37 assets, filed Apr 18, 2026 (FD Original).
CREF Inflation-Linked Bond
Mutual fund · Spouse
$100,001 - $250,000
CREF Stock Fund
Mutual fund
$1,000,001 - $5,000,000
CREF Stock Fund
Mutual fund · Spouse
$500,001 - $1,000,000
Congressional Federal Credit Union (savings and
· Joint
$15,001 - $50,000
PAVE
ETF · Exchange-traded fund
$250,000
SHM
ETF · Exchange-traded fund
$250,000
Fidelity Blended Investments - Vang Inst TR 2025
Mutual fund · Spouse
$250,001 - $500,000
FUTY
Fidelity MSCI Utilities Index ETF · Exchange-traded fund · Joint
$100,001 - $250,000
SKYY
First Trust Cloud Computing ETF · Exchange-traded fund · Joint
None
CIBR
First Trust NASDAQ Cybersecurity ETF · Exchange-traded fund · Joint
$50,001 - $100,000
PPA
Invesco Aerospace & Defense ETF · Exchange-traded fund · Joint
$100,001 - $250,000
KBWB
Invesco KBW Bank ETF · Exchange-traded fund · Joint
$100,001 - $250,000
XLB
Materials Select Sector SPDR · Exchange-traded fund · Joint
$50,001 - $100,000
PIMCO Total Return Instl
Mutual fund · Spouse
$15,001 - $50,000
SRVR
Pacer Data & Infrastructure Real Estate ETF · Exchange-traded fund · Joint
$1,001 - $15,000
XLRE
Real Estate Select Sector SPDR Fund · Exchange-traded fund · Joint
$100,001 - $250,000
XLP
SPDR Select Sector Fund - Consumer Staples · Exchange-traded fund · Joint
$250,001 - $500,000
XLV
SPDR Select Sector Fund - Health Care · Exchange-traded fund · Joint
$500,001 - $1,000,000
XLI
SPDR Select Sector Fund - Industrial · Exchange-traded fund · Joint
$250,001 - $500,000
TIAA Real Estate
Mutual fund · Spouse
$100,001 - $250,000
TIAA Traditional Retirement Annuity
FN · Spouse
$100,001 - $250,000
TIAA Traditional Retirement Annuity
FN
$500,001 - $1,000,000
Thrift Savings Plan G Fund
Government security · Spouse
$100,001 - $250,000
Thrift Savings Plan G Fund
Government security
$500,001 - $1,000,000
Thrivent Large Cap Stock Fund-A
Mutual fund · Spouse
$500,001 - $1,000,000
Thrivent Mid Cap Stock Fund-A
Mutual fund · Spouse
$250,001 - $500,000
Thrivent Money Market Fund-A
Bank/brokerage account · Spouse
$1,001 - $15,000
Thrivent Partner Worldwide Allocation Fund-A
Mutual fund · Spouse
None
SMH
VanEck Semiconductor ETF · Exchange-traded fund · Joint
$500,001 - $1,000,000
VFH
Vanguard Financials ETF · Exchange-traded fund · Joint
$500,001 - $1,000,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund · Joint
$1,000,001 - $5,000,000
accounts)
Bank/brokerage account
$500,000
checking) [BA] CREF Growth
Mutual fund · Spouse
$100,001 - $250,000
IBB
iShares Biotechnology ETF · Exchange-traded fund · Joint
$100,001 - $250,000
SUB
iShares Short-Term National Muni Bond ETF · Exchange-traded fund · Joint
$100,001 - $250,000
ITB
iShares U.S. Home Construction ETF · Exchange-traded fund · Joint
$100,001 - $250,000
IFRA
iShares U.S. Infrastructure ETF · Exchange-traded fund · Joint
$100,001 - $250,000