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 |
|---|---|---|---|---|---|---|---|
| 2026-09-11 | 2026-08-27 | 15 | Joint | iShares Core S&P 500 ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-09-11 | 2026-08-27 | 15 | Joint | OTISOtis Worldwide Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-09-11 | 2026-08-20 | 22 | Joint | Tradr 2X Long SPY Monthly ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-09-11 | 2026-08-20 | 22 | Joint | JNJJohnson & Johnson Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-09-11 | 2026-08-19 | 23 | Joint | iShares Core S&P Small-Cap ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-09-11 | 2026-08-19 | 23 | Joint | Avantis U.S. Small Cap Value ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-09-11 | 2026-08-19 | 23 | Joint | Westwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra Shares | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-09-11 | 2026-08-13 | 29 | Joint | FSLRFirst Solar, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-09-11 | 2026-08-13 | 29 | Joint | CEGConstellation Energy Corporation - Common Stock When-Issued | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-08-24 | 2025-11-20 | 277 ·>45 | Joint | NEW WORLD FUND INC - Class R-6 | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-08-20 | 2025-04-08 | 499 ·>45 | Joint | CBOECboe Global Markets, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-08-17 | 2026-07-31 | 17 | Joint | CBOECboe Global Markets, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-08-17 | 2026-07-30 | 18 | Joint | PYPLPayPal Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-08-17 | 2026-07-23 | 25 | Joint | Tradr 2X Long SPY Monthly ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-08-17 | 2026-07-23 | 25 | Joint | JPMJP Morgan Chase & Co. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-08-17 | 2026-07-09 | 39 | Joint | APTVAptiv PLC Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-08-17 | 2026-07-09 | 39 | Joint | HDHome Depot, Inc. (The) Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-08-17 | 2026-07-02 | 46 ·>45 | Joint | ELEstee Lauder Companies, Inc. (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-08-17 | 2026-07-02 | 46 ·>45 | Joint | SPYM - Tradr 2X Long SPY Monthly ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-08-17 | 2026-07-02 | 46 ·>45 | Joint | Tradr 2X Long SPY Monthly ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-08-17 | 2026-07-02 | 46 ·>45 | Joint | CVXChevron Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-08-17 | 2026-07-02 | 46 ·>45 | Joint | TRVThe Travelers Companies, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-13 | 2026-06-25 | 18 | Joint | PALLabrdn Physical Palladium Shares ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-13 | 2026-06-25 | 18 | Joint | iShares Expanded Tech-Software Sector ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-13 | 2026-06-25 | 18 | Joint | First Trust Global Tactical Commodity Strategy Fund | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-07-13 | 2026-06-25 | 18 | Joint | Tortoise North American Pipeline Fund | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-07-13 | 2026-06-17 | 26 | Joint | SCHP - Schwab U.S. TIPS ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-13 | 2026-06-17 | 26 | Joint | iShares 7-10 Year Treasury Bond ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-07-13 | 2026-06-12 | 31 | Joint | CEG - Constellation Energy Corporation - Common Stock When-Issued | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-13 | 2026-06-12 | 31 | Joint | ATOAtmos Energy Corporation Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-13 | 2026-06-04 | 39 | Joint | BSXBoston Scientific Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-07-13 | 2026-06-04 | 39 | Joint | UNHUnitedHealth Group Incorporated Common Stock (DE) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | iShares CMBS ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | BondBloxx Bloomberg Five Year Target Duration US Treasury ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | SPYM - Tradr 2X Long SPY Monthly ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | iShares 7-10 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | Janus Henderson Mortgage-Backed Securities ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | Vanguard Developed Markets Index Fund - ETF Shares | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | FTGC - First Trust Global Tactical Commodity Strategy Fund | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | Tradr 2X Long SPY Monthly ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | FT Energy Income Partners Enhanced Income ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | iShares Russell 2000 ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | iShares Core S&P 500 ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | Vanguard Global ex-U.S. Real Estate Index Fund - ETF Shares | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | Sprott Lithium Miners ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | Goldman Sachs Access Treasury 0-1 Year ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | NEW WORLD FUND INC - Class R-6 | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | iShares MBS ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | First Trust Global Tactical Commodity Strategy Fund | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | Goldman Sachs Access Investment Grade Corporate Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | iShares MSCI EAFE ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | Schwab U.S. TIPS ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-27 | 20 | Joint | iShares Agency Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-15 | 32 | Joint | PLTRPalantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-15 | 32 | Joint | ACN - Accenture plc Class A Ordinary Shares (Ireland) | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-15 | 32 | Joint | ECLEcolab Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-15 | 32 | Joint | ACNAccenture plc Class A Ordinary Shares (Ireland) | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-15 | 32 | Joint | ALBAlbemarle Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-13 | 34 | Joint | iShares CMBS ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-13 | 34 | Joint | Goldman Sachs Access Investment Grade Corporate Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-13 | 34 | Joint | BondBloxx Bloomberg Five Year Target Duration US Treasury ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2026-06-16 | 2026-05-13 | 34 | Joint | iShares MBS ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-13 | 34 | Joint | Schwab U.S. TIPS ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-13 | 34 | Joint | Janus Henderson Mortgage-Backed Securities ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-06-16 | 2026-05-13 | 34 | Joint | iShares 3-7 Year Treasury Bond ETF | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-05-11 | 2025-09-17 | 236 ·>45 | Joint | GOOGLAlphabet Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2026-05-11 | 2025-03-19 | 418 ·>45 | Joint | DTEDte Energy Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-05-08 | 2026-04-09 | 29 | Joint | DVNDevon Energy Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-05-08 | 2026-04-02 | 36 | Joint | Invesco Short Term Treasury ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-05-08 | 2026-04-02 | 36 | Joint | CEGConstellation Energy Corporation - Common Stock When-Issued | Purchase | $1,001 - $15,000 | eFD → |
| 2026-04-14 | 2026-03-20 | 25 | Joint | Tradr 2X Long SPY Monthly ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-04-14 | 2026-03-20 | 25 | Joint | Tortoise North American Pipeline Fund | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-04-14 | 2026-03-19 | 26 | Joint | First Trust Global Tactical Commodity Strategy Fund | Purchase | $1,001 - $15,000 | eFD → |
| 2026-04-14 | 2026-03-19 | 26 | Joint | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-04-14 | 2026-03-19 | 26 | Joint | Vanguard Developed Markets Index Fund - ETF Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-04-14 | 2026-03-19 | 26 | Joint | JNJJohnson & Johnson Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-04-14 | 2026-03-19 | 26 | Joint | JPMorgan BetaBuilders Europe ETF | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-04-14 | 2026-03-13 | 32 | Joint | ARESAres Management Corporation Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-04-14 | 2026-03-05 | 40 | Joint | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-27 | 7 | Joint | NTAPNetApp, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-27 | 7 | Joint | AMATApplied Materials, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-26 | 8 | Joint | KRKroger Company (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-26 | 8 | Joint | PGProcter & Gamble Company (The) Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-19 | 15 | Joint | UNPUnion Pacific Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-13 | 21 | Joint | ADBEAdobe Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-13 | 21 | Joint | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-06 | 28 | Joint | Janus Henderson Mortgage-Backed Securities ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-06 | 28 | Joint | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-06 | 28 | Joint | iShares Agency Bond ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-06 | 28 | Joint | iShares CMBS ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-06 | 28 | Joint | UBERUber Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-06 | 28 | Joint | iShares J.P. Morgan USD Emerging Markets Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-06 | 28 | Joint | DoubleLine Emerging Markets Fixed Income Fund - Class I | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-06 | 28 | Joint | iShares 7-10 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-06 | 28 | Joint | iShares 1-3 Year Treasury Bond ETF | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-03-06 | 2026-02-06 | 28 | Joint | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2026-03-06 | 2026-02-06 | 28 | Joint | iShares MBS ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-06 | 28 | Joint | Goldman Sachs Access Investment Grade Corporate Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-29 | 17 | Joint | FISVFiserv Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-29 | 17 | Joint | OMCOmnicom Group Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-29 | 17 | Joint | CVSCVS Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-29 | 17 | Joint | UNPUnion Pacific Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-29 | 17 | Joint | ETNEaton Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-29 | 17 | Joint | iShares S&P 500 Growth ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-29 | 17 | Joint | PYPLPaypal Holdings | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-29 | 17 | Joint | CATCaterpillar Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-26 | 20 | Joint | MUMicron Technology | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-26 | 20 | Joint | DXCMDexcom Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | iShares Russell 2000 ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | Invesco Short Term Treasury ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | Janus Henderson Mortgage-Backed Securities ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | PPLTabrdn Physical Platinum Shares ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | SLViShares Silver Trust | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | New World Fund Inc. Cl R-6 | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | Sprott Lithium Miners ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | Vanguard Global ex-U.S. Real Estate ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | Goldman Sachs ActiveBeta Emerging Markets Equity E | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | iShares CMBS Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | Tortoise Capital Series Trust Tortoise North Ameri | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | PALLabrdn Physical Palladium Shares ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | iShares MBS ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | SPYM | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | Goldman Sachs Access Investment Grade Corporate Bo | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | iShares Core S&P 500 ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | MDYSPDR S&P MidCap 400 ETF Trust | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | First Trust Global Tactical Commodity Strategy Fun | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-23 | 23 | Joint | First Trust Exchange-Traded Fund VIII FT Energy In | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-15 | 31 | Joint | AAPLApple Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-15 | 31 | Joint | OMCOmnicom Group Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-15 | 31 | Joint | VVisa Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-08 | 38 | Joint | NFLXNetflix Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-08 | 38 | Joint | XOMExxon Mobil Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-08 | 38 | Joint | LRCXLam Research Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-08 | 38 | Joint | DISWalt Disney Company | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-15 | 2026-01-08 | 38 | Joint | MUMicron Technology | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-31 | 13 | Joint | iShares S&P 500 Growth ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-31 | 13 | Joint | SMCISuper Micro Computer, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-26 | 18 | Joint | iShares Core S&P Small-Cap ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-26 | 18 | Joint | SPDR S&P Regional Banking ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-24 | 20 | Joint | SLViShares Silver Trust | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-24 | 20 | Joint | State Street SPDR Portfolio S&P 500 ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-24 | 20 | Joint | PPLTabrdn Physical Platinum Shares ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-24 | 20 | Joint | PALLabrdn Physical Palladium Shares ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-17 | 27 | Joint | AAPLApple Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-17 | 27 | Joint | BSXBoston Scientific Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-17 | 27 | Joint | MSIMotorola Solutions, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-17 | 27 | Joint | MSFTMicrosoft Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-17 | 27 | Joint | WFCWells Fargo & Company | Purchase | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-11 | 33 | Joint | Invesco Short Term Treasury ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-11 | 33 | Joint | ANETArista Networks, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-11 | 33 | Joint | SMCISuper Micro Computer | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | Goldman Sachs Access Investment Grade Corporate Bo | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | iShares Core S&P 500 ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | Vanguard FTSE Developed Markets ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | LLYEli Lilly and Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | Janus Henderson Mortgage-Backed Securities ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | iShares Russell 2000 ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | First Trust Global Tactical Commodity Strategy Fun | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | FISVFiserv Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | MDYS&P Midcap 400 SPDR | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | iShares CMBS Bond ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | PYPLPaypal Holdings | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | Vanguard Global ex-U.S. Real Estate ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | Tortoise North Amer Pipeline Fund | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | First Trust Exchange-Traded Fund VIII FT Energy In | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | iShares MBS ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-20 | 18 | Joint | Goldman Sachs ActiveBeta Emerging Markets Equity E | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-20 | 18 | Joint | iShares MSCI EAFE ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-20 | 18 | Joint | American Funds - New World Fund Inc Class R-1 Sh | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-20 | 18 | Joint | Westwood Smallcap Fund Class Y | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-13 | 25 | Joint | META | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-13 | 25 | Joint | AMZNAmazon.com Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-13 | 25 | Joint | CRMSalesforce Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-13 | 25 | Joint | ANETArista Networks Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-06 | 32 | Joint | Vanguard FTSE Emerging Markets ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-06 | 32 | Joint | Vanguard FTSE Developed Markets ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-08 | 2025-11-06 | 32 | Joint | iShares MSCI All Country Asia ex Japan ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-11-15 | 2025-11-03 | 12 | Joint | Tortoise North American Pipeline ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-15 | 2025-10-31 | 15 | Joint | OMCOmnicom Group Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-15 | 2025-10-31 | 15 | Joint | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-11-15 | 2025-10-09 | 37 | Joint | CLCOLGATE PALMOLIVE LTD. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-11-15 | 2025-10-09 | 37 | Joint | COSTCostco Wholesale | Purchase | $1,001 - $15,000 | eFD → |
| 2025-11-15 | 2025-10-03 | 43 | Joint | First Trust North American Energy Infrastructure F | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-11-15 | 2025-10-03 | 43 | Joint | First Trust Global Tactical Commodity Strategy Fun | Purchase | $1,001 - $15,000 | eFD → |
| 2025-11-15 | 2025-10-03 | 43 | Joint | First Trust Exchange-Traded Fund VIII FT Energy In | Purchase | $15,001 - $50,000 | eFD → |
| 2025-11-15 | 2025-10-03 | 43 | Joint | Sprott Lithium Miners ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-15 | 2025-10-03 | 43 | Joint | Sprott Uranium Miners ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-11-15 | 2025-10-03 | 43 | Joint | SLViShares Silver Trust | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-15 | 2025-10-02 | 44 | Joint | IQVIqvia Holdings Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-10-10 | 2025-09-17 | 23 | Joint | GOOGLAlphabet Cl A | Purchase | $15,001 - $50,000 | eFD → |
| 2025-10-10 | 2025-09-17 | 23 | Joint | MUMicron Technology | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-10-10 | 2025-09-16 | 24 | Joint | iShares MBS ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-10-10 | 2025-09-16 | 24 | Joint | Schwab U.S. TIPS ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-10-10 | 2025-09-16 | 24 | Joint | Goldman Sachs Access Treasury 0-1 Year ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-10-10 | 2025-09-16 | 24 | Joint | iShares 7-10 Year Treasury Bond ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2025-10-10 | 2025-09-16 | 24 | Joint | iShares Agency Bond ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-10-10 | 2025-09-16 | 24 | Joint | Goldman Sachs Access Investment Grade Corporate Bo | Sale (partial) | $1,001 - $15,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2024 report.
113 assets with a value on the report filed 2025-07-23, 37 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 | $50,001 - $100,000 |
| Fed Credit Union | Other | Joint | $1,001 - $15,000 |
| Senate Credit Union | Other | Member | $1,001 - $15,000 |
| Blackrock Emerging Markets Fund Class I | Fund | Joint | None (or less than $1,001) |
| Blackrock Total Return Fund Class I | Fund | Joint | None (or less than $1,001) |
| iShares MSCI EAFE Value ETF | Fund | Joint | None (or less than $1,001) |
| iShares MSCI EAFE Growth ETF | Fund | Joint | None (or less than $1,001) |
| iShares iBoxx $ Investment Grade Corporate Bond ET | Fund | Joint | None (or less than $1,001) |
| iShares 20+ Year Treasury Bond ETF | Fund | Joint | None (or less than $1,001) |
| iShares TIPS Bond ETF | Fund | Joint | None (or less than $1,001) |
| iShares MBS ETF | Fund | Joint | None (or less than $1,001) |
| iShares Treasury Floating Rate Bond ETF | Fund | Joint | None (or less than $1,001) |
| iShares Core S&P 500 ETF | Fund | Joint | None (or less than $1,001) |
| iShares U.S. Technology ETF | Fund | Joint | None (or less than $1,001) |
| iShares S&P 500 Growth ETF | Fund | Joint | None (or less than $1,001) |
| iShares S&P 100 ETF | Fund | Joint | None (or less than $1,001) |
| iShares MSCI USA Quality Factor ETF | Fund | Joint | None (or less than $1,001) |
| MFS Core Equity Fund Class I | Fund | Joint | None (or less than $1,001) |
| Pimco Income Fund Class I-2 | Fund | Joint | None (or less than $1,001) |
| 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 |
| CMCSAComcast Corporation - Class A Common Stock | Stock | Joint | None (or less than $1,001) |
| EBAYEbay Inc | Stock | Joint | $1,001 - $15,000 |
| ECLEcolab Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| FBINFortune Brands Innovations, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| 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 | $1,001 - $15,000 |
| 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 |
| Hess Corp | Stock | Joint | None (or less than $1,001) |
| VLOValero Energy Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| 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 | $1,001 - $15,000 |
| IQVIQVIA Holdings, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Joint | $1,001 - $15,000 |
| PFEPfizer Inc | Stock | Joint | $1,001 - $15,000 |
| 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 | $1,001 - $15,000 |
| FISVFiserv Inc | Stock | Joint | $1,001 - $15,000 |
| HPQHP Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| LRCXLam Research Corporation - Common Stock | Stock | Joint | $1,001 - $15,000 |
| MUMicron Technology | Stock | Joint | $1,001 - $15,000 |
| SWKSSkyworks Solutions, Inc. - Common Stock | Stock | Joint | None (or less than $1,001) |
| DISWalt Disney Company (The) Common Stock | Stock | Joint | $1,001 - $15,000 |
| DTEDte Energy Company | Stock | Joint | $1,001 - $15,000 |
| Westwood Smallcap Fund Class Y | Fund | Joint | $15,001 - $50,000 |
| First Trust North American Energy Infrastructure F | Fund | Joint | $15,001 - $50,000 |
| Franklin FTSE Japan ETF | Fund | Joint | $15,001 - $50,000 |
| GS Activebeta Emerging Markets Equity ETF | Fund | Joint | $15,001 - $50,000 |
| Invesco QQQ Trust, Series 1 | Fund | Joint | $1,001 - $15,000 |
| 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 | $15,001 - $50,000 |
| Ishares S&P 500 Index Fund - Institutional | Fund | Joint | $15,001 - $50,000 |
| JPMorgan BetaBuilders Europe ETF | Fund | Joint | $15,001 - $50,000 |
| Nuance Mid Cap Value Fund Z Class | Fund | Joint | None (or less than $1,001) |
| 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 | $1,001 - $15,000 |
| SPDR S&P Regional Banking ETF | Fund | Joint | $1,001 - $15,000 |
| Emerging Markets Fund Class Z | Fund | Joint | $15,001 - $50,000 |
| 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 | $15,001 - $50,000 |
| iShares 7-10 Year Treasury Bond ETF | Fund | Joint | $1,001 - $15,000 |
| 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 | $15,001 - $50,000 |
| 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 | $50,001 - $100,000 |
| CMBS Ishares ETF | Fund | Joint | $50,001 - $100,000 |
| 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 | $1,001 - $15,000 |
| 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 | $1,001 - $15,000 |
| 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 |
| 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 | $15,001 - $50,000 |
| Lot N | Other | Joint | $15,001 - $50,000 |
| Lot R | Other | Joint | $15,001 - $50,000 |
| Lot T | Other | Joint | $15,001 - $50,000 |
| Lot U | Other | Joint | $15,001 - $50,000 |
| Lot Y | Other | Joint | $15,001 - $50,000 |
| Lot Z | Other | Joint | $15,001 - $50,000 |
| Lot HH | Other | Joint | $15,001 - $50,000 |
| Lot II | Other | Joint | $15,001 - $50,000 |
How reports are read: holdings methodology.