House · Democrat · IL-4 · in the House since 1993 · Latest annual report · gutierrez.house.gov
From the annual report filed May 3, 2019 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| SCHWAB US LARGE CAP ETF (SCHX) [EF] | $100K – $250K | Self |
| BR Large-Cap Growth [MF] | $50K – $100K | Self |
| Ivy VIP Asset Strategy [MF] | $50K – $100K | Self |
| SCHWAB US TIP (SCHP) [EF] | $50K – $100K | Self |
| Lord Abbett Dev Growth [MF] | $50K – $100K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Jun 5, 2017 | Berkshire Hathaway Inc | Sale | $100K – $250K | Self | Filing |
| Mar 6, 2017 | Berkshire Hathaway Inc | Buy | $100K – $250K | Self | Filing |
| May 18, 2015 | GAIN Capital Holdings, Inc. | Sale | $15K – $50K | Spouse | Filing |
| May 18, 2015 | American Financial Group, Inc. | Sale | $15K – $50K | Spouse | Filing |
| Apr 24, 2015 | American Financial Group, Inc. | Buy | $15K – $50K | Spouse | Filing |
| Apr 23, 2015 | GAIN Capital Holdings, Inc. | Buy | $15K – $50K | Spouse | Filing |
| Feb 4, 2015 | Apple Inc. | Sale | $50K – $100K | Spouse | Filing |
| Feb 4, 2015 | Apple Inc. | Sale | $15K – $50K | Spouse | Filing |
| Jan 28, 2015 | Apple Inc. | Sale | $15K – $50K | Spouse | Filing |
| Jan 26, 2015 | Apple Inc. | Buy | $15K – $50K | Spouse | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 26, 2018 | iSharesCore US Reit (USRT) | Buy · ETF | $1K – $15K | Self | 2019 Annual Report filed May 3, 2019 |
| Dec 26, 2018 | Charles Schwab US REIT | Sale · ETF | $1K – $15K | Self | 2019 Annual Report filed May 3, 2019 |
| Dec 24, 2018 | VANGUARD SMALL CAP (VB) | Sale · ETF | $1K – $15K | Self | 2019 Annual Report filed May 3, 2019 |
| Dec 24, 2018 | VANGUARD FTSE DEVEL MARKETS (VEA) | Sale · ETF | $1K – $15K | Self | 2019 Annual Report filed May 3, 2019 |
| Dec 24, 2018 | SCHWAB US SMALL CAP (SCHA) | Buy · ETF | $1K – $15K | Self | 2019 Annual Report filed May 3, 2019 |
From Luis V. Gutiérrez's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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