Greg Stanton
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 7/27/2026 — 30 assets, about $2.5M at the middle of each value range.
- American Funds 2035 Trgt Date Retire T6 RFFTX17.7%
- TCNNF · TRULIEVE CANNABIS CORP (TCNNF)14.7%
- Wells Fargo Accounts6.9%
- S&P 500 Std 1Yr - 40% Buff6.9%
- RALAX · Aggressive Strategy Fund Class A (RALAX)6.9%
- Other 25 assets46.9%
By type: Mutual Fund 33% · Exchange Traded Fund 28% · Stock 15% · Bank Deposit 9% · Other 7% · 529 Plan 7%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
American Funds 2035 Trgt Date Retire T6 RFFTXin Nationwide 401(a) Plan, Nationwide 457(b) Plan | Mutual Fund | ≈ $450.0K | 17.7% | Self |
TCNNFTRULIEVE CANNABIS CORP (TCNNF) | Stock | $250,001 - $500,000 | 14.7% | Spouse |
Wells Fargo Accounts | Bank Deposit | $100,001 - $250,000 | 6.9% | Self |
S&P 500 Std 1Yr - 40% Buffin Equitable Edge 21 Select Variable Annuity | Other | $100,001 - $250,000 | 6.9% | Self |
RALAXAggressive Strategy Fund Class A (RALAX)in Northwestern Mutual IRA | Mutual Fund | $100,001 - $250,000 | 6.9% | Spouse |
VTTHXVanguard Target Retirement 2035 Fund (VTTHX) https://fd.house.gov/reference/asset-type-codes.aspx.in Vanguard 401(k) | Mutual Fund | $100,001 - $250,000 | 6.9% | Spouse |
| Exchange Traded Fund | $50,001 - $100,000 | 2.9% | Spouse | |
IUSViShares Core S&P U.S. Value ETF (IUSV)in Charles Schwab Rollover IRA | Exchange Traded Fund | $50,001 - $100,000 | 2.9% | Spouse |
PVALPutnam Focused Large Cap Value ETF (PVAL)in Charles Schwab Rollover IRA | Exchange Traded Fund | $50,001 - $100,000 | 2.9% | Spouse |
SCHGSchwab U.S. Large-Cap Growth ETF (SCHG)in Charles Schwab Rollover IRA | Exchange Traded Fund | $50,001 - $100,000 | 2.9% | Spouse |
SCHDSchwab US Dividend Equity ETF (SCHD)in Charles Schwab Rollover IRA | Exchange Traded Fund | $50,001 - $100,000 | 2.9% | Spouse |
VUGVanguard Growth ETF (VUG)in Charles Schwab Rollover IRA | Exchange Traded Fund | $50,001 - $100,000 | 2.9% | Spouse |
CWIAXCapital World Growth and Income Fund (CWIAX)in Capital Group American Funds | 529 Plan | ≈ $65.0K | 2.6% | Dependent Child |
CGFAXThe Growth Fund of America (CGFAX)in Capital Group American Funds | 529 Plan | ≈ $65.0K | 2.6% | Dependent Child |
Northwestern Mutual Life Insurance | Life Insurance | ≈ $40.5K | 1.6% | Spouse |
The 15 largest of 30. 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. 1 asset is valued "undetermined" and not counted.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 1 names across 1 purchases, $8.0K at the disclosed midpoints.
- MMM · 3M100.0%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
MMM3M | $8.0K | 100.0% | 2023-11-09 | Spouse |
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
191 rows. Sort any column; Source opens the filed PDF.
