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 account9 people
- 2Vanguarda retirement plan, fund or brokerage account4 people
- 3Fidelity 401Ka retirement plan, fund or brokerage account3 people
- 4North American Annuity 42a retirement plan, fund or brokerage account2 people
- 5North American Annuity 47a retirement plan, fund or brokerage account2 people
- 6Empower Retirementa retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist1 person
- 7American Funds Roth IRAa retirement plan, fund or brokerage account1 person
- 8American Funds from Capital Groupa retirement plan, fund or brokerage account1 person
- 9Betterment, Health Savings Investments Betterment, Health Savings Investments Betterment, Roth IRA Charles Schwab, Rollover IRAa retirement plan, fund or brokerage account1 person
- 10Brokerage Accounta retirement plan, fund or brokerage account1 person
- 11CCOERA Retirementa retirement plan, fund or brokerage account1 person
- 12Capital Group (Am. Funds for Growth, 2050 Target)a retirement plan, fund or brokerage account1 person
- 13Caretrust REIT common stocka retirement plan, fund or brokerage account1 person
- 14Carta, Fetch Equity Stock Optionsa retirement plan, fund or brokerage account1 person
- 15Charles Schwaba retirement plan, fund or brokerage account1 person
- 16Charles Schwab Co IRA Rollover Redacted Account Statement attacheda retirement plan, fund or brokerage account1 person
- 17Charles Schwab Co Inc Roth Contributory IRA Redacted Account Statement attacheda retirement plan, fund or brokerage account1 person
- 18Charles Schwab Prime Advantagea retirement plan, fund or brokerage account1 person
- 19Charles Schwab, Roth IRAa retirement plan, fund or brokerage account1 person
- 20City of Lakewood Deferred Compensation Plana retirement plan, fund or brokerage account1 person
- 21CollegeInvesta retirement plan, fund or brokerage account1 person
- 22Colorado 529 Plana retirement plan, fund or brokerage account1 person
- 23Conoco-Philips Stocka retirement plan, fund or brokerage account1 person
- 24Dell Technologies Stocka retirement plan, fund or brokerage account1 person
- 25Denver Employees Retirement Plana retirement plan, fund or brokerage account1 person
- 26Disney Stocka retirement plan, fund or brokerage account1 person
- 27Dodge and Cox Roth IRAa retirement plan, fund or brokerage account1 person
- 28Edward Jonesa retirement plan, fund or brokerage account1 person
- 29Edward Jones 401(k)a retirement plan, fund or brokerage account1 person
- 30Edward Jones Retirementa retirement plan, fund or brokerage account1 person
- 31Empowera retirement plan, fund or brokerage account1 person
- 32FIDELITY LARGE BLENDED FUNDa retirement plan, fund or brokerage account1 person
- 33Federal employee thrift savings retirement accounta retirement plan, fund or brokerage account1 person
- 34Fidelity Investmentsa retirement plan, fund or brokerage account1 person
- 35Fidelity Retirement Accounta retirement plan, fund or brokerage account1 person
- 36Franklin Corefolio Allocation Funda retirement plan, fund or brokerage account1 person
- 37Husch Blackwell LLP 401(k)a retirement plan, fund or brokerage account1 person
- 38IBEW 68 401(k)a retirement plan, fund or brokerage account1 person
- 39IRA Edward Jonesa retirement plan, fund or brokerage account1 person
- 40IRA Empowera retirement plan, fund or brokerage account1 person
- 41IRA Fidelity IRAa retirement plan, fund or brokerage account1 person
- 42Key Investment Servicesa retirement plan, fund or brokerage account1 person
- 43Lincoln Investments Retirement Accounta retirement plan, fund or brokerage account1 person
- 44Maureen M Dower: Schwab IRA, Roth, Simple, Inherited IRAa retirement plan, fund or brokerage account1 person
- 45Michael C Dower: Schwab IRA, GE Vernova 401Ka retirement plan, fund or brokerage account1 person
- 46Missouri Most Colorando College Invest 529 Plansa retirement plan, fund or brokerage account1 person
- 47Morgan Stanley Investment Accountsa retirement plan, fund or brokerage account1 person
- 48NVidia Corp common stocka retirement plan, fund or brokerage account1 person
- 49National Financial Servicesa retirement plan, fund or brokerage account1 person
- 50Nationwide Retirementa retirement plan, fund or brokerage account1 person
- 51Planet IQ Earth Investmentsa retirement plan, fund or brokerage account1 person
- 52Retirement Annuitya retirement plan, fund or brokerage account1 person
- 53Scholar's Choicea retirement plan, fund or brokerage account1 person
- 54Schwaba retirement plan, fund or brokerage account1 person
- 55Schwab SCHH REIT common stocka retirement plan, fund or brokerage account1 person
- 56TIAAa retirement plan, fund or brokerage account1 person
- 57Thrift Savings Plana retirement plan, fund or brokerage account1 person
- 58Touchstone Investments IRAa retirement plan, fund or brokerage account1 person
- 59UBS Financial Servicesa retirement plan, fund or brokerage account1 person
- 60Various IRA funds at Voyaa 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 |