Congress
William Keating
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 |
|---|---|
| Focus Partners Brokerage Account ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF] | $100K – $250K |
| Focus Partners Brokerage Account ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) [EF] | $100K – $250K |
| Focus Partners IRA ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) [MF] | $100K – $250K |
| Focus Partners IRA ⇒ Fidelity 500 Index Fund (FXAIX) [MF] | $100K – $250K |
| Focus Partners Brokerage Account ⇒ Fidelity Contra Fund (FCNTX) [MF] | $100K – $250K |
| Focus Partners Brokerage Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) [MF] | $50K – $100K |
| Focus Partners Brokerage Account ⇒ iShares Morningstar Small-Cap Growth ETF (ISCG) [EF] | $50K – $100K |
| Focus Partners IRA ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX) [MF] | $50K – $100K |
| Focus Partners IRA ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX) [MF] | $50K – $100K |
| Focus Partners IRA ⇒ Fidelity Advisor International Small Cap Fund - Class Z (FIQIX) [MF] | $50K – $100K |
| Focus Partners IRA ⇒ Fidelity Cash Reserves (FDRXX) [MF] | $50K – $100K |
| Focus Partners IRA ⇒ FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) [MF] | $50K – $100K |
| Focus Partners IRA ⇒ Mercer Non-US Core Equity Fund Class I (MNCSX) [MF] | $50K – $100K |
| Focus Partners IRA ⇒ The Hartford Strategic Income Fund Class F (HSNFX) [MF] | $50K – $100K |
| Focus Partners IRA ⇒ Touchstone Sands Capital Emerging Markets Growth Fund Institutional Class (TSEGX) [MF] | $50K – $100K |
| Vanguard Brokerage Account ⇒ Vanguard Balanced Index Fd Admiral Shs (VBIAX) [MF] | $50K – $100K |
| Focus Partners Brokerage Account ⇒ iShares S&P 500 Value ETF (IVE) [EF] | $50K – $100K |
| Focus Partners Brokerage Account ⇒ Vanguard Equity Income Fund Admiral Shares (VEIRX) [MF] | $50K – $100K |
| Focus Partners IRA ⇒ State Street SPDR Portfolio Emerging Markets ETF (SPEM) [EF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) [MF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) [MF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ Fidelity Advisor International Small Cap Fund - Class Z (FIQIX) [MF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ Fidelity Cash Reserves (FDRXX) [MF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CL (GRHIX) [MF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ Goldman Sachs High Yield Municipal Fd Inst Cl (GHYIX) [MF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ iShares Core MSCI Total International Stock ETF (IXUS) [EF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ Mercer Non-US Core Equity Fund Class I (MNCSX) [MF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ Neuberger Berman Long Short Fd Instl Cl (NLSIX) [MF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ Stone Ridge High Yield Reinsurance Risk Premium Fd Cl I | $15K – $50K |
| Focus Partners Brokerage Account ⇒ T. Rowe Price Mid-Cap Growth Fund - I Class (RPTIX) [MF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ Touchstone Sands Capital Emerging Markets Growth Fund Institutional Class (TSEGX) [MF] | $15K – $50K |
| Focus Partners IRA ⇒ Abbvie Inc Note MAT 3/15/34 [CS] | $15K – $50K |
| Focus Partners IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $15K – $50K |
| Focus Partners IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $15K – $50K |
| Focus Partners IRA ⇒ Bank America Corp SER N Mtn MAT 11/10/28 [CS] | $15K – $50K |
| Focus Partners IRA ⇒ Coca Cola Co Note MAT 5/13/34 [CS] | $15K – $50K |
| Focus Partners IRA ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) [MF] | $15K – $50K |
| Focus Partners IRA ⇒ General MTRS Co Note MAT 10/15/32 [CS] | $15K – $50K |
| Focus Partners IRA ⇒ GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CL (GRHIX) [MF] | $15K – $50K |
| Focus Partners IRA ⇒ iShares Core MSCI Total International Stock ETF (IXUS) [EF] | $15K – $50K |
| Focus Partners IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $15K – $50K |
| Focus Partners IRA ⇒ JPMorgan Chase & Co Note MAT 7/24/29 [CS] | $15K – $50K |
| Focus Partners IRA ⇒ Lowes Cos Inc Note MAT 4/15/30 [CS] | $15K – $50K |
| Focus Partners IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $15K – $50K |
| Focus Partners IRA ⇒ Morgan Stanley Ser I MTN MAT 10/18/33 [CS] | $15K – $50K |
| Focus Partners IRA ⇒ Neuberger Berman Long Short Fd Instl Cl (NLSIX) [MF] | $15K – $50K |
| Focus Partners IRA ⇒ Neuberger Berman Long Short Fd Instl Cl (NLSIX) [MF] | $15K – $50K |
| Focus Partners IRA ⇒ Stone Ridge High Yield Reinsurance Risk Premium Fd Cl I (SHRIX) [MF] | $15K – $50K |
| Focus Partners IRA ⇒ The Campbells Company Note MAT 3/21/34 [CS] | $15K – $50K |
| Focus Partners IRA ⇒ The Hartford Strategic Income Fund Class F (HSNFX) [MF] | $15K – $50K |
| Focus Partners IRA ⇒ Transamerica Mid Cap Value Opportunities Fund Class I (MVTIX) [MF] | $15K – $50K |
| Focus Partners IRA ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) [MF] | $15K – $50K |
| Focus Partners IRA ⇒ Wells Fargo & Co Ser W MTN MAT 1/24/31 [CS] | $15K – $50K |
| Vanguard Brokerage Account ⇒ Vanguard Tax-Managed Fund Balanced Fund (VTMFX) [MF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ VanEck High Yield Muni ETF (HYD) [EF] | $15K – $50K |
| Focus Partners Brokerage Account ⇒ GMO U.S. Quality ETF (QLTY) [EF] | $1K – $15K |
| Focus Partners Brokerage Account ⇒ Oakmark Fund Advisor Class (OAYMX) [MF] | $1K – $15K |
| Focus Partners Brokerage Account ⇒ State Street SPDR Portfolio Emerging Markets ETF (SPEM) [EF] | $1K – $15K |
| Focus Partners IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ American Homes 4 Rent Common Shares of Beneficial Interest (AMH) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Aramark Common Stock (ARMK) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Bank America Corp Ser M Mtn MAT 3/5/29 [CS] | $1K – $15K |
| Focus Partners IRA ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ CACI International, Inc. Class A Common Stock (CACI) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Capital One Finl Corp Note MAT 10/30/31 [CS] | $1K – $15K |
| Focus Partners IRA ⇒ CDW Corporation - Common Stock (CDW) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ CoStar Group, Inc. - Common Stock (CSGP) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) [MF] | $1K – $15K |
| Focus Partners IRA ⇒ Elevance Health Inc. Note MAT 12/01/27 [CS] | $1K – $15K |
| Focus Partners IRA ⇒ Fidelity Cash Reserves (FDRXX) [MF] | $1K – $15K |
| Focus Partners IRA ⇒ Fiserv, Inc. - Common Stock (FISV) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Intercontinental Exchange Inc. Common Stock (ICE) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Intuit Inc. - Common Stock (INTU) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ iShares Core MSCI Total International Stock ETF (IXUS) [EF] | $1K – $15K |
| Focus Partners IRA ⇒ Jacobs Solutions Inc. Common Stock (J) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ KLA Corporation - Common Stock (KLAC) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Linde plc - Ordinary Shares (LIN) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Mastercard Incorporated Common Stock (MA) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ McKesson Corporation Common Stock (MCK) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Meta Platforms Inc Note MAT 5/15/33 [CS] | $1K – $15K |
| Focus Partners IRA ⇒ Moody's Corporation Common Stock (MCO) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Palo Alto Networks, Inc. (PANW) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Pepsico, Inc. (PEP) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Simon PPTY Group LP Note MAT 10/01/35 [CS] | $1K – $15K |
| Focus Partners IRA ⇒ T Mobile USA Note MAT 2/1/28 [CS] | $1K – $15K |
| Focus Partners IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ TJX Companies, Inc. (TJX) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ Union PAC Corp Note MAT 9/10/28 [CS] | $1K – $15K |
| Focus Partners IRA ⇒ United Rentals, Inc. Common Stock (URI) [ST] | $1K – $15K |
| Focus Partners IRA ⇒ US Treas Bills MAT 1/06/26 [GS] | $1K – $15K |
| Focus Partners IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | $1K – $15K |
| Vanguard Brokerage Account ⇒ Vanugard Fed Money Market Fund [BA] . | $1K – $15K |
| Focus Partners IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $1 – $1K |
| Commonwealth of Mass. Retirement [PE] | Not specified |
| US Airways Retirement [PE] | Not specified |
| Focus Partners Brokerage Account ⇒ Fidelity Advisor Intermediate Municipal Income Fund: Class Z (FIQZX) [MF] | Not specified |
| Focus Partners Brokerage Account ⇒ iShares Morningstar Mid-Cap Value ETF (IMCV) [EF] | Not specified |
| Focus Partners IRA ⇒ Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | Not specified |
| Focus Partners IRA ⇒ Comcast Corp New Note Call Make Whole 4.25000% 10/15/2030 [CS] | Not specified |
| Focus Partners IRA ⇒ EuroPacific Growth Fund - Class F-3 (FEUPX) [MF] | Not specified |
| Focus Partners IRA ⇒ | Not specified |
| Focus Partners IRA ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not specified |
| Focus Partners IRA ⇒ Microsoft Corp Note Call Make Whole 3.12500% 11/03/2025 [CS] | Not specified |
| Focus Partners IRA ⇒ Pepsico Inc Note Call Make Whole 3.90000% 07/18/2032 [CS] | Not specified |
| Focus Partners IRA ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | Not specified |