Business · Congress trades · Senate
John Boozman
Republican Every stock trade John Boozman reported under the STOCK Act since 2020, and how each did against the S&P 500. Their full record.
Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.
The portfolio against the market
Our rebuild of the household's disclosed stocks and options since December 31, 2023: +34.2% against +57.1% for the S&P 500. Hover for any quarter.
Compare with funds and other members · how we rebuild it is on that page.
What they still hold
By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.
| Stock | Share of portfolio | Worth about |
|---|---|---|
| GOOGLAlphabet Inc. | 13.6% | $105K |
| MSFTMicrosoft | 10.9% | $84K |
| NVDANvidia | 7.6% | $59K |
| METAMeta Platforms | 5.0% | $39K |
| AVGOBroadcom | 5.0% | $39K |
| AMZNAmazon | 4.6% | $36K |
| AMDAMD | 3.2% | $25K |
| PYPLPayPal Holdings | 3.1% | $24K |
| ANETArista Networks | 2.8% | $21K |
| AAPLApple Inc. | 2.7% | $21K |
| LLYEli Lilly and Company | 2.6% | $20K |
| MAMastercard | 2.4% | $18K |
Most traded: TBLL (12), JMBS (11), GIGB (11), CMBS (10), FTGC (9), MBB (9), IVV (8), IEF (8)
Every trade
| Traded | What | Stock | Amount | Vs. the market since |
|---|---|---|---|---|
| August 27, 2026 | Sold some Joint | IVViShares Core S&P 500 ETF | $1,001 - $15,0001 | – |
| August 27, 2026 | Bought Joint | OTISOtis Worldwide Corporation Common Stock | $1,001 - $15,0002 | −1.6% |
| August 20, 2026 | Sold some Joint | JNJJohnson & Johnson Common Stock | $1,001 - $15,0001 | +6.5% |
| August 20, 2026 | Bought Joint | SPYMTradr 2X Long SPY Monthly ETF | $1,001 - $15,0002 | – |
| August 19, 2026 | Sold Joint | WWSYXWestwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra | $15,001 - $50,0001 | – |
| August 19, 2026 | Bought Joint | IJRiShares Core S&P Small-Cap ETF | $1,001 - $15,0002 | – |
| August 19, 2026 | Bought Joint | AVUVAvantis U.S. Small Cap Value ETF | $1,001 - $15,0002 | – |
| August 13, 2026 | Sold some Joint | CEGConstellation Energy Corporation - Common Stock When-Issued | $1,001 - $15,0001 | +1.8% |
| August 13, 2026 | Bought Joint | FSLRFirst Solar, Inc. - Common Stock | $1,001 - $15,0002 | −19.3% |
| November 20, 2025LATE | Sold some Joint | RNWGXNEW WORLD FUND INC - Class R-6 | $1,001 - $15,0003 | – |
| April 8, 2025LATE | Bought Joint | CBOECboe Global Markets, Inc. Common Stock | $1,001 - $15,0004 | −4.1% |
| July 31, 2026 | Sold Joint | CBOECboe Global Markets, Inc. Common Stock | $1,001 - $15,0005 | +1.8% |
| July 30, 2026 | Bought Joint | PYPLPayPal Holdings, Inc. - Common Stock | $1,001 - $15,0006 | −4.9% |
| July 23, 2026 | Sold some Joint | JPMJP Morgan Chase & Co. Common Stock | $1,001 - $15,0005 | +8.7% |
| July 23, 2026 | Bought Joint | SPYMTradr 2X Long SPY Monthly ETF | $1,001 - $15,0006 | – |
| July 9, 2026 | Sold Joint | HDHome Depot, Inc. (The) Common Stock | $1,001 - $15,0005 | +11.7% |
| July 9, 2026 | Bought Joint | APTVAptiv PLC Ordinary Shares | $1,001 - $15,0006 | −27.7% |
| July 2, 2026LATE | Sold Joint | TRVThe Travelers Companies, Inc. Common Stock | $1,001 - $15,0005 | −8.5% |
| July 2, 2026LATE | Bought Joint | ELEstee Lauder Companies, Inc. (The) Common Stock | $1,001 - $15,0006 | +21.3% |
| July 2, 2026LATE | Bought Joint | CVXChevron Corporation Common Stock | $1,001 - $15,0006 | +29.3% |
| July 2, 2026LATE | Bought Joint | SPYMTradr 2X Long SPY Monthly ETF | $1,001 - $15,0006 | – |
| July 2, 2026LATE | Bought Joint | SPYM - Tradr 2X Long SPY Monthly ETF | $1,001 - $15,0007 | – |
| June 25, 2026 | Sold some Joint | TPYPTortoise North American Pipeline Fund | $1,001 - $15,0008 | – |
| June 25, 2026 | Sold some Joint | FTGCFirst Trust Global Tactical Commodity Strategy Fund | $1,001 - $15,0008 | – |
| June 25, 2026 | Bought Joint | IGViShares Expanded Tech-Software Sector ETF | $1,001 - $15,0009 | – |
| June 25, 2026 | Bought Joint | PALLabrdn Physical Palladium Shares ETF | $1,001 - $15,0009 | −9.5% |
| June 17, 2026 | Sold some Joint | IEFiShares 7-10 Year Treasury Bond ETF | $1,001 - $15,0008 | – |
| June 17, 2026 | Bought Joint | SCHP - Schwab U.S. TIPS ETF | $1,001 - $15,0009 | – |
| June 12, 2026 | Sold Joint | ATOAtmos Energy Corporation Common Stock | $1,001 - $15,0008 | +5.6% |
| June 12, 2026 | Bought Joint | CEG - Constellation Energy Corporation - Common Stock When-Issued | $1,001 - $15,0009 | – |
| June 4, 2026 | Sold some Joint | BSXBoston Scientific Corporation Common Stock | $1,001 - $15,0008 | +11.1% |
| June 4, 2026 | Bought Joint | UNHUnitedHealth Group Incorporated Common Stock (DE) | $1,001 - $15,0009 | +0.6% |
| May 27, 2026 | Sold some Joint | VEAVanguard Developed Markets Index Fund - ETF Shares | $1,001 - $15,00010 | – |
| May 27, 2026 | Sold some Joint | VNQIVanguard Global ex-U.S. Real Estate Index Fund - ETF Shares | $1,001 - $15,00010 | – |
| May 27, 2026 | Sold some Joint | LITPSprott Lithium Miners ETF | $1,001 - $15,00010 | – |
| May 27, 2026 | Sold some Joint | IVViShares Core S&P 500 ETF | $1,001 - $15,00010 | – |
| May 27, 2026 | Sold some Joint | RNWGXNEW WORLD FUND INC - Class R-6 | $1,001 - $15,00010 | – |
| May 27, 2026 | Sold some Joint | SPYMTradr 2X Long SPY Monthly ETF | $1,001 - $15,00010 | – |
| May 27, 2026 | Sold some Joint | IWMiShares Russell 2000 ETF | $1,001 - $15,00010 | – |
| May 27, 2026 | Sold some Joint | EFAiShares MSCI EAFE ETF | $1,001 - $15,00010 | – |
| May 27, 2026 | Sold some Joint | GEMGoldman Sachs ActiveBeta(R) Emerging Markets Equity ETF | $1,001 - $15,00010 | +8.4% |
| May 27, 2026 | Sold some Joint | FTGCFirst Trust Global Tactical Commodity Strategy Fund | $1,001 - $15,00010 | – |
| May 27, 2026 | Sold some Joint | EIPIFT Energy Income Partners Enhanced Income ETF | $1,001 - $15,00010 | – |
| May 27, 2026 | Sold some Joint | SPYM - Tradr 2X Long SPY Monthly ETF | $1,001 - $15,00011 | – |
| May 27, 2026 | Sold some Joint | FTGC - First Trust Global Tactical Commodity Strategy Fund | $1,001 - $15,00011 | – |
| May 27, 2026 | Bought Joint | SCHPSchwab U.S. TIPS ETF | $1,001 - $15,00012 | – |
| May 27, 2026 | Bought Joint | JMBSJanus Henderson Mortgage-Backed Securities ETF | $1,001 - $15,00012 | – |
| May 27, 2026 | Bought Joint | IEFiShares 7-10 Year Treasury Bond ETF | $1,001 - $15,00012 | – |
| May 27, 2026 | Bought Joint | TLHiShares 10-20 Year Treasury Bond ETF | $1,001 - $15,00012 | – |
| May 27, 2026 | Bought Joint | CMBSiShares CMBS ETF | $1,001 - $15,00012 | – |
| May 27, 2026 | Bought Joint | MBBiShares MBS ETF | $1,001 - $15,00012 | – |
| May 27, 2026 | Bought Joint | AGZiShares Agency Bond ETF | $1,001 - $15,00012 | – |
| May 27, 2026 | Bought Joint | GBILGoldman Sachs Access Treasury 0-1 Year ETF | $1,001 - $15,00012 | – |
| May 27, 2026 | Bought Joint | GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF | $1,001 - $15,00012 | – |
| May 27, 2026 | Bought Joint | XFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF | $1,001 - $15,00012 | – |
| May 27, 2026 | Bought Joint | XTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF | $1,001 - $15,00012 | – |
| May 15, 2026 | Sold some Joint | ECLEcolab Inc. Common Stock | $1,001 - $15,00010 | −12.3% |
| May 15, 2026 | Sold some Joint | ACNAccenture plc Class A Ordinary Shares (Ireland) | $1,001 - $15,00010 | −31.6% |
| May 15, 2026 | Sold some Joint | ACN - Accenture plc Class A Ordinary Shares (Ireland) | $1,001 - $15,00011 | – |
| May 15, 2026 | Bought Joint | PLTRPalantir Technologies Inc. - Class A Common Stock | $1,001 - $15,00012 | +45.2% |
| May 15, 2026 | Bought Joint | ALBAlbemarle Corporation Common Stock | $1,001 - $15,00012 | −51.5% |
| May 13, 2026 | Sold some Joint | SCHPSchwab U.S. TIPS ETF | $1,001 - $15,00010 | – |
| May 13, 2026 | Sold some Joint | JMBSJanus Henderson Mortgage-Backed Securities ETF | $1,001 - $15,00010 | – |
| May 13, 2026 | Sold some Joint | CMBSiShares CMBS ETF | $1,001 - $15,00010 | – |
| May 13, 2026 | Sold Joint | IEIiShares 3-7 Year Treasury Bond ETF | $50,001 - $100,00010 | – |
| May 13, 2026 | Sold some Joint | MBBiShares MBS ETF | $1,001 - $15,00010 | – |
| May 13, 2026 | Bought Joint | GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF | $1,001 - $15,00012 | – |
| May 13, 2026 | Bought Joint | XFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF | $50,001 - $100,00012 | – |
| September 17, 2025LATE | Bought Joint | GOOGLAlphabet Cl A | $1,001 - $15,00013 | +22.9% |
| March 19, 2025LATE | Sold some Joint | DTEDte Energy Company | $1,001 - $15,00014 | +40.8% |
| April 9, 2026 | Bought Joint | DVNDevon Energy Corporation Common Stock | $1,001 - $15,00015 | −7.6% |
| April 2, 2026 | Sold some Joint | TBLLInvesco Short Term Treasury ETF | $1,001 - $15,00016 | – |
| April 2, 2026 | Bought Joint | CEGConstellation Energy Corporation - Common Stock When-Issued | $1,001 - $15,00015 | −18.2% |
| March 20, 2026 | Sold some Joint | TPYPTortoise North American Pipeline Fund | $1,001 - $15,00017 | – |
| March 20, 2026 | Bought Joint | SPYMTradr 2X Long SPY Monthly ETF | $1,001 - $15,00018 | – |
| March 19, 2026 | Sold some Joint | JNJJohnson & Johnson Common Stock | $1,001 - $15,00017 | +10.4% |
| March 19, 2026 | Sold Joint | BBEUJPMorgan BetaBuilders Europe ETF | $15,001 - $50,00017 | – |
| March 19, 2026 | Bought Joint | VEAVanguard Developed Markets Index Fund - ETF Shares | $1,001 - $15,00018 | – |
| March 19, 2026 | Bought Joint | NVDANVIDIA Corporation - Common Stock | $1,001 - $15,00018 | +4.7% |
| March 19, 2026 | Bought Joint | FTGCFirst Trust Global Tactical Commodity Strategy Fund | $1,001 - $15,00018 | – |
| March 13, 2026 | Bought Joint | ARESAres Management Corporation Class A Common Stock | $1,001 - $15,00018 | −6.2% |
| March 5, 2026 | Bought Joint | MSFTMicrosoft Corporation - Common Stock | $1,001 - $15,00018 | +18.1% |
| February 27, 2026 | Sold some Joint | AMATApplied Materials, Inc. - Common Stock | $1,001 - $15,00019 | +2.6% |
| February 27, 2026 | Bought Joint | NTAPNetApp, Inc. - Common Stock | $1,001 - $15,00020 | +104.3% |
| February 26, 2026 | Sold some Joint | PGProcter & Gamble Company (The) Common Stock | $1,001 - $15,00019 | +16.0% |
| February 26, 2026 | Bought Joint | KRKroger Company (The) Common Stock | $1,001 - $15,00020 | −18.6% |
| February 19, 2026 | Sold some Joint | UNPUnion Pacific Corporation Common Stock | $1,001 - $15,00019 | +3.0% |
| February 13, 2026 | Sold Joint | ADBEAdobe Inc. - Common Stock | $1,001 - $15,00019 | +20.3% |
| February 13, 2026 | Bought Joint | MSFTMicrosoft Corporation - Common Stock | $1,001 - $15,00020 | +21.2% |
| February 6, 2026 | Sold some Joint | JMBSJanus Henderson Mortgage-Backed Securities ETF | $1,001 - $15,00019 | – |
| February 6, 2026 | Sold Joint | SHYiShares 1-3 Year Treasury Bond ETF | $15,001 - $50,00019 | – |
| February 6, 2026 | Sold some Joint | MBBiShares MBS ETF | $1,001 - $15,00019 | – |
| February 6, 2026 | Sold some Joint | AGZiShares Agency Bond ETF | $1,001 - $15,00019 | – |
| February 6, 2026 | Sold Joint | DBLEXDoubleLine Emerging Markets Fixed Income Fund - Class I | $1,001 - $15,00019 | – |
| February 6, 2026 | Bought Joint | UBERUber Technologies, Inc. Common Stock | $1,001 - $15,00020 | −16.6% |
| February 6, 2026 | Bought Joint | IEFiShares 7-10 Year Treasury Bond ETF | $1,001 - $15,00020 | – |
| February 6, 2026 | Bought Joint | TLHiShares 10-20 Year Treasury Bond ETF | $1,001 - $15,00020 | – |
| February 6, 2026 | Bought Joint | EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $1,001 - $15,00020 | – |
| February 6, 2026 | Bought Joint | CMBSiShares CMBS ETF | $1,001 - $15,00020 | – |
| February 6, 2026 | Bought Joint | GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF | $1,001 - $15,00020 | – |
| February 6, 2026 | Bought Joint | XTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF | $15,001 - $50,00020 | – |
| January 29, 2026 | Sold some Joint | UNPUnion Pacific Corp | $1,001 - $15,00021 | −12.4% |
| January 29, 2026 | Sold Joint | OMCOmnicom Group Inc | $1,001 - $15,00021 | +4.7% |
| January 29, 2026 | Sold Joint | IVWiShares S&P 500 Growth ETF | $1,001 - $15,00021 | – |
| January 29, 2026 | Sold Joint | FISVFiserv Inc | $1,001 - $15,00021 | +36.2% |
| January 29, 2026 | Bought Joint | PYPLPaypal Holdings | $1,001 - $15,00022 | −3.6% |
| January 29, 2026 | Bought Joint | ETNEaton Corp | $1,001 - $15,00022 | −0.8% |
| January 29, 2026 | Bought Joint | CVSCVS Corp | $1,001 - $15,00022 | +12.9% |
| January 29, 2026 | Bought Joint | CATCaterpillar Inc | $1,001 - $15,00022 | −1.4% |
| January 26, 2026 | Sold some Joint | MUMicron Technology | $1,001 - $15,00021 | −127.9% |
| January 26, 2026 | Bought Joint | DXCMDexcom Inc | $1,001 - $15,00022 | +5.9% |
| January 23, 2026 | Sold some Joint | SPYM | $1,001 - $15,00021 | – |
| January 23, 2026 | Sold some Joint | MDYSPDR S&P MidCap 400 ETF Trust | $1,001 - $15,00021 | +7.3% |
| January 23, 2026 | Sold some Joint | IWMiShares Russell 2000 ETF | $1,001 - $15,00021 | – |
| January 23, 2026 | Sold Joint | SLViShares Silver Trust | $1,001 - $15,00021 | +56.1% |
| January 23, 2026 | Sold Joint | PPLTabrdn Physical Platinum Shares ETF | $1,001 - $15,00021 | +53.5% |
| January 23, 2026 | Sold Joint | PALLabrdn Physical Palladium Shares ETF | $1,001 - $15,00021 | +56.3% |
| January 23, 2026 | Bought Joint | VNQIVanguard Global ex-U.S. Real Estate ETF | $1,001 - $15,00022 | – |
| January 23, 2026 | Bought Joint | TPYPTortoise Capital Series Trust Tortoise North Ameri | $1,001 - $15,00022 | – |
| January 23, 2026 | Bought Joint | LITPSprott Lithium Miners ETF | $1,001 - $15,00022 | – |
| January 23, 2026 | Bought Joint | RNWGXNew World Fund Inc. Cl R-6 | $1,001 - $15,00022 | – |
| January 23, 2026 | Bought Joint | JMBSJanus Henderson Mortgage-Backed Securities ETF | $1,001 - $15,00022 | – |
| January 23, 2026 | Bought Joint | IVViShares Core S&P 500 ETF | $1,001 - $15,00022 | – |
| January 23, 2026 | Bought Joint | CMBSiShares CMBS Bond ETF | $1,001 - $15,00022 | – |
| January 23, 2026 | Bought Joint | MBBiShares MBS ETF | $1,001 - $15,00022 | – |
| January 23, 2026 | Bought Joint | TBLLInvesco Short Term Treasury ETF | $1,001 - $15,00022 | – |
| January 23, 2026 | Bought Joint | GIGBGoldman Sachs Access Investment Grade Corporate Bo | $1,001 - $15,00022 | – |
| January 23, 2026 | Bought Joint | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E | $1,001 - $15,00022 | −3.0% |
| January 23, 2026 | Bought Joint | FTGCFirst Trust Global Tactical Commodity Strategy Fun | $1,001 - $15,00022 | – |
| January 23, 2026 | Bought Joint | EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In | $1,001 - $15,00022 | – |
| January 15, 2026 | Sold some Joint | OMCOmnicom Group Inc | $1,001 - $15,00021 | +11.6% |
| January 15, 2026 | Bought Joint | VVisa Inc | $1,001 - $15,00022 | +10.5% |
| January 15, 2026 | Bought Joint | AAPLApple Inc | $1,001 - $15,00022 | +21.5% |
| January 8, 2026 | Sold some Joint | MUMicron Technology | $1,001 - $15,00021 | −172.8% |
| January 8, 2026 | Sold some Joint | LRCXLam Research Corp | $1,001 - $15,00021 | −26.1% |
| January 8, 2026 | Bought Joint | NFLXNetflix Inc | $1,001 - $15,00022 | −31.7% |
| January 8, 2026 | Bought Joint | XOMExxon Mobil Corp | $1,001 - $15,00022 | +30.2% |
| January 8, 2026 | Bought Joint | DISWalt Disney Company | $1,001 - $15,00022 | −15.1% |
| December 31, 2025 | Sold Joint | SMCISuper Micro Computer, Inc. - Common Stock | $1,001 - $15,00023 | −6.7% |
| December 31, 2025 | Bought Joint | IVWiShares S&P 500 Growth ETF | $1,001 - $15,00024 | – |
| December 26, 2025 | Sold Joint | KRESPDR S&P Regional Banking ETF | $1,001 - $15,00023 | – |
| December 26, 2025 | Bought Joint | IJRiShares Core S&P Small-Cap ETF | $1,001 - $15,00024 | – |
| December 24, 2025 | Sold some Joint | SLViShares Silver Trust | $1,001 - $15,00023 | +32.2% |
| December 24, 2025 | Sold some Joint | PPLTabrdn Physical Platinum Shares ETF | $1,001 - $15,00023 | +39.6% |
| December 24, 2025 | Sold some Joint | PALLabrdn Physical Palladium Shares ETF | $1,001 - $15,00023 | +46.0% |
| December 24, 2025 | Bought Joint | SPYMState Street SPDR Portfolio S&P 500 ETF | $15,001 - $50,00024 | – |
| December 17, 2025 | Sold some Joint | MSIMotorola Solutions, Inc. Common Stock | $1,001 - $15,00023 | −6.9% |
| December 17, 2025 | Sold some Joint | BSXBoston Scientific Corp | $1,001 - $15,00023 | +68.0% |
| December 17, 2025 | Bought Joint | WFCWells Fargo & Company | $1,001 - $15,00024 | −25.6% |
| December 17, 2025 | Bought Joint | MSFTMicrosoft Corp | $1,001 - $15,00024 | −1.7% |
| December 17, 2025 | Bought Joint | AAPLApple Inc | $1,001 - $15,00024 | +11.4% |
| December 11, 2025 | Sold some Joint | TBLLInvesco Short Term Treasury ETF | $1,001 - $15,00023 | – |
| December 11, 2025 | Bought Joint | SMCISuper Micro Computer | $1,001 - $15,00024 | −8.8% |
| December 11, 2025 | Bought Joint | ANETArista Networks, Inc. Common Stock | $1,001 - $15,00024 | +19.7% |
| November 21, 2025 | Sold some Joint | VEAVanguard FTSE Developed Markets ETF | $1,001 - $15,00025 | – |
| November 21, 2025 | Sold some Joint | VNQIVanguard Global ex-U.S. Real Estate ETF | $1,001 - $15,00025 | – |
| November 21, 2025 | Sold some Joint | TPYPTortoise North Amer Pipeline Fund | $1,001 - $15,00025 | – |
| November 21, 2025 | Sold some Joint | LLYEli Lilly and Company | $1,001 - $15,00025 | −1.0% |
| November 21, 2025 | Sold some Joint | IVViShares Core S&P 500 ETF | $1,001 - $15,00025 | – |
| November 21, 2025 | Sold some Joint | IWMiShares Russell 2000 ETF | $1,001 - $15,00025 | – |
| November 21, 2025 | Sold some Joint | FISVFiserv Inc | $1,001 - $15,00025 | +39.0% |
| November 21, 2025 | Sold some Joint | FTGCFirst Trust Global Tactical Commodity Strategy Fun | $1,001 - $15,00025 | – |
| November 21, 2025 | Sold some Joint | EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In | $1,001 - $15,00025 | – |
| November 21, 2025 | Bought Joint | MDYS&P Midcap 400 SPDR | $1,001 - $15,00026 | −2.7% |
| November 21, 2025 | Bought Joint | PYPLPaypal Holdings | $1,001 - $15,00026 | −22.7% |
| November 21, 2025 | Bought Joint | JMBSJanus Henderson Mortgage-Backed Securities ETF | $1,001 - $15,00026 | – |
| November 21, 2025 | Bought Joint | CMBSiShares CMBS Bond ETF | $1,001 - $15,00026 | – |
| November 21, 2025 | Bought Joint | MBBiShares MBS ETF | $1,001 - $15,00026 | – |
| November 21, 2025 | Bought Joint | GIGBGoldman Sachs Access Investment Grade Corporate Bo | $1,001 - $15,00026 | – |
| November 20, 2025 | Sold some Joint | RNWAXAmerican Funds - New World Fund Inc Class R-1 Sh | $1,001 - $15,00025 | – |
| November 20, 2025 | Sold some Joint | EFAiShares MSCI EAFE ETF | $1,001 - $15,00025 | – |
| November 20, 2025 | Sold some Joint | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E | $1,001 - $15,00025 | −1.8% |
| November 20, 2025 | Bought Joint | WWSYXWestwood Smallcap Fund Class Y | $1,001 - $15,00026 | – |
| November 13, 2025 | Sold Joint | CRMSalesforce Inc | $1,001 - $15,00025 | +14.7% |
| November 13, 2025 | Bought Joint | META | $1,001 - $15,00026 | – |
| November 13, 2025 | Bought Joint | ANETArista Networks Inc | $1,001 - $15,00026 | +21.0% |
| November 13, 2025 | Bought Joint | AMZNAmazon.com Inc | $1,001 - $15,00026 | −9.6% |
| November 6, 2025 | Sold Joint | AAXJiShares MSCI All Country Asia ex Japan ETF | $1,001 - $15,00025 | – |
| November 6, 2025 | Bought Joint | VEAVanguard FTSE Developed Markets ETF | $1,001 - $15,00026 | – |
| November 6, 2025 | Bought Joint | VWOVanguard FTSE Emerging Markets ETF | $1,001 - $15,00026 | – |
| November 3, 2025 | Sold some Joint | TPYPTortoise North American Pipeline ETF | $1,001 - $15,00027 | – |
| October 31, 2025 | Sold some Joint | OMCOmnicom Group Inc | $1,001 - $15,00027 | +5.6% |
| October 31, 2025 | Bought Joint | METAMeta Platforms Inc | $1,001 - $15,00028 | +0.5% |
| October 9, 2025 | Sold Joint | COLPALCOLGATE PALMOLIVE LTD. | $1,001 - $15,00027 | – |
| October 9, 2025 | Bought Joint | COSTCostco Wholesale | $1,001 - $15,00028 | −10.1% |
| October 3, 2025 | Sold Joint | URNMSprott Uranium Miners ETF | $1,001 - $15,00027 | – |
| October 3, 2025 | Sold some Joint | LITPSprott Lithium Miners ETF | $1,001 - $15,00027 | – |
| October 3, 2025 | Sold some Joint | SLViShares Silver Trust | $1,001 - $15,00027 | −4.0% |
| October 3, 2025 | Sold Joint | EMLPFirst Trust North American Energy Infrastructure F | $15,001 - $50,00027 | – |
| October 3, 2025 | Bought Joint | FTGCFirst Trust Global Tactical Commodity Strategy Fun | $1,001 - $15,00028 | – |
| October 3, 2025 | Bought Joint | EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In | $15,001 - $50,00028 | – |
| October 2, 2025 | Sold some Joint | IQVIqvia Holdings Inc | $1,001 - $15,00027 | −17.3% |
| September 17, 2025 | Sold some Joint | MUMicron Technology | $1,001 - $15,00029 | −465.0% |
| September 17, 2025 | Bought Joint | GOOGLAlphabet Cl A | $15,001 - $50,00030 | +22.9% |
| September 16, 2025 | Sold some Joint | JMBSJanus Henderson Mortgage-Backed Securities ETF | $1,001 - $15,00029 | – |
| September 16, 2025 | Sold some Joint | CMBSiShares CMBS Bond ETF | $1,001 - $15,00029 | – |
| September 16, 2025 | Sold some Joint | TLTiShares 20+ Year Treasury Bond ETF | $15,001 - $50,00029 | – |
| September 16, 2025 | Sold some Joint | MBBiShares MBS ETF | $1,001 - $15,00029 | – |
| September 16, 2025 | Sold some Joint | AGZiShares Agency Bond ETF | $1,001 - $15,00029 | – |
| September 16, 2025 | Sold some Joint | GBILGoldman Sachs Access Treasury 0-1 Year ETF | $1,001 - $15,00029 | – |
| September 16, 2025 | Sold some Joint | GIGBGoldman Sachs Access Investment Grade Corporate Bo | $1,001 - $15,00029 | – |
| September 16, 2025 | Bought Joint | SCHPSchwab U.S. TIPS ETF | $1,001 - $15,00030 | – |
| September 16, 2025 | Bought Joint | IEFiShares 7-10 Year Treasury Bond ETF | $15,001 - $50,00030 | – |
| September 16, 2025 | Bought Joint | SHYiShares 1-3 Year Treasury Bond ETF | $1,001 - $15,00030 | – |
| September 16, 2025 | Bought Joint | IEIiShares 3-7 Year Treasury Bond ETF | $15,001 - $50,00030 | – |
| September 12, 2025 | Sold some Joint | ORCLOracle Corp | $1,001 - $15,00029 | +71.4% |
| September 12, 2025 | Bought Joint | ETNEaton Corp | $1,001 - $15,00030 | −10.5% |
| September 4, 2025 | Bought Joint | ADBEAdobe Systems Inc | $1,001 - $15,00030 | −47.7% |
| August 22, 2025 | Sold some Joint | MUMicron Technology | $1,001 - $15,00031 | −671.7% |
| August 22, 2025 | Sold some Joint | ABBVAbbvie Inc | $1,001 - $15,00031 | −15.9% |
| August 22, 2025 | Bought Joint | NVDANvidia Corp | $1,001 - $15,00032 | +2.4% |
| August 22, 2025 | Bought Joint | LLYEli Lilly and Company | $1,001 - $15,00032 | +56.3% |
| August 14, 2025 | Sold Joint | EMRZXEmerging Markets Fund Class Z | $15,001 - $50,00031 | – |
| August 14, 2025 | Bought Joint | RNWGXNew World Fund Inc. Cl R-6 | $15,001 - $50,00032 | – |
| August 11, 2025 | Sold some Joint | ABBVAbbvie Inc | $1,001 - $15,00031 | −22.3% |
| August 11, 2025 | Bought Joint | LLYEli Lilly and Company | $1,001 - $15,00032 | +75.7% |
| August 7, 2025 | Sold some Joint | EMRZXEmerging Markets Fund Class Z | $15,001 - $50,00031 | – |
| August 7, 2025 | Bought Joint | RNWGXNew World Fund Inc. Cl R-6 | $15,001 - $50,00032 | – |
| August 7, 2025 | Bought Joint | AMDAdvanced Micro Devices, Inc. - Common Stock | $1,001 - $15,00032 | +184.6% |
| August 1, 2025 | Sold some Joint | VEAVanguard FTSE Developed Markets ETF | $1,001 - $15,00031 | – |
| August 1, 2025 | Sold some Joint | EMRZXEmerging Markets Fund Class Z | $1,001 - $15,00031 | – |
| August 1, 2025 | Sold some Joint | URNMSprott Uranium Miners ETF | $1,001 - $15,00031 | – |
| August 1, 2025 | Sold some Joint | IVViShares Core S&P 500 ETF | $1,001 - $15,00031 | – |
| August 1, 2025 | Sold some Joint | EFAiShares MSCI EAFE ETF | $1,001 - $15,00031 | – |
| August 1, 2025 | Sold some Joint | SLViShares Silver Trust | $1,001 - $15,00031 | −30.4% |
| August 1, 2025 | Sold some Joint | TBLLInvesco Short Term Treasury ETF | $15,001 - $50,00031 | – |
| August 1, 2025 | Sold some Joint | GIGBGoldman Sachs Access Investment Grade Corporate Bo | $1,001 - $15,00031 | – |
| August 1, 2025 | Sold some Joint | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E | $1,001 - $15,00031 | −7.6% |
| August 1, 2025 | Sold some Joint | EMLPFirst Trust North American Energy Infrastructure F | $1,001 - $15,00031 | – |
| August 1, 2025 | Sold some Joint | PPLTabrdn Physical Platinum Shares ETF | $1,001 - $15,00031 | +1.2% |
| August 1, 2025 | Sold some Joint | PALLabrdn Physical Palladium Shares ETF | $1,001 - $15,00031 | +30.7% |
| August 1, 2025 | Bought Joint | VNQIVanguard Global ex-U.S. Real Estate ETF | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | SCHPSchwab U.S. TIPS ETF | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | RNWGXNew World Fund Inc. Cl R-6 | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | JMBSJanus Henderson Mortgage-Backed Securities ETF | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | IWMiShares Russell 2000 ETF | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | IEFiShares 7-10 Year Treasury Bond ETF | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | SHYiShares 1-3 Year Treasury Bond ETF | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | TLHiShares 10-20 Year Treasury Bond ETF | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | CMBSiShares CMBS Bond ETF | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | IEIiShares 3-7 Year Treasury Bond ETF | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | TLTiShares 20+ Year Treasury Bond ETF | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | MBBiShares MBS ETF | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | AGZiShares Agency Bond ETF | $1,001 - $15,00032 | – |
| August 1, 2025 | Bought Joint | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E | $1,001 - $15,00032 | +7.6% |
| August 1, 2025 | Bought Joint | WWSYXWestwood Smallcap Fund Class Y | $1,001 - $15,00032 | – |
| July 31, 2025 | Sold some Joint | MDLZMondelez Intl Inc | $1,001 - $15,00033 | +24.7% |
| July 31, 2025 | Sold some Joint | GDGeneral Dynamics Corp | $1,001 - $15,00033 | +13.9% |
| July 31, 2025 | Bought Joint | WMTWalmart Inc | $1,001 - $15,00034 | −1.8% |
| July 31, 2025 | Bought Joint | GEGeneral Electric Company | $1,001 - $15,00034 | −7.0% |
| July 24, 2025 | Sold some Joint | JPMJP Morgan Chase & Company | $1,001 - $15,00033 | +8.5% |
| July 24, 2025 | Bought Joint | BRK-B - Berkshire Hathaway Inc Class B | $1,001 - $15,00034 | – |
| July 8, 2025 | Sold Joint | HYGiShares iBoxx $ High Yield Corporate Bond ETF | $1,001 - $15,00033 | – |
| July 8, 2025 | Bought Joint | GIGBGoldman Sachs Access Investment Grade Corporate Bo | $1,001 - $15,00034 | – |
| July 1, 2025 | Sold some Joint | MUMicron Technology | $1,001 - $15,00033 | −645.4% |
| June 11, 2025 | Sold Joint | UNHUnitedhealth Group Inc | $1,001 - $15,00035 | −2.6% |
| June 11, 2025 | Sold some Joint | MUMicron Technology | $1,001 - $15,00035 | −674.2% |
| June 11, 2025 | Bought Joint | TBLLInvesco Short Term Treasury ETF | $1,001 - $15,00036 | – |
| June 11, 2025 | Bought Joint | AVGOBroadcom Inc. - Common Stock | $1,001 - $15,00036 | +1.6% |
| May 13, 2025LATE | Bought Joint | AVGOBroadcom Inc. - Common Stock | $1,001 - $15,00037 | +9.9% |
| May 30, 2025 | Sold Joint | FBINFortune Brands Innovations Inc | $1,001 - $15,00038 | +51.5% |
| May 30, 2025 | Bought Joint | RTXRaytheon Technologies Corp | $1,001 - $15,00039 | +6.0% |
| May 30, 2025 | Bought Joint | METAMeta Platforms Inc | $1,001 - $15,00039 | −17.2% |
| May 20, 2025 | Sold some Joint | NRGNRG Energy | $1,001 - $15,00038 | +65.8% |
| May 20, 2025 | Sold some Joint | LOWLowe's Companies | $1,001 - $15,00038 | +45.5% |
| May 20, 2025 | Sold some Joint | GDGeneral Dynamics Corp | $1,001 - $15,00038 | +10.5% |
| May 20, 2025 | Sold Joint | DTEDte Energy Company | $1,001 - $15,00038 | +36.4% |
| May 20, 2025 | Bought Joint | HDHome Depot | $1,001 - $15,00039 | −48.4% |
| May 20, 2025 | Bought Joint | ATOAtmos Energy Corp | $1,001 - $15,00039 | −25.0% |
| May 20, 2025 | Bought Joint | GOOGLAlphabet Cl A | $1,001 - $15,00039 | +82.8% |
| May 16, 2025 | Sold some Joint | TBLLInvesco Short Term Treasury ETF | $1,001 - $15,00038 | – |
| May 16, 2025 | Bought Joint | METAMeta Platforms Inc | $1,001 - $15,00039 | −14.8% |
| May 16, 2025 | Bought Joint | HDHome Depot | $1,001 - $15,00039 | −48.9% |
| May 16, 2025 | Bought Joint | AMZNAmazon.com Inc | $1,001 - $15,00039 | −8.3% |
| May 13, 2025 | Sold Joint | VLOValero Energy Corp | $1,001 - $15,00038 | −197.1% |
| May 13, 2025 | Bought Joint | NVDANvidia Corp | $1,001 - $15,00039 | +35.7% |
| May 13, 2025 | Bought Joint | Broadcom Inc. - Common Stock | $1,001 - $15,00039 | – |
| April 22, 2025 | Sold some Joint | CRMSalesforce Inc | $1,001 - $15,00040 | +47.5% |
| April 22, 2025 | Bought Joint | MSFTMicrosoft Corp | $1,001 - $15,00041 | +0.7% |
| April 16, 2025 | Sold some Joint | LRCXLam Research Corp | $1,001 - $15,00040 | −279.1% |
| April 16, 2025 | Sold Joint | GILDGilead Sciences Inc | $1,001 - $15,00040 | −3.2% |
| April 16, 2025 | Sold some Joint | AMATApplied Materials | $1,001 - $15,00040 | −149.4% |
| April 16, 2025 | Bought Joint | UNHUnitedhealth Group Inc | $1,001 - $15,00041 | −77.3% |
| April 16, 2025 | Bought Joint | ORCLOracle Corp | $1,001 - $15,00041 | −43.2% |
| April 16, 2025 | Bought Joint | MSFTMicrosoft Corp | $1,001 - $15,00041 | −1.7% |
| April 15, 2025 | Sold some Joint | BACBank of America Corp | $1,001 - $15,00040 | +8.7% |
| April 15, 2025 | Bought Joint | METAMeta Platforms Inc | $1,001 - $15,00041 | −2.3% |
| April 9, 2025 | Sold some Joint | SHYiShares 1-3 Year Treasury Bond ETF | $1,001 - $15,00040 | – |
| April 9, 2025 | Bought Joint | HYGiShares iBoxx $ High Yield Corporate Bond ETF | $1,001 - $15,00041 | – |
| April 8, 2025 | Sold some Joint | JPMJP Morgan Chase & Company | $1,001 - $15,00040 | +0.7% |
| April 8, 2025 | Sold Joint | IVWiShares S&P 500 Growth ETF | $1,001 - $15,00040 | – |
| April 8, 2025 | Bought Joint | COLPALCOLGATE PALMOLIVE LTD. | $1,001 - $15,00041 | – |
| April 8, 2025 | Bought Joint | FTGCFirst Trust Global Tactical Commodity Strategy Fun | $1,001 - $15,00041 | – |
| April 8, 2025 | Bought Joint | AVGOBroadcom Inc. - Common Stock | $1,001 - $15,00041 | +55.2% |
| March 19, 2025 | Sold some Joint | IVWiShares S&P 500 Growth ETF | $1,001 - $15,00042 | – |
| March 19, 2025 | Sold Joint | DTEDte Energy Company | $1,001 - $15,00042 | +40.8% |
| March 19, 2025 | Bought Joint | TBLLInvesco Short Term Treasury ETF | $1,001 - $15,00043 | – |
| March 19, 2025 | Bought Joint | AMATApplied Materials | $1,001 - $15,00043 | +128.9% |
| March 5, 2025LATE | Bought Joint | TBLLInvesco Short Term Treasury ETF | $1,001 - $15,00043 | – |
| February 26, 2025 | Sold some Joint | IVWiShares S&P 500 Growth ETF | $1,001 - $15,00044 | – |
| February 26, 2025 | Sold some Joint | FTGCFirst Trust Global Tactical Commodity Strategy Fun | $1,001 - $15,00044 | – |
| February 26, 2025 | Sold some Joint | EMLPFirst Trust North American Energy Infrastructure F | $1,001 - $15,00044 | – |
| February 26, 2025 | Bought Joint | LITPSprott Lithium Miners ETF | $1,001 - $15,00045 | – |
| February 26, 2025 | Bought Joint | NVDANvidia Corp | $1,001 - $15,00045 | +35.7% |
| February 26, 2025 | Bought Joint | MSIMotorola Solutions | $1,001 - $15,00045 | −22.7% |
| February 26, 2025 | Bought Joint | TBLLInvesco Short Term Treasury ETF | $1,001 - $15,00045 | – |
| February 26, 2025 | Bought Joint | ECLEcolab Inc | $1,001 - $15,00045 | −21.4% |
| February 26, 2025 | Bought Joint | AXPAmerican Express Company | $1,001 - $15,00045 | −23.9% |
| February 26, 2025 | Bought Joint | AMZNAmazon.com Inc | $1,001 - $15,00045 | −13.2% |
| February 25, 2025 | Bought Joint | URNMSprott Uranium Miners ETF | $1,001 - $15,00045 | – |
| February 14, 2025 | Sold some Joint | IVWiShares S&P 500 Growth ETF | $1,001 - $15,00044 | – |
| February 14, 2025 | Bought Joint | MSFTMicrosoft Corp | $1,001 - $15,00045 | +5.5% |
| February 13, 2025 | Sold Joint | PFEPfizer Inc | $1,001 - $15,00044 | +11.8% |
| February 13, 2025 | Sold Joint | DISWalt Disney Company | $1,001 - $15,00044 | +25.7% |
| February 13, 2025 | Bought Joint | BSXBoston Scientific Corp | $1,001 - $15,00045 | −84.8% |
| February 13, 2025 | Bought Joint | GOOGLAlphabet Cl A | $1,001 - $15,00045 | +61.0% |
| February 5, 2025 | Sold some Joint | LRCXLam Research Corp | $1,001 - $15,00044 | −210.9% |
| February 5, 2025 | Sold some Joint | JPMJP Morgan Chase & Company | $1,001 - $15,00044 | +3.7% |
| February 5, 2025 | Sold some Joint | BACBank of America Corp | $1,001 - $15,00044 | +19.0% |
| February 5, 2025 | Bought Joint | MSFTMicrosoft Corp | $1,001 - $15,00045 | +2.8% |
| February 5, 2025 | Bought Joint | MAMastercard Inc | $1,001 - $15,00045 | −18.9% |
| February 5, 2025 | Bought Joint | AXPAmerican Express Company | $1,001 - $15,00045 | −29.9% |
| February 4, 2025 | Sold Joint | QSRRestaurant Brands International | $1,001 - $15,00044 | +8.6% |
| February 4, 2025 | Bought Joint | AMZNAmazon.com Inc | $1,001 - $15,00045 | −25.0% |
| January 28, 2025 | Sold some Joint | IVWiShares S&P 500 Growth ETF | $1,001 - $15,00046 | – |
| January 28, 2025 | Sold Joint | HPQHP Inc | $1,001 - $15,00046 | +33.4% |
| January 28, 2025 | Bought Joint | NRGNRG Energy, Inc. Common Stock | $1,001 - $15,00047 | −25.7% |
| January 28, 2025 | Bought Joint | TBLLInvesco Short Term Treasury ETF | $1,001 - $15,00047 | – |
| January 16, 2025 | Sold Joint | SPYSPDR??S&P 500? ETF Trust | $1,001 - $15,00046 | +0.0% |
| January 16, 2025 | Bought Joint | TBLLInvesco Short Term Treasury ETF | $1,001 - $15,00047 | – |
| January 14, 2025 | Sold Joint | QQQInvesco QQQ Trust, Series 1 | $1,001 - $15,00046 | −11.6% |
| January 14, 2025 | Sold Joint | EBAYEbay Inc | $1,001 - $15,00046 | −54.2% |
| January 14, 2025 | Sold Joint | CSCOCisco Systems Inc | $1,001 - $15,00046 | −48.4% |
| January 14, 2025 | Bought Joint | CRMSalesforce Inc | $1,001 - $15,00047 | −58.2% |
| January 14, 2025 | Bought Joint | NVDANvidia Corp | $1,001 - $15,00047 | +32.3% |
| January 14, 2025 | Bought Joint | MAMastercard Incorporated Common Stock | $1,001 - $15,00047 | −11.5% |
| December 23, 2024 | Sold some Joint | AMATApplied Materials, Inc. - Common Stock | $1,001 - $15,00048 | −114.6% |
| November 20, 2024 | Sold some Joint | VWOVanguard FTSE Emerging Markets ETF | $1,001 - $15,00049 | – |
| November 20, 2024 | Sold Joint | SWKSSkyworks Solutions, Inc. - Common Stock | $1,001 - $15,00049 | +35.9% |
| November 20, 2024 | Sold some Joint | BBEUJPMorgan BetaBuilders Europe ETF | $1,001 - $15,00049 | – |
| November 20, 2024 | Bought Joint | AAXJiShares MSCI All Country Asia ex Japan ETF | $1,001 - $15,00050 | – |
| November 13, 2024 | Bought Joint | SPYSPDR S&P 500 | $1,001 - $15,00050 | +0.0% |
| October 9, 2024 | Sold some Joint | IWMiShares Russell 2000 ETF | $1,001 - $15,00051 | – |
| October 6, 2024 | Sold some Joint | IVViShares Core S&P 500 ETF | $1,001 - $15,00051 | – |
| September 26, 2024 | Sold some Joint | FIFiserv Inc | $1,001 - $15,00051 | – |
| September 9, 2024 | Sold some Joint | VEAVanguard FTSE Developed Markets ETF | $1,001 - $15,00051 | – |
| September 9, 2024 | Sold some Joint | MDYS&P Midcap 400 SPDR | $1,001 - $15,00051 | +18.0% |
| September 9, 2024 | Sold some Joint | EFAiShares MSCI EAFE ETF | $1,001 - $15,00051 | – |
| September 6, 2024 | Sold some Joint | VNQIVanguard Global ex-U.S. Real Estate ETF | $1,001 - $15,00051 | – |
| September 6, 2024 | Sold some Joint | TPYPTortoise North American Pipeline ETF | $15,001 - $50,00051 | – |
| September 6, 2024 | Sold some Joint | EMLPFirst Trust North American Energy Infrastructure F | $1,001 - $15,00051 | – |
| September 6, 2024 | Sold some Joint | WWSYXWestwood Quality Smallcap Fund - Ultra Shares | $1,001 - $15,00051 | – |
| September 6, 2024 | Bought Joint | SCHPSchwab U.S. TIPS ETF | $1,001 - $15,00052 | – |
| September 6, 2024 | Bought Joint | JMBSJanus Henderson Mortgage-Backed Securities ETF | $1,001 - $15,00052 | – |
| September 6, 2024 | Bought Joint | IVViShares Core S&P 500 ETF | $1,001 - $15,00052 | – |
| September 6, 2024 | Bought Joint | IEFiShares 7-10 Year Treasury Bond ETF | $1,001 - $15,00052 | – |
| September 6, 2024 | Bought Joint | SHYiShares 1-3 Year Treasury Bond ETF | $1,001 - $15,00052 | – |
| September 6, 2024 | Bought Joint | TLHiShares 10-20 Year Treasury Bond ETF | $1,001 - $15,00052 | – |
| September 6, 2024 | Bought Joint | CMBSiShares CMBS Bond ETF | $1,001 - $15,00052 | – |
| September 6, 2024 | Bought Joint | IEIiShares 3-7 Year Treasury Bond ETF | $1,001 - $15,00052 | – |
| September 6, 2024 | Bought Joint | TLTiShares 20+ Year Treasury Bond ETF | $1,001 - $15,00052 | – |
| September 6, 2024 | Bought Joint | MBBMBS Ishares ETF | $1,001 - $15,00052 | – |
| September 6, 2024 | Bought Joint | AGZiShares Agency Bond ETF | $1,001 - $15,00052 | – |
| September 6, 2024 | Bought Joint | TBLLInvesco Short Term Treasury ETF | $15,001 - $50,00052 | – |
| September 6, 2024 | Bought Joint | GIGBGoldman Sachs Access Investment Grade Corporate Bo | $1,001 - $15,00052 | – |
| September 6, 2024 | Bought Joint | FTGCFirst Trust Global Tactical Commodity Strategy Fun | $15,001 - $50,00052 | – |
| September 6, 2024 | Bought Joint | PPLTAberdeen Standard Physical Platinum Shares ETF | $1,001 - $15,00052 | +31.7% |
| September 6, 2024 | Bought Joint | PALLAberdeen Standard Physical Palladium Shares ETF | $1,001 - $15,00052 | −20.2% |
| July 26, 2024 | Bought Joint | MSIMotorola Solutions, Inc. Common Stock | $1,001 - $15,00053 | −25.8% |
| July 26, 2024 | Bought Joint | GOOGLAlphabet Inc. - Class A Common Stock | $1,001 - $15,00053 | +67.4% |
| July 26, 2024 | Sold some Joint | LRCXLam Research Corporation - Common Stock | $1,001 - $15,00053 | −168.4% |
| July 18, 2024 | Bought Joint | VEAVanguard FTSE Developed Markets ETF | $1,001 - $15,00053 | – |
| July 18, 2024 | Sold some Joint | MDYSPDR MidCap Trust Series I | $1,001 - $15,00053 | +19.5% |
| July 4, 2024 | Sold some Joint | IVViShares Core S&P 500 ETF | $1,001 - $15,00054 | – |
| June 26, 2024 | Sold some Joint | IEFiShares 7-10 Year Treasury Bond ETF | $1,001 - $15,00054 | – |
| June 26, 2024 | Sold some Joint | SHYiShares 1-3 Year Treasury Bond ETF | $1,001 - $15,00054 | – |
| June 26, 2024 | Bought Joint | SCHPSchwab U.S. TIPS ETF | $1,001 - $15,00055 | – |
| June 26, 2024 | Bought Joint | JMBSJanus Henderson Mortgage-Backed Securities ETF | $1,001 - $15,00055 | – |
| June 26, 2024 | Bought Joint | TLHiShares 10-20 Year Treasury Bond ETF | $1,001 - $15,00055 | – |
| June 24, 2024 | Sold Joint | NMVZXNuance Mid Cap Value Fund Z Class | $1,001 - $15,00054 | – |
| June 24, 2024 | Bought Joint | DALCXDean Mid Cap Value Fund No-Load | $1,001 - $15,00055 | – |
| June 20, 2024 | Sold Joint | CMCSAComcast Corporation - Class A Common Stock | $1,001 - $15,00054 | +79.4% |
| June 20, 2024 | Bought Joint | MSFTMicrosoft Corp | $1,001 - $15,00055 | −20.1% |
| June 4, 2024 | Sold some Joint | MDYSPDR MidCap Trust Series I | $1,001 - $15,00054 | +21.4% |
| June 4, 2024 | Sold some Joint | EFAiShares MSCI EAFE ETF | $15,001 - $50,00054 | – |
| June 4, 2024 | Bought Joint | VEAVanguard FTSE Developed Markets ETF | $15,001 - $50,00055 | – |
| June 4, 2024 | Bought Joint | SPYS&P 500 SPDR | $1,001 - $15,00055 | +0.0% |
| June 4, 2024 | Bought Joint | NMVZXNuance Mid Cap Value Fund Z Class | $1,001 - $15,00055 | – |
| June 4, 2024 | Bought Joint | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E | $1,001 - $15,00055 | +7.9% |
| May 31, 2024 | Bought Joint | GIGBGoldman Sachs Access Investment Grade Corporate Bo | $1,001 - $15,00056 | – |
| May 31, 2024 | Sold some Joint | IVWiShares S&P 500 Growth ETF | $1,001 - $15,00056 | – |
| May 31, 2024 | Sold some Joint | EFAiShares MSCI EAFE ETF | $1,001 - $15,00056 | – |
| March 28, 2024 | Sold Joint | HESHess Corp | $1,001 - $15,00057 | – |
| March 28, 2024 | Bought Joint | AMATApplied Materials | $1,001 - $15,00057 | +50.9% |
| February 20, 2024LATE | Sold some Joint | SCHPSchwab U.S. TIPS ETF | $1,001 - $15,00058 | – |
| February 20, 2024LATE | Sold some Joint | IEFiShares 7-10 Year Treasury Bond ETF | $1,001 - $15,00058 | – |
| February 20, 2024LATE | Bought Joint | TLHiShares 10-20 Year Treasury Bond ETF | $1,001 - $15,00058 | – |
| February 20, 2024LATE | Bought Joint | TLTiShares 20+ Year Treasury Bond ETF | $1,001 - $15,00058 | – |
| April 16, 2024 | Sold some Joint | CMBSiShares CMBS Bond ETF | $1,001 - $15,00059 | – |
| April 16, 2024 | Bought Joint | JMBSJanus Henderson Mortgage-Backed Securities ETF | $1,001 - $15,00059 | – |
Showing the latest 400 of 421 trades.
Sources
Each trade links to the report it was filed on.
- 1John Boozman: periodic transaction report filed September 11, 2026https://efdsearch.senate.gov/search/view/ptr/6298991b-e48f-4b11-9bbb-dfc94a7e1b32/S6298991b-e48f-4b11-9bbb-dfc94a7e1b32
- 2John Boozman: periodic transaction report filed September 11, 2026https://efdsearch.senate.gov/search/view/ptr/0632f542-7ac2-46e4-bd9c-603e3673f0cd/S0632f542-7ac2-46e4-bd9c-603e3673f0cd
- 3John Boozman: periodic transaction report filed August 24, 2026https://efdsearch.senate.gov/search/view/ptr/51455bcd-4966-4e77-b481-09897ada81ae/S51455bcd-4966-4e77-b481-09897ada81ae
- 4John Boozman: periodic transaction report filed August 20, 2026https://efdsearch.senate.gov/search/view/ptr/f727289a-4d72-4c90-a3ea-63d5bcd23398/Sf727289a-4d72-4c90-a3ea-63d5bcd23398
- 5John Boozman: periodic transaction report filed August 17, 2026https://efdsearch.senate.gov/search/view/ptr/28e465df-caf1-4a98-8ebc-605e1e1ba99b/S28e465df-caf1-4a98-8ebc-605e1e1ba99b
- 6John Boozman: periodic transaction report filed August 17, 2026https://efdsearch.senate.gov/search/view/ptr/4184cc9a-78e0-45f3-84f7-642011e6ff98/S4184cc9a-78e0-45f3-84f7-642011e6ff98
- 7John Boozman: periodic transaction report filed August 17, 2026https://efdsearch.senate.gov/search/view/ptr/4a558db2-e492-4e8f-8a28-7b703a5c8e08/S4a558db2-e492-4e8f-8a28-7b703a5c8e08
- 8John Boozman: periodic transaction report filed July 13, 2026https://efdsearch.senate.gov/search/view/ptr/c52854ed-a778-483a-883c-0ba2bba17877/Sc52854ed-a778-483a-883c-0ba2bba17877
- 9John Boozman: periodic transaction report filed July 13, 2026https://efdsearch.senate.gov/search/view/ptr/9c0b720d-7e27-4b02-8cf5-a85ba88c9543/S9c0b720d-7e27-4b02-8cf5-a85ba88c9543
- 10John Boozman: periodic transaction report filed June 16, 2026https://efdsearch.senate.gov/search/view/ptr/727b4eb6-d8c7-4792-aa5b-c651c2d72f9c/S727b4eb6-d8c7-4792-aa5b-c651c2d72f9c
- 11John Boozman: periodic transaction report filed June 16, 2026https://efdsearch.senate.gov/search/view/ptr/a9754ff5-901a-4877-b7be-a647bd361c52/Sa9754ff5-901a-4877-b7be-a647bd361c52
- 12John Boozman: periodic transaction report filed June 16, 2026https://efdsearch.senate.gov/search/view/ptr/2e076759-19df-458d-a3be-53610b8be5d0/S2e076759-19df-458d-a3be-53610b8be5d0
- 13John Boozman: periodic transaction report filed May 11, 2026https://efdsearch.senate.gov/search/view/ptr/27f15751-bcec-4e3e-a0ab-d7e843c08d06/S27f15751-bcec-4e3e-a0ab-d7e843c08d06
- 14John Boozman: periodic transaction report filed May 11, 2026https://efdsearch.senate.gov/search/view/ptr/8292d644-09cf-45f9-8126-cbf54a114745/S8292d644-09cf-45f9-8126-cbf54a114745
- 15John Boozman: periodic transaction report filed May 8, 2026https://efdsearch.senate.gov/search/view/ptr/f148dc2e-d440-4759-be4d-f000c1cd6e89/Sf148dc2e-d440-4759-be4d-f000c1cd6e89
- 16John Boozman: periodic transaction report filed May 8, 2026https://efdsearch.senate.gov/search/view/ptr/c99d5ebd-82ce-439c-a678-014946f46c50/Sc99d5ebd-82ce-439c-a678-014946f46c50
- 17John Boozman: periodic transaction report filed April 14, 2026https://efdsearch.senate.gov/search/view/ptr/e9d6ab5f-3a50-49bc-9f00-3ef4655045aa/Se9d6ab5f-3a50-49bc-9f00-3ef4655045aa
- 18John Boozman: periodic transaction report filed April 14, 2026https://efdsearch.senate.gov/search/view/ptr/88c765c5-6550-47af-a81d-2e052c1c1b7e/S88c765c5-6550-47af-a81d-2e052c1c1b7e
- 19John Boozman: periodic transaction report filed March 6, 2026https://efdsearch.senate.gov/search/view/ptr/2b56957f-6859-43e2-a447-898509c7f142/S2b56957f-6859-43e2-a447-898509c7f142
- 20John Boozman: periodic transaction report filed March 6, 2026https://efdsearch.senate.gov/search/view/ptr/141ea86c-9411-4d3f-ae9b-ce6e5e8065d1/S141ea86c-9411-4d3f-ae9b-ce6e5e8065d1
- 21John Boozman: periodic transaction report filed February 15, 2026https://efdsearch.senate.gov/search/view/ptr/bd886067-927f-48a8-9d43-8ab6fa713f98/Sbd886067-927f-48a8-9d43-8ab6fa713f98
- 22John Boozman: periodic transaction report filed February 15, 2026https://efdsearch.senate.gov/search/view/ptr/135ebfe9-099e-4d58-ba46-f739b90d61da/S135ebfe9-099e-4d58-ba46-f739b90d61da
- 23John Boozman: periodic transaction report filed January 13, 2026https://efdsearch.senate.gov/search/view/ptr/d3daa40b-123d-4451-9974-02bf5a96d8da/Sd3daa40b-123d-4451-9974-02bf5a96d8da
- 24John Boozman: periodic transaction report filed January 13, 2026https://efdsearch.senate.gov/search/view/ptr/0677bd3f-167e-4cae-8f1d-05eb4340fcdc/S0677bd3f-167e-4cae-8f1d-05eb4340fcdc
- 25John Boozman: periodic transaction report filed December 8, 2025https://efdsearch.senate.gov/search/view/ptr/3a779539-8451-49d2-8419-d3eb72c7922a/S3a779539-8451-49d2-8419-d3eb72c7922a
- 26John Boozman: periodic transaction report filed December 8, 2025https://efdsearch.senate.gov/search/view/ptr/2c4705cc-0f3e-4105-9093-f82fcec8bacd/S2c4705cc-0f3e-4105-9093-f82fcec8bacd
- 27John Boozman: periodic transaction report filed November 15, 2025https://efdsearch.senate.gov/search/view/ptr/6be39035-04e2-432c-8fcb-0b4866041d11/S6be39035-04e2-432c-8fcb-0b4866041d11
- 28John Boozman: periodic transaction report filed November 15, 2025https://efdsearch.senate.gov/search/view/ptr/97a4172e-e2d9-4dea-9014-d8aa2134d628/S97a4172e-e2d9-4dea-9014-d8aa2134d628
- 29John Boozman: periodic transaction report filed October 10, 2025https://efdsearch.senate.gov/search/view/ptr/f87f8a40-efa5-43df-ad71-56327f5a18ce/Sf87f8a40-efa5-43df-ad71-56327f5a18ce
- 30John Boozman: periodic transaction report filed October 10, 2025https://efdsearch.senate.gov/search/view/ptr/c8fa5a56-c0db-4cf4-8370-c81d858f9ca9/Sc8fa5a56-c0db-4cf4-8370-c81d858f9ca9
- 31John Boozman: periodic transaction report filed September 12, 2025https://efdsearch.senate.gov/search/view/ptr/c104f1ee-c957-4485-9807-e4798463c3b9/Sc104f1ee-c957-4485-9807-e4798463c3b9
- 32John Boozman: periodic transaction report filed September 12, 2025https://efdsearch.senate.gov/search/view/ptr/59bccfcc-9400-4d3d-917f-ce22a0fd2feb/S59bccfcc-9400-4d3d-917f-ce22a0fd2feb
- 33John Boozman: periodic transaction report filed August 6, 2025https://efdsearch.senate.gov/search/view/ptr/331e9f42-09c3-4edc-b923-a1566486262c/S331e9f42-09c3-4edc-b923-a1566486262c
- 34John Boozman: periodic transaction report filed August 6, 2025https://efdsearch.senate.gov/search/view/ptr/796ac37b-f491-4311-b8aa-fe2c233f2487/S796ac37b-f491-4311-b8aa-fe2c233f2487
- 35John Boozman: periodic transaction report filed July 9, 2025https://efdsearch.senate.gov/search/view/ptr/9e9e74e9-25bf-45a6-9d79-5f33173e055e/S9e9e74e9-25bf-45a6-9d79-5f33173e055e
- 36John Boozman: periodic transaction report filed July 9, 2025https://efdsearch.senate.gov/search/view/ptr/d32a2469-2157-4352-886c-cc992fd13d2f/Sd32a2469-2157-4352-886c-cc992fd13d2f
- 37John Boozman: periodic transaction report filed July 9, 2025https://efdsearch.senate.gov/search/view/ptr/4b5c15fa-74ca-4e12-a0c4-3dd9ef5124b7/S4b5c15fa-74ca-4e12-a0c4-3dd9ef5124b7
- 38John Boozman: periodic transaction report filed June 14, 2025https://efdsearch.senate.gov/search/view/ptr/7f1f888e-f759-4c18-8fbe-baf8f3488374/S7f1f888e-f759-4c18-8fbe-baf8f3488374
- 39John Boozman: periodic transaction report filed June 14, 2025https://efdsearch.senate.gov/search/view/ptr/db2a4c73-e714-4ad0-9548-b1b83f1d0773/Sdb2a4c73-e714-4ad0-9548-b1b83f1d0773
- 40John Boozman: periodic transaction report filed May 14, 2025https://efdsearch.senate.gov/search/view/ptr/52c9fa8c-a4fa-4f74-9013-0e1076574cfa/S52c9fa8c-a4fa-4f74-9013-0e1076574cfa
- 41John Boozman: periodic transaction report filed May 14, 2025https://efdsearch.senate.gov/search/view/ptr/59691760-24e4-47a9-bc8d-9888bce9660b/S59691760-24e4-47a9-bc8d-9888bce9660b
- 42John Boozman: periodic transaction report filed April 20, 2025https://efdsearch.senate.gov/search/view/ptr/fb482df2-16d2-4401-911b-7a68166c2c6e/Sfb482df2-16d2-4401-911b-7a68166c2c6e
- 43John Boozman: periodic transaction report filed April 20, 2025https://efdsearch.senate.gov/search/view/ptr/fcacc112-3bf8-4a43-82f6-38d14a699357/Sfcacc112-3bf8-4a43-82f6-38d14a699357
- 44John Boozman: periodic transaction report filed March 6, 2025https://efdsearch.senate.gov/search/view/ptr/b6f24083-8ed9-4368-b482-3d14155c1e9b/Sb6f24083-8ed9-4368-b482-3d14155c1e9b
- 45John Boozman: periodic transaction report filed March 6, 2025https://efdsearch.senate.gov/search/view/ptr/6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef/S6cf4a78e-92f0-4201-bf73-e9b02cd8f9ef
- 46John Boozman: periodic transaction report filed February 8, 2025https://efdsearch.senate.gov/search/view/ptr/16381620-d336-4b9a-98fd-86dd3364c8c5/S16381620-d336-4b9a-98fd-86dd3364c8c5
- 47John Boozman: periodic transaction report filed February 8, 2025https://efdsearch.senate.gov/search/view/ptr/5d03af49-5bd7-4212-9587-7bfd13b98185/S5d03af49-5bd7-4212-9587-7bfd13b98185
- 48John Boozman: periodic transaction report filed January 14, 2025https://efdsearch.senate.gov/search/view/ptr/53c96503-83f8-41d0-ae07-9f7ea463f37b/S53c96503-83f8-41d0-ae07-9f7ea463f37b
- 49John Boozman: periodic transaction report filed December 17, 2024https://efdsearch.senate.gov/search/view/ptr/0fb45fec-86dd-4450-a593-2137fb0c5b39/S0fb45fec-86dd-4450-a593-2137fb0c5b39
- 50John Boozman: periodic transaction report filed December 17, 2024https://efdsearch.senate.gov/search/view/ptr/e69e4753-8d5b-485e-8c9f-3b8fedf24b80/Se69e4753-8d5b-485e-8c9f-3b8fedf24b80
- 51John Boozman: periodic transaction report filed October 18, 2024https://efdsearch.senate.gov/search/view/ptr/e059c06a-1f17-4143-bdca-be82e73eba53/Se059c06a-1f17-4143-bdca-be82e73eba53
- 52John Boozman: periodic transaction report filed October 18, 2024https://efdsearch.senate.gov/search/view/ptr/833ba1d7-3736-4a2c-a3be-c56a641a01fe/S833ba1d7-3736-4a2c-a3be-c56a641a01fe
- 53John Boozman: periodic transaction report filed August 6, 2024https://efdsearch.senate.gov/search/view/ptr/53393448-4e89-49a2-9fb0-ddce2e0d4832/S53393448-4e89-49a2-9fb0-ddce2e0d4832
- 54John Boozman: periodic transaction report filed July 11, 2024https://efdsearch.senate.gov/search/view/ptr/17792029-d977-49d7-8d9c-042dc3d342e9/S17792029-d977-49d7-8d9c-042dc3d342e9
- 55John Boozman: periodic transaction report filed July 11, 2024https://efdsearch.senate.gov/search/view/ptr/c417b7b2-e80f-477d-9647-c22bc8c1cd1b/Sc417b7b2-e80f-477d-9647-c22bc8c1cd1b
- 56John Boozman: periodic transaction report filed June 5, 2024https://efdsearch.senate.gov/search/view/ptr/5e1f9c4d-5891-47c4-a916-297de68814fd/S5e1f9c4d-5891-47c4-a916-297de68814fd
- 57John Boozman: periodic transaction report filed May 8, 2024https://efdsearch.senate.gov/search/view/ptr/ab2e7833-29a8-4802-8873-14c882b32167/Sab2e7833-29a8-4802-8873-14c882b32167
- 58John Boozman: periodic transaction report filed May 8, 2024https://efdsearch.senate.gov/search/view/ptr/a88b0a6b-d700-4c7a-ad2e-bfdf4bc5633f/Sa88b0a6b-d700-4c7a-ad2e-bfdf4bc5633f
- 59John Boozman: periodic transaction report filed May 7, 2024https://efdsearch.senate.gov/search/view/ptr/5ac65f38-4803-4b25-b252-5140bba4d8b5/S5ac65f38-4803-4b25-b252-5140bba4d8b5
