David J. Taylor
Representative
OH-2
2025 disclosure
David J. Taylor (OH-2) disclosed a net worth range between $1.4M and $4.6M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
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)
$1.4M – $4.6M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
91
Disclosed liabilities
1
Net worth band by reporting year
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-15 | $1.4M – $4.6M |
Disclosed assets
The assets David J. Taylor 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
91
Total disclosed (band)
$1.6M – $4.7M
| Description | Type | Income | Value |
|---|---|---|---|
| David Taylor Trust ⇒ Rental Property | RP |
$15K - $50K
Rent
|
$250K - $500K |
| Dave's IRA @ Schwab (Abundance) ⇒ Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) | MF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Dave's IRA @ Schwab (Abundance) ⇒ Artisan Global Value Fund Advisor Shares (APDGX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Dave's IRA @ Schwab (Abundance) ⇒ New Perspective Fund - Class F-3 (FNPFX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Dave's IRA @ Schwab (Abundance) ⇒ Vanguard Total International Stock ETF (VXUS) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) | ST |
$5K - $15K
Capital Gains, Dividends
|
$50K - $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Appell Pete Corp (APPL) | ST |
$201 - $1K
Capital Gains, Dividends
|
$50K - $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Home Depot, Inc. (HD) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$50K - $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$50K - $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Parker-Hannifin Corporation Common Stock (PH) | ST |
$201 - $1K
Capital Gains, Dividends
|
$50K - $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company (PG) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Visa Inc. (V) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Dave's IRA @ Schwab (Abundance) ⇒ AMG River Road Small Cap Value Fund - Class I (ARSIX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ Baron Emerging Markets Fd Inst Shs (BEXIX) | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ Columbia Total Return Bond Fund Class R (CIBRX) | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ Grandeur Peak Global Reach Fund, Institutional Class (GPRIX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ Invesco S&P 500 Equal Weight Financial ETF (RSPF) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ PGIM Jennison Health Sciences Fund Class Z (PHSZX) | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ VanEck Morningstar Wide Moat ETF (MOAT) | EF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Abundance) ⇒ WisdomTree Global High Dividend Fund (DEW) | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ AT&T Inc. (T) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) | ST |
$5K - $15K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Chevron Corporation Common Stock (CVX) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Eli Lilly and Company Common Stock (LLY) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Fifth Third Bancorp - Common Stock (FITB) | ST |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) | ST |
$5K - $15K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Invesco Pharmaceuticals ETF (PJP) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Kroger Company (KR) | ST |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) | ST |
$5K - $15K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Progressive Corporation (PGR) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ RPM International Inc. Common Stock (RPM) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Dave's IRA @ Schwab (Home Grown) ⇒ iShares U.S. Health Care Providers ETF (IHF) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ 5/3 Bank Accounts | BA |
$1 - $200
Interest
|
$15K - $50K |
| David Taylor Trust ⇒ OPERS | BA | — | $15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ AT&T Inc. (T) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Apple Inc. - Common Stock (AAPL) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Home Depot, Inc. (HD) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Microsoft Corporation - Common Stock (MSFT) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Parker-Hannifin Corporation Common Stock (PH) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Procter & Gamble Company (PG) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Visa Inc. (V) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Northrop Grumman Corporation Common Stock (NOC) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ State Street Energy Select Sector SPDR ETF (XLE) | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| David Taylor Trust ⇒ First State Bank Account | BA |
$1 - $200
Interest
|
$1K - $15K |
| David Taylor Trust ⇒ J.P. Morgan Chase bank Accounts | BA |
$1 - $200
Interest
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) | ST |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Chevron Corporation Common Stock (CVX) | ST |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Eli Lilly and Company Common Stock (LLY) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Fifth Third Bancorp - Common Stock (FITB) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Invesco Pharmaceuticals ETF (PJP) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Kroger Company (KR) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Progressive Corporation (PGR) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ RPM International Inc. Common Stock (RPM) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ The J.M. Smucker Company Common Stock (SJM) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) | ST |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ iShares U.S. Health Care Providers ETF (IHF) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ AGCO Corporation Common Stock (AGCO) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ American Financial Group, Inc. Common Stock (AFG) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Chevron Corporation Common Stock (CVX) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ DTE Energy Company Common Stock (DTE) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Globe Life Inc. Common Stock (GL) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Home Depot, Inc. (HD) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Marathon Petroleum Corporation Common Stock (MPC) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ NiSource Inc Common Stock (NI) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ PNC Financial Services Group, Inc. (PNC) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ PPG Industries, Inc. Common Stock (PPG) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Timken Company (TKR) | ST |
$1 - $200
Dividends
|
$1K - $15K |
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)
$100K – $250K
| Description | Amount owed |
|---|---|
| Mortgage on rental property, Cincinnati, Ohio (First State bank, Winchester, Ohio) | $100K - $250K |
Recent stock trades
Disclosed trades
228
Avg. disclosure lag
14.5 days
Filed past 45-day deadline
5.3%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-08-26 | AEP ST · American Electric Power Company, Inc. (AEP) | Buy | — Dave's IRA @ Schwab (Home Grown) | $1K - $15K | 2026-09-05 | 10d |
| 2026-08-26 | AEP ST · American Electric Power Company, Inc. (AEP) | Buy | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-09-05 | 10d |
| 2026-08-26 | AMGN ST · Amgen Inc. - Common Stock (AMGN) | Sell | — Dave's IRA @ Schwab (Home Grown) | $1K - $15K | 2026-09-05 | 10d |
| 2026-08-26 | AMGN ST · Amgen Inc. - Common Stock (AMGN) | Sell | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-09-05 | 10d |
| 2026-08-26 | AVGO ST · Broadcom Inc. - Common Stock (AVGO) | Buy | — Dave's IRA @ Schwab (Home Grown) | $1K - $15K | 2026-09-05 | 10d |
| 2026-08-26 | AVGO ST · Broadcom Inc. - Common Stock (AVGO) | Buy | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-09-05 | 10d |
| 2026-08-26 | FITB ST · Fifth Third Bancorp - Common Stock (FITB) | Buy | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-09-05 | 10d |
| 2026-08-26 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Sell | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-09-05 | 10d |
| 2026-08-26 | VRTX ST · Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | Sell | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-09-05 | 10d |
| 2026-08-14 | IBP ST · Installed Building Products, Inc. Common Stock (IBP) | Buy | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-08-20 | 6d |
| 2026-08-11 | GOOGL ST · Alphabet Inc. - Class A Common Stock (GOOGL) | Buy | — David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | $1K - $15K | 2026-08-20 | 9d |
| 2026-08-11 | GOOGL ST · Alphabet Inc. - Class A Common Stock (GOOGL) | Buy | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-08-20 | 9d |
| 2026-08-11 | PG ST · Procter & Gamble Company (PG) | Buy | — David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | $1K - $15K | 2026-08-20 | 9d |
| 2026-08-11 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Sell | — David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | $15K - $50K | 2026-08-20 | 9d |
| 2026-07-24 | KR ST · Kroger Company (KR) | Buy | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-08-06 | 13d |
| 2026-07-24 | KR ST · Kroger Company (KR) | Buy | — David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | $1K - $15K | 2026-08-06 | 13d |
| 2026-07-24 | FITB ST · Fifth Third Bancorp - Common Stock (FITB) | Sell | — David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | $1K - $15K | 2026-08-06 | 13d |
| 2026-07-24 | FITB ST · Fifth Third Bancorp - Common Stock (FITB) | Sell | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-08-06 | 13d |
| 2026-07-24 | MPC ST · Marathon Petroleum Corporation Common Stock (MPC) | Sell | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-08-06 | 13d |
| 2026-07-24 | MPC ST · Marathon Petroleum Corporation Common Stock (MPC) | Sell | — David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | $1K - $15K | 2026-08-06 | 13d |
| 2026-07-24 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Buy | — David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | $1K - $15K | 2026-08-06 | 13d |
| 2026-07-24 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Buy | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-08-06 | 13d |
| 2026-07-24 | AVGO ST · Broadcom Inc. - Common Stock (AVGO) | Buy | — David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | $1K - $15K | 2026-08-06 | 13d |
| 2026-07-17 | GOOGL ST · Alphabet Inc. - Class A Common Stock (GOOGL) | Buy | — David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | $1K - $15K | 2026-08-06 | 20d |
| 2026-06-15 | CVX ST · Chevron Corporation Common Stock (CVX) | Buy | — David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | $1K - $15K | 2026-07-01 | 16d |
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 2026-09-09. 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.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -1.8% | +0.1% | -1.9% |
| 1 month | -2.8% | -0.9% | -1.9% |
| 1 quarter | +4.6% | +3.9% | +0.7% |
| Year to date | +1.7% | +12.3% | -10.6% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-09). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| T | 1,994 | $51K | 8.8% |
| KR | 802 | $45.9K | 7.9% |
| PG | 421 | $61.3K | 10.6% |
| RPM | 310 | $31.7K | 5.5% |
| PGR | 269 | $57.8K | 10.0% |
| PLD | 172 | $23.8K | 4.1% |
| V | 171 | $63.2K | 10.9% |
| IBP | 145 | $30.6K | 5.3% |
| AMZN | 117 | $30.1K | 5.2% |
| HD | 101 | $31.2K | 5.4% |
| ETN | 53 | $22.2K | 3.8% |
| JPM | 53 | $18.7K | 3.2% |
| LLY | 44 | $49K | 8.5% |
| AVGO | 40 | $14.9K | 2.6% |
| MEDP | 39 | $22.8K | 3.9% |
| MSFT | 34 | $16.9K | 2.9% |
| PH | 8 | $7.8K | 1.4% |
| SJM | 3 | $388 | 0.1% |