Transactions
23
Total transactions associated with this filer
Disclosed purchases
12
$54.0K – $285.0K
Average modeled return
+93.7%
9 of 12 purchases modeled
Average vs. S&P 500
-110.5%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
9 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
9 of 12 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↑↓ |
|---|---|---|---|---|---|---|
| IUSG | iShares Core S&P US Growth ETF | Aug 15, 2017 | Nov 6, 2026 | +292.7% | +244.0% | +48.6% |
| SCHD | Schwab US Dividend Equity ETF | Apr 12, 2021 | Nov 6, 2026 | +72.0% | +92.2% | -20.3% |
| VEA | Vanguard FTSE Developed Markets ETF | Apr 19, 2021 | Nov 6, 2026 | +56.5% | +90.6% | -34.1% |
| IUSV | iShares Core S&P US Value ETF | Aug 15, 2017 | Nov 6, 2026 | +172.2% | +244.0% | -71.8% |
| REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) [ST] | Aug 23, 2018 | Nov 6, 2026 | +96.1% | +191.3% | -95.2% |
| VEA | Vanguard FTSE Developed Markets ETF | Aug 15, 2017 | Nov 6, 2026 | +111.5% | +244.0% | -132.5% |
| LQD | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Thomas C MacArthur and Deborah A MacArthur DC iShares iBoxx $ In vestment gradeCorporate Bond ETF | Aug 15, 2017 | Nov 6, 2026 | +20.9% | +244.0% | -223.1% |
| VMBS | Vanguard Mortgage-Backed SEC (VMBS) | Aug 15, 2017 | Nov 6, 2026 | +12.5% | +244.0% | -231.5% |
| GOVT | iShares US Treasury Bond ETF | Aug 15, 2017 | Nov 6, 2026 | +9.4% | +244.0% | -234.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 23 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | BlackRock Lifepath Index 2035 K Fund | May 17, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Millennium Trust Company Traditional IRA | May 4, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| VEA | Vanguard FTSE Developed Markets ETF | Apr 19, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| SCHD | Schwab US Dividend Equity ETF | Apr 12, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | LARCX [OT] | Mar 30, 2021 | purchase | $1.0K – $15.0K | Filing ↗ |
| REGL | REGL | Mar 15, 2021 | sale | $1.0K – $15.0K | Filing ↗ |
| REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) | Nov 25, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| SDY | SPDR S&P Dividend ETF | Feb 12, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Lord Abbett Floating Rate Fund Class C | Dec 24, 2018 | sale | $50.0K – $100.0K | Filing ↗ |
| — | Lord Abbett Floating Rate Fund Class C | Aug 30, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) [ST] | Aug 23, 2018 | purchase | $15.0K – $50.0K | Filing ↗ |
| VNQ | F IlINg s TaTus : New Vanguard REIT ETF | Aug 21, 2018 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Russell Lifepoint Balanced Strategy Fund Class C (Northwestern Mutual) | Jun 15, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| IUSG | iShares Core S&P US Growth ETF | Aug 15, 2017 | purchase | $1.0K – $15.0K | Filing ↗ |
| IUSV | iShares Core S&P US Value ETF | Aug 15, 2017 | purchase | $1.0K – $15.0K | Filing ↗ |
| LQD | g fedcF ILINg S TATUS : New S UBHoLDINg o F : Thomas C MacArthur and Deborah A MacArthur DC iShares iBoxx $ In vestment gradeCorporate Bond ETF | Aug 15, 2017 | purchase | $1.0K – $15.0K | Filing ↗ |
| GOVT | iShares US Treasury Bond ETF | Aug 15, 2017 | purchase | $1.0K – $15.0K | Filing ↗ |
| VEA | Vanguard FTSE Developed Markets ETF | Aug 15, 2017 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Lord Abbett Floating Rate Fund Class C | Aug 15, 2017 | purchase | $15.0K – $50.0K | Filing ↗ |
| VMBS | Vanguard Mortgage-Backed SEC (VMBS) | Aug 15, 2017 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Bank of America, NA RASP | Aug 14, 2017 | exchange | $1.0K – $15.0K | Filing ↗ |
| — | BlackRock Life Path 2020 Fund | Aug 15, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | DFA US Small CAP Portfolio | Aug 15, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076550 | 34 | PARSED | Filing ↗ |
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