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 account57 people
2. 2FIFidelity Investmentsa retirement plan, fund or brokerage account19 people
3. 3EJEdward Jonesa retirement plan, fund or brokerage account11 people
4. 4VAVanguarda retirement plan, fund or brokerage account7 people
5. 5CSCharles Schwaba retirement plan, fund or brokerage account5 people
6. 6EMEmpowera retirement plan, fund or brokerage account5 people
7. 7CICollege Investa retirement plan, fund or brokerage account4 people
8. 8TCTIAA-CREFa retirement plan, fund or brokerage account4 people
9. 9CSCharles Schwab Brokerage Accounta retirement plan, fund or brokerage account3 people
10. 10MSMorgan Stanley Investment Accountsa retirement plan, fund or brokerage account3 people
11. 11SCSchwaba retirement plan, fund or brokerage account3 people
12. 12TITIAAa retirement plan, fund or brokerage account3 people
13. 13TSThrift Savings Plana retirement plan, fund or brokerage account3 people
14. 14CRColorado Retirement Assoc. Accounta retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist2 people
15. 15AIAcorns Investment Accounta retirement plan, fund or brokerage account2 people
16. 16CICollege Invest 529a retirement plan, fund or brokerage account2 people
17. 17COCollegeInvesta retirement plan, fund or brokerage account2 people
18. 18CDCollegeInvest Direct Portfolioa retirement plan, fund or brokerage account2 people
19. 19EJEdward Jones Mutual Funda retirement plan, fund or brokerage account2 people
20. 20JMJP Morgan Investmentsa retirement plan, fund or brokerage account2 people
21. 21NFNational Financial Servicesa retirement plan, fund or brokerage account2 people
22. 22RJRaymond Jamesa retirement plan, fund or brokerage account2 people
23. 23R4Retirement 401k accountsa retirement plan, fund or brokerage account2 people
24. 24TRT. Rowe Pricea retirement plan, fund or brokerage account2 people
25. 25EREmpower Retirementa retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist1 person
26. 264W401K Wells Fargo Banka retirement plan, fund or brokerage account1 person
27. 274P401K plan Trailhead Wealth Managementa retirement plan, fund or brokerage account1 person
28. 285M529 Morgan Stanleya retirement plan, fund or brokerage account1 person
29. 295M529 Morgan Stanley Minor Children have accountsa retirement plan, fund or brokerage account1 person
30. 305S529 Savings Accounts Vanguarda retirement plan, fund or brokerage account1 person
31. 315V529 Victory Capital Minor Children have accountsa retirement plan, fund or brokerage account1 person
32. 325A529- Aggressive Age-Based Optiona retirement plan, fund or brokerage account1 person
33. 33747 401K PLana retirement plan, fund or brokerage account1 person
34. 34ACAdams County Pension (Prior Employer)a retirement plan, fund or brokerage account1 person
35. 35ACAmerican Century Investments Roth IRAa retirement plan, fund or brokerage account1 person
36. 36AEAmerican Express, Capital One, First Bank/PNC Bank, Merrill Lynch, Truist Bank, Bank of COa retirement plan, fund or brokerage account1 person
37. 37AFAmerican Funds (College account)a retirement plan, fund or brokerage account1 person
38. 38AFAmerican Funds Retirement Funda retirement plan, fund or brokerage account1 person
39. 39AFAmerican Funds Roth IRAa retirement plan, fund or brokerage account1 person
40. 40AIAthena IRA, Cambridge Investment Researcha retirement plan, fund or brokerage account1 person
41. 41BGBARON GROWTH FUNDa retirement plan, fund or brokerage account1 person
42. 42BABeneficiary American Funds IRAa retirement plan, fund or brokerage account1 person
43. 43BEBettermenta retirement plan, fund or brokerage account1 person
44. 44CICambridge Investmentsa retirement plan, fund or brokerage account1 person
45. 45CGCapital Group (Am. Funds for Growth, 2050 Target)a retirement plan, fund or brokerage account1 person
46. 46CGCapital Group American Fundsa retirement plan, fund or brokerage account1 person
47. 47CFCetera Financial Specialists (SEP/IRA investment)a retirement plan, fund or brokerage account1 person
48. 48CSCharles Schwab IRA Mutual Funds: (AMG GW&K Smaa retirement plan, fund or brokerage account1 person
49. 49CSCharles Schwab Trad IRA and Roth IRAa retirement plan, fund or brokerage account1 person
50. 50CSCharles Schwab Triaditional Roth IRAa retirement plan, fund or brokerage account1 person
51. 51CSCharles Schwab US Treasury Bondsa retirement plan, fund or brokerage account1 person
52. 52CSCharles Schwab custodial accounta retirement plan, fund or brokerage account1 person
53. 53CSCharles Schwab, Dodge Cox, Janus/Hendersona retirement plan, fund or brokerage account1 person
54. 54CSCharles Schwab/Janus Fund/Citizens Invest Cluba retirement plan, fund or brokerage account1 person
55. 55CSCharlles Schwab Mutual Fundsa retirement plan, fund or brokerage account1 person
56. 56CJChase JP Morgan Brokerage Accounta retirement plan, fund or brokerage account1 person
57. 57C1Child #1 Morgan Stanley 529 Accounta retirement plan, fund or brokerage account1 person
58. 58C2Child #2 Morgan Stanley 529 Accounta retirement plan, fund or brokerage account1 person
59. 59CCCity and County of Denver (retirement)a retirement plan, fund or brokerage account1 person
60. 60CLCity of Longmont Pension and IRAa 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.