Susie Lee
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/12/2026 — 25 assets, about $5.1M at the middle of each value range.
- Residential Duplex Rental Property at 1035 and 1036 in Georgetown, TX14.8%
- FSIXX · Fidelity Institutional Money Market Funds: Treasury Only Pt Cl I (FSIXX)14.8%
- EAGG · iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)8.9%
- SUSC · iShares ESG Aware USD Corporate Bond ETF (SUSC)8.9%
- Residential Duplex Rental Property at 1008 and 1010 in Georgetown, TX7.4%
- Other 20 assets45.5%
By type: Exchange Traded Fund 47% · Real Property 30% · Mutual Fund 15% · Stock 7% · Bank Deposit 1% · Other 0%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
Residential Duplex Rental Property at 1035 and 1036 in Georgetown, TX | Real Property | $500,001 - $1,000,000 | 14.8% | Self |
FSIXXFidelity Institutional Money Market Funds: Treasury Only Pt Cl I (FSIXX)in Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 | Mutual Fund | $500,001 - $1,000,000 | 14.8% | Self |
EAGGiShares ESG Aware U.S. Aggregate Bond ETF (EAGG)in Fidelity Investments IRA, Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 | Exchange Traded Fund | ≈ $450.0K | 8.9% | Self |
SUSCiShares ESG Aware USD Corporate Bond ETF (SUSC)in Fidelity Investments IRA, Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 | Exchange Traded Fund | ≈ $450.0K | 8.9% | Self |
Residential Duplex Rental Property at 1008 and 1010 in Georgetown, TX | Real Property | $250,001 - $500,000 | 7.4% | Self |
Residential Duplex Rental Property at 1011 and 1015 in Georgetown, TX | Real Property | $250,001 - $500,000 | 7.4% | Self |
| Stock | $250,001 - $500,000 | 7.4% | Self | |
EUSBiShares ESG Advanced Universal USD Bond ETF (EUSB)in Fidelity Investments IRA, Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 | Exchange Traded Fund | ≈ $350.0K | 6.9% | Self |
USXFiShares ESG Advanced MSCI USA ETF (USXF)in Fidelity Investments IRA, Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 | Exchange Traded Fund | ≈ $207.5K | 4.1% | Self |
DSIiShares ESG MSCI KLD 400 ETF (DSI)in Fidelity Investments IRA, Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 | Exchange Traded Fund | ≈ $207.5K | 4.1% | Self |
LCTUiShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU)in Fidelity Investments IRA, Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 | Exchange Traded Fund | ≈ $207.5K | 4.1% | Self |
SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB)in Fidelity Investments IRA, Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 | Exchange Traded Fund | ≈ $107.5K | 2.1% | Self |
ESGEiShares ESG Aware MSCI EM ETF (ESGE)in Fidelity Investments IRA, Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 | Exchange Traded Fund | ≈ $107.5K | 2.1% | Self |
ESGUiShares ESG Aware MSCI USA ETF (ESGU)in Fidelity Investments IRA, Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 | Exchange Traded Fund | ≈ $107.5K | 2.1% | Self |
FGDLFranklin Responsibly Sourced Gold ETF (FGDL)in Fidelity Investments IRA, Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 | Exchange Traded Fund | ≈ $40.5K | 0.8% | Self |
The 15 largest of 25. 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.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 3 names across 5 purchases, $89.0K at the disclosed midpoints.
- WYNN · Wynn Resorts73.0%
- FLL · Full House Resorts18.0%
- RNMBY · Rheinmetall AG Unsp9.0%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
WYNNWynn Resorts | $65.0K | 73.0% | 2022-02-03 | Dependent Child, Spouse |
FLLFull House Resorts | $16.0K | 18.0% | 2022-05-18 | Dependent Child, Joint |
RNMBYRheinmetall AG Unsp | $8.0K | 9.0% | 2024-05-24 | Dependent Child |
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.
Their most-traded tickers
What they hold it in
Every disclosed trade
105 rows. Sort any column; Source opens the filed PDF.