Ron Estes
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/10/2026 — 35 assets, about $888.5K at the middle of each value range.
- DFA US Large Cap Value 119.7%
- T Rowe Price Capital Appreciation19.7%
- State Street Target Retire 2030 SL Cl IV19.7%
- Intrust checking and savings3.7%
- US Treasury Savings Bonds3.7%
- Other 30 assets33.8%
By type: Mutual Fund 89% · Bank Deposit 5% · Government Security 4% · Other 2% · Exchange Traded Fund 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
DFA US Large Cap Value 1in KPERS 457 | Mutual Fund | $100,001 - $250,000 | 19.7% | Self |
T Rowe Price Capital Appreciationin KPERS 457 | Mutual Fund | $100,001 - $250,000 | 19.7% | Self |
State Street Target Retire 2030 SL Cl IVin Spouse 401k - Stand Together Benefits, LLC 401K Plan | Mutual Fund | $100,001 - $250,000 | 19.7% | Spouse |
Intrust checking and savingsin Bank | Bank Deposit | $15,001 - $50,000 | 3.7% | Self |
US Treasury Savings Bondsin Investment | Government Security | $15,001 - $50,000 | 3.7% | Self |
Stable Value Fund - Great-West Life & Annuity Insurance Companyin KPERS 457 | Mutual Fund | $15,001 - $50,000 | 3.7% | Self |
Vanguard Total Bond Market Index Instin KPERS 457 | Mutual Fund | $15,001 - $50,000 | 3.7% | Self |
POGAXPutnam Large Cap Growth Class A (POGAX)in Spouse Roth IRA - Putnam Investments | Mutual Fund | $15,001 - $50,000 | 3.7% | Spouse |
Mid American Credit Unionin Bank | Bank Deposit | $1,001 - $15,000 | 0.9% | Self |
Putnam Large Cap Value Fund - Ain Dependent Coverdale college savings | Mutual Fund | $1,001 - $15,000 | 0.9% | Self |
American Balanced Fund Cl F3in Roth IRA | Mutual Fund | $1,001 - $15,000 | 0.9% | Self |
American Mutual Fund Cl F3in Roth IRA | Mutual Fund | $1,001 - $15,000 | 0.9% | Self |
Dodge & Cox Income Fundin Roth IRA | Mutual Fund | $1,001 - $15,000 | 0.9% | Self |
ICBFXInvesco Corporate Bond Fund Cl R6 (ICBFX)in Roth IRA | Mutual Fund | $1,001 - $15,000 | 0.9% | Self |
Invesco Global Opportunities Cl R6in Roth IRA | Mutual Fund | $1,001 - $15,000 | 0.9% | Self |
The 15 largest of 35. 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 — 1 names across 1 purchases, $32.5K at the disclosed midpoints.
- HON · Honeywell International100.0%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
HONHoneywell International | $32.5K | 100.0% | 2022-03-09 | 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
17 rows. Sort any column; Source opens the filed PDF.