CA

Christine AbizaidExec

Level II Office of Director of National Intelligence ยท 2022-01 โ†’ 2023-12

Chamber
Executive branch
Agency
Office of Director of National Intelligence
Party
โ€”
State
โ€”
Trades
24 (16 buys ยท 8 sells)
Estimated volume
$1.9M
Late filings
100% (2 of 24)
Median filing lag
175 days

Estimated portfolio

Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.

Headlines

Portfolio value
$983K
from $936K cost
Estimated gain
+$47K
Up 5.0%
Versus the S&P 500
-$542K
SPY would hold $1.5M
Positions
7
from 12 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
SWGXXSchwab Government Money Fund Sweep ClassShares
2023-12-22$758K$758K+0%77%
2
UIGRXUSAA Growth Fund Institutional Class Shares
2022-01-31$65K$85K+31%9%
3
UIIFXUSAA International Fund Institutional Class Shares
2022-01-31$41K$51K+27%5%
4
UIISXUSAA Income Stock Fund Institutional ClassShares
2022-01-31$41K$44K+8%4%
5
UISCXUSAA Small Cap Stock Fund Institutional ClassShares
2022-01-31$16K$19K+19%2%
6
INTCIntel Corp.
2022-01-26$8K$18K+131%2%
7
UMAFXUSAA Managed Allocation Fund
2022-01-31$8K$8K-3%1%

Trades that mattered most

85% of their result against the S&P 500 comes from 2 SWGXX buys.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1SWGXX
Schwab Government Money Fund Sweep ClassShares
2023-12-262.8y$500K-1M+0%-62%
2UIISX
USAA Income Stock Fund Institutional ClassShares
2022-02-104.6y$15K-50K+8%-64%
3UIIFX
USAA International Fund Institutional Class Shares
2022-02-104.6y$15K-50K+26%-45%
4UIGRX
USAA Growth Fund Institutional Class Shares
2022-01-314.7y$15K-50K+31%-41%
5UIGRX
USAA Growth Fund Institutional Class Shares
2022-02-104.6y$15K-50K+31%-40%
6UIISX
USAA Income Stock Fund Institutional ClassShares
2022-01-314.7y$1K-15K+8%-63%
7SWGXX
Schwab Government Money Fund Sweep ClassShares
2023-12-222.8y$1K-15K+0%-62%
8UISCX
USAA Small Cap Stock Fund Institutional ClassShares
2022-02-104.6y$1K-15K+18%-53%

Returns by stock

Each stock's return since they bought it, next to the S&P 500 over the same days.

#StockTradesBuys / sellsBeat S&P 500Stock returnS&P 500
1SWGXX22/00 of 2+0%+62%
2UIGRX32/10 of 2+31%+71%
3UIISX32/10 of 2+8%+71%
4UIIFX32/10 of 2+27%+71%
5UISCX32/10 of 2+19%+71%
6INTC11/01 of 1+131%+78%
7UMAFX11/01 of 1-3%-9%
8USPRX10/1โ€”โ€”โ€”
9UIEMX21/1โ€”โ€”โ€”
10CSDIX10/1โ€”โ€”โ€”
11VMW10/1โ€”โ€”โ€”
12VT11/0โ€”โ€”โ€”

Trades by month

Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.

BuysSells

All trades

24 of 24

SWGXXSchwab Government Money Fund Sweep ClassShares
2023-12-26 โ†’ 2024-04-05
USPRXUSAA 500 Index Fund Reward Shares
2023-12-22 โ†’ 2024-04-05
UISCXUSAA Small Cap Stock Fund Institutional ClassShares
2023-12-22 โ†’ 2024-04-05
UIIFXUSAA International Fund Institutional Class Shares
2023-12-22 โ†’ 2024-04-05
UIEMXUSAAEmerging Markets Fund Institutional ClassShares
2023-12-22 โ†’ 2024-04-05
UIISXUSAA Income Stock Fund Institutional ClassShares
2023-12-22 โ†’ 2024-04-05
UIGRXUSAA Growth Fund Institutional Class Shares
2023-12-22 โ†’ 2024-04-05
CSDIXCohen & Steers Real Estate Securities Fund, IncClass I Shares
2023-12-22 โ†’ 2024-04-05
SWGXXSchwab Government Money Fund Sweep ClassShares
2023-12-22 โ†’ 2024-04-05
VMWVMware, Inc.
2023-10-13 โ†’ 2024-04-05 ยท 175d late
โ€”Moonshot Fund III See Endnote
2023-09-28 โ†’ 2024-04-05 ยท 190d late
โ€”Moonshots Capital Investment Fund
2022-11-29 โ†’ 2023-03-11
VTVanguard Total World Stock Index Fund ETF ClassShares
2022-02-10 โ†’ 2022-03-19
UISCXUSAA Small Cap Stock Fund Institutional ClassShares
2022-02-10 โ†’ 2022-03-19
UIIFXUSAA International Fund Institutional Shares
2022-02-10 โ†’ 2022-03-19
UIEMXUSAAEmerging Markets Fund Institutional ClassShares
2022-02-10 โ†’ 2022-03-19
UIISXUSAA Income Stock Fund Institutional ClassShares
2022-02-10 โ†’ 2022-03-19
UIGRXUSAA Growth Fund Institutional Class Shares
2022-02-10 โ†’ 2022-03-19
UMAFXUSAA Managed Allocation Fund
2022-01-31 โ†’ 2022-03-19
UISCXUSAA Small Cap Stock Fund Institutional ClassShares
2022-01-31 โ†’ 2022-03-19
UIISXUSAA Income Stock Fund Institutional ClassShares
2022-01-31 โ†’ 2022-03-19
UIIFXUSAA International Fund Institutional Class Shares
2022-01-31 โ†’ 2022-03-19
UIGRXUSAA Growth Fund Institutional Class Shares
2022-01-31 โ†’ 2022-03-19
INTCIntel Corp.
2022-01-26 โ†’ 2022-03-19