JC

John C InglisExec

Level II Office of the National Cyber Director ยท 2021-07 โ†’ 2021-10

Chamber
Executive branch
Agency
Office of the National Cyber Director
Party
โ€”
State
โ€”
Trades
39 (17 buys ยท 22 sells)
Estimated volume
$23.2M
Late filings
0% (0 of 39)
Median filing lag
19 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
$1.0M
from $875K cost
Estimated gain
+$155K
Up 18%
Versus the S&P 500
-$456K
SPY would hold $1.5M
Positions
5
from 5 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
MUBiShares National Muni Bond ETF
2021-10-22$375K$328K-13%32%
2
MTUMiShares Edge MSCI USA Momentum Factor ETF
2021-10-22$175K$302K+73%29%
3
DVYiShares Select Dividend ETF
2021-10-22$175K$223K+27%22%
4
VLUEiShares Edge MSCI USA Value Factor ETF
2021-10-22$75K$144K+92%14%
5
IWFiShares Russell 1000 Growth ETF
2021-10-22$75K$33K-56%3%

Trades that mattered most

62% of their result against the S&P 500 comes from 1 MUB buys.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1MUB
iShares National Muni Bond ETF
2021-10-225.0y$250K-500K-13%-82%
2IWF
iShares Russell 1000 Growth ETF
2021-10-225.0y$50K-100K-56%-126%
3DVY
iShares Select Dividend ETF
2021-10-225.0y$100K-250K+27%-43%
4VLUE
iShares Edge MSCI USA Value Factor ETF
2021-10-225.0y$50K-100K+92%+22%
5MTUM
iShares Edge MSCI USA Momentum Factor ETF
2021-10-225.0y$100K-250K+73%+3%

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
1MUB11/00 of 1-13%+70%
2IWF11/00 of 1-56%+70%
3DVY11/00 of 1+27%+70%
4VLUE11/01 of 1+92%+70%
5MTUM11/01 of 1+73%+70%
6SWYEX11/0โ€”โ€”โ€”
7SHM11/0โ€”โ€”โ€”
8DFAT11/0โ€”โ€”โ€”
9QUAL11/0โ€”โ€”โ€”
10IQLT11/0โ€”โ€”โ€”
11IMTM11/0โ€”โ€”โ€”
12VYMI11/0โ€”โ€”โ€”
13DFUSX11/0โ€”โ€”โ€”
14VMLUX11/0โ€”โ€”โ€”
15VWIUX11/0โ€”โ€”โ€”

Trades by month

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

BuysSells

All trades

39 of 39

SWYEXSchwab Target 2030 Index Fund
2021-10-25 โ†’ 2021-12-07
SHMSPDRNuveen Bloomberg Barclays Short TermMunicipal Bond ETF
2021-10-22 โ†’ 2021-12-07
DFATdimensional U S Targeted Value ETF
2021-10-22 โ†’ 2021-12-07
MUBiShares National Muni Bond ETF
2021-10-22 โ†’ 2021-12-07
DVYiShares Select Dividend ETF
2021-10-22 โ†’ 2021-12-07
IWFiShares Russell 1000 Growth ETF
2021-10-22 โ†’ 2021-12-07
MTUMiShares Edge MSCI USA Momentum Factor ETF
2021-10-22 โ†’ 2021-12-07
VLUEiShares Edge MSCI USA Value Factor ETF
2021-10-22 โ†’ 2021-12-07
QUALISHARES MSCI USA QLTY FACT ETF IV
2021-10-22 โ†’ 2021-12-07
IQLTiShares Edge MSCI Intl Quality Factor ETF
2021-10-22 โ†’ 2021-12-07
IMTMiShares Edge MSCI Intl Momentum Factor ETF
2021-10-22 โ†’ 2021-12-07
VYMIVanguard International High Dividend Yield IndexFund ETF Shares
2021-10-22 โ†’ 2021-12-07
DFUSXUS Large Company Portfolio Institutional ClassShares
2021-10-22 โ†’ 2021-12-07
VMLUXVanguard Limited-Term Tax-Exempt Fund AdmiralShares
2021-10-22 โ†’ 2021-12-07
VWIUXVanguard Intermediate-Term Tax-Exempt FundAdmiral Shares
2021-10-22 โ†’ 2021-12-07
SWRSXSchwab Treasury Inflation Protected SecuritiesIndex Fund
2021-10-13 โ†’ 2021-11-23
SWRSXSchwab Treasury Inflation Protected SecuritiesIndex Fund
2021-10-05 โ†’ 2021-10-19
FDXFedEx Corp. (FDX) See Endnote
2021-08-31 โ†’ 2021-09-14 ยท 14d
โ€”Paladin Cyber Investors LP
2021-08-27 โ†’ 2021-09-14 ยท 18d
โ€”Paladin Cyber Investors II LP (and Carried Interest)
2021-08-26 โ†’ 2021-09-14 ยท 19d
โ€”Paladin Cyber Investors III Carried Interest
2021-08-26 โ†’ 2021-09-14 ยท 19d
โ€”Vequrity (dba Range Force)
2021-08-19 โ†’ 2021-09-14
FDXFedEx Corp. (FDX) See Endnote
2021-08-16 โ†’ 2021-09-14 ยท 29d
FDXFedEx Corp. (FDX) See Endnote
2021-08-16 โ†’ 2021-09-14 ยท 29d
HAWKHawkeye 360
2021-08-10 โ†’ 2021-09-14
โ€”Securonix Shares
2021-08-05 โ†’ 2021-09-14
โ€”Securonix
2021-08-05 โ†’ 2021-09-14
AAPLApple, Inc.
2021-07-30 โ†’ 2021-09-14
WMTWalmart, Inc.
2021-07-30 โ†’ 2021-09-14
USAGXUSAA Precious Metals & Minerals Fund Fund ClassShares
2021-07-30 โ†’ 2021-09-14
UAAUnder Armour, Inc.
2021-07-29 โ†’ 2021-09-14
VZVerizon Communications, Inc.
2021-07-29 โ†’ 2021-09-14
โ€”Blackpoint Cyber Options
2021-07-27 โ†’ 2021-09-14
DUKDuke Energy Corp.
2021-07-27 โ†’ 2021-09-14
TAT&T Stock
2021-07-27 โ†’ 2021-09-14
PMPhillip Morris Stock
2021-07-27 โ†’ 2021-09-14
ENBEnbridge Stock
2021-07-27 โ†’ 2021-09-14
UAUnder Armour, Inc.
2021-07-27 โ†’ 2021-09-14
VGENXVanguard Energy Fund Investor Shares
2021-07-26 โ†’ 2021-09-14