Congress
Josh Harder
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
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Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Charles Schwab Investment Account ⇒ SPDR S&P 500 (SPY) [EF] | $1M – $5M |
| Charles Schwab Investment Account ⇒ SPDR S&P MidCap 400 ETF Trust (MDY) [EF] | $500K – $1M |
| Bessemer Venture Associates IX L.P. Fund [HE] | $250K – $500K |
| Charles Schwab Roth IRA ⇒ SPDR S&P 500 (SPY) [EF] | $250K – $500K |
| Bessemer Venture Associates VIII L.P. Fund [HE] | $100K – $250K |
| Alex Brown Raymond James brokerage ⇒ Rocket Lab USA, Inc. (RKLB) [ST] C: No transactions >$1,000; additional shares transferred from BVA fund. | $100K – $250K |
| Charles Schwab Roth IRA ⇒ SPDR S&P MidCap 400 ETF Trust (MDY) [EF] | $50K – $100K |
| Betterment Brokerage Account ⇒ Schwab U.S. Broad Market ETF (SCHB) [EF] | $50K – $100K |
| Bank of America Checking Account [BA] | $15K – $50K |
| Alex Brown Raymond James brokerage ⇒ Okta, Inc. - Class A (OKTA) [ST] | $15K – $50K |
| Merrill Investment Account ⇒ ACV Auctions Inc. - Class A (ACVA) [ST] | $15K – $50K |
| Merrill Investment Account ⇒ Toast, Inc. Class A (TOST) [ST] . | $15K – $50K |
| Betterment Brokerage Account ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF] | $15K – $50K |
| Betterment Brokerage Account ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | $15K – $50K |
| Betterment Brokerage Account ⇒ Schwab International Equity ETF (SCHF) [EF] | $15K – $50K |
| Charles Schwab Rollover IRA ⇒ SPDR S&P 500 (SPY) [EF] | $15K – $50K |
| Betterment Traditional IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $15K – $50K |
| Betterment Traditional IRA ⇒ Vanguard Total Stock Market ETF (VTI) [EF] | $15K – $50K |
| Betterment Brokerage Account ⇒ Vanguard Value ETF (VTV) [EF] | $15K – $50K |
| Charles Schwab Roth IRA ⇒ Vanguard Growth ETF (VUG) [EF] | $15K – $50K |
| Charles Schwab Rollover IRA ⇒ Vanguard Growth ETF (VUG) [EF] | $15K – $50K |
| Charles Schwab Investment Account ⇒ Vanguard Growth ETF (VUG) [EF] | $15K – $50K |
| Betterment Brokerage Account ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) | $1K – $15K |
| Betterment Brokerage Account ⇒ Vanguard Mid-Cap Value ETF (VOE) [EF] | $1K – $15K |
| Betterment Brokerage Account ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) [EF] | $1K – $15K |
| Betterment Brokerage Account ⇒ Vanguard Total International Bond ETF (BNDX) [EF] | $1K – $15K |
| Betterment Brokerage Account ⇒ | $1K – $15K |
| Betterment Traditional IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [EF] | $1K – $15K |
| Betterment Traditional IRA ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF] | $1K – $15K |
| Betterment Traditional IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF] | $1K – $15K |
| Charles Schwab Investment Account ⇒ Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) [BA] | $1K – $15K |
| Merrill Investment Account ⇒ Cash [BA] | $1K – $15K |
| Merrill Investment Account ⇒ Procore Technologies, Inc. Common Stock (PCOR) [ST] | $1K – $15K |
| Betterment Traditional IRA ⇒ Vanguard Total Bond Market ETF (BND) [EF] | $1K – $15K |
| Betterment Traditional IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF] | $1K – $15K |
| Betterment Brokerage Account ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF] | $1K – $15K |
| Betterment Brokerage Account ⇒ iShares Russell Mid-cap Value ETF (IWS) [EF] | $1K – $15K |
| Betterment Brokerage Account ⇒ iShares National Muni Bond ETF (MUB) [EF] | $1K – $15K |
| Betterment Traditional IRA ⇒ SPDR Portfolio S&P 600 Small Cap ETF (SPSM) [EF] | $1K – $15K |
| Betterment Traditional IRA ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM) [EF] | $1K – $15K |
| Betterment Brokerage Account ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM) [EF] | $1K – $15K |
| Betterment Brokerage Account ⇒ Vanguard Small-Cap Value ETF (VBR) [EF] | $1K – $15K |
| Betterment Brokerage Account ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $1K – $15K |
| Betterment Traditional IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $1K – $15K |
| Betterment Brokerage Account ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $1 – $1K |
| Betterment Brokerage Account ⇒ iShares Russell 2000 Value ETF (IWN) [EF] | Not specified |