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PalanorPalanor

Congressional stock trades · Member

Greg Stanton

Representative · AZ-4 · Democrat

191 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 8 annual reports are below.

Current committees: House Committee on Foreign Affairs; House Committee on Transportation and Infrastructure; House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2026-06-262026-05-2829SpouseTRLVTRULIEVE CANNABIS CORPSale (partial)$100,001 - $250,000Clerk →
2026-05-072026-05-061SpouseTRLVTRULIEVE CANNABIS CORPSale (partial)$15,001 - $50,000Clerk →
2023-11-132023-10-2420SpouseTDYTeledyne Technologies IncorporatedSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseWMTWalmart Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseVZVerizon Communications Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseCMCSAComcast Corporation - Class ASale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseBACBank of America CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseUNPUnion Pacific CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseUNHUnitedHealth Group Incorporated Common StockSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseCBChubb LimitedSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseTSLATesla, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseMDTMedtronic plc. Ordinary SharesSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseAMZNAmazon.com, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseLINLinde plc Ordinary SharesSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseAAPLApple Inc.Sale$15,001 - $50,000Clerk →
2023-11-092023-10-2416SpouseCVXChevron CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpousePLDProLogis, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseJNJJohnson & JohnsonSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpousePANWPalo Alto Networks, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseWFCWells Fargo & CompanySale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseBRK.BBerkshire Hathaway Inc. NewSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseMDLZMondelez International, Inc. - Class ASale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseJJacobs Solutions Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseADBEAdobe Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseBDXBecton, Dickinson and CompanySale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseKOCoca-Cola CompanySale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpousePFEPfizer, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseGOOGLAlphabet Inc. - Class ASale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseNOWServiceNow, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseTJXTJX Companies, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseELVElevance Health, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseBMYBristol-Myers Squibb CompanySale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseIBMInternational Business Machines CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseVRTXVertex Pharmaceuticals IncorporatedSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseSPGIS&P Global Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseNFLXNetflix, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseCATCaterpillar, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseDEDeere & CompanySale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseNVDANVIDIA CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseAVGOBroadcom Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseDHRDanaher CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseMRKMerck & Company, Inc. Common StockSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseADIAnalog Devices, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseHWMHowmet Aerospace Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseHDHome Depot, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseLLYEli Lilly and CompanySale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseISRGIntuitive Surgical, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseACNAccenture plc Class A Ordinary SharesSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseNEENextEra Energy, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseMSMorgan StanleySale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseJPMJP Morgan Chase & Co.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseMSFTMicrosoft CorporationSale$15,001 - $50,000Clerk →
2023-11-092023-10-2416SpouseGOOGAlphabet Inc. - Class C Capital StockSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseVVisa Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseMETAMeta Platforms, Inc. - Class ASale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseABTAbbott LaboratoriesSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseTMUST-Mobile US, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseCCitigroup, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseCRMSalesforce, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseSYKStryker CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseZTSZoetis Inc. Class ASale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseNKENike, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseAMGNAmgen Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseTXNTexas Instruments IncorporatedSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseCOSTCostco Wholesale CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseINTCIntel CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseAXONAxon Enterprise, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseLRCXLam Research CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseMCDMcDonald's CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseABBVAbbVie Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseORCLOracle CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseQCOMQUALCOMM IncorporatedSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseDISWalt Disney CompanySale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseMAMastercard IncorporatedSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseSBUXStarbucks CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseCSCOCisco Systems, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseBALLBall CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseTAT&T Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseAXPAmerican Express CompanySale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseGSGoldman Sachs Group, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpousePGProcter & Gamble CompanySale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseXOMExxon Mobil CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseLOWLowe's Companies, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpousePHParker-Hannifin CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseTMOThermo Fisher Scientific IncSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseGILDGilead Sciences, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpousePEPPepsico, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseMRSHMarsh & McLennan Companies, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseCOPConocoPhillipsSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseINTUIntuit Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseAMDAdvanced Micro Devices, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpousePGRProgressive CorporationSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpousePMPhilip Morris International IncSale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseAMATApplied Materials, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseUPSUnited Parcel Service, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-10-2416SpouseBLKBlackRock, Inc.Sale$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseTXNTexas Instruments IncorporatedPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseBALLBall CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseMSMorgan StanleyPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseTSLATesla, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseCOPConocoPhillipsPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseTMOThermo Fisher Scientific IncPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseTDYTeledyne Technologies IncorporatedPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpousePGProcter & Gamble CompanyPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseAXPAmerican Express CompanyPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseGSGoldman Sachs Group, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseORCLOracle CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseGILDGilead Sciences, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseMDTMedtronic plc. Ordinary SharesPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseAMATApplied Materials, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseUPSUnited Parcel Service, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseMRSHMarsh & McLennan Companies, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseBMYBristol-Myers Squibb CompanyPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseVVisa Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseTMUST-Mobile US, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseAVGOBroadcom Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseZTSZoetis Inc. Class APurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseMAMastercard IncorporatedPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseAAPLApple Inc.Purchase$15,001 - $50,000Clerk →
2023-11-092023-09-2644SpouseDEDeere & CompanyPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseINTUIntuit Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseVZVerizon Communications Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseXOMExxon Mobil CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseSPGIS&P Global Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseISRGIntuitive Surgical, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseHWMHowmet Aerospace Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseMMM3M CompanyPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseNEENextEra Energy, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseNOWServiceNow, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseCMCSAComcast Corporation - Class APurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpousePMPhilip Morris International IncPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseELVElevance Health, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseMCDMcDonald's CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseLRCXLam Research CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseCATCaterpillar, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseCSCOCisco Systems, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseNKENike, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseABBVAbbVie Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseCRMSalesforce, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseMRKMerck & Company, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpousePGRProgressive CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseAMDAdvanced Micro Devices, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseCBChubb LimitedPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseBDXBecton, Dickinson and CompanyPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseHDHome Depot, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseMSFTMicrosoft CorporationPurchase$15,001 - $50,000Clerk →
2023-11-092023-09-2644SpouseDHRDanaher CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseUNHUnitedHealth Group Incorporated Common StockPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseVRTXVertex Pharmaceuticals IncorporatedPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseADBEAdobe Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseBACBank of America CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseMDLZMondelez International, Inc. - Class APurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseJPMJP Morgan Chase & Co.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseADIAnalog Devices, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseQCOMQUALCOMM IncorporatedPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseDISWalt Disney CompanyPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseMETAMeta Platforms, Inc. - Class APurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseNVDANVIDIA CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseWFCWells Fargo & CompanyPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseBRK.BBerkshire Hathaway Inc. NewPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseLOWLowe's Companies, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseUNPUnion Pacific CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseTAT&T Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseSBUXStarbucks CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseAMGNAmgen Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseCOSTCostco Wholesale CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseNFLXNetflix, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseJNJJohnson & JohnsonPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseJJacobs Solutions Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseCCitigroup, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseTJXTJX Companies, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseLLYEli Lilly and CompanyPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpousePEPPepsico, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseLINLinde plc Ordinary SharesPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseGOOGLAlphabet Inc. - Class APurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseACNAccenture plc Class A Ordinary SharesPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseIBMInternational Business Machines CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpousePLDProLogis, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseBLKBlackRock, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseGOOGAlphabet Inc. - Class C Capital StockPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseSYKStryker CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseAXONAxon Enterprise, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpousePFEPfizer, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseABTAbbott LaboratoriesPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseWMTWalmart Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseINTCIntel CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseKOCoca-Cola CompanyPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpousePHParker-Hannifin CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseAMZNAmazon.com, Inc.Purchase$1,001 - $15,000Clerk →
2023-11-092023-09-2644SpouseCVXChevron CorporationPurchase$1,001 - $15,000Clerk →
2023-11-092022-10-24381 ·>45SpouseTDYTeledyne Technologies IncorporatedSale$1,001 - $15,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2024 report.

47 assets with a value on the report filed 2025-07-17, 1 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.

AssetTypeOwnerValue (as filed)
Desert Financial Credit UnionOtherMember$15,001 - $50,000
Northwestern Mutual Life InsuranceOtherSpouse$15,001 - $50,000
Northwestern Mutual Life InsuranceOtherSpouse$1,001 - $15,000
State of Arizona Elected Officials PensionOtherMemberUndetermined
TRLVTRULIEVE CANNABIS CORPStockSpouse$250,001 - $500,000
Wells Fargo AccountsOtherMember$100,001 - $250,000
Capital Income BuilderOtherDependent$1,001 - $15,000
Capital Income BuilderOtherDependent$15,001 - $50,000
Capital World Growth and Income FundOtherDependent$15,001 - $50,000
Capital World Growth and Income FundOtherDependent$15,001 - $50,000
The Growth Fund of AmericaOtherDependent$15,001 - $50,000
The Growth Fund of America - 529AOtherDependent$15,001 - $50,000
Charles Schwab Bank SweepOtherSpouse$1,001 - $15,000
Invesco QQQ Trust, Series 1FundSpouse$15,001 - $50,000
iShares Core Dividend Growth ETFFundSpouseNone
iShares Core S&P 500 ETFFundSpouse$15,001 - $50,000
iShares Core S&P U.S. Value ETFFundSpouse$15,001 - $50,000
iShares MSCI USA Momentum Factor ETFFundSpouse$15,001 - $50,000
iShares MSCI USA Quality Factor ETFFundSpouse$15,001 - $50,000
J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETFFundSpouse$15,001 - $50,000
JPMorgan U.S. Value Factor ETFFundSpouse$15,001 - $50,000
Putnam Focused Large Cap Value ETFFundSpouse$15,001 - $50,000
Schwab U.S. Large-Cap Growth ETFFundSpouse$50,001 - $100,000
Schwab US Dividend Equity ETFFundSpouse$50,001 - $100,000
SPDR Series Trust SPDR Portfolio S&P 500 Growth ETFFundSpouse$15,001 - $50,000
VanEck Morningstar Wide Moat ETFFundSpouse$1,001 - $15,000
Vanguard Growth ETFFundSpouse$50,001 - $100,000
Vanguard Value ETFFundSpouse$15,001 - $50,000
Global X NASDAQ 100 Covered Call ETFFundSpouseNone
Global X U.S. Preferred ETFFundSpouseNone
iShares Broad USD High Yield Corporate Bond ETFFundSpouseNone
JPMorgan Equity Premium Income ETFFundSpouse$15,001 - $50,000
Vanguard International High Dividend Yield ETFFundSpouseNone
Vanguard Short-Term Bond ETFFundSpouseNone
Vanguard Short-Term Corporate Bond ETFFundSpouseNone
WisdomTree Emerging Markets High Dividend FundFundSpouseNone
WisdomTree U.S. High Dividend FundFundSpouseNone
WisdomTree U.S. High Yield Corporate Bond FundFundSpouseNone
WisdomTree Yield Enhanced U.S. Aggregate Bond FundFundSpouseNone
S&P 500 Std 1Yr - 40% BuffOtherMember$50,001 - $100,000
American Funds 2035 Trgt Date Retire T6 RFFTXFundMember$100,001 - $250,000
American Funds 2035 Trgt Date Retire T6 RFFTXFundMember$50,001 - $100,000
City of Phoenix Stable Income FundFundMember$1,001 - $15,000
Nationwide Post Employment Health PlanOtherMember$1,001 - $15,000
Russell Growth Strategy FundFundSpouse$100,001 - $250,000
Russell Growth Strategy FundFundSpouse$1,001 - $15,000
Vanguard Target Retirement 2035 FundFundSpouse$15,001 - $50,000

How reports are read: holdings methodology.