Holdings

The businesses, funds, insurance and trusts named under Assets on each person's latest Personal Financial Disclosure, ranked by how many people name each. Every count links to the people and what they wrote.

1. 1PEPERAa retirement plan, fund or brokerage account70 people
2. 2FIFidelity Investmentsa retirement plan, fund or brokerage account24 people
3. 3EJEdward Jonesa retirement plan, fund or brokerage account12 people
4. 4VAVanguarda retirement plan, fund or brokerage account11 people
5. 5CSCharles Schwaba retirement plan, fund or brokerage account7 people
6. 6EMEmpowera retirement plan, fund or brokerage account6 people
7. 7F4Fidelity 401Ka retirement plan, fund or brokerage account5 people
8. 8CICollege Investa retirement plan, fund or brokerage account4 people
9. 9MSMorgan Stanley Investment Accountsa retirement plan, fund or brokerage account4 people
10. 10SCSchwaba retirement plan, fund or brokerage account4 people
11. 11TITIAAa retirement plan, fund or brokerage account4 people
12. 12TCTIAA-CREFa retirement plan, fund or brokerage account4 people
13. 13TSThrift Savings Plana retirement plan, fund or brokerage account4 people
14. 14CSCharles Schwab Brokerage Accounta retirement plan, fund or brokerage account3 people
15. 15COCollegeInvesta retirement plan, fund or brokerage account3 people
16. 16FIFidelity IRAa retirement plan, fund or brokerage account3 people
17. 17NFNational Financial Servicesa retirement plan, fund or brokerage account3 people
18. 18CRColorado Retirement Assoc. Accounta retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist2 people
19. 19EREmpower Retirementa retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist2 people
20. 20AIAcorns Investment Accounta retirement plan, fund or brokerage account2 people
21. 21AFAmerican Funds Roth IRAa retirement plan, fund or brokerage account2 people
22. 22CGCapital Group (Am. Funds for Growth, 2050 Target)a retirement plan, fund or brokerage account2 people
23. 23CICollege Invest 529a retirement plan, fund or brokerage account2 people
24. 24CDCollegeInvest Direct Portfolioa retirement plan, fund or brokerage account2 people
25. 25DSDisney Stocka retirement plan, fund or brokerage account2 people
26. 26EJEdward Jones Mutual Funda retirement plan, fund or brokerage account2 people
27. 27JMJP Morgan Investmentsa retirement plan, fund or brokerage account2 people
28. 28NYNew York Life Insurance Annuitya retirement plan, fund or brokerage account2 people
29. 29NANorth American Annuity 42a retirement plan, fund or brokerage account2 people
30. 30NANorth American Annuity 47a retirement plan, fund or brokerage account2 people
31. 31RWRBC Wealth Managementa retirement plan, fund or brokerage account2 people
32. 32RJRaymond Jamesa retirement plan, fund or brokerage account2 people
33. 33R4Retirement 401k accountsa retirement plan, fund or brokerage account2 people
34. 34SSScholar's Choicea retirement plan, fund or brokerage account2 people
35. 35TRT. Rowe Pricea retirement plan, fund or brokerage account2 people
36. 36UFUBS Financial Servicesa retirement plan, fund or brokerage account2 people
37. 374A401(a) Retirement Account (from Arvada PD)a retirement plan, fund or brokerage account1 person
38. 384W401K Wells Fargo Banka retirement plan, fund or brokerage account1 person
39. 394P401K plan Trailhead Wealth Managementa retirement plan, fund or brokerage account1 person
40. 405M529 Morgan Stanleya retirement plan, fund or brokerage account1 person
41. 415M529 Morgan Stanley Minor Children have accountsa retirement plan, fund or brokerage account1 person
42. 425S529 Savings Accounts Vanguarda retirement plan, fund or brokerage account1 person
43. 435V529 Victory Capital Minor Children have accountsa retirement plan, fund or brokerage account1 person
44. 445A529 accounta retirement plan, fund or brokerage account1 person
45. 455A529- Aggressive Age-Based Optiona retirement plan, fund or brokerage account1 person
46. 46747 401K PLana retirement plan, fund or brokerage account1 person
47. 47ACAdams County Pension (Prior Employer)a retirement plan, fund or brokerage account1 person
48. 48ACAdams County Retirement Plana retirement plan, fund or brokerage account1 person
49. 49ACAmerican Century Investments Roth IRAa retirement plan, fund or brokerage account1 person
50. 50AEAmerican Express, Capital One, First Bank/PNC Bank, Merrill Lynch, Truist Bank, Bank of COa retirement plan, fund or brokerage account1 person
51. 51AFAmerican Funds (College account)a retirement plan, fund or brokerage account1 person
52. 52AFAmerican Funds Retirement Funda retirement plan, fund or brokerage account1 person
53. 53AFAmerican Funds from Capital Groupa retirement plan, fund or brokerage account1 person
54. 54AIAthena IRA, Cambridge Investment Researcha retirement plan, fund or brokerage account1 person
55. 55BGBARON GROWTH FUNDa retirement plan, fund or brokerage account1 person
56. 56BABeneficiary American Funds IRAa retirement plan, fund or brokerage account1 person
57. 57BEBettermenta retirement plan, fund or brokerage account1 person
58. 58BHBetterment, Health Savings Investments Betterment, Health Savings Investments Betterment, Roth IRA Charles Schwab, Rollover IRAa retirement plan, fund or brokerage account1 person
59. 59BABrokerage Accounta retirement plan, fund or brokerage account1 person
60. 60CRCCOERA Retirementa retirement plan, fund or brokerage account1 person

Counts people who name a holding on their latest disclosure; spellings of the same name are grouped (“Northwestern Mutual” and “Northwestern Mutual Life Insurance”). A holding named for a street address isn't listed. “Hires a professional lobbyist”: the name matches a client on a lobbyist's report to the Secretary of State since July 2023.