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Max Miller
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 |
|---|---|
| 2012 Trust ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $1M – $5M |
| 435 Oakmoor Road [RP] | $500K – $1M |
| 2009 Trust ⇒ Fidelity 500 Index Fund (FXAIX) [MF] | $500K – $1M |
| 1989 Trust ⇒ Promissory Note Receivable - Max Miller [OT] | $250K – $500K |
| 1989 Trust ⇒ iAngels - Immunai [HE] | $100K – $250K |
| 1989 Trust ⇒ Fidelity Government Money Market Fund: Premium Class (FZCXX) [MF] | $100K – $250K |
| 2009 Trust ⇒ Cliffwater Corporate Lending Fund Class I (CCLFX) [MF] | $100K – $250K |
| 2012 Trust ⇒ American Beacon Ninety One Global Franchise Fund - R5 Class (ZGFIX) [MF] | $100K – $250K |
| 2012 Trust ⇒ Baillie Gifford Long Term Global Growth Fund - Institutional Class (BSGLX) [MF] | $100K – $250K |
| 2012 Trust ⇒ Cliffwater Corporate Lending Fund Class I (CCLFX) [MF] | $100K – $250K |
| 2012 Trust ⇒ Elliot Associates, LP (GLAS Funds, LP) [HE] C: Elliot Associates, LP | $100K – $250K |
| 2012 Trust ⇒ Fidelity Government Money Market Fund: Premium Class (FZCXX) [MF] | $100K – $250K |
| 2012 Trust ⇒ Mondrian Global Equity Value Fund (MPGVX) [MF] | $100K – $250K |
| 2012 Trust ⇒ Nationwide International Small Cap Fund Institutional Service Class (NWXVX) [MF] | $100K – $250K |
| 2012 Trust ⇒ NYLI CBRE Global Infrastructure Fund Class I (VCRIX) [MF] | $100K – $250K |
| 2012 Trust ⇒ PGIM Total Return Bond Fund Class R6 (PTRQX) [MF] | $100K – $250K |
| 2012 Trust ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) [EF] | $100K – $250K |
| 2012 Trust ⇒ JPMorgan Equity Premium Income ETF (JEPI) [EF] | $100K – $250K |
| Yellowstone Rimac Holdings [HE] | $50K – $100K |
| 2009 Trust ⇒ American Beacon Ninety One Global Franchise Fund - R5 Class (ZGFIX) [MF] | $50K – $100K |
| 2009 Trust ⇒ Baillie Gifford Long Term Global Growth Fund - Institutional Class (BSGLX) [MF] | $50K – $100K |
| 2009 Trust ⇒ Goldman Sachs Small Cap Value Insights Fund Inst Cl (GSITX) [MF] | $50K – $100K |
| 2009 Trust ⇒ Mondrian Global Equity Value Fund (MPGVX) [MF] | $50K – $100K |
| 2009 Trust ⇒ Nationwide International Small Cap Fund Class R6 (NWXUX) [MF] | $50K – $100K |
| 2009 Trust ⇒ NYLI CBRE Global Infrastructure Fund Class I (VCRIX) [MF] | $50K – $100K |
| 2012 Trust ⇒ GLAS Funds, LP [HE] C: Underlying investment in Mercato Partners Travers IV QP, LP | $50K – $100K |
| 2012 Trust ⇒ GLAS Funds, LP [HE] C: Underlying investment in New Water Capital Partners II, LP | $50K – $100K |
| 2012 Trust ⇒ Goldman Sachs Small Cap Value Insights Fund Inst Cl (GSITX) [MF] | $50K – $100K |
| 2012 Trust ⇒ Loomis Sayles Small Cap Growth Fund Institutional Class (LSSIX) [MF] | $50K – $100K |
| 2012 Trust ⇒ Lord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX) [MF] | $50K – $100K |
| 2012 Trust ⇒ PGIM High Yield Fund Class R6 (PHYQX) [MF] | $50K – $100K |
| Roth IRA ⇒ Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) [MF] . | $50K – $100K |
| 2012 Trust ⇒ SPDR Gold Shares (GLD) [EF] | $50K – $100K |
| 2009 Trust ⇒ JPMorgan Equity Premium Income ETF (JEPI) [EF] | $50K – $100K |
| 2009 Trust ⇒ Vanguard Equity Income Fund Admiral Shares (VEIRX) [MF] | $50K – $100K |
| 2012 Trust ⇒ Vanguard Mid-Cap ETF (VO) [EF] | $50K – $100K |
| 1989 Trust ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $50K – $100K |
| PNC Bank [BA] | $15K – $50K |
| 2009 Trust ⇒ Fidelity Government Money Market Fund: Premium Class (FZCXX) [MF] | $15K – $50K |
| 2009 Trust ⇒ Loomis Sayles Small Cap Growth Fund Institutional Class (LSSIX) [MF] | $15K – $50K |
| 2009 Trust ⇒ Lord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX) [MF] | $15K – $50K |
| 2009 Trust ⇒ PGIM High Yield Fund Class Z (PHYZX) [MF] | $15K – $50K |
| 2009 Trust ⇒ PGIM Total Return Bond Fund Class R6 (PTRQX) [MF] | $15K – $50K |
| 2012 Trust ⇒ GLAS Funds, LP [HE] C: Underlying investment in Riverside Acceleration Capital Opportunity Fund II | $15K – $50K |
| 2012 Trust ⇒ GLAS Funds, LP [HE] C: Underlying investment in AIX Ventures II, LP | $15K – $50K |
| 2012 Trust ⇒ GLAS Funds, LP [HE] C: Underlying investment in Alpine Investors IX, LP | $15K – $50K |
| Revocable Trust ⇒ Fidelity Cash Reserves (FDRXX) [MF] | $15K – $50K |
| Roth IRA ⇒ American Beacon Ninety One Global Franchise Fund - R5 Class (ZGFIX) [MF] | $15K – $50K |
| 2009 Trust ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) [EF] | $15K – $50K |
| 1989 Trust ⇒ iShares Bitcoin Trust ETF (IBIT) [ET] | $15K – $50K |
| 2009 Trust ⇒ Vanguard Mid-Cap ETF (VO) [EF] | $15K – $50K |
| 2009 Trust ⇒ Vanguard Ultra-Short-Term Bond Fund Admiral (VUSFX) [MF] | $15K – $50K |
| 2012 Trust ⇒ GLAS Funds, LP [HE] C: Underlying Investment in Trimer Capital Partners I, LP | $1K – $15K |
| Revocable Trust ⇒ Zions Bancorporation N.A. - Common Stock (ZION) [ST] | $1K – $15K |
| Roth IRA ⇒ Fidelity Treasury Money Market Fund (FZFXX) [MF] | $1K – $15K |
| Roth IRA ⇒ Nationwide International Small Cap Fund Institutional Service Class (NWXVX) [MF] | $1K – $15K |
| 1989 Trust ⇒ American Beacon Ninety One Global Franchise Fund - R5 Class (ZGFIX) [MF] | Not specified |
| 1989 Trust ⇒ Mondrian Global Equity Value Fund (MPGVX) [MF] | Not specified |
| 2009 Trust ⇒ PGIM Total Return Bond Fund Class Z (PDBZX) [MF] | Not specified |
| 2009 Trust ⇒ The Merger Fund Institutional Class (MERIX) [MF] | Not specified |
| 2012 Trust ⇒ The Merger Fund Institutional Class (MERIX) [MF] | Not specified |
| 2012 Trust ⇒ | Not specified |
| 1989 Trust ⇒ Vanguard Mid-Cap ETF (VO) [EF] | Not specified |
| Vanguard Ultra-Short-Term Bond Fund Admiral (VUSFX) [MF] | Not specified |