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. 15A529 accounta retirement plan, fund or brokerage account1 person
2. 2CBCanyon Balanced Fund LP (holding of The Michael F. Bennet Trust)a retirement plan, fund or brokerage account1 person
3. 3CCCarbonado Capital Investmentsa retirement plan, fund or brokerage account1 person
4. 4CSCharles Schwab retirement accounta retirement plan, fund or brokerage account1 person
5. 5F4Fidelity 401Ka retirement plan, fund or brokerage account1 person
6. 6FIFidelity IRAa retirement plan, fund or brokerage account1 person
7. 7FIFidelity Investmentsa retirement plan, fund or brokerage account1 person
8. 8HFHomestead Fundsa retirement plan, fund or brokerage account1 person
9. 9JMJP Morgan Chasea 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.