Congress
Mike Carey
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 |
|---|---|
| New York Life Securities [PS] | $250K – $500K |
| Vanguard Institutional Target Retirement 2035 [OT] | $250K – $500K |
| City Park Interior, LLC, 100% Interest [OL] | $100K – $250K |
| Rea Wealth Management [IH] | $50K – $100K |
| Merrill Lynch SEP Account ⇒ iShares Core S&P U.S. Growth ETF (IUSG) [EF] | $50K – $100K |
| Merrill Lynch SEP Account ⇒ iShares Core S&P U.S. Value ETF (IUSV) [EF] | $50K – $100K |
| Merrill Lynch MA Account ⇒ Columbia Dividend Income Fund Class I (GSFTX) [MF] | $15K – $50K |
| Merrill Lynch MA Account ⇒ Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) [MF] | $15K – $50K |
| Merrill Lynch MA Account ⇒ Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) [MF] | $15K – $50K |
| Merrill Lynch MA Account ⇒ Putnam Focused Large Cap Value ETF (PVAL) [EF] | $15K – $50K |
| Merrill Lynch SEP Account ⇒ Vanguard Russell 2000 ETF (VTWO) [EF] | $15K – $50K |
| Merrill Lynch SEP Account ⇒ iShares U.S. Treasury Bond ETF (GOVT) [EF] | $15K – $50K |
| Merrill Lynch MA Account ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) [MF] | $15K – $50K |
| Merrill Lynch SEP Account ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) [EF] | $15K – $50K |
| Merrill Lynch SEP Account ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $15K – $50K |
| Merrill Lynch SEP Account ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $15K – $50K |
| Fifth Third Bank Account [BA] | $1K – $15K |
| Huntington National Bank [BA] | $1K – $15K |
| Conrad 529 ⇒ Conrad 529 [5P] | $1K – $15K |
| Conrad UTMA ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) [EF] | $1K – $15K |
| Merrill Lynch ETF Account ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) [EF] | $1K – $15K |
| Merrill Lynch IRA ⇒ Allspring Core Plus Bond Fund Class Institutional (WIPIX) [MF] | $1K – $15K |
| Merrill Lynch IRA ⇒ Columbia Dividend Income Fund Class I (GSFTX) [MF] | $1K – $15K |
| Merrill Lynch IRA ⇒ Columbia Research Enhanced Core ETF (RECS) [EF] | $1K – $15K |
| Merrill Lynch IRA ⇒ Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) [MF] | $1K – $15K |
| Merrill Lynch IRA ⇒ Fidelity Advisor Growth Opportunities Fund Class I [MF] | $1K – $15K |
| Merrill Lynch IRA ⇒ Fidelity Advisor Investment Grade Bond Fund: Class I (FGBPX) [MF] | $1K – $15K |
| Merrill Lynch IRA ⇒ FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) [MF] | $1K – $15K |
| Merrill Lynch IRA ⇒ NYLI FTSE International Equity Currency Neutral ETF (HFXI) [EF] | $1K – $15K |
| Merrill Lynch IRA ⇒ PGIM Absolute Return Bond Fund Class Z (PADZX) [MF] | $1K – $15K |
| Merrill Lynch IRA ⇒ | $1K – $15K |
| Merrill Lynch MA Account ⇒ Allspring Core Plus Bond Fund Inst Class (WIPIX) [MF] | $1K – $15K |
| Merrill Lynch MA Account ⇒ Columbia Research Enhanced Core ETF (RECS) [EF] | $1K – $15K |
| Merrill Lynch MA Account ⇒ Fidelity Advisor Investment Grade Bond Fund: Class I (FGBPX) [MF] | $1K – $15K |
| Merrill Lynch MA Account ⇒ FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) [MF] | $1K – $15K |
| Merrill Lynch MA Account ⇒ iShares S&P 500 Index Fund - Institutional (BSPIX) [MF] | $1K – $15K |
| Merrill Lynch MA Account ⇒ NYLI FTSE International Equity Currency Neutral ETF | $1K – $15K |
| Merrill Lynch MA Account ⇒ PGIM Absolute Return Bond Fund Class Z (PADZX) [MF] | $1K – $15K |
| Merrill Lynch SEP Account ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) [MF] | $1K – $15K |
| Merrill Lynch SEP Account ⇒ Cash [BA] | $1K – $15K |
| Merrill Lynch SEP Account ⇒ Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) [MF] | $1K – $15K |
| Merrill Lynch SEP Account ⇒ FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) [MF] | $1K – $15K |
| Merrill Lynch SEP Account ⇒ State Street SPDR Portfolio High Yield Bond ETF (SPHY) | $1K – $15K |
| Merrill Lynch SEP Account ⇒ Vanguard Mortgage-Backed Securities Index Fund [MF] | $1K – $15K |
| Merrill Lynch SEP Account ⇒ Vanguard Total International Bond ETF (BNDX) [EF] | $1K – $15K |
| Miles 529 ⇒ Miles 529 [5P] | $1K – $15K |
| Miles UTMA ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) [EF] | $1K – $15K |
| Merrill Lynch ETF Account ⇒ Vanguard Total Bond Market ETF (BND) [EF] | $1K – $15K |
| Merrill Lynch IRA ⇒ Pacer US Cash Cows 100 ETF (COWZ) [EF] | $1K – $15K |
| Merrill Lynch IRA ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) [MF] | $1K – $15K |
| Miles UTMA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF] | $1K – $15K |
| Merrill Lynch IRA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF] | $1K – $15K |
| Merrill Lynch ETF Account ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF] | $1K – $15K |
| Conrad UTMA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF] | $1K – $15K |
| Merrill Lynch MA Account ⇒ iShares Russell 1000 Growth Fund (IWF) [EF] | $1K – $15K |
| Merrill Lynch IRA ⇒ iShares Russell 1000 Growth ETF (IWF) [MF] | $1K – $15K |
| Merrill Lynch MA Account ⇒ JPMorgan Equity Premium Income ETF (JEPI) [EF] | $1K – $15K |
| Merrill Lynch IRA ⇒ JPMorgan Equity Premium Income ETF (JEPI) [EF] | $1K – $15K |
| Merrill Lynch MA Account ⇒ Vanguard Small-Cap Value ETF (VBR) [EF] | $1K – $15K |
| Merrill Lynch IRA ⇒ Vanguard Small-Cap Value ETF (VBR) [EF] | $1K – $15K |
| Merrill Lynch IRA ⇒ Cash [BA] | $1 – $1K |
| Miles UTMA ⇒ Vanguard Total Bond Market ETF (BND) [EF] | $1 – $1K |
| Conrad UTMA ⇒ Vanguard Total Bond Market ETF (BND) [EF] | $1 – $1K |
| Merrill Lynch SEP Account [OT] | Not specified |
| Merrill Lynch IRA ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) [MF] | Not specified |
| Merrill Lynch IRA ⇒ iShares Currency Hedged MSCI EAFE ETF (HEFA) [EF] | Not specified |
| Merrill Lynch IRA ⇒ iShares S&P 500 Index Fund - Institutional (BSPIX) [MF] | Not specified |
| Merrill Lynch SEP Account ⇒ SPDR Portfolio Long Term Treasury ETF (SPTL) [EF] | Not specified |
| Miles UTMA ⇒ Vanguard Total Stock Market ETF (VTI) [EF] . | Not specified |