House
Erik Paulsen
—
Transactions
54
Total transactions associated with this filer
Disclosed purchases
30
$72.0K – $555.0K
Average modeled return
+183.6%
27 of 30 purchases modeled
Average vs. S&P 500
-174.7%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
27 of 30 disclosed purchases have modeled returns for this period. 3 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| VTI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Vanguard Total Stock Market ETF | Oct 13, 2014 | Nov 6, 2026 | +359.1% | +378.8% | -19.7% |
| VTI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Vanguard Total Stock Market ETF | Sep 15, 2014 | Nov 6, 2026 | +331.1% | +353.1% | -21.9% |
| AGG | Isheres Core US Aggregate Bond Fund | Sep 15, 2014 | Nov 6, 2026 | +24.6% | +353.1% | -328.5% |
| VWO | Vanguard FTSE Emerging Markets ETF | Sep 15, 2014 | Nov 6, 2026 | +76.4% | +353.1% | -276.7% |
| TIP | iShares TIPS Bond ETF | Sep 15, 2014 | Nov 6, 2026 | +30.0% | +353.1% | -323.0% |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Sep 15, 2014 | Nov 6, 2026 | +59.1% | +353.1% | -294.0% |
| VOO | VANGUARD S&P 500 ETF | Sep 15, 2014 | Nov 6, 2026 | +354.3% | +353.1% | +1.2% |
| VT | Vanguard All World ETF | Sep 15, 2014 | Nov 6, 2026 | +218.2% | +353.1% | -134.9% |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Jul 10, 2014 | Nov 6, 2026 | +57.4% | +359.2% | -301.7% |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Jul 10, 2014 | Nov 6, 2026 | +57.4% | +359.2% | -301.7% |
| VTI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Vanguard Total Stock Market ETF | Jul 10, 2014 | Nov 6, 2026 | +336.0% | +359.2% | -23.1% |
| ITOT | Isheres S:P Total U.S. Stock | Jul 10, 2014 | Nov 6, 2026 | +339.3% | +359.2% | -19.8% |
| AGG | Ishares Core US Aggregate Bond | Jul 10, 2014 | Nov 6, 2026 | +24.6% | +359.2% | -334.6% |
| VWO | Vanguard FTSE Emerging Markets ETF | Jul 10, 2014 | Nov 6, 2026 | +77.1% | +359.2% | -282.1% |
| IVE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Rita M. Joyce IRA iShares S&P 500 Value ETF | Jul 10, 2014 | Nov 6, 2026 | +239.3% | +359.2% | -119.9% |
| AGG | Ishares Coreus Aggregate Bond Fund | Jul 10, 2014 | Nov 6, 2026 | +24.6% | +359.2% | -334.6% |
| AGG | Ishares Core US Aggregate Bond Fund | Jul 10, 2014 | Nov 6, 2026 | +24.6% | +359.2% | -334.6% |
| VUG | F S : New Vanguard Growth ETF | Jul 10, 2014 | Nov 6, 2026 | +455.2% | +359.2% | +96.0% |
| IVV | iShares Core S&P 500 ETF | Jul 10, 2014 | Nov 6, 2026 | +360.0% | +359.2% | +0.9% |
| IVW | iShares S&P 500 Growth ETF | Jul 10, 2014 | Nov 6, 2026 | +458.5% | +359.2% | +99.3% |
| VEU | Vanguard FTSE All World ETF | Jul 10, 2014 | Nov 6, 2026 | +117.2% | +359.2% | -241.9% |
| IWM | iShares Russell 2000 ETF | Jul 10, 2014 | Nov 6, 2026 | +177.9% | +359.2% | -181.2% |
| GSG | Ishares GSCI Community Indexed ETF | Jul 10, 2014 | Nov 6, 2026 | +4.6% | +359.2% | -354.6% |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | Jul 10, 2014 | Nov 6, 2026 | +246.8% | +359.2% | -112.3% |
| EFA | iShares MSCI EAFE ETF | Jul 10, 2014 | Nov 6, 2026 | +114.5% | +359.2% | -244.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 54 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AGG | Isheres Core US Aggregate Bond Fund | Sep 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| AGG | Ishares Core US Aggregate Bond | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| AGG | Ishares Coreus Aggregate Bond Fund | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| AGG | Ishares Core US Aggregate Bond Fund | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| ALU | Alcatel Lucent, Common stock | Sep 22, 2015 | sale | Not disclosed | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Sep 22, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| EFA | iShares MSCI EAFE ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| GENC | Gencor Industries | Sep 22, 2015 | sale | Not disclosed | Filing ↗ |
| GSG | Ishares GSCI Community Indexed ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Sep 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| ITOT | Isheres S:P Total U.S. Stock | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| IVE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Rita M. Joyce IRA iShares S&P 500 Value ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| IVV | iShares Core S&P 500 ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| IVW | iShares S&P 500 Growth ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| IWM | iShares Russell 2000 ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| TIP | iShares TIPS Bond ETF | Sep 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| TIP | iShares TIPS Bond ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| VEU | Vanguard FTSE All World ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| VOO | VANGUARD S&P 500 ETF | Sep 15, 2014 | purchase | $15.0K – $50.0K | Filing ↗ |
| VOO | VANGUARD S&P 500 ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| VT | Vanguard All World ETF | Sep 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| VTI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Vanguard Total Stock Market ETF | Sep 15, 2014 | purchase | $15.0K – $50.0K | Filing ↗ |
| VTI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Vanguard Total Stock Market ETF | Jul 10, 2014 | purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians