EM
Eric M UelandExec
Level II Office of Management and Budget ยท 2026-07 โ 2026-07
- Chamber
- Executive branch
- Agency
- Office of Management and Budget
- Party
- โ
- State
- โ
- Trades
- 37 (19 buys ยท 18 sells)
- Estimated volume
- $517K
- Late filings
- 100% (37 of 37)
- Median filing lag
- 57 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
- $99K
- from $97K cost
- Estimated gain
- +$1K
- Up 1.5%
- Versus the S&P 500
- -$689
- SPY would hold $99K
- Positions
- 4
- from 6 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | VUGVanguard Growth Index Fund ETF Class Shares | 2026-07-15 | $49K | $50K | +3% | 51% |
| 2 | VONGVanguard Russell 1000 Growth Index Fund ETF Shares | 2026-07-15 | $33K | $33K | +2% | 33% |
| 3 | IEMGiShares Core MSCIEmerging Markets ETF | 2026-07-15 | $8K | $8K | -1% | 8% |
| 4 | PCYInvesco Emerging Markets Sovereign Debt ETF | 2026-07-15 | $8K | $7K | -6% | 8% |
Trades that mattered most
These 6 buys explain 100% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | PCY | Invesco Emerging Markets Sovereign Debt ETF | 2026-07-15 | 3mo | $1K-15K | -6% | -9% | |
| 2 | VUG | Vanguard Growth Index Fund ETF Class Shares | 2026-07-15 | 3mo | $15K-50K | +3% | +1% | |
| 3 | IEMG | iShares Core MSCIEmerging Markets ETF | 2026-07-15 | 3mo | $1K-15K | -1% | -3% | |
| 4 | VONG | Vanguard Russell 1000 Growth Index Fund ETF Shares | 2026-07-15 | 3mo | $15K-50K | +2% | -1% | |
| 5 | VUG | Vanguard Growth Index Fund ETF Class Shares | 2026-07-15 | 3mo | $1K-15K | +3% | +1% | |
| 6 | VUG | Vanguard Growth Index Fund ETF Class Shares | 2026-07-15 | 3mo | $1K-15K | +3% | +1% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | PCY | 1 | 1/0 | 0 of 1 | -6% | +2% |
| 2 | VUG | 3 | 3/0 | 3 of 3 | +3% | +2% |
| 3 | IEMG | 1 | 1/0 | 0 of 1 | -1% | +2% |
| 4 | VONG | 1 | 1/0 | 0 of 1 | +2% | +2% |
| 5 | IWD | 1 | 0/1 | โ | โ | โ |
| 6 | IWF | 1 | 0/1 | โ | โ | โ |
| 7 | BNDX | 1 | 0/1 | โ | โ | โ |
| 8 | IDEV | 1 | 0/1 | โ | โ | โ |
| 9 | EGFIX | 1 | 0/1 | โ | โ | โ |
| 10 | DCCIX | 1 | 0/1 | โ | โ | โ |
| 11 | HYD | 1 | 1/0 | โ | โ | โ |
| 12 | SHM | 1 | 1/0 | โ | โ | โ |
| 13 | FROGX | 1 | 1/0 | โ | โ | โ |
| 14 | MIMIX | 1 | 1/0 | โ | โ | โ |
| 15 | MEIIX | 1 | 1/0 | โ | โ | โ |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
37 of 37
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$1K-15K
+0.2% vs SPY
IWDiShares Russell 1000 Value ETF
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$1K-15K
-0.7% vs SPY
IWFiShares Russell 1000 Growth ETF
BNDXVanguard Total International Bond Index Fund ETF Shares
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$1K-15K
-3.9% vs SPY
IDEViShares Core MSCI International Developed Markets ETF
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$1K-15K
+870.9% vs SPY
EGFIXEdgewood Growth Fund Institutional Class Shares
DCCIXDelaware Small Cap Core Fund Institutional Class Shares
HYDVanEck Vectors High-Yield Municipal Index ETF
SHMSPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF
EM
Eric M Ueland
Level II Office of Management and Budget
Buy$15K-50K
-0.8% vs SPY
VONGVanguard Russell 1000 Growth Index Fund ETF Shares
FROGXFidelity Advisor Municipal Income Fund Class I Shares
MIMIXMFS Municipal Income Fund Class I Shares
MEIIXMFS Value Fund Class I Shares
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$1K-15K
-1.1% vs SPY
VTVVanguard Value Index Fund ETF Shares
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$1K-15K
-3.4% vs SPY
SCHOSchwab Short-Term US Treasury ETF
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$1K-15K
-6.1% vs SPY
VBRVanguard Small-Cap Value Index Fund ETF Class Shares
EM
Eric M Ueland
Level II Office of Management and Budget
Buy$1K-15K
+1.0% vs SPY
VUGVanguard Growth Index Fund ETF Class Shares
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$1K-15K
-4.1% vs SPY
IEFAiShares Core MSCI EAFE ETF
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$15K-50K
-1.1% vs SPY
VTVVanguard Value Index Fund ETF Shares
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$15K-50K
-6.1% vs SPY
VBRVanguard Small-Cap Value Index Fund ETF Class Shares
VBKVanguard Small-Cap Growth Index Fund ETF Class Shares
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$15K-50K
-3.4% vs SPY
SCHOSchwab Short-Term US Treasury ETF
EM
Eric M Ueland
Level II Office of Management and Budget
Buy$15K-50K
+1.0% vs SPY
VUGVanguard Growth Index Fund ETF Class Shares
EM
Eric M Ueland
Level II Office of Management and Budget
Buy$1K-15K
-3.3% vs SPY
IEMGiShares Core MSCIEmerging Markets ETF
EM
Eric M Ueland
Level II Office of Management and Budget
Buy$1K-15K
-8.5% vs SPY
PCYInvesco Emerging Markets Sovereign Debt ETF
FCBYXNuveen Strategic Income Fund Class I Shares
LFRIXLord Abbett Floating Rate Fund Class I Shares
NSTLXNeuberger Berman Strategic Income Fund Institutional Class Shares
CPXIXCohen & Steers Preferred Securities and Income Fund, Inc Class I Shares
PONPXPIMCO Income Fund Class I-2 Shares
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$1K-15K
-1.1% vs SPY
VTVVanguard Value Index Fund ETF Shares
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$1K-15K
-6.1% vs SPY
VBRVanguard Small-Cap Value Index Fund ETF Class Shares
VBKVanguard Small-Cap Growth Index Fund ETF Class Shares
EM
Eric M Ueland
Level II Office of Management and Budget
Sell$1K-15K
-3.4% vs SPY
SCHOSchwab Short-Term US Treasury ETF
EM
Eric M Ueland
Level II Office of Management and Budget
Buy$1K-15K
+1.0% vs SPY
VUGVanguard Growth Index Fund ETF Class Shares
FCBYXNuveen Strategic Income Fund Class I Shares
NSTLXNeuberger Berman Strategic Income Fund Institutional Class Shares
PONPXPIMCO Income Fund Class I-2 Shares
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
EM Eric M Ueland Level II Office of Management and Budget | iShares Russell 1000 Value ETF | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | +0.2% | ||
EM Eric M Ueland Level II Office of Management and Budget | iShares Russell 1000 Growth ETF | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | -0.7% | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Total International Bond Index Fund ETF Shares | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | iShares Core MSCI International Developed Markets ETF | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | -3.9% | ||
EM Eric M Ueland Level II Office of Management and Budget | Edgewood Growth Fund Institutional Class Shares | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | +870.9% | ||
EM Eric M Ueland Level II Office of Management and Budget | Delaware Small Cap Core Fund Institutional Class Shares | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | VanEck Vectors High-Yield Municipal Index ETF | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Russell 1000 Growth Index Fund ETF Shares | Buy | $15K-50K | 2026-07-15 | 2026-09-10 | 57d | -0.8% | ||
EM Eric M Ueland Level II Office of Management and Budget | Fidelity Advisor Municipal Income Fund Class I Shares | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | MFS Municipal Income Fund Class I Shares | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | MFS Value Fund Class I Shares | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Value Index Fund ETF Shares | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | -1.1% | ||
EM Eric M Ueland Level II Office of Management and Budget | Schwab Short-Term US Treasury ETF | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | -3.4% | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Small-Cap Value Index Fund ETF Class Shares | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | -6.1% | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Growth Index Fund ETF Class Shares | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | +1.0% | ||
EM Eric M Ueland Level II Office of Management and Budget | iShares Core MSCI EAFE ETF | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | -4.1% | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Value Index Fund ETF Shares | Sell | $15K-50K | 2026-07-15 | 2026-09-10 | 57d | -1.1% | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Small-Cap Value Index Fund ETF Class Shares | Sell | $15K-50K | 2026-07-15 | 2026-09-10 | 57d | -6.1% | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Small-Cap Growth Index Fund ETF Class Shares | Sell | $15K-50K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | Schwab Short-Term US Treasury ETF | Sell | $15K-50K | 2026-07-15 | 2026-09-10 | 57d | -3.4% | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Growth Index Fund ETF Class Shares | Buy | $15K-50K | 2026-07-15 | 2026-09-10 | 57d | +1.0% | ||
EM Eric M Ueland Level II Office of Management and Budget | iShares Core MSCIEmerging Markets ETF | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | -3.3% | ||
EM Eric M Ueland Level II Office of Management and Budget | Invesco Emerging Markets Sovereign Debt ETF | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | -8.5% | ||
EM Eric M Ueland Level II Office of Management and Budget | Nuveen Strategic Income Fund Class I Shares | Buy | $15K-50K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | Lord Abbett Floating Rate Fund Class I Shares | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | Neuberger Berman Strategic Income Fund Institutional Class Shares | Buy | $15K-50K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | PIMCO Income Fund Class I-2 Shares | Buy | $15K-50K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Value Index Fund ETF Shares | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | -1.1% | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Small-Cap Value Index Fund ETF Class Shares | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | -6.1% | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Small-Cap Growth Index Fund ETF Class Shares | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | Schwab Short-Term US Treasury ETF | Sell | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | -3.4% | ||
EM Eric M Ueland Level II Office of Management and Budget | Vanguard Growth Index Fund ETF Class Shares | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | +1.0% | ||
EM Eric M Ueland Level II Office of Management and Budget | Nuveen Strategic Income Fund Class I Shares | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | Neuberger Berman Strategic Income Fund Institutional Class Shares | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ | ||
EM Eric M Ueland Level II Office of Management and Budget | PIMCO Income Fund Class I-2 Shares | Buy | $1K-15K | 2026-07-15 | 2026-09-10 | 57d | โ |