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.
- 1PERAa retirement plan, fund or brokerage account28 people
- 2Fidelity Investmentsa retirement plan, fund or brokerage account8 people
- 3Empowera retirement plan, fund or brokerage account5 people
- 4Vanguarda retirement plan, fund or brokerage account5 people
- 5Charles Schwaba retirement plan, fund or brokerage account4 people
- 6CollegeInvesta retirement plan, fund or brokerage account3 people
- 7Fidelity 401Ka retirement plan, fund or brokerage account3 people
- 8Schwaba retirement plan, fund or brokerage account3 people
- 9TIAAa retirement plan, fund or brokerage account3 people
- 10American Funds Roth IRAa retirement plan, fund or brokerage account2 people
- 11College Investa retirement plan, fund or brokerage account2 people
- 12Edward Jonesa retirement plan, fund or brokerage account2 people
- 13Morgan Stanley Investment Accountsa retirement plan, fund or brokerage account2 people
- 14National Financial Servicesa retirement plan, fund or brokerage account2 people
- 15North American Annuity 42a retirement plan, fund or brokerage account2 people
- 16North American Annuity 47a retirement plan, fund or brokerage account2 people
- 17Scholar's Choicea retirement plan, fund or brokerage account2 people
- 18TIAA-CREFa retirement plan, fund or brokerage account2 people
- 19Thrift Savings Plana retirement plan, fund or brokerage account2 people
- 20Empower Retirementa retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist1 person
- 21401(a) Retirement Account (from Arvada PD)a retirement plan, fund or brokerage account1 person
- 22529 Morgan Stanleya retirement plan, fund or brokerage account1 person
- 23529 Savings Accounts Vanguarda retirement plan, fund or brokerage account1 person
- 24529 accounta retirement plan, fund or brokerage account1 person
- 25Acorns Investment Accounta retirement plan, fund or brokerage account1 person
- 26American Century Investments Roth IRAa retirement plan, fund or brokerage account1 person
- 27American Funds from Capital Groupa retirement plan, fund or brokerage account1 person
- 28Athena IRA, Cambridge Investment Researcha retirement plan, fund or brokerage account1 person
- 29CCOERA Retirementa retirement plan, fund or brokerage account1 person
- 30Cambridge Investmentsa retirement plan, fund or brokerage account1 person
- 31Canyon Balanced Fund LP (holding of The Michael F. Bennet Trust)a retirement plan, fund or brokerage account1 person
- 32Caretrust REIT common stocka retirement plan, fund or brokerage account1 person
- 33Charles Schwab Brokerage Accounta retirement plan, fund or brokerage account1 person
- 34Charles Schwab Co IRA Rollover Redacted Account Statement attacheda retirement plan, fund or brokerage account1 person
- 35Charles Schwab Co Inc Roth Contributory IRA Redacted Account Statement attacheda retirement plan, fund or brokerage account1 person
- 36Charles Schwab IRA Mutual Funds: (AMG GW&K Smaa retirement plan, fund or brokerage account1 person
- 37Charles Schwab Prime Advantagea retirement plan, fund or brokerage account1 person
- 38Charles Schwab Trad IRA and Roth IRAa retirement plan, fund or brokerage account1 person
- 39Charles Schwab US Treasury Bondsa retirement plan, fund or brokerage account1 person
- 40Charles Schwab custodial accounta retirement plan, fund or brokerage account1 person
- 41Charles Schwab retirement accounta retirement plan, fund or brokerage account1 person
- 42Charles Schwab, IRAa retirement plan, fund or brokerage account1 person
- 43Chase JP Morgan Brokerage Accounta retirement plan, fund or brokerage account1 person
- 44City of Lakewood Deferred Compensation Plana retirement plan, fund or brokerage account1 person
- 45College Inv 529, Farmers Ins., VTIa retirement plan, fund or brokerage account1 person
- 46College Invest Direct Portfolioa retirement plan, fund or brokerage account1 person
- 47CollegeInvest College 529a retirement plan, fund or brokerage account1 person
- 48CollegeInvest Direct Portfolioa retirement plan, fund or brokerage account1 person
- 49Colorado 529 College Invest Direct Portfolio Savingsa retirement plan, fund or brokerage account1 person
- 50Colorado 529 Plana retirement plan, fund or brokerage account1 person
- 51Conoco-Philips Stocka retirement plan, fund or brokerage account1 person
- 52Contiguglia LLC; 138 W 5th LLC; Fidelity; Charles Scha retirement plan, fund or brokerage account1 person
- 53Dell Technologies Stocka retirement plan, fund or brokerage account1 person
- 54Denver Employees Retirement Plan retirement accouna retirement plan, fund or brokerage account1 person
- 55Disney Stocka retirement plan, fund or brokerage account1 person
- 56Dodge and Cox Roth IRAa retirement plan, fund or brokerage account1 person
- 57Edvest 529 Savings accounta retirement plan, fund or brokerage account1 person
- 58Edward Jones 401(k)a retirement plan, fund or brokerage account1 person
- 59Edward Jones Individual Guided Solutions Flex Funda retirement plan, fund or brokerage account1 person
- 60Edward Jones Individual Select Accounta 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.
Misspelled on the disclosure
8 holdings were misspelled. Each disclosure is a public record filed with the Secretary of State and accepted as written; small mistakes like these make a statement harder to search, and a filer can fix them next time.
| Filer | Written as | Should be |
|---|---|---|
| Steven Woodrow State House District 2 | Captial Group | Capital Group (Am. Funds for Growth, 2050 Target) |
| Carolyn Barnes | Guradian Life Insurance | Guardian Life |
| Carlos Barron State House District 48 | Minesotta Life | Minnesota Life Insurance |
| Amy Paschal State House District 18 | Prodential Life Insurance | Prudential Life Insurance |
| Allison Madrigal | Thrivant | Thrivent |
| James Xavier Quinn District Court Judge | TrtansAmerica | Transamerica |
| Sean Camacho State House District 6 | Unnum Group Life Insurance | Unum |
| Neal Walia | Vangaurd Investment Account | Vanguard |