Congress
Lisa McClain
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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Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Hantz Group [PS] | $1M – $5M |
| Prudential IRA ⇒ MFS Value Series Service Class [FN] . | $500K – $1M |
| Nationwide Variable Universal Life [WU] | $250K – $500K |
| Charles Schwab Brokerage Account 595 ⇒ iShares Core S&P 500 ETF (IVV) [EF] | $250K – $500K |
| Credit Union One [BA] | $100K – $250K |
| SpaceX Stock [OT] | $100K – $250K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $100K – $250K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | $100K – $250K |
| Charles Schwab Brokerage Account 595 ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF] | $100K – $250K |
| Charles Schwab Brokerage Account 595 ⇒ Vanguard S&P Mid-Cap 400 ETF (IVOO) [EF] | $100K – $250K |
| Charles Schwab 401K (Hantz) ⇒ CIT Polen International [OT] | $50K – $100K |
| Charles Schwab 401K (Hantz) ⇒ ClearBridge Dividend Strategy Fund Class A (SOPAX) [MF] | $50K – $100K |
| Charles Schwab 401K (Hantz) ⇒ ClearBridge Large Cap Growth Fd Cl A (SBLGX) [MF] | $50K – $100K |
| Charles Schwab 401K (Hantz) ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX) [MF] | $50K – $100K |
| Charles Schwab 401K (Hantz) ⇒ Schwab U.S. Aggregate Bond Index Fund (SWAGX) [MF] | $50K – $100K |
| Charles Schwab 401K (Hantz) ⇒ Vanguard Intermediate-Term Treasury Fund (VFITX) [MF] | $50K – $100K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Polen Growth Fund Institutional Class (POLIX) [MF] | $50K – $100K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | $50K – $100K |
| Charles Schwab Brokerage Account 595 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [EF] | $50K – $100K |
| Hantz Ventures - SL I, LLC [HE] | $15K – $50K |
| Nationwide Indexed Universal Life [WU] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Aristotle Intl Equity CIT [OT] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ CIT: International Fundamental Value Fund CL 1 (WIFAAX) [MF] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Congress Mid Cap Growth Fd Inst Cl (IMIDX) [MF] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Diamond Hill All Cap Select Fund - Class I (DHLTX) [MF] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Franklin Small Cap Value GG Trust CIT Class R (WFSAAX) [MF] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab Fundamental International Lg Company Idx Fd Insti Shs (SFNNX) [MF] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab International Index Fund - Select Shares (SWISX) [MF] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab U.S. Large-Cap Growth Index Fund (SWLGX) [MF] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Thornburg Limited Term US Government Fund Class I (LTUIX) [MF] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) [MF] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) [MF] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Vanguard Small-Cap Growth Index Fd Inst Shs (VSGIX) [MF] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Zacks Dividend CIT - SEIZD1 [OT] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ BigBear.ai, Inc. Common Stock (BBAI) [ST] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Rigetti Computing, Inc. - Common stock (RGTI) [ST] | $15K – $50K |
| Charles Schwab Brokerage Account 595 ⇒ Charles Schwab Bank [BA] | $15K – $50K |
| Charles Schwab Brokerage Account 595 ⇒ Vanguard S&P Small-Cap 600 ETF (VIOO) [EF] | $15K – $50K |
| Charles Schwab Brokerage Account 595 ⇒ Vanguard Total International Bond ETF (BNDX) [EF] | $15K – $50K |
| Charles Schwab 401K (Hantz) ⇒ Schwab 824 ⇒ Charles Schwab Bank - Sweep [BA] | $1K – $15K |
| Charles Schwab 401K (Hantz) ⇒ | Not specified |
| Schwab U.S. Large-Cap Value Index Fund (SWLVX) [MF] | Not specified |
| Charles Schwab Brokerage Account 924 ⇒ Amedisys Inc - Common Stock (AMED) [ST] | Not specified |
| Charles Schwab Brokerage Account 924 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Not specified |
| Charles Schwab Brokerage Account 924 ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Not specified |
| Charles Schwab Brokerage Account 924 ⇒ Ciena Corporation (CIEN) [ST] | Not specified |
| Charles Schwab Brokerage Account 924 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not specified |
| Charles Schwab Brokerage Account 924 ⇒ Flex Ltd. - Ordinary Shares (FLEX) [ST] | Not specified |
| Charles Schwab Brokerage Account 924 ⇒ HSBC Holdings, plc. Common Stock (HSBC) [ST] | Not specified |
| Charles Schwab Brokerage Account 924 ⇒ Hyatt Hotels Corporation Class A Common Stock (H) [ST] | Not specified |
| Charles Schwab Brokerage Account 924 ⇒ Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) [ST] | Not specified |
| Charles Schwab Brokerage Account 924 ⇒ Schneider National, Inc. Common Stock (SNDR) [ST] | Not specified |
| Charles Schwab Brokerage Account 924 ⇒ Shell PLC American Depositary Shares (SHEL) [ST] | Not specified |
| Charles Schwab Brokerage Account 924 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not specified |