Ted BuddFiling

Annual Report | Filed on 13 Aug 2024

This congressional financial disclosure from Ted Budd (annual report) contains 117 stock trades. It was filed on 13 August 2024. Reported tickers include DFAU, RLVSX, LIT, DFUS, 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

117 transactions


Dimensional US Core Equit... DFAU	Purchase	16 Dec 2022	$1,001 - $15,000	Spouse
Dimensional US Core Equit... DFAU	Purchase	16 Dec 2022	$1,001 - $15,000	n/a
Invesco Equally-Weighted ... VADDX	Sale (Partial)	14 Dec 2022	$1,001 - $15,000	Spouse
Invesco Equally-Weighted ... VADDX	Sale (Partial)	14 Dec 2022	$1,001 - $15,000	n/a
Dimensional U.S. Small Ca... DFAS	Purchase	5 Dec 2022	$1,001 - $15,000	Spouse
Tax-Exempt High Yield Bon... RTHSX	Purchase	1 Dec 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Sale (Partial)	15 Nov 2022	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	15 Nov 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Sale (Partial)	15 Nov 2022	$1,001 - $15,000	Dependent Child
Dimensional US Core Equit... DFAU	Sale (Partial)	15 Nov 2022	$1,001 - $15,000	n/a
Dimensional World Ex U.S.... DFAX	Purchase	15 Nov 2022	$1,001 - $15,000	Dependent Child
Dimensional World Ex U.S.... DFAX	Purchase	15 Nov 2022	$1,001 - $15,000	Dependent Child
Dimensional US Core Equit... DFAU	Sale (Partial)	15 Nov 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Sale (Partial)	15 Nov 2022	$1,001 - $15,000	Dependent Child
Dimensional ETF Trust Dim... DFNM	Purchase	14 Nov 2022	$1,001 - $15,000	Dependent Child
International Developed M... RINTX	Purchase	14 Nov 2022	$1,001 - $15,000	n/a
Dimensional ETF Trust Dim... DFNM	Purchase	14 Nov 2022	$1,001 - $15,000	Dependent Child
International Developed M... RINTX	Purchase	14 Nov 2022	$1,001 - $15,000	Spouse
Invesco Equally-Weighted ... VADDX	Sale (Partial)	9 Nov 2022	$1,001 - $15,000	n/a
Fidelity Advisor Emerging... FIQGX	Purchase	9 Nov 2022	$1,001 - $15,000	Spouse
Fidelity Inflation-Protec... FIPDX	Sale (Partial)	9 Nov 2022	$1,001 - $15,000	Dependent Child
Fidelity Advisor Emerging... FIQGX	Purchase	9 Nov 2022	$1,001 - $15,000	n/a
Invesco Equally-Weighted ... VADDX	Sale (Partial)	9 Nov 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Purchase	3 Nov 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Purchase	2 Nov 2022	$1,001 - $15,000	Spouse
Dimensional US Core Equit... DFAU	Purchase	31 Oct 2022	$15,001 - $50,000	Spouse
Dimensional US High Profi... DUHP	Purchase	31 Oct 2022	$1,001 - $15,000	Spouse
Dimensional US High Profi... DUHP	Purchase	31 Oct 2022	$1,001 - $15,000	n/a
Dimensional US Core Equit... DFAU	Purchase	31 Oct 2022	$1,001 - $15,000	n/a
Invesco Equally-Weighted ... VADDX	Sale (Partial)	27 Oct 2022	$15,001 - $50,000	n/a
Invesco Equally-Weighted ... VADDX	Sale (Partial)	27 Oct 2022	$15,001 - $50,000	Spouse
Dimensional U.S. Equity E... DFUS	Purchase	5 Oct 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Purchase	16 Sept 2022	$50,001 - $100,000	Spouse
Dimensional US Core Equit... DFAU	Sale (Full)	16 Sept 2022	$50,001 - $100,000	Spouse
Dimensional U.S. Equity E... DFUS	Purchase	6 Sept 2022	$1,001 - $15,000	Spouse
GX Lithium & Battery Tech... LIT	Purchase	2 Sept 2022	$1,001 - $15,000	Spouse
GX Lithium & Battery Tech... LIT	Purchase	2 Sept 2022	$1,001 - $15,000	n/a
iShares Gold Trust Shares... IAU	Purchase	2 Sept 2022	$1,001 - $15,000	Spouse
Silver Trust Ishares SLV	Purchase	2 Sept 2022	$1,001 - $15,000	n/a
Dimensional U.S. Equity E... DFUS	Purchase	2 Sept 2022	$1,001 - $15,000	Spouse
iShares Gold Trust Shares... IAU	Purchase	2 Sept 2022	$1,001 - $15,000	n/a
Silver Trust Ishares SLV	Purchase	2 Sept 2022	$1,001 - $15,000	Spouse
Van Eck Cm Commodity Inde... CMCYX	Sale (Partial)	31 Aug 2022	$1,001 - $15,000	n/a
Van Eck Cm Commodity Inde... CMCYX	Sale (Partial)	31 Aug 2022	$1,001 - $15,000	Spouse
Fidelity Advisor Emerging... FIQGX	Purchase	18 Aug 2022	$1,001 - $15,000	n/a
Fidelity Advisor Emerging... FIQGX	Purchase	18 Aug 2022	$1,001 - $15,000	Spouse
Emerging Markets Fund Cla... REMSX	Sale (Full)	18 Aug 2022	$1,001 - $15,000	Spouse
Emerging Markets Fund Cla... REMSX	Sale (Full)	18 Aug 2022	$1,001 - $15,000	n/a
NEST 529 Age-Based Aggres...	Sale (Full)	11 Aug 2022	$15,001 - $50,000	Dependent Child, Total amount withdrawn for education purposes
Dimensional U.S. Small Ca... DFAS	Purchase	5 Aug 2022	$1,001 - $15,000	Spouse
Dimensional US Core Equit... DFAU	Purchase	5 Aug 2022	$1,001 - $15,000	Spouse
Tax-Exempt High Yield Bon... RTHSX	Purchase	2 Aug 2022	$1,001 - $15,000	Spouse
Dimensional US Core Equit... DFAU	Purchase	14 Jul 2022	$15,001 - $50,000	Spouse
Dimensional U.S. Equity E... DFUS	Sale (Partial)	13 Jul 2022	$15,001 - $50,000	Spouse
Dimensional US Core Equit... DFAU	Purchase	13 Jul 2022	$15,001 - $50,000	Spouse
Tax-Managed U.S. Large Ca... RETSX	Sale (Partial)	12 Jul 2022	$15,001 - $50,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	7 Jul 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Purchase	27 Jun 2022	$1,001 - $15,000	Dependent Child
Fidelity Inflation-Protec... FIPDX	Sale (Partial)	27 Jun 2022	$1,001 - $15,000	Dependent Child
Dimensional US Core Equit... DFAU	Sale (Full)	27 Jun 2022	$1,001 - $15,000	Dependent Child
Dimensional US Core Equit... DFAU	Sale (Full)	27 Jun 2022	$1,001 - $15,000	Dependent Child
Dimensional U.S. Equity E... DFUS	Purchase	27 Jun 2022	$1,001 - $15,000	Dependent Child
Dimensional World Ex U.S.... DFAX	Purchase	9 Jun 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Purchase	9 Jun 2022	$15,001 - $50,000	Spouse
Tax-Managed International... RTNSX	Sale (Partial)	7 Jun 2022	$1,001 - $15,000	Spouse
Tax-Managed U.S. Large Ca... RETSX	Sale (Partial)	7 Jun 2022	$15,001 - $50,000	Spouse
Tax-Managed Real Assets F... RTXSX	Purchase	7 Jun 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Small Ca... DFAS	Purchase	3 Jun 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Purchase	25 May 2022	$1,001 - $15,000	Dependent Child
Dimensional U.S. Equity E... DFUS	Purchase	25 May 2022	$1,001 - $15,000	Dependent Child
Tax-Managed Real Assets F... RTXSX	Sale (Partial)	23 May 2022	$1,001 - $15,000	Dependent Child
Tax-Managed Real Assets F... RTXSX	Sale (Partial)	23 May 2022	$1,001 - $15,000	Dependent Child
Dimensional US Core Equit... DFAU	Purchase	20 May 2022	$1,001 - $15,000	Dependent Child
Dimensional U.S. Equity E... DFUS	Sale (Partial)	20 May 2022	$1,001 - $15,000	Dependent Child
Dimensional U.S. Equity E... DFUS	Sale (Partial)	20 May 2022	$1,001 - $15,000	Dependent Child
Dimensional US Core Equit... DFAU	Purchase	20 May 2022	$1,001 - $15,000	Dependent Child
Dimensional World Ex U.S.... DFAX	Purchase	13 May 2022	$15,001 - $50,000	Dependent Child
Dimensional World Ex U.S.... DFAX	Purchase	13 May 2022	$1,001 - $15,000	Dependent Child
Tax-Managed International... RTNSX	Sale (Full)	11 May 2022	$1,001 - $15,000	Dependent Child
Tax-Managed International... RTNSX	Sale (Full)	11 May 2022	$15,001 - $50,000	Dependent Child
Dimensional U.S. Small Ca... DFAS	Purchase	9 May 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Small Ca... DFAS	Purchase	5 May 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Sale (Partial)	18 Apr 2022	$15,001 - $50,000	Spouse
LVIP Vanguard BND Alloc F...	Purchase	18 Apr 2022	$1,001 - $15,000	n/a
LVIP SSGA S&P 500 Index S...	Purchase	18 Apr 2022	$1,001 - $15,000	n/a
Dimensional U.S. Small Ca... DFAS	Sale (Full)	18 Apr 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Sale (Partial)	18 Apr 2022	$1,001 - $15,000	Dependent Child
Tax-Managed International... RTNSX	Sale (Partial)	14 Apr 2022	$1,001 - $15,000	Spouse
Fidelity Inflation-Protec... FIPDX	Sale (Partial)	14 Apr 2022	$1,001 - $15,000	Dependent Child
Tax-Exempt High Yield Bon... RTHSX	Sale (Partial)	14 Apr 2022	$1,001 - $15,000	Spouse
Tax-Managed International... RTNSX	Sale (Partial)	14 Apr 2022	$1,001 - $15,000	Dependent Child
Dimensional U.S. Equity E... DFUS	Purchase	8 Apr 2022	$1,001 - $15,000	Spouse
Tax-Managed Real Assets F... RTXSX	Purchase	7 Apr 2022	$1,001 - $15,000	Spouse
Tax-Managed International... RTNSX	Purchase	4 Apr 2022	$1,001 - $15,000	Spouse
Tax-Exempt High Yield Bon... RTHSX	Sale (Partial)	4 Apr 2022	$1,001 - $15,000	Spouse
Dimensional ETF Trust Dim... DFNM	Purchase	23 Mar 2022	$1,001 - $15,000	Dependent Child
Dimensional ETF Trust Dim... DFNM	Purchase	23 Mar 2022	$1,001 - $15,000	Dependent Child
Tax-Exempt Bond Fund Clas... RLVSX	Sale (Partial)	21 Mar 2022	$1,001 - $15,000	Dependent Child
Tax-Exempt Bond Fund Clas... RLVSX	Sale (Partial)	21 Mar 2022	$1,001 - $15,000	Dependent Child
Dimensional U.S. Small Ca... DFAS	Purchase	4 Mar 2022	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	4 Mar 2022	$1,001 - $15,000	Spouse
Tax-Managed U.S. Large Ca... RETSX	Purchase	2 Mar 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Purchase	8 Feb 2022	$1,001 - $15,000	Spouse
Dimensional U.S. Equity E... DFUS	Purchase	2 Feb 2022	$15,001 - $50,000	Dependent Child
Dimensional World Ex U.S.... DFAX	Purchase	2 Feb 2022	$1,001 - $15,000	Dependent Child
Tax-Managed International... RTNSX	Purchase	2 Feb 2022	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Purchase	2 Feb 2022	$1,001 - $15,000	Dependent Child
Dimensional U.S. Equity E... DFUS	Purchase	2 Feb 2022	$1,001 - $15,000	Dependent Child
Tax-Exempt Bond Fund Clas... RLVSX	Sale (Partial)	31 Jan 2022	$1,001 - $15,000	Dependent Child
Tax-Exempt Bond Fund Clas... RLVSX	Sale (Partial)	31 Jan 2022	$1,001 - $15,000	Dependent Child
Fidelity Inflation-Protec... FIPDX	Sale (Partial)	31 Jan 2022	$1,001 - $15,000	Dependent Child
Tax-Exempt High Yield Bon... RTHSX	Sale (Partial)	31 Jan 2022	$1,001 - $15,000	Dependent Child
Tax-Exempt High Yield Bon... RTHSX	Sale (Partial)	31 Jan 2022	$1,001 - $15,000	Dependent Child
Fidelity Inflation-Protec... FIPDX	Sale (Partial)	31 Jan 2022	$1,001 - $15,000	Dependent Child
Dimensional U.S. Equity E... DFUS	Purchase	6 Jan 2022	$1,001 - $15,000	Spouse
Dimensional World Ex U.S.... DFAX	Sale (Partial)	5 Jan 2022	$1,001 - $15,000	Spouse
Tax-Managed U.S. Large Ca... RETSX	Purchase	4 Jan 2022	$1,001 - $15,000	Spouse