Revenue BondJoint$100K–$250KSame band
- San Antonio Tex Gen Impt and Ref BondJoint$100K–$250KNew
- Sarpy County Neb Sch Dist General Obligation BondJoint$100K–$250KSame band
- Sarpy County Neb Sch Dist General Obligation BondJoint$100K–$250KSame band
- Saunders County Neb General Obligation BondJoint$100K–$250K▲ $50K–$100K
- St Clair County Alabama Sch Dist Revenue BondJoint$100K–$250KSame band
- Techstars Accelerator 2024, L.P.Self$100K–$250K▼ $500K–$1M
- Texas Water Dev Brd Revenue BondSpouse$100K–$250KSame band
- Third Point Venture Fund I LPJoint$100K–$250KSame band
- UBS BankJoint$100K–$250K▼ $1M–$5M
- University of Idaho Revenue BondJoint$100K–$250KNew
- Utah Transp Auth Sales Tax Revenue BondJoint$100K–$250KNew
- VOOVanguard 500 Index Fund - ETF SharesSpouse$100K–$250K▼ $500K–$1M
- VEAVanguard Developed Markets Index Fund - ETF SharesSpouse$100K–$250K▼ $250K–$500K
- VWOVanguard Emerging Markets Stock Index Fund - ETF SharesSpouse$100K–$250K▼ $250K–$500K
- VOVanguard Mid-Cap Index Fund - ETF SharesSpouse$100K–$250K▼ $250K–$500K
- VOEVanguard Mid-Cap Value ETFSelf$100K–$250KSame band
- VBVanguard Small-Cap Index Fund - ETF SharesSpouse$100K–$250K▼ $250K–$500K
- Virginia St General Obligation BondSpouse$100K–$250KSame band
- Washington County UT Sch Dist General Obligation BondSpouse$100K–$250KSame band
- Whitehaven Credit Opportunities Fund, LPJoint$100K–$250K▼ $250K–$500K
- EFAiShares MSCI EAFE ETFSelf$100K–$250KSame band
- EEMiShares MSCI Emerging Index FundSelf$100K–$250K▲ $50K–$100K
- QUALiShares MSCI USA Quality Factor ETFJoint$100K–$250KNew
- IWMiShares Russell 2000 ETFSelf$100K–$250KSame band
- Account Receivable from DW1524 Inc.Self$50K–$100KSame band
- BITKRAFT Ventures Token Fund II, L.P.Joint$50K–$100KSame band
- Bank of AmericaJoint$50K–$100KSame band
- Bank of America PerpetualJoint$50K–$100K▲ Under $1K
- BSIIXBlackrock Strategic Income Opportunities PortfolJoint$50K–$100KSame band
- Boys Town Village Neb Revenue BondJoint$50K–$100K▲ $15K–$50K
- Buffalo County Neb General Obligation BondJoint$50K–$100KSame band
- Bye UAS Inc. DBA Silent FalconSelf$50K–$100KSame band
- Charles SchwabSelf$50K–$100K▼ $5M–$25M
- Cherry Creek Colorado Sch Dist General Obligation BondJoint$50K–$100KSame band
- Citigroup Inc. PerpetualJoint$50K–$100KSame band
- Citigroup Inc. PerpetualJoint$50K–$100KSame band
- Citigroup Inc. PerpetualJoint$50K–$100KSame band
- Colorado Health Facs Auth Revenue BondJoint$50K–$100KSame band
- Douglas County Neb General Obligation BondJoint$50K–$100KSame band
- Douglas County Neb Hospital Auth Revenue BondJoint$50K–$100KNew
- Douglas County Neb Sch Dist General Obligation BondJoint$50K–$100KSame band
- First National Bank of OmahaSelf$50K–$100K▼ $250K–$500K
- Fremont Neb Combined Util Sys Revenue BondJoint$50K–$100KNew
- Frisco Texas General Obligation BondJoint$50K–$100KNew
- Galveston Texas Wharves & Term Revenue Bond Ser AJoint$50K–$100K▲ $15K–$50K
- Goldman Sachs Group PerpetualJoint$50K–$100K▼ $100K–$250K
- Greater Asheville NC Regl Arpt Auth Revenue BoneJoint$50K–$100KSame band
- Gretna Neb Impt Ref Revenue BondJoint$50K–$100KNew
- Hall County Neb School Dist Revenue BondJoint$50K–$100KSame band
- Holt Michigan Pub Schools General Obligation BondJoint$50K–$100KSame band
- Indiana St Fin Auth Revenue BondJoint$50K–$100KNew
- Jefferson County CO Sch Dist Revenue BondSpouse$50K–$100KSame band
- Kearney County Neb General Obligation BondJoint$50K–$100KSame band
- Keith County Neb Sch Dist General Obligation BondJoint$50K–$100KSame band
- LA Vista Neb General Obligation BondJoint$50K–$100K▲ $15K–$50K
- Liberty Hill TX Indpt Sch Dist Revenue BondSpouse$50K–$100KSame band
- Maricopa County AZ Sch Dist Revenue BondSpouse$50K–$100KSame band
- Merrill LynchSpouse$50K–$100K▼ $500K–$1M
- Metropolitan Cmnty College Area Neb Revenue BondJoint$50K–$100KSame band
- Metropolitan Utils Dist Omaha Neb Revenue BondJoint$50K–$100KSame band
- Metropolitan Washington DC Arpts Auth Revenue BondJoint$50K–$100KSame band
- Minnesota Agr-Econ Dev Board Revenue Health Care BondJoint$50K–$100KSame band
- Montana St Fin Auth Hosp Revenue BondJoint$50K–$100KSame band
- Nebraska Invt Hsg Fin Auth Revenue BondJoint$50K–$100KSame band
- Nebraska Invt Hsg Fin Auth Revenue BondJoint$50K–$100KSame band
- Nebraska Invt Hsg Fin Auth Revenue BondJoint$50K–$100KSame band
- Nebraska St Highway Commn Hwy Revenue BondJoint$50K–$100KNew
- Nevada Sys Higher Ed Revenue BondJoint$50K–$100KSame band
- New York NY Transition Fin Auth Revenue BondSpouse$50K–$100KSame band
- New York NY Transition Fin Auth Revenue BondSpouse$50K–$100KSame band
- New York NY Transition Fin Auth Revenue BondSpouse$50K–$100KSame band
- New York St Dorm Auth Revenue BondSpouse$50K–$100K▼ $100K–$250K
- North Carolina Housing Fin Agency Revenue BondJoint$50K–$100KSame band
- North Texas Mun Water Revenue BondJoint$50K–$100KNew
- Omaha Neb Pub Facs Revenue BondJoint$50K–$100KNew
- Omaha Neb Public Pwr Dist Revenue BondJoint$50K–$100K▼ $100K–$250K
- Omaha Nebraska Arpt Auth Revenue BondJoint$50K–$100KSame band
- Omaha Nebraska Tax Revenue BondJoint$50K–$100KSame band
- Omaha Nebraska Tax Revenue BondJoint$50K–$100KSame band
- Orland Park Ill General Obligation BondJoint$50K–$100KSame band
- Polk County Neb General Obligation BondJoint$50K–$100KSame band
- Puerto Rico Elec Pwr Revenue BondSelf$50K–$100KSame band
- Reedy Creek Improvement Dist FL Revenue BondJoint$50K–$100KSame band
- Sarpy County Neb Sch Dist General Obligation BondJoint$50K–$100K▼ $100K–$250K
- SCHPSchwab U.S. TIPS ETFJoint$50K–$100KSame band
- Scotts Bluff County General Obligation BondJoint$50K–$100K▲ $15K–$50K
- Skyvu EntertainmentSelf$50K–$100KSame band
- Southeast Community College Neb CTFS Partn Tax BondJoint$50K–$100KNew
- Stanton County Neb Util Revenue BondJoint$50K–$100KSame band
- Third Point Venture Fund II LPJoint$50K–$100KSame band
- Univ of Wyoming Revenue BondSpouse$50K–$100KSame band
- Wells Fargo PerpetualJoint$50K–$100KNew
- Westfield Ind High Sch Bldg Corp Revenue BondJoint$50K–$100KSame band
- Wisconsin St Revenue BondSpouse$50K–$100KSame band
- Woods Hole Mass St Revenue BondSpouse$50K–$100KSame band
- AlphaKeys Euro Real Estate FundSelf$15K–$50KSame band
- BITKRAFT Ventures Token Fund I, L.P.Joint$15K–$50K▼ $50K–$100K
- CSP III Distressed Opportunities TrustSpouse$15K–$50KSame band
- Central Texas Regl Mobility Auth Revenue BondJoint$15K–$50KNew
- Colorado Health Facs Auth Revenue BondJoint$15K–$50K▼ $50K–$100K
- Connecticut St General Obligation BondJoint$15K–$50KNew
- Cooper Green Mercy Health Svcs Auth AL Revenue BondJoint$15K–$50KSame band
- Eagle Football Holdings BIDCO Limited - Series B1 NoteJoint$15K–$50K▼ $500K–$1M
- Eagle Football Holdings BIDCO Limited - Series D-1 NoteJoint$15K–$50KNew
- First National Bank of OmahaSpouse$15K–$50KSame band
- First National Bank of OmahaSelf$15K–$50K▼ $250K–$500K
- Fremont Neb General Obligation BondJoint$15K–$50KSame band
- GSO Mezzanine Finance Trust IISpouse$15K–$50K▼ $50K–$100K
- Greater Orlando Aviation Auth Revenue BondJoint$15K–$50KSame band
- Hawaii St Dept Transportation Airports Revenue BondJoint$15K–$50KSame band
- Idaho Hsg & Finance Revenue BondJoint$15K–$50KSame band
- Jefferson County AL Swr Revenue BondJoint$15K–$50KNew
- Louisiana Pub Facs Auth Hospital Revenue BondJoint$15K–$50KSame band
- Louisville-Jeff KY Met Swr Revenue BondJoint$15K–$50KNew
- Maui County Hawaii General Obligation BondJoint$15K–$50KNew
- Merrill LynchSpouse$15K–$50K▼ $500K–$1M
- Metropolitan Govt Nashville-Davidson Co TN Revenue BondJoint$15K–$50KNew
- Metropolitan Utils Dist Omaha Neb Revenue BondJoint$15K–$50K▼ $50K–$100K
- Michigan St Fin Auth Revenue BondJoint$15K–$50KSame band
- New York NY Transition Fin Auth Revenue BondSpouse$15K–$50K▼ $50K–$100K
- New York St Dorm Auth Revenue BondJoint$15K–$50KSame band
- Northwest Allen Ind Sch Dist Revenue BondJoint$15K–$50KSame band
- ORBIMED Healthcare Investments TrustSpouse$15K–$50KSame band
- Ohio St Water Dev Auth Revenue BondJoint$15K–$50KNew
- Promissory Note from Palacio Enterprises Inc.Self$15K–$50KSame band
- Promissory noteSelf$15K–$50KSame band
- Public Power Agency of Nebraska Revenue BondJoint$15K–$50KSame band
- Rhode Island St Health & Ed Hospital Revenue BondJoint$15K–$50KSame band
- CWBSPDR Bloomberg Convertible Securities ETFSelf$15K–$50KSame band
- San Antonio Texas Elec & Gas Revenue BondJoint$15K–$50KSame band
- Skagit County Washington Hosp Dist No 1 Revenue BondJoint$15K–$50KSame band
- South Dakota Retirement SystemSpouse$15K–$50KSame band
- UBS BankSpouse$15K–$50K▼ Over $1M
- VWELXVanguard Wellington Income FundSpouse$15K–$50K▲ $1K–$15K
- Virginia Sm Business Fin Auth Revenue BondJoint$15K–$50KSame band
- Wisconsin St General Obligation BondJoint$15K–$50KNew
- SHYiShares 1-3 Year Treasury Bond ETFSelf$15K–$50KSame band
- IEFiShares 7-10 Year Treasury Bond ETFSelf$15K–$50KSame band
- NLYAnnaly Capital Management IncJoint$1K–$15KSame band
- Charles SchwabJoint$1K–$15K▼ $250K–$500K
- CitibankJoint$1K–$15K▼ $250K–$500K
- Eagle Football Holdings BIDCO LimitedJoint$1K–$15KNew
- First National Bank of OmahaSelf$1K–$15K▼ $250K–$500K
- First National Bank of OmahaJoint$1K–$15K▼ $500K–$1M
- First National Bank of OmahaSpouse$1K–$15K▼ $15K–$50K
- First National Bank of OmahaSpouse$1K–$15K▼ $15K–$50K
- GSO Mezzanine Finance TrustSpouse$1K–$15K▼ $50K–$100K
- Hony Capital Fund III, LPJoint$1K–$15KSame band
- New York NY General Obligation BondJoint$1K–$15KSame band
- New York St Dorm Auth Revenue BondJoint$1K–$15K▼ $15K–$50K
- South Carolina Jobs Revenue BondJoint$1K–$15KSame band
- Virginia St Hsg Dev Auth Revenue BondJoint$1K–$15K▼ $15K–$50K
- Account receivable from Geosan LLCSelfUnder $1K▼ $50K–$100K
- Broward County Florida Airport System Revenue BondJointUnder $1K▼ $15K–$50K
- Cass County Neb General Obligation BondJointUnder $1K▼ $15K–$50K
- SCHWCharles Schwab Corporation (The)JointUnder $1K▼ $5M–$25M
- Citigroup Inc. PerpetualJointUnder $1K▼ $50K–$100K
- Decatur Texas Hospital Auth Revenue BondJointUnder $1K▼ $50K–$100K
- DFEMDimensional Emerging Markets Core Equity 2 ETFJointUnder $1K▼ $50K–$100K
- DUHPDimensional US High Profitability ETFJointUnder $1K▼ $100K–$250K
- Douglas County Kansas Sch Dist General Obligation BondJointUnder $1K▼ $50K–$100K
- Douglas County Neb General Obligation BondJointUnder $1K▼ $50K–$100K
- Douglas County Neb Hosp Auth Revenue BondJointUnder $1K▼ $15K–$50K
- Fifth Third Bancorp PerpetualJointUnder $1K▼ $50K–$100K
- Florida State Turnpike Auth Revenue BondJointUnder $1K▼ $15K–$50K
- Frontier BankSelfUnder $1K▼ $100K–$250K
- Georgia St General Obligation BondJointUnder $1K▼ $15K–$50K
- Hall County Nebraska Sch Dist No 2 Revenue BondJointUnder $1K▼ $15K–$50K
- Indiana Fin Auth Health Sys Revenue BondJointUnder $1K▼ $50K–$100K
- Intermountain Power Agy Utah Revenue BondJointUnder $1K▼ $50K–$100K
- Irving Texas Indpt Sch Dist Revenue BondJointUnder $1K▼ $50K–$100K
- JP MorganJointUnder $1K▼ $1K–$15K
- Madison AL General Obligation BondJointUnder $1K▼ $50K–$100K
- Massachusetts St General Obligation BondJointUnder $1K▼ $15K–$50K
- Miami-Dade County FL Wtr & Swr Revenue BondJointUnder $1K▼ $50K–$100K
- Missouri St Health & Educational Facs Auth Revenue BondJointUnder $1K▼ $50K–$100K
- Montgomery County TX Indpt Sch Dist Revenue BondJointUnder $1K▼ $100K–$250K
- New Jersey St Transn Fin Auth Revenue BondJointUnder $1K▼ $50K–$100K
- Omaha Neb Public Pwr Dist Revenue BondJointUnder $1K▼ $100K–$250K
- Port Auth of NY & NJ Revenue BondJointUnder $1K▼ $50K–$100K
- Pulaski County Arkansas Hospital Revenue BondJointUnder $1K▼ $50K–$100K
- Richland County SC Sch Dist General Obligation BondSpouseUnder $1K▼ $15K–$50K
- San Antonio Texas Elec & Gas Revenue BondJointUnder $1K▼ $15K–$50K
- Sarpy County Neb Sch Dist General Obligation BondJointUnder $1K▼ $100K–$250K
- South Dakota State Health & Ed Facs Auth Revenue BondJointUnder $1K▼ $50K–$100K
- Terre Haute Ind San Dist Revenue BondJointUnder $1K▼ $15K–$50K
- Triborough Bridge & Tunnel NY Revenue BondJointUnder $1K▼ $15K–$50K
- University of Nebraska Revenue BondJointUnder $1K▼ $50K–$100K
- Washington St Healthcare Facs Auth Revenue BondJointUnder $1K▼ $50K–$100K
- West Virginia St Hosp Auth Revenue BondJointUnder $1KNew
- Wisconsin State General Obligation BondJointUnder $1K▼ $50K–$100K
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- Bank of America Savings 2 $250K–$500K
- KKR Independence Energy Private Investors LP $50K–$100K
- Albuquerque NM Mun Sch Dist General Obligatio... $15K–$50K
- Dalton Whitfield County Dev Auth Revenue Bond $15K–$50K
- Pinnacle Bank $15K–$50K
- University of California Revenue Bond $15K–$50K
- Buffalo Grove IL General Obligation Bond $1K–$15K
Source filings
Every report we read for this page · newest first
- May 15, 2026 2025 annual report 286 assets View original
- May 15, 2025 2024 annual report 298 assets View original
- May 15, 2024 2023 annual report 391 assets View original
- Oct 20, 2023 Periodic transaction report 25 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.