Lizzie Fletcher
DemocratTX·11 disclosed trades·11 tickers
Volume traded
$88.0K
gross buys + sells, not wealth
Net flow
−$88.0K
Median gap
23d
limit is 45d
Filed late
0%
0 of 11
Last trade
2026-04-08
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/9/2026 — 83 assets, about $9.0M at the middle of each value range.
- FXIFX · Fidelity Freedom Index 2030 Fund - Investor Class (FXIFX)33.5%
- Fletcher Held, PLLC, 100% Interest11.2%
- IWB · iShares Russell 1000 ETF (IWB)6.5%
- VSMGX · Vanguard Lifestrategy Moderate Growth Fund (VSMGX)4.2%
- VTHRX · Vanguard Target Retirement 2030 Fund (VTHRX)4.2%
- Other 78 assets41.7%
By type: Mutual Fund 52% · Exchange Traded Fund 28% · Business Interest 11% · Bank Deposit 7% · Unknown 1% · Pension 0%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
FXIFXFidelity Freedom Index 2030 Fund - Investor Class (FXIFX)in Spouse Rollover IRA (JD) | Mutual Fund | $1,000,001 - $5,000,000 | 33.5% | Spouse |
Fletcher Held, PLLC, 100% Interest | Business Interest | Spouse/DC Over $1,000,000 | 11.2% | Spouse |
IWBiShares Russell 1000 ETF (IWB)in Filer Brokerage Account (FI), Filer Traditional IRA, Spouse Brokerage Account | Exchange Traded Fund | ≈ $582.5K | 6.5% | Self, Spouse |
VSMGXVanguard Lifestrategy Moderate Growth Fund (VSMGX)in Joint Brokerage Accounts (VA) | Mutual Fund | $250,001 - $500,000 | 4.2% | Joint |
VTHRXVanguard Target Retirement 2030 Fund (VTHRX)in Joint Brokerage Accounts (VA) | Mutual Fund | $250,001 - $500,000 | 4.2% | Joint |
IXUSiShares Core MSCI Total International Stock ETF (IXUS)in Filer Brokerage Account (FI), Joint Brokerage Accounts (FI) | Exchange Traded Fund | ≈ $207.5K | 2.3% | Joint, Self |
Chase Bank Accountsin Bank Accounts | Bank Deposit | $100,001 - $250,000 | 2.0% | Self |
Frost Bank Accountsin Bank Accounts | Bank Deposit | $100,001 - $250,000 | 2.0% | Self |
FDIC Insured Deposit at Morgan Stanley IRAin Filer 401K (Rollover) | Bank Deposit | $100,001 - $250,000 | 2.0% | Self |
FID 500 Index Fundin Filer 401K (Rollover) | Mutual Fund | $100,001 - $250,000 | 2.0% | Self |
QUALiShares MSCI USA Quality Factor ETF (QUAL)in Filer Brokerage Account (FI) | Exchange Traded Fund | $100,001 - $250,000 | 2.0% | Self |
VXUSVanguard Total International Stock ETF (VXUS)in Spouse Rollover IRA (V&E) | Exchange Traded Fund | $100,001 - $250,000 | 2.0% | Spouse |
VEAVanguard FTSE Developed Markets ETF (VEA)in Filer Brokerage Account (FI), Joint Brokerage Accounts (FI), Spouse Rollover IRA (V&E) | Exchange Traded Fund | ≈ $158.0K | 1.8% | Joint, Self, Spouse |
SCHGSchwab U.S. Large-Cap Growth ETF (SCHG)in Filer Brokerage Account (FI), Joint Brokerage Accounts (FI), Spouse Brokerage Account | Exchange Traded Fund | ≈ $140.0K | 1.6% | Joint, Self, Spouse |
FIWEXFidelity Advisor Municipal Income Fund: Class Z (FIWEX)in Filer Brokerage Account (FI), Joint Brokerage Accounts (FI), Spouse Brokerage Account | Mutual Fund | ≈ $115.5K | 1.3% | Joint, Self, Spouse |
The 15 largest of 83. 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.
Every disclosed trade
11 rows. Sort any column; Source opens the filed PDF.
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