1 year
12.41%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.19 percentage points
2025-09-15 – 2026-09-15
Missing information
- 3 rows without a saved price.
Republican · House VA
Wikipedia biography ↗Years Elected: About 4.0Rank: Unranked
Federal elected service; earlier service not yet verified.
12.41%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.19 percentage points
2025-09-15 – 2026-09-15
66.19%
Cumulative estimated return
SPY: 59.35%
Outperformance: 6.84 percentage points
2023-12-29 – 2026-09-15
66.19%
Cumulative estimated return
SPY: 59.35%
Outperformance: 6.84 percentage points
2023-12-29 – 2026-09-15
As of Sep 15, 2026. 0 parsed trades. Ranks use three-year return. Not ranked: fewer than 10 parsed trades.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2023. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| BABA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $109.34Sep 15, 2026 | Unavailable |
| BABA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $109.34Sep 15, 2026 | Unavailable |
| BABA | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $109.34Sep 15, 2026 | Unavailable |
| DOCU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $71.85Sep 15, 2026 | Unavailable |
| DOCU | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $71.85Sep 15, 2026 | Unavailable |
| EVBG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EVBG | Spouse | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $97.14Sep 15, 2026 | Unavailable |
| INTC | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $97.14Sep 15, 2026 | Unavailable |
| META | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $670.24Sep 15, 2026 | Unavailable |
| META | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $670.24Sep 15, 2026 | Unavailable |
| OKTA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $190.45Sep 15, 2026 | Unavailable |
| OKTA | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $190.45Sep 15, 2026 | Unavailable |
| PYPL | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $53.81Sep 15, 2026 | Unavailable |
| PYPL | Spouse | $1 - $1,000 | Unavailable | Unavailable | $53.81Sep 15, 2026 | Unavailable |
| CRM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| CRM | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| NOW | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $141.90Sep 15, 2026 | Unavailable |
| NOW | Spouse | $1 - $1,000 | Unavailable | Unavailable | $141.90Sep 15, 2026 | Unavailable |
| TWLO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $242.16Sep 15, 2026 | Unavailable |
| TWLO | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $242.16Sep 15, 2026 | Unavailable |
| VEEV | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $266.62Sep 15, 2026 | Unavailable |
| VEEV | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $266.62Sep 15, 2026 | Unavailable |
| V | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| V | Spouse | $1 - $1,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| BABA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $109.34Sep 15, 2026 | Unavailable |
| DOCU | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $71.85Sep 15, 2026 | Unavailable |
| EVBG | Joint | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTC | Joint | $1 - $1,000 | Unavailable | Unavailable | $97.14Sep 15, 2026 | Unavailable |
| META | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $670.24Sep 15, 2026 | Unavailable |
| OKTA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $190.45Sep 15, 2026 | Unavailable |
| PYPL | Joint | $1 - $1,000 | Unavailable | Unavailable | $53.81Sep 15, 2026 | Unavailable |
| CRM | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| NOW | Joint | $1 - $1,000 | Unavailable | Unavailable | $141.90Sep 15, 2026 | Unavailable |
| TWLO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $242.16Sep 15, 2026 | Unavailable |
| VEEV | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $266.62Sep 15, 2026 | Unavailable |
| V | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Selective Wealth Mgt Roth IRA ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | joint | 522.5261256612050058057024900 | 57133.01 |
| Selective Wealth Mgt Roth IRA ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST] | joint | 447.3765602562686402297580913 | 85202.87 |
| Selective Wealth Mgt Roth IRA ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST] | joint | 533.8210096217213654936074865 | 129270.10 |
| Selective Wealth Mgt Roth IRA ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | joint | 210.3729482651153126947849574 | 56089.64 |
| Selective Wealth Management IRA ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | spouse | 206.4378789833569861953296348 | 22571.92 |
| Selective Wealth Management IRA ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST] | spouse | 88.37401966199050038661217276 | 16830.83 |
| Selective Wealth Management IRA ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST] | spouse | 105.4501120337419269803611441 | 25535.80 |
| Selective Wealth Management IRA ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | spouse | 41.55672137959692499480573447 | 11079.85 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
0 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
No accepted public-equity trades are available yet.
11 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.