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 account42 people
2. 2FIFidelity Investmentsa retirement plan, fund or brokerage account16 people
3. 3EJEdward Jonesa retirement plan, fund or brokerage account10 people
4. 4VAVanguarda retirement plan, fund or brokerage account6 people
5. 5CSCharles Schwaba retirement plan, fund or brokerage account3 people
6. 6CRColorado Retirement Assoc. Accounta retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist2 people
7. 7CGCapital Group (Am. Funds for Growth, 2050 Target)a retirement plan, fund or brokerage account2 people
8. 8CSCharles Schwab Brokerage Accounta retirement plan, fund or brokerage account2 people
9. 9CICollege Investa retirement plan, fund or brokerage account2 people
10. 10CICollege Invest 529a retirement plan, fund or brokerage account2 people
11. 11EJEdward Jones Mutual Funda retirement plan, fund or brokerage account2 people
12. 12F4Fidelity 401Ka retirement plan, fund or brokerage account2 people
13. 13FIFidelity IRAa retirement plan, fund or brokerage account2 people
14. 14MSMorgan Stanley Investment Accountsa retirement plan, fund or brokerage account2 people
15. 15NYNew York Life Insurance Annuitya retirement plan, fund or brokerage account2 people
16. 16R4Retirement 401k accountsa retirement plan, fund or brokerage account2 people
17. 17TRT. Rowe Pricea retirement plan, fund or brokerage account2 people
18. 18TCTIAA-CREFa retirement plan, fund or brokerage account2 people
19. 19TSThrift Savings Plana retirement plan, fund or brokerage account2 people
20. 20UFUBS Financial Servicesa retirement plan, fund or brokerage account2 people
21. 21EREmpower Retirementa retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist1 person
22. 224W401K Wells Fargo Banka retirement plan, fund or brokerage account1 person
23. 234P401K plan Trailhead Wealth Managementa retirement plan, fund or brokerage account1 person
24. 245M529 Morgan Stanley Minor Children have accountsa retirement plan, fund or brokerage account1 person
25. 255V529 Victory Capital Minor Children have accountsa retirement plan, fund or brokerage account1 person
26. 265A529- Aggressive Age-Based Optiona retirement plan, fund or brokerage account1 person
27. 27747 401K PLana retirement plan, fund or brokerage account1 person
28. 28AIAcorns Investment Accounta retirement plan, fund or brokerage account1 person
29. 29ACAdams County Pension (Prior Employer)a retirement plan, fund or brokerage account1 person
30. 30ACAdams County Retirement Plana retirement plan, fund or brokerage account1 person
31. 31AEAmerican Express, Capital One, First Bank/PNC Bank, Merrill Lynch, Truist Bank, Bank of COa retirement plan, fund or brokerage account1 person
32. 32AFAmerican Funds (College account)a retirement plan, fund or brokerage account1 person
33. 33AFAmerican Funds Retirement Funda retirement plan, fund or brokerage account1 person
34. 34BGBARON GROWTH FUNDa retirement plan, fund or brokerage account1 person
35. 35BABeneficiary American Funds IRAa retirement plan, fund or brokerage account1 person
36. 36BEBettermenta retirement plan, fund or brokerage account1 person
37. 37BHBetterment, Health Savings Investments Betterment, Health Savings Investments Betterment, Roth IRA Charles Schwab, Rollover IRAa retirement plan, fund or brokerage account1 person
38. 38BABrokerage Accounta retirement plan, fund or brokerage account1 person
39. 39CGCapital Group American Fundsa retirement plan, fund or brokerage account1 person
40. 40CCCarbonado Capital Investmentsa retirement plan, fund or brokerage account1 person
41. 41CFCarta, Fetch Equity Stock Optionsa retirement plan, fund or brokerage account1 person
42. 42CFCetera Financial Specialists (SEP/IRA investment)a retirement plan, fund or brokerage account1 person
43. 43CSCharles Schwab Triaditional Roth IRAa retirement plan, fund or brokerage account1 person
44. 44CSCharles Schwab, Dodge Cox, Janus/Hendersona retirement plan, fund or brokerage account1 person
45. 45CSCharles Schwab, Roth IRAa retirement plan, fund or brokerage account1 person
46. 46CSCharles Schwab/Janus Fund/Citizens Invest Cluba retirement plan, fund or brokerage account1 person
47. 47CSCharlles Schwab Mutual Fundsa retirement plan, fund or brokerage account1 person
48. 48C1Child #1 Morgan Stanley 529 Accounta retirement plan, fund or brokerage account1 person
49. 49C2Child #2 Morgan Stanley 529 Accounta retirement plan, fund or brokerage account1 person
50. 50CCCity and County of Denver (retirement)a retirement plan, fund or brokerage account1 person
51. 51CGCity of Greeley Retirement Accounta retirement plan, fund or brokerage account1 person
52. 52CLCity of Longmont Pension and IRAa retirement plan, fund or brokerage account1 person
53. 53CCClara Corporation; Colfax Kipling LLC; Bellview Kipling LLC; Sandoval Family Investments LLCa retirement plan, fund or brokerage account1 person
54. 54CCCoca-Cola stocka retirement plan, fund or brokerage account1 person
55. 55CACollege America 529 (CTAHX, FCFGX)a retirement plan, fund or brokerage account1 person
56. 56CICollege Invest 529 Plana retirement plan, fund or brokerage account1 person
57. 57CICollege Invest 529 Savings Plana retirement plan, fund or brokerage account1 person
58. 58CICollege Invest Direct Portfolio 457 Plana retirement plan, fund or brokerage account1 person
59. 59C5CollegeInvest 529 Savings Accountsa retirement plan, fund or brokerage account1 person
60. 60C5CollegeInvest 529 account, aggressive age-based optia 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.