Bruce Westerman
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/11/2026 — 34 assets, about $1.1M at the middle of each value range.
- QQQ · Invesco QQQ Trust, Series 1 (QQQ)16.5%
- Discover Savings Account7.1%
- VGK · Vanguard FTSEEuropean ETF (VGK)7.1%
- IEFA · iShares Core MSCI EAFE ETF (IEFA)7.1%
- VCIT · Vanguard Intermediate-Term Corporate Bond ETF (VCIT) https://fd.house.gov/reference/asset-type-codes.aspx.7.1%
- Other 29 assets56.1%
By type: Exchange Traded Fund 92% · Bank Deposit 7% · Mutual Fund 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
| Exchange Traded Fund | $100,001 - $250,000 | 16.5% | Self | |
Discover Savings Account | Bank Deposit | $50,001 - $100,000 | 7.1% | Self |
VGKVanguard FTSEEuropean ETF (VGK)in Fisher IRA | Exchange Traded Fund | $50,001 - $100,000 | 7.1% | Self |
IEFAiShares Core MSCI EAFE ETF (IEFA)in Morgan Stanley IRA | Exchange Traded Fund | $50,001 - $100,000 | 7.1% | Self |
VCITVanguard Intermediate-Term Corporate Bond ETF (VCIT) https://fd.house.gov/reference/asset-type-codes.aspx.in Morgan Stanley IRA | Exchange Traded Fund | $50,001 - $100,000 | 7.1% | Self |
IXCiShares Global Energy ETF (IXC)in Fisher IRA | Exchange Traded Fund | $15,001 - $50,000 | 3.1% | Self |
IXJiShares Global Healthcare ETF (IXJ)in Fisher IRA | Exchange Traded Fund | $15,001 - $50,000 | 3.1% | Self |
IXNiShares Global Tech ETF (IXN)in Fisher IRA | Exchange Traded Fund | $15,001 - $50,000 | 3.1% | Self |
EUFNiShares MSCI Europe Financials ETF (EUFN)in Fisher IRA | Exchange Traded Fund | $15,001 - $50,000 | 3.1% | Self |
EZUiShares MSCI Eurozone ETF (EZU)in Fisher IRA | Exchange Traded Fund | $15,001 - $50,000 | 3.1% | Self |
EWJiShares MSCI Japan Index Fund (EWJ)in Fisher IRA | Exchange Traded Fund | $15,001 - $50,000 | 3.1% | Self |
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)in Fisher IRA | Exchange Traded Fund | $15,001 - $50,000 | 3.1% | Self |
IYFiShares U.S. Financial ETF (IYF)in Fisher IRA | Exchange Traded Fund | $15,001 - $50,000 | 3.1% | Self |
XLIState Street Industrial Select Sector SPDR ETF (XLI)in Fisher IRA | Exchange Traded Fund | $15,001 - $50,000 | 3.1% | Self |
EVSDEaton Vance Short Duration Income ETF (EVSD)in Morgan Stanley IRA | Exchange Traded Fund | $15,001 - $50,000 | 3.1% | Self |
The 15 largest of 34. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out. 2 assets are valued "undetermined" and not counted.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 8 names across 8 purchases, $64.0K at the disclosed midpoints.
- CAT · Caterpillar12.5%
- DE · Deere12.5%
- RTX · RTX12.5%
- ASML · ASML Holding12.5%
- BP · BP p.l.c12.5%
- Other 3 stocks37.5%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
CATCaterpillar | $8.0K | 12.5% | 2025-05-12 | Self |
DEDeere | $8.0K | 12.5% | 2025-05-12 | Self |
RTXRTX | $8.0K | 12.5% | 2025-05-12 | Self |
ASMLASML Holding | $8.0K | 12.5% | 2025-04-16 | Self |
BPBP p.l.c | $8.0K | 12.5% | 2025-04-16 | Self |
NSRGYNestle | $8.0K | 12.5% | 2025-04-16 | Self |
SAPSAP | $8.0K | 12.5% | 2025-04-16 | Self |
SONYSony Group | $8.0K | 12.5% | 2025-04-16 | Self |
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Every disclosed trade
213 rows. Sort any column; Source opens the filed PDF.