Congressional stock trades · Member
John Boozman
Senator · AR · Republican
425 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 3 annual reports are below.
Current committees: Commission on Security and Cooperation in Europe; Senate Committee on Agriculture, Nutrition, and Forestry; Senate Committee on Appropriations; Senate Committee on Environment and Public Works; Senate Committee on Rules and Administration; Senate Committee on Veterans' Affairs.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2025-10-10 | 2025-09-16 | 24 | Joint | iShares 1-3 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-10-10 | 2025-09-16 | 24 | Joint | iShares 20+ Year Treasury Bond ETF | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-10-10 | 2025-09-16 | 24 | Joint | Janus Henderson Mortgage-Backed Securities ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-10-10 | 2025-09-16 | 24 | Joint | iShares CMBS Bond ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-10-10 | 2025-09-16 | 24 | Joint | iShares 3-7 Year Treasury Bond ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-10-10 | 2025-09-12 | 28 | Joint | ETNEaton Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-10-10 | 2025-09-12 | 28 | Joint | ORCLOracle Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-10-10 | 2025-09-04 | 36 | Joint | ADBEAdobe Systems Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-22 | 21 | Joint | NVDANvidia Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-22 | 21 | Joint | MUMicron Technology | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-22 | 21 | Joint | ABBVAbbvie Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-22 | 21 | Joint | LLYEli Lilly and Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-14 | 29 | Joint | Emerging Markets Fund Class Z | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-09-12 | 2025-08-14 | 29 | Joint | New World Fund Inc. Cl R-6 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-09-12 | 2025-08-11 | 32 | Joint | LLYEli Lilly and Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-11 | 32 | Joint | ABBVAbbvie Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-07 | 36 | Joint | New World Fund Inc. Cl R-6 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-09-12 | 2025-08-07 | 36 | Joint | AMDAdvanced Micro Devices, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-07 | 36 | Joint | Emerging Markets Fund Class Z | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | iShares 7-10 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | Sprott Uranium Miners ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | iShares Russell 2000 ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | New World Fund Inc. Cl R-6 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | iShares CMBS Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | iShares MBS ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | Invesco Short Term Treasury ETF | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | SLViShares Silver Trust | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | Emerging Markets Fund Class Z | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | iShares 1-3 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | Janus Henderson Mortgage-Backed Securities ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | PALLabrdn Physical Palladium Shares ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | iShares Agency Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | iShares Core S&P 500 ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | Goldman Sachs ActiveBeta Emerging Markets Equity E | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | Vanguard Global ex-U.S. Real Estate ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | iShares 20+ Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | Westwood Smallcap Fund Class Y | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | iShares 3-7 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | PPLTabrdn Physical Platinum Shares ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | Vanguard FTSE Developed Markets ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | Schwab U.S. TIPS ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | Goldman Sachs ActiveBeta Emerging Markets Equity E | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | iShares MSCI EAFE ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | First Trust North American Energy Infrastructure F | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-12 | 2025-08-01 | 42 | Joint | Goldman Sachs Access Investment Grade Corporate Bo | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-06 | 2025-07-31 | 6 | Joint | MDLZMondelez Intl Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-06 | 2025-07-31 | 6 | Joint | GEGeneral Electric Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-06 | 2025-07-31 | 6 | Joint | WMTWalmart Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-06 | 2025-07-31 | 6 | Joint | GDGeneral Dynamics Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-06 | 2025-07-24 | 13 | Joint | BRK-B - Berkshire Hathaway Inc Class B | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-06 | 2025-07-24 | 13 | Joint | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-06 | 2025-07-08 | 29 | Joint | iShares iBoxx $ High Yield Corporate Bond ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-06 | 2025-07-08 | 29 | Joint | Goldman Sachs Access Investment Grade Corporate Bo | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-06 | 2025-07-01 | 36 | Joint | MUMicron Technology | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-07-09 | 2025-06-11 | 28 | Joint | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-09 | 2025-06-11 | 28 | Joint | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-09 | 2025-06-11 | 28 | Joint | MUMicron Technology | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-07-09 | 2025-06-11 | 28 | Joint | UNHUnitedhealth Group Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-30 | 15 | Joint | FBINFortune Brands Innovations Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-30 | 15 | Joint | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-30 | 15 | Joint | RTXRaytheon Technologies Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-20 | 25 | Joint | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-20 | 25 | Joint | DTEDte Energy Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-20 | 25 | Joint | HDHome Depot | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-20 | 25 | Joint | GOOGLAlphabet Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-20 | 25 | Joint | ATOAtmos Energy Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-20 | 25 | Joint | GDGeneral Dynamics Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-20 | 25 | Joint | NRGNRG Energy | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-16 | 29 | Joint | AMZNAmazon.com Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-16 | 29 | Joint | Invesco Short Term Treasury ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-16 | 29 | Joint | HDHome Depot | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-16 | 29 | Joint | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-13 | 32 | Joint | VLOValero Energy Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-13 | 32 | Joint | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-06-14 | 2025-05-13 | 32 | Joint | NVDANvidia Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-22 | 22 | Joint | CRMSalesforce Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-22 | 22 | Joint | MSFTMicrosoft Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-16 | 28 | Joint | AMATApplied Materials | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-16 | 28 | Joint | LRCXLam Research Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-16 | 28 | Joint | ORCLOracle Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-16 | 28 | Joint | GILDGilead Sciences Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-16 | 28 | Joint | UNHUnitedhealth Group Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-16 | 28 | Joint | MSFTMicrosoft Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-15 | 29 | Joint | BACBank of America Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-15 | 29 | Joint | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-09 | 35 | Joint | iShares iBoxx $ High Yield Corporate Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-09 | 35 | Joint | iShares 1-3 Year Treasury Bond ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-08 | 36 | Joint | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-08 | 36 | Joint | iShares S&P 500 Growth ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-08 | 36 | Joint | CLCOLGATE PALMOLIVE LTD. | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-08 | 36 | Joint | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-05-14 | 2025-04-08 | 36 | Joint | First Trust Global Tactical Commodity Strategy Fun | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-20 | 2025-03-19 | 32 | Joint | iShares S&P 500 Growth ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-04-20 | 2025-03-19 | 32 | Joint | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-20 | 2025-03-19 | 32 | Joint | AMATApplied Materials | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-20 | 2025-03-19 | 32 | Joint | DTEDte Energy Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-04-20 | 2025-03-05 | 46 ·>45 | Joint | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-26 | 8 | Joint | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-26 | 8 | Joint | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-26 | 8 | Joint | Sprott Lithium Miners ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-26 | 8 | Joint | First Trust North American Energy Infrastructure F | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-26 | 8 | Joint | First Trust Global Tactical Commodity Strategy Fun | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-26 | 8 | Joint | AMZNAmazon.com Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-26 | 8 | Joint | ECLEcolab Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-26 | 8 | Joint | iShares S&P 500 Growth ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-26 | 8 | Joint | NVDANvidia Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-26 | 8 | Joint | MSIMotorola Solutions | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-25 | 9 | Joint | Sprott Uranium Miners ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-14 | 20 | Joint | iShares S&P 500 Growth ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-14 | 20 | Joint | MSFTMicrosoft Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-13 | 21 | Joint | DISWalt Disney Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-13 | 21 | Joint | PFEPfizer Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-13 | 21 | Joint | GOOGLAlphabet Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-13 | 21 | Joint | BSXBoston Scientific Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-05 | 29 | Joint | LRCXLam Research Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-05 | 29 | Joint | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-05 | 29 | Joint | MAMastercard Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-05 | 29 | Joint | BACBank of America Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-05 | 29 | Joint | MSFTMicrosoft Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-05 | 29 | Joint | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-04 | 30 | Joint | QSRRestaurant Brands International | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-04 | 30 | Joint | AMZNAmazon.com Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-08 | 2025-01-28 | 11 | Joint | NRGNRG Energy, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-08 | 2025-01-28 | 11 | Joint | iShares S&P 500 Growth ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-08 | 2025-01-28 | 11 | Joint | HPQHP Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-02-08 | 2025-01-28 | 11 | Joint | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-08 | 2025-01-16 | 23 | Joint | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-08 | 2025-01-16 | 23 | Joint | SPYSPDR??S&P 500? ETF Trust | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-02-08 | 2025-01-14 | 25 | Joint | EBAYEbay Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-02-08 | 2025-01-14 | 25 | Joint | Invesco QQQ Trust, Series 1 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-02-08 | 2025-01-14 | 25 | Joint | MAMastercard Incorporated Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-08 | 2025-01-14 | 25 | Joint | NVDANvidia Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-08 | 2025-01-14 | 25 | Joint | CRMSalesforce Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-08 | 2025-01-14 | 25 | Joint | CSCOCisco Systems Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-01-14 | 2024-12-23 | 22 | Joint | AMATApplied Materials, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-12-17 | 2024-11-20 | 27 | Joint | SWKSSkyworks Solutions, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-12-17 | 2024-11-20 | 27 | Joint | iShares MSCI All Country Asia ex Japan ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-12-17 | 2024-11-20 | 27 | Joint | Vanguard FTSE Emerging Markets ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-12-17 | 2024-11-20 | 27 | Joint | JPMorgan BetaBuilders Europe ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-12-17 | 2024-11-13 | 34 | Joint | SPYSPDR S&P 500 | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-10-09 | 9 | Joint | iShares Russell 2000 ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-10-06 | 12 | Joint | iShares Core S&P 500 ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-26 | 22 | Joint | FISVFiserv Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-09 | 39 | Joint | MDYS&P Midcap 400 SPDR | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-09 | 39 | Joint | iShares MSCI EAFE ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-09 | 39 | Joint | Vanguard FTSE Developed Markets ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | iShares 20+ Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | iShares Agency Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | iShares CMBS Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | iShares Core S&P 500 ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | PALLAberdeen Standard Physical Palladium Shares ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | MBS Ishares ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | First Trust Global Tactical Commodity Strategy Fun | Purchase | $15,001 - $50,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | Tortoise North American Pipeline ETF | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | Schwab U.S. TIPS ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | iShares 1-3 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | Janus Henderson Mortgage-Backed Securities ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | First Trust North American Energy Infrastructure F | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | Westwood Quality Smallcap Fund - Ultra Shares | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | Goldman Sachs Access Investment Grade Corporate Bo | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | PPLTAberdeen Standard Physical Platinum Shares ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | Vanguard Global ex-U.S. Real Estate ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | iShares 3-7 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | Invesco Short Term Treasury ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-18 | 2024-09-06 | 42 | Joint | iShares 7-10 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-08-06 | 2024-07-26 | 11 | Joint | LRCXLam Research Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-06 | 2024-07-26 | 11 | Joint | GOOGLAlphabet Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-08-06 | 2024-07-26 | 11 | Joint | MSIMotorola Solutions, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-08-06 | 2024-07-18 | 19 | Joint | Vanguard FTSE Developed Markets ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-08-06 | 2024-07-18 | 19 | Joint | MDYSPDR MidCap Trust Series I | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-07-04 | 7 | Joint | iShares Core S&P 500 ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-26 | 15 | Joint | Schwab U.S. TIPS ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-26 | 15 | Joint | Janus Henderson Mortgage-Backed Securities ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-26 | 15 | Joint | iShares 7-10 Year Treasury Bond ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-26 | 15 | Joint | iShares 1-3 Year Treasury Bond ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-26 | 15 | Joint | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-24 | 17 | Joint | Dean Mid Cap Value Fund No-Load | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-24 | 17 | Joint | Nuance Mid Cap Value Fund Z Class | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-20 | 21 | Joint | MSFTMicrosoft Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-20 | 21 | Joint | CMCSAComcast Corporation - Class A Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-04 | 37 | Joint | Nuance Mid Cap Value Fund Z Class | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-04 | 37 | Joint | Vanguard FTSE Developed Markets ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2024-07-11 | 2024-06-04 | 37 | Joint | Goldman Sachs ActiveBeta Emerging Markets Equity E | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-04 | 37 | Joint | iShares MSCI EAFE ETF | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-07-11 | 2024-06-04 | 37 | Joint | SPYS&P 500 SPDR | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-04 | 37 | Joint | MDYSPDR MidCap Trust Series I | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-06-05 | 2024-05-31 | 5 | Joint | iShares MSCI EAFE ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-06-05 | 2024-05-31 | 5 | Joint | iShares S&P 500 Growth ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-06-05 | 2024-05-31 | 5 | Joint | Goldman Sachs Access Investment Grade Corporate Bo | Purchase | $1,001 - $15,000 | eFD → |
| 2024-05-08 | 2024-03-28 | 41 | Joint | AMATApplied Materials | Purchase | $1,001 - $15,000 | eFD → |
| 2024-05-08 | 2024-03-28 | 41 | Joint | Hess Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-05-08 | 2024-02-20 | 78 ·>45 | Joint | iShares 7-10 Year Treasury Bond ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-08 | 2024-02-20 | 78 ·>45 | Joint | iShares 20+ Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-05-08 | 2024-02-20 | 78 ·>45 | Joint | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-05-08 | 2024-02-20 | 78 ·>45 | Joint | Schwab U.S. TIPS ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-07 | 2024-04-16 | 21 | Joint | Janus Henderson Mortgage-Backed Securities ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-05-07 | 2024-04-16 | 21 | Joint | iShares CMBS Bond ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-07 | 2024-04-11 | 26 | Joint | iShares MSCI EAFE ETF | Sale (partial) | $15,001 - $50,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
129 assets with a value on the amended report filed 2026-08-24, 57 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Arvest | Other | Joint | $15,001 - $50,000 |
| Fed Credit Union | Other | Joint | $1,001 - $15,000 |
| Senate Credit Union | Other | Member | $1,001 - $15,000 |
| U.S. Treasury Bills | Bond | Joint | $50,001 - $100,000 |
| Invesco Short Term MM | Other | Joint | $1,001 - $15,000 |
| ABG Bond Fund | Fund | Joint | $100,001 - $250,000 |
| ABG Equity Fund | Fund | Joint | $50,001 - $100,000 |
| Invesco Short Term Treasury ETF | Fund | Joint | $50,001 - $100,000 |
| EBAYEbay Inc | Stock | Joint | None (or less than $1,001) |
| ECLEcolab Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| FBINFortune Brands Innovations, Inc. Common Stock | Stock | Joint | None (or less than $1,001) |
| LOWLowe's Companies, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| OMCOmnicom Group Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| QSRRestaurant Brands International Inc. Common Shares | Stock | Joint | None (or less than $1,001) |
| MDLZMondelez International, Inc. - Class A Common Stoc | Stock | Joint | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Joint | $1,001 - $15,000 |
| COPConocophillips | Stock | Joint | $1,001 - $15,000 |
| VLOValero Energy Corporation Common Stock | Stock | Joint | None (or less than $1,001) |
| BACBank of America Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| COFCapital One Financial Corp | Stock | Joint | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Joint | $1,001 - $15,000 |
| TRVThe Travelers Companies, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| ABBVAbbVie Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| GILDGilead Sciences Inc | Stock | Joint | None (or less than $1,001) |
| IQVIQVIA Holdings, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Joint | $1,001 - $15,000 |
| PFEPfizer Inc | Stock | Joint | None (or less than $1,001) |
| GDGeneral Dynamics Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| HONHoneywell International Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| UNPUnion Pacific Corp | Stock | Joint | $1,001 - $15,000 |
| ACNAccenture plc Class A Ordinary Shares (Ireland) | Stock | Joint | $1,001 - $15,000 |
| AAPLApple Inc | Stock | Joint | $1,001 - $15,000 |
| CSCOCisco Systems Inc | Stock | Joint | None (or less than $1,001) |
| FISVFiserv, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| HPQHP Inc. Common Stock | Stock | Joint | None (or less than $1,001) |
| LRCXLam Research Corporation - Common Stock | Stock | Joint | $1,001 - $15,000 |
| MUMicron Technology | Stock | Joint | $1,001 - $15,000 |
| DISWalt Disney Company (The) Common Stock | Stock | Joint | None (or less than $1,001) |
| DTEDte Energy Company | Stock | Joint | None (or less than $1,001) |
| Westwood Smallcap Fund Class Y | Fund | Joint | $15,001 - $50,000 |
| First Trust North American Energy Infrastructure F | Fund | Joint | None (or less than $1,001) |
| Franklin FTSE Japan ETF | Fund | Joint | $15,001 - $50,000 |
| GS Activebeta Emerging Markets Equity ETF | Fund | Joint | $50,001 - $100,000 |
| Invesco QQQ Trust, Series 1 | Fund | Joint | None (or less than $1,001) |
| iShares MSCI EAFE ETF | Fund | Joint | $50,001 - $100,000 |
| iShares Russell 2000 ETF | Fund | Joint | $50,001 - $100,000 |
| iShares S&P 500 Growth ETF | Fund | Joint | $1,001 - $15,000 |
| Ishares S&P 500 Index Fund - Institutional | Fund | Joint | $50,001 - $100,000 |
| JPMorgan BetaBuilders Europe ETF | Fund | Joint | $15,001 - $50,000 |
| Tortoise North American Pipeline ETF | Fund | Joint | $50,001 - $100,000 |
| MDYS&P Midcap 400 SPDR | Fund | Joint | $50,001 - $100,000 |
| SPYS&P 500 SPDR | Fund | Joint | None (or less than $1,001) |
| SPDR S&P Regional Banking ETF | Fund | Joint | None (or less than $1,001) |
| Emerging Markets Fund Class Z | Fund | Joint | None (or less than $1,001) |
| Vanguard FTSE Emerging Markets ETF | Fund | Joint | $1,001 - $15,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Joint | $50,001 - $100,000 |
| Goldman Sachs Access Treasury 0-1 Year ETF | Fund | Joint | $15,001 - $50,000 |
| iShares 20+ Year Treasury Bond ETF | Fund | Joint | $1,001 - $15,000 |
| iShares 7-10 Year Treasury Bond ETF | Fund | Joint | $50,001 - $100,000 |
| iShares 1-3 Year Treasury Bond ETF | Fund | Joint | $15,001 - $50,000 |
| iShares Agency Bond ETF | Fund | Joint | $50,001 - $100,000 |
| iShares 10-20 Year Treasury Bond ETF | Fund | Joint | $15,001 - $50,000 |
| iShares 3-7 Year Treasury Bond ETF | Fund | Joint | $50,001 - $100,000 |
| Schwab U.S. TIPS ETF | Fund | Joint | $15,001 - $50,000 |
| Doubleline Emerging Markets Income Fund Class I | Stock | Joint | $1,001 - $15,000 |
| Goldman Sachs Access Investment Grade Corporate Bo | Stock | Joint | $100,001 - $250,000 |
| iShares MBS ETF | Fund | Joint | $100,001 - $250,000 |
| CMBS Ishares ETF | Fund | Joint | $100,001 - $250,000 |
| Janus Henderson Mortgage-Backed Securities ETF | Fund | Joint | $100,001 - $250,000 |
| PALLabrdn Physical Palladium Shares ETF | Fund | Joint | $1,001 - $15,000 |
| PPLTabrdn Physical Platinum Shares ETF | Fund | Joint | $1,001 - $15,000 |
| SLViShares Silver Trust | Fund | Joint | $1,001 - $15,000 |
| Vanguard Global ex-U.S. Real Estate ETF | Fund | Joint | $15,001 - $50,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Joint | $1,001 - $15,000 |
| AMATApplied Materials, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| MSFTMicrosoft Corp | Stock | Joint | $1,001 - $15,000 |
| MSIMotorola Solutions, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| iShares MSCI All Country Asia ex Japan ETF | Stock | Joint | None (or less than $1,001) |
| iShares MSCI EAFE Small-Cap ETF | Stock | Joint | $15,001 - $50,000 |
| Dean Mid Cap Value Fund No-Load | Stock | Joint | $1,001 - $15,000 |
| First Trust Global Tactical Commodity Strategy Fun | Stock | Joint | $15,001 - $50,000 |
| SMCI - Super Micro Computer, Inc. - Common Stock | Stock | Joint | None (or less than $1,001) |
| CRMSalesforce, Inc. Common Stock | Stock | Joint | None (or less than $1,001) |
| Sprott Uranium Miners ETF | Stock | Joint | None (or less than $1,001) |
| COLPAL - Colgate Palmolive LTD | Stock | Joint | None (or less than $1,001) |
| iShares iBoxx $ High Yield Corporate Bond ETF | Stock | Joint | None (or less than $1,001) |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | Stock | Joint | None (or less than $1,001) |
| MA - Mastercard Incorporated Common Stock | Stock | Joint | $1,001 - $15,000 |
| NRGNRG Energy, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Joint | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| AXP - American Express Company Common Stock | Stock | Joint | $1,001 - $15,000 |
| BSXBoston Scientific Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| Sprott Lithium Miners ETF | Stock | Joint | $1,001 - $15,000 |
| AVGO | Stock | Joint | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Joint | $1,001 - $15,000 |
| ORCLOracle Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| ATOAtmos Energy Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| HDHome Depot, Inc. (The) Common Stock | Stock | Joint | $1,001 - $15,000 |
| RTXRTX Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Joint | $1,001 - $15,000 |
| WMTWalmart Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| AMDAdvanced Micro Devices, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| LLYEli Lilly and Company Common Stock | Stock | Joint | $1,001 - $15,000 |
| RNWGX - NEW WORLD FUND INC - Class R-6 | Stock | Joint | $50,001 - $100,000 |
| ETNEaton Corporation, PLC Ordinary Shares | Stock | Joint | None (or less than $1,001) |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Joint | $1,001 - $15,000 |
| EIPI - FT Energy Income Partners Enhanced Income ETF | Stock | Joint | $15,001 - $50,000 |
| ANETArista Networks, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| PYPLPayPal Holdings, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| WFCWells Fargo & Company Common Stock | Stock | Joint | $1,001 - $15,000 |
| GE Aerospace Common Stock | Stock | Joint | $1,001 - $15,000 |
| ADBEAdobe Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| SPYM - Tradr 2X Long SPY Monthly ETF | Stock | Joint | $15,001 - $50,000 |
| iShares Core S&P Small-Cap ETF | Stock | Joint | $1,001 - $15,000 |
| IVV - iShares Core S&P 500 ETF | Stock | Joint | $50,001 - $100,000 |
| CBOECboe Global Markets, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| Marcus | Other | Joint | $100,001 - $250,000 |
| Rocky Branch Resorts, LLC (1/4 interest) | Other | Joint | $250,001 - $500,000 |
| Northwestern Mutual Whole Life | Other | Member | $50,001 - $100,000 |
| Lot M | Other | Joint | $50,001 - $100,000 |
| Lot N | Other | Joint | $50,001 - $100,000 |
| Lot R | Other | Joint | $50,001 - $100,000 |
| Lot T | Other | Joint | None (or less than $1,001) |
| Lot U | Other | Joint | None (or less than $1,001) |
| Lot Y | Other | Joint | None (or less than $1,001) |
| Lot Z | Other | Joint | None (or less than $1,001) |
| Lot HH | Other | Joint | $50,001 - $100,000 |
| Lot II | Other | Joint | $50,001 - $100,000 |
How reports are read: holdings methodology.