Hakeem S. Jeffries

NY08Member14 filings23 transactions

Total Purchases (max)

$285K

Total Sales (max)

$30K

Net Portfolio Value

$255K

11 active positions of 19 total · Using max values from amount ranges

#Ticker↕Asset↕Purchases↕Sales↕Net Value↓Txns↕% of Portfolio
1—SCHD$50K—$50K119.6%
2—Investing account Traditional IRA Lord abbett Floating Rate Fund Class C$50K—$50K119.6%
3—VEA$30K—$30K211.8%
4—REGL$50K$30K$20K37.8%
5—blackRock Lifepath Index 2035 K Fund$15K—$15K15.9%
6—LARCX$15K—$15K15.9%
7IUSGISHARES Core S&P u.S. Growth ETF$15K—$15K15.9%
8IUSVLOCATION: uS ISHARES Core S&P u.S. Value ETF$15K—$15K15.9%
9—LOCATION: uS ISHARES IBOXX $ Invt Grade Corp bond (lQd)$15K—$15K15.9%
10GOVTISHARES u.S. Treasury bond ETF$15K—$15K15.9%
11—LOCATION: uS Vanguard Mortgage-backed SEC$15K—$15K15.9%
12—Bank of america, Na RASP——$01—
13—Millennium Trust Company Traditional IRA—$15K-$15K1—
14SDYSPDR S&P Dividend ETF—$15K-$15K1—
15—Russell Lifepoint Balanced Strategy Fund Class C (Northwestern Mutual) [oT]—$15K-$15K1—
16—BlackRock Life Path 2020 Fund—$15K-$15K1—
17—DFA US Small CAP Portfolio—$15K-$15K1—
18VNQVanguard Real Estate ETF—$50K-$50K1—
19—Lord abbett Floating Rate Fund Class C [oT]—$115K-$115K2—