30% of trades were disclosed within 45 days
The median trade was disclosed 819 days after it was made, and 183 of 261 trades took longer than the STOCK Act deadline.
Richard W. Allen
Representative
GA-12
Republican
2025 disclosure
Richard W. Allen (GA-12) disclosed a net worth range between $9.9M and $36.4M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Disclosed trades
261
Since Q4 '23
Purchases
48%
Share of disclosed trades
Avg. disclosure lag
777.9 days
Median 819 days
Filed past 45-day deadline
70.1%
STOCK Act deadline
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
SSB is the most traded stock
Trades per stock
Purchases
Sales
12.3% of trades carry 33% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$9.9M – $36.4M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
152
Disclosed liabilities
1
Disclosed net worth band, 2021 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-11 | $9.9M – $36.4M |
| 2024 | 2025-08-11 | $9.3M – $34.9M |
| 2023 | 2024-08-13 | $8.5M – $33M |
| 2022 | 2023-08-12 | $6.9M – $26.3M |
| 2021 | 2022-05-16 | $8.2M – $40.2M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-09-22 | AZO ST · AutoZone, Inc. Common Stock (AZO) | Sell | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $15K - $50K | 2026-10-14 | 22d |
| 2026-09-18 | COST ST · Costco Wholesale Corporation - Common Stock (COST) | Sell | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $1K - $15K | 2026-10-14 | 26d |
| 2026-08-12 | AVGO ST · Broadcom Inc. - Common Stock (AVGO) | Buy | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $1K - $15K | 2026-09-22 | 41d |
| 2026-08-12 | ROL ST · Rollins, Inc. Common Stock (ROL) | Sell | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $15K - $50K | 2026-09-22 | 41d |
| 2026-08-12 | TSM ST · Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Buy | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $1K - $15K | 2026-09-22 | 41d |
| 2026-07-14 | ABT ST · Abbott Laboratories Common Stock (ABT) | Sell | SP LIVTR | $15K - $50K | 2026-08-18 | 35d |
| 2026-07-14 | AMD ST · Advanced Micro Devices, Inc. (AMD) | Buy | SP LIVTR | $1K - $15K | 2026-08-18 | 35d |
| 2026-07-14 | AVGO ST · Broadcom Inc. - Common Stock (AVGO) | Buy | SP LIVTR | $1K - $15K | 2026-08-18 | 35d |
| 2026-06-10 | INTU ST · Intuit Inc. - Common Stock (INTU) | Sell | SP LIVTR | $15K - $50K | 2026-07-15 | 35d |
| 2026-05-08 | ACN ST · Accenture plc Class A Ordinary Shares (ACN) | Sell | SP LIVTR | $15K - $50K | 2026-06-16 | 39d |
| 2026-05-08 | AXP ST · American Express Company Common Stock (AXP) | Buy | SP LIVTR | $1K - $15K | 2026-06-16 | 39d |
| 2026-05-08 | TSM ST · Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Buy | SP LIVTR | $1K - $15K | 2026-06-16 | 39d |
| 2026-04-16 | ABT ST · Abbott Laboratories Common Stock (ABT) | Sell | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $15K - $50K | 2026-06-05 | 50d late |
| 2026-04-16 | INTU ST · Intuit Inc. - Common Stock (INTU) | Sell | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $15K - $50K | 2026-06-05 | 50d late |
| 2026-04-16 | PG ST · Procter & Gamble Company (PG) | Sell | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $15K - $50K | 2026-06-05 | 50d late |
| 2026-04-16 | SPGI ST · S&P Global Inc. Common Stock (SPGI) | Sell | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $15K - $50K | 2026-06-05 | 50d late |
| 2026-04-15 | AMP ST · Ameriprise Financial, Inc. Common Stock (AMP) | Sell | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $50K - $100K | 2026-06-05 | 51d late |
| 2026-02-19 | INTU ST · Intuit Inc. - Common Stock (INTU) | Sell | SP LIVTR | $1K - $15K | 2026-03-11 | 20d |
| 2026-02-19 | KMI ST · Kinder Morgan, Inc. Common Stock (KMI) | Buy | SP LIVTR | $1K - $15K | 2026-03-11 | 20d |
| 2026-02-19 | TSM ST · Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Buy | SP LIVTR | $1K - $15K | 2026-03-11 | 20d |
| 2026-02-18 | INTU ST · Intuit Inc. - Common Stock (INTU) | Sell | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $15K - $50K | 2026-03-11 | 21d |
| 2026-01-14 | AWK ST · American Water Works Company, Inc. Common Stock (AWK) | Sell | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $50K - $100K | 2026-02-17 | 34d |
| 2026-01-14 | PAYX ST · Paychex, Inc. - Common Stock (PAYX) | Sell | SP LIVTR | $15K - $50K | 2026-02-17 | 34d |
| 2026-01-14 | SPGI ST · S&P Global Inc. Common Stock (SPGI) | Buy | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $15K - $50K | 2026-02-17 | 34d |
| 2025-12-12 | FERG ST · Ferguson Enterprises Inc. Common Stock (FERG) | Buy | SP R.W. Allen & Associates, Inc. > RWA&A - Securities | $15K - $50K | 2026-01-15 | 34d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-16. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-16). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
9 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| FCX | 1,116 | $77.6K | 5.2% |
| CB | 893 | $321.3K | 21.4% |
| SCHW | 880 | $80.9K | 5.4% |
| ABBV | 690 | $196.9K | 13.1% |
| DOV | 667 | $130.6K | 8.7% |
| ROL | 666 | $22.3K | 1.5% |
| MAR | 410 | $159.1K | 10.6% |
| ALB | 393 | $37.6K | 2.5% |
| KMI | 246 | $8.4K | 0.6% |
| DE | 230 | $147.8K | 9.8% |
| HD | 207 | $64K | 4.3% |
| WM | 206 | $46.8K | 3.1% |
| ATO | 196 | $32.8K | 2.2% |
| FERG | 145 | $33.5K | 2.2% |
| AMGN | 130 | $56.3K | 3.8% |
| PYPL | 96 | $5.4K | 0.4% |
| AVGO | 40 | $13.1K | 0.9% |
| PG | 34 | $5.3K | 0.4% |
| AXP | 25 | $7.9K | 0.5% |
| TSM | 22 | $9.2K | 0.6% |
| AMD | 15 | $7.7K | 0.5% |
| AMP | 14 | $7.2K | 0.5% |
| AZO | 10 | $30.4K | 2.0% |
Assets and liabilities
Disclosed assets
The assets Richard W. Allen itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
152
Total disclosed (band)
$10.9M – $36.9M
Showing the 100 largest of 152 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| INVESTMENTS ⇒ Personal Home | RP |
$5K - $15K
Rent
|
$1M - $5M |
| INVESTMENTS ⇒ Personal Home in DC | RP |
$15K - $50K
Rent
|
$1M - $5M |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ CASH ASSETS, 44% Interest | OL |
$50K - $100K
Business Income
|
$1M - $5M |
| R.W. Allen & Associates, Inc. ⇒ RW Allen Construction LLC2, 22% Interest | OL |
$100K - $1M
Business Income
|
$1M - $5M |
| INVESTMENTS ⇒ 1015 BROAD STREET, LLC ⇒ COMMERCIAL RENTAL PROPERTY | RP |
$100K - $1M
Rent
|
$500K - $1M |
| IRA ⇒ Schwab U.S. Broad Market ETF | EF |
Tax-Deferred
|
$250K - $500K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Select 100 2 | WU |
$5K - $15K
Dividends
|
$250K - $500K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab U.S. Broad Market ETF (SCHB) | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| CONT IRA ⇒ Schwab U.S. Broad Market ETF (SCHB) | EF |
Tax-Deferred
|
$100K - $250K |
| INIRA ⇒ Schwab U.S. Broad Market ETF (SCHB) | EF |
Tax-Deferred
|
$100K - $250K |
| INVESTMENTS ⇒ RAWA Leasing Equipment | OL |
$15K - $50K
Rent
|
$100K - $250K |
| IRA ⇒ Schwab US Dividend Equity ETF | EF |
Tax-Deferred
|
$100K - $250K |
| IRA ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) | EF |
Tax-Deferred
|
$100K - $250K |
| LIVTR ⇒ Alphabet Inc. - Class A (GOOGL) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$100K - $250K |
| LIVTR ⇒ SPDR Select Sector Fund - Technology (XLK) | EF |
$201 - $1K
Dividends
|
$100K - $250K |
| Northwestern Mutual ORD Life-Former EOL | WU |
$5K - $15K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life | WU |
$2.5K - $5K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual ORD Life 2 | WU |
$2.5K - $5K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Whole Life | WU |
$2.5K - $5K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Whole Life 2 | WU |
$2.5K - $5K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ R.W. Allen Construction Services, LLC, 15% Interest | OL |
$100K - $1M
Business Income
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ AbbVie Inc. (ABBV) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Alphabet Inc. - Class A (GOOGL) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amazon.com, Inc. (AMZN) | ST | — | $100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Centier Bank 4.8% CD FDIC INS DUE 07/27/26 (15140RCU1) | BA |
$5K - $15K
Interest
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Chubb Limited (CB) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Costco Wholesale Corporation (COST) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Marriott International - Class A (MAR) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Microsoft Corporation (MSFT) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Morgan Stanley Bank 4.25% Due 9/13/27 (61776CAS6) | BA |
$5K - $15K
Interest
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) | MF |
$5K - $15K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Select Sector Fund - Financial (XLF) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Select Sector Fund - Technology (XLK) | EF |
$201 - $1K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab US Dividend Equity ETF (SCHD) | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.9 (SCHW$D) | ST |
$5K - $15K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ The Communication Services Select Sector SPDR Fund (XLC) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US Treasury 3.75% 12/31/28 (91282CJR3) | GS |
$5K - $15K
Interest
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ US Treasury 4.375% 12/15/26 (91282CJP7) | GS |
$5K - $15K
Interest
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Walmart Inc. (WMT) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) | EF |
$5K - $15K
Interest
|
$100K - $250K |
| SCH1 ⇒ US Treasury Bill 91282CHB0 | GS |
$2.5K - $5K
Capital Gains, Interest
|
$100K - $250K |
| CONT IRA ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) | EF |
Tax-Deferred
|
$50K - $100K |
| IRA ⇒ iShares MSCI USA Quality Factor ETF (QUAL) | EF |
Tax-Deferred
|
$50K - $100K |
| LIVTR ⇒ Amgen Inc. (AMGN) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| LIVTR ⇒ Cintas Corporation (CTAS) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| LIVTR ⇒ Costco Wholesale Corporation (COST) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| LIVTR ⇒ Global Payments Inc. Common Stock (GPN) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| LIVTR ⇒ Intuit Inc. (INTU) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| LIVTR ⇒ Marriott International - Class A (MAR) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| LIVTR ⇒ Microsoft Corporation (MSFT) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| LIVTR ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) | MF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| LIVTR ⇒ US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7 | GS |
$1K - $2.5K
Interest
|
$50K - $100K |
| R.W. Allen & Associates, Inc. ⇒ R.W. ALLEN, LLC ⇒ LIFE INSURANCE TRUST ⇒ Northwestern Mutual Select 100 | WU |
$2.5K - $5K
Dividends
|
$50K - $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ American Water Works Company, Inc. (AWK) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Ameriprise Financial, Inc. Common Stock (AMP) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Amgen Inc. (AMGN) | ST |
$2.5K - $5K
Dividends
|
$50K - $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ AutoZone, Inc. Common Stock (AZO) | ST | — | $50K - $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Dover Corporation (DOV) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Intuit Inc. (INTU) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Procter & Gamble Company (PG) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Select Sector Fund - Health Care (XLV) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) | MF |
$2.5K - $5K
Capital Gains, Interest
|
$50K - $100K |
| R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Sherwin-Williams Company (SHW) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| SCH1 ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| SCH1 ⇒ US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4) | GS | — | $50K - $100K |
| SCH1 ⇒ US Treasury Bill 912797PD3 | GS | — | $50K - $100K |
| SCH1 ⇒ US Treasury Bill 912797PV3 | GS | — | $50K - $100K |
| SCH1 ⇒ US Treasury Bill 91282CKE0 | GS |
$2.5K - $5K
Capital Gains, Interest
|
$50K - $100K |
| SCH1 ⇒ US Treasury Bill 91282CLP4 3.5% Due 9/30/26 | GS | — | $50K - $100K |
| BANK ACCOUNT(S) ⇒ South State Bank | BA |
$1 - $200
Interest
|
$15K - $50K |
| CONT IRA ⇒ Goldman Sachs ActiveBeta International Equity ETF (GSIE) | EF |
Tax-Deferred
|
$15K - $50K |
| CONT IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF |
Tax-Deferred
|
$15K - $50K |
| CONT IRA ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) | MF |
Tax-Deferred
|
$15K - $50K |
| CONT IRA ⇒ Schwab US Dividend Equity ETF (SCHD) | EF |
Tax-Deferred
|
$15K - $50K |
| CONT IRA ⇒ iShares MSCI USA Quality Factor ETF (QUAL) | EF |
Tax-Deferred
|
$15K - $50K |
| CONT IRA ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | EF |
Tax-Deferred
|
$15K - $50K |
| CONT IRA ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | EF |
Tax-Deferred
|
$15K - $50K |
| CONT IRA ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) | EF |
Tax-Deferred
|
$15K - $50K |
| CONT IRA ⇒ iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) | EF |
Tax-Deferred
|
$15K - $50K |
| INIRA ⇒ Goldman Sachs ActiveBeta International Equity ETF (GSIE) | EF |
Tax-Deferred
|
$15K - $50K |
| INIRA ⇒ Schwab US Dividend Equity ETF (SCHD) | EF |
Tax-Deferred
|
$15K - $50K |
| INIRA ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) | EF |
Tax-Deferred
|
$15K - $50K |
| INIRA ⇒ iShares MSCI USA Quality Factor ETF (QUAL) | EF |
Tax-Deferred
|
$15K - $50K |
| INIRA ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | EF |
Tax-Deferred
|
$15K - $50K |
| INIRA ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | EF |
Tax-Deferred
|
$15K - $50K |
| INIRA ⇒ iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ Goldman Sachs ActiveBeta International Equity ETF (GSIE) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ Nuveen Preferred Securities Fund - Cl R (NPSRX) | MF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ SPDR Select Sector Fund - Financial (XLF) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) | MF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ iShares iBonds Dec 2027 Term Treasury ETF (IBTH) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) | EF |
Tax-Deferred
|
$15K - $50K |
| LIVTR ⇒ Abbott Laboratories (ABT) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| LIVTR ⇒ Accenture plc Class A Ordinary Shares (ACN) | ST |
$5K - $15K
Capital Gains, Dividends
|
$15K - $50K |
| LIVTR ⇒ Amazon.com, Inc. (AMZN) | ST | — | $15K - $50K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
1
Total disclosed (band)
$500K – $1M
| Description | Amount owed |
|---|---|
| Mortgage on Secondary Residence, Washington, D.C. (South State Bank Augusta, GA) | $500K - $1M |