Ted BuddFiling

Annual Report | Filed on 13 Aug 2024

This congressional financial disclosure from Ted Budd (annual report) contains 68 stock trades. It was filed on 13 August 2024. Reported tickers include DFAX, VADDX, REZ, RGCSX, RTHSX, and 15 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Ted Budd

Filing Type

Annual Report

Filed Date

13 Aug 2024

View Original Filing

Transactions

68 transactions


iShares Residential and M... REZ	Sale (Full)	11 Dec 2023	$1,001 - $15,000	-
iShares Residential and M... REZ	Sale (Full)	11 Dec 2023	$1,001 - $15,000	Spouse
Columbia Real Estate Equi... CRERX	Purchase	8 Dec 2023	$1,001 - $15,000	-
Columbia Real Estate Equi... CRERX	Purchase	8 Dec 2023	$1,001 - $15,000	Spouse
Tax-Exempt High Yield Bon... RTHSX	Purchase	5 Dec 2023	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	8 Nov 2023	$1,001 - $15,000	Spouse
iShares Residential and M... REZ	Purchase	18 Oct 2023	$1,001 - $15,000	Spouse
Opportunistic Credit Fund... RGCSX	Purchase	18 Oct 2023	$1,001 - $15,000	-
Tax-Exempt High Yield Bon... RTHSX	Purchase	18 Oct 2023	$1,001 - $15,000	Dependent Child
Gold Trust Ishares IAU	Sale (Full)	18 Oct 2023	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Sale (Partial)	18 Oct 2023	$1,001 - $15,000	Dependent Child
Dimensional US Core Equit... DFAU	Sale (Partial)	18 Oct 2023	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Sale (Partial)	18 Oct 2023	$15,001 - $50,000	Spouse
Dimensional U.S. Equity E... DFUS	Sale (Partial)	18 Oct 2023	$1,001 - $15,000	Dependent Child
Silver Trust Ishares SLV	Sale (Full)	18 Oct 2023	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	18 Oct 2023	$1,001 - $15,000	Spouse
Gold Trust Ishares IAU	Sale (Full)	18 Oct 2023	$1,001 - $15,000	-
Dimensional ETF Trust Dim... DFNM	Purchase	18 Oct 2023	$1,001 - $15,000	Dependent Child
Dimensional ETF Trust Dim... DUHP	Purchase	18 Oct 2023	$1,001 - $15,000	-
Global X Lithium & Batter... LIT	Sale (Partial)	18 Oct 2023	$1,001 - $15,000	Spouse
Dimensional ETF Trust Dim... DFNM	Purchase	18 Oct 2023	$1,001 - $15,000	Dependent Child
iShares Residential and M... REZ	Purchase	18 Oct 2023	$1,001 - $15,000	-
Silver Trust Ishares SLV	Sale (Full)	18 Oct 2023	$1,001 - $15,000	-
Opportunistic Credit Fund... RGCSX	Purchase	18 Oct 2023	$1,001 - $15,000	Spouse
Dimensional ETF Trust Dim... DUHP	Purchase	18 Oct 2023	$1,001 - $15,000	Spouse
Dimensional US Core Equit... DFAU	Sale (Partial)	18 Oct 2023	$1,001 - $15,000	-
Invesco Equally-Weighted ... VADDX	Purchase	17 Oct 2023	$1,001 - $15,000	-
Opportunistic Credit Fund... RGCSX	Purchase	17 Oct 2023	$1,001 - $15,000	Spouse
Tax-Managed Real Assets F... RTXSX	Purchase	17 Oct 2023	$1,001 - $15,000	Dependent Child
Tax-Exempt High Yield Bon... RTHSX	Purchase	17 Oct 2023	$1,001 - $15,000	Spouse
Fidelity Short-Term Treas... FUMBX	Sale (Partial)	17 Oct 2023	$1,001 - $15,000	Dependent Child
Tax-Managed Real Assets F... RTXSX	Purchase	17 Oct 2023	$1,001 - $15,000	Spouse
Tax-Exempt High Yield Bon... RTHSX	Purchase	17 Oct 2023	$1,001 - $15,000	Dependent Child
Global Infrastructure Fun... RGISX	Purchase	17 Oct 2023	$1,001 - $15,000	-
Global Infrastructure Fun... RGISX	Purchase	17 Oct 2023	$1,001 - $15,000	Spouse
International Developed M... RINTX	Sale (Partial)	17 Oct 2023	$1,001 - $15,000	Spouse
Tax-Exempt High Yield Bon... RTHSX	Purchase	17 Oct 2023	$1,001 - $15,000	Spouse
Fidelity Advisor Emerging... FIQGX	Purchase	17 Oct 2023	$1,001 - $15,000	Spouse
Fidelity Short-Term Treas... FUMBX	Sale (Partial)	17 Oct 2023	$1,001 - $15,000	Dependent Child
International Developed M... RINTX	Sale (Partial)	17 Oct 2023	$1,001 - $15,000	-
Fidelity Advisor Emerging... FIQGX	Purchase	17 Oct 2023	$1,001 - $15,000	-
Opportunistic Credit Fund... RGCSX	Purchase	17 Oct 2023	$1,001 - $15,000	-
Invesco Equally-Weighted ... VADDX	Purchase	17 Oct 2023	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	7 Sept 2023	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	5 Sept 2023	$1,001 - $15,000	Spouse
Tax-Managed Real Assets F... RTXSX	Purchase	4 Aug 2023	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	2 Aug 2023	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	6 Jun 2023	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	2 Jun 2023	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Sale (Partial)	15 May 2023	$1,001 - $15,000	Dependent Child
Dimensional World Ex U.S.... DFAX	Sale (Partial)	15 May 2023	$1,001 - $15,000	Dependent Child
Tax-Managed Real Assets F... RTXSX	Purchase	12 May 2023	$1,001 - $15,000	Dependent Child
Tax-Managed Real Assets F... RTXSX	Purchase	12 May 2023	$1,001 - $15,000	Dependent Child
Dimensional World Ex U.S.... DFAX	Purchase	3 May 2023	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	2 May 2023	$1,001 - $15,000	Spouse
LVIP Vanguard Bnd Alloc F...	Purchase	18 Apr 2023	$1,001 - $15,000	-
LVIP SSGA S&P 500 Index S...	Purchase	18 Apr 2023	$1,001 - $15,000	-
Dimensional World Ex U.S.... DFAX	Purchase	14 Apr 2023	$1,001 - $15,000	Spouse
Fidelity Inflation-Protec... FIPDX	Sale (Partial)	12 Apr 2023	$1,001 - $15,000	Dependent Child
Fidelity Short-Term Treas... FUMBX	Purchase	12 Apr 2023	$1,001 - $15,000	Dependent Child
Fidelity Short-Term Treas... FUMBX	Purchase	12 Apr 2023	$1,001 - $15,000	Dependent Child
Fidelity Inflation-Protec... FIPDX	Sale (Partial)	12 Apr 2023	$1,001 - $15,000	Dependent Child
Dimensional World Ex U.S.... DFAX	Purchase	7 Mar 2023	$1,001 - $15,000	Spouse
Dimensional U.S. Small Ca... DFAS	Purchase	7 Mar 2023	$1,001 - $15,000	Spouse
Tax-Managed Real Assets F... RTXSX	Purchase	6 Mar 2023	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	2 Mar 2023	$1,001 - $15,000	Spouse
Tax-Managed Real Assets F... RTXSX	Purchase	8 Feb 2023	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Purchase	6 Jan 2023	$1,001 - $15,000	Spouse