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KeyVex publishes these public financial disclosure filings as news, free and without registration, under the news-media provision of 5 U.S.C. § 13107(c). Source documents are linked on every entry.

Jake Auchincloss — 2025 financial disclosure

· Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Amendment status is not available for House filings. A filing listed here may since have been amended.

House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.

Report typeAnnual
Filing year2025
Chamberhouse
Bank of America Checking - MG$15,001 - $50,000 · None
Bank of America Savings - MG$50,001 - $100,000 · None
USAA Checking & Savings$15,001 - $50,000 · None
USAA Checking - Joint$1,001 - $15,000 · None
USAA Savings - Joint$1,001 - $15,000 · None
USAA Savings DC1$1,001 - $15,000 · None
USAA Savings DC2$1,001 - $15,000 · None
USAA Savings DC3$1,001 - $15,000 · None
American Balanced Fund - Class 529-F-2 (FBAFX)$50,001 - $100,000 · Tax-Deferred
American Funds Fundamental Investors - Class 529-F-2 (FFXFX)$50,001 - $100,000 · Tax-Deferred
Capital World Growth and Income Fund - Class 529-F-2 (FCWGX)$50,001 - $100,000 · Tax-Deferred
The New Economy Fund - Class 529-F-2 (FNEEX)$50,001 - $100,000 · Tax-Deferred
Washington Mutual Investors Fund - Class 529-F-2 (FWMMX)$50,001 - $100,000 · Tax-Deferred
American Balanced Fund - Class 529-F-2 (FBAFX)$50,001 - $100,000 · Tax-Deferred
American Funds Fundamental Investors - Class 529-F-2 (FFXFX)$50,001 - $100,000 · Tax-Deferred
EuroPacific Growth Fund - Class 529-F-2 (FUEPX)$15,001 - $50,000 · Tax-Deferred
New World Fund, Inc. - Class 529-F-2 (FNFWX)$15,001 - $50,000 · Tax-Deferred
The New Economy Fund - Class 529-F-2 (FNEEX)$15,001 - $50,000 · Tax-Deferred
Washington Mutual Investors Fund - Class 529-F-2 (FWMMX)$15,001 - $50,000 · Tax-Deferred
AMCAP Fund - Class 529-F-2 (FMMMX)$15,001 - $50,000 · Tax-Deferred
American Balanced Fund - Class 529-F-2 (FBAFX)$50,001 - $100,000 · Tax-Deferred
Capital Income Builder - Class 529-F-2 (FBCIX)$15,001 - $50,000 · Tax-Deferred
EuroPacific Growth Fund - Class 529-F-2 (FUEPX)$15,001 - $50,000 · Tax-Deferred
The Bond Fund of America - Class 529-F-2 (FFBOX)$15,001 - $50,000 · Tax-Deferred
Washington Mutual Investors Fund - Class 529-F-2 (FWMMX)$15,001 - $50,000 · Tax-Deferred
State Street Target Retirement 2050 Fund Class K (SSDLX)$50,001 - $100,000 · Tax-Deferred
Deferred Unit - State Street Corporation Common Stock (STT)$100,001 - $250,000 · None
Fidelity Government Money Market Fund (SPAXX)$1 - $1,000 · Dividends · $201 - $1,000
State Street Corporation Common Stock (STT)$50,001 - $100,000 · Dividends · $201 - $1,000
State Street Corporation Common Stock (STT)Spouse/DC Over $1,000,000 · None
State Street Corporation Common Stock (STT)$250,001 - $500,000 · None
FDIC Insured Deposit at Wells Fargo HSA$1,001 - $15,000 · None
Ariel Fund Instl Cl (ARAIX)$15,001 - $50,000 · Capital Gains, Dividends · $2,501 - $5,000
Domini Impact Bond Fund Institutional Shares (DSBIX)None · Capital Gains, Dividends · $1,001 - $2,500
First Trust Water ETF (FIW)$15,001 - $50,000 · Dividends · $201 - $1,000
Hartford Schroders International Stock Fund (SCIEX)$1,001 - $15,000 · Dividends · $201 - $1,000
iShares ESG Aware MSCI EAFE ETF (ESGD)$15,001 - $50,000 · Dividends · $1,001 - $2,500
iShares ESG Aware MSCI EM ETF (ESGE)None · Capital Gains · $1,001 - $2,500
iShares ESG Aware MSCI USA Small-Cap ETF (ESML)$50,001 - $100,000 · Dividends · $201 - $1,000
iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)None · Capital Gains, Dividends · $1,001 - $2,500
…75 more assets: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

partyDemocrat
stateMA
officeRepresentative, MA-04
sourceHOUSE_CLERK_FD
chamberhouse
filing idhouse-fd-10073339
report urlhttps://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10073339.pdf
scraped at2026-09-20T18:57:57.890Z
asset count115
bioguide idA000148
filing date2026-04-09
filing year2025
member lastAuchincloss
member nameJake Auchincloss
report typeAnnual
member firstJake
content parsedtrue
report subtypeAnnual Report
state district04
liability count2

assets (115)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
SP——Bank of America Checking - MGBA1—None$15,001 - $50,000——
SP——Bank of America Savings - MGBA2—None$50,001 - $100,000——
———USAA Checking & SavingsBA3—None$15,001 - $50,000——
JT——USAA Checking - JointBA4—None$1,001 - $15,000——
JT——USAA Savings - JointBA5—None$1,001 - $15,000——
DC——USAA Savings DC1BA6—None$1,001 - $15,000——
DC——USAA Savings DC2BA7—None$1,001 - $15,000——
DC——USAA Savings DC3BA8—None$1,001 - $15,000——
DC——American Balanced Fund - Class 529-F-2 (FBAFX)MF9—Tax-Deferred$50,001 - $100,000——
DC——American Funds Fundamental Investors - Class 529-F-2 (FFXFX)MF10—Tax-Deferred$50,001 - $100,000——
DC——Capital World Growth and Income Fund - Class 529-F-2 (FCWGX)MF11—Tax-Deferred$50,001 - $100,000——
DC——The New Economy Fund - Class 529-F-2 (FNEEX)MF12—Tax-Deferred$50,001 - $100,000——
DC——Washington Mutual Investors Fund - Class 529-F-2 (FWMMX)MF13—Tax-Deferred$50,001 - $100,000——
DC——American Balanced Fund - Class 529-F-2 (FBAFX)MF14—Tax-Deferred$50,001 - $100,000——
DC——American Funds Fundamental Investors - Class 529-F-2 (FFXFX)MF15—Tax-Deferred$50,001 - $100,000——
DC——EuroPacific Growth Fund - Class 529-F-2 (FUEPX)MF16—Tax-Deferred$15,001 - $50,000——
DC——New World Fund, Inc. - Class 529-F-2 (FNFWX)MF17Share class exchange (NEWFX -> FNFWX)Tax-Deferred$15,001 - $50,000——
DC——The New Economy Fund - Class 529-F-2 (FNEEX)MF18—Tax-Deferred$15,001 - $50,000——
DC——Washington Mutual Investors Fund - Class 529-F-2 (FWMMX)MF19—Tax-Deferred$15,001 - $50,000——
DC——AMCAP Fund - Class 529-F-2 (FMMMX)MF20—Tax-Deferred$15,001 - $50,000——
DC——American Balanced Fund - Class 529-F-2 (FBAFX)MF21—Tax-Deferred$50,001 - $100,000——
DC——Capital Income Builder - Class 529-F-2 (FBCIX)MF22Share class exchange (CAIFX -> FBCIX)Tax-Deferred$15,001 - $50,000——
DC——EuroPacific Growth Fund - Class 529-F-2 (FUEPX)MF23—Tax-Deferred$15,001 - $50,000——
DC——The Bond Fund of America - Class 529-F-2 (FFBOX)MF24Share class exchange (ABNFX -> FFBOX)Tax-Deferred$15,001 - $50,000——
DC——Washington Mutual Investors Fund - Class 529-F-2 (FWMMX)MF25—Tax-Deferred$15,001 - $50,000——
SP——State Street Target Retirement 2050 Fund Class K (SSDLX)MF26—Tax-Deferred$50,001 - $100,000——
SP——Deferred Unit - State Street Corporation Common Stock (STT)OT27Employee benefit: Deferred Value Award -vested shares received as part of spouse’s compensation package from State Street Corporation.None$100,001 - $250,000——
SP——Fidelity Government Money Market Fund (SPAXX)MF28—Dividends$1 - $1,000$201 - $1,000—
SP——State Street Corporation Common Stock (STT)ST29Employee BenefitDividends$50,001 - $100,000$201 - $1,000—
SP——State Street Corporation Common Stock (STT)RS30Employee benefit: Unvested shares received as part of spouse’s compensation package from State Street Corporation.NoneSpouse/DC Over $1,000,000——
SP——State Street Corporation Common Stock (STT)RS31Employee benefit: Deferred Value Award -unvested shares received as part of spouse’s compensation package from State Street Corporation.None$250,001 - $500,000——
SP——FDIC Insured Deposit at Wells Fargo HSABA32Gross Distribution: $2,831None$1,001 - $15,000——
———Ariel Fund Instl Cl (ARAIX)MF33Long-term capital gain distributionCapital Gains, Dividends$15,001 - $50,000$2,501 - $5,000—
———Domini Impact Bond Fund Institutional Shares (DSBIX)MF34—Capital Gains, DividendsNone$1,001 - $2,500—
———First Trust Water ETF (FIW)EF35—Dividends$15,001 - $50,000$201 - $1,000—
———Hartford Schroders International Stock Fund (SCIEX)MF36—Dividends$1,001 - $15,000$201 - $1,000—
———iShares ESG Aware MSCI EAFE ETF (ESGD)EF37—Dividends$15,001 - $50,000$1,001 - $2,500—
———iShares ESG Aware MSCI EM ETF (ESGE)EF38—Capital GainsNone$1,001 - $2,500—
———iShares ESG Aware MSCI USA Small-Cap ETF (ESML)EF39—Dividends$50,001 - $100,000$201 - $1,000—
———iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)EF40—Capital Gains, DividendsNone$1,001 - $2,500—
———iShares MSCI USA ESG Select ETF (SUSA)EF41—Dividends$100,001 - $250,000$1,001 - $2,500—
———ML Bank Deposit ProgramBA42—Interest$100,001 - $250,000$2,501 - $5,000—
———PIMCO Total Return ESG Fund Institutional Class (PTSAX)MF43—Capital Gains, DividendsNone$1,001 - $2,500—
———SPDR MSCI Emerging Markets Fuel Reserves Free ETF (EEMX)EF44—Capital GainsNone$2,501 - $5,000—
———SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)EF45—Dividends$100,001 - $250,000$1,001 - $2,500—
———Vanguard ESG International Stock ETF (VSGX)EF46—Dividends$50,001 - $100,000$2,501 - $5,000—
———Vanguard ESG U.S. Stock ETF (ESGV)EF47—Dividends$15,001 - $50,000$201 - $1,000—
SP——Ariel Fund Instl Cl (ARAIX)MF48Long-term capital gain distributionCapital Gains, Dividends$1,001 - $15,000$1,001 - $2,500—
SP——Domini Impact Bond Fund Institutional Shares (DSBIX)MF49—Capital GainsNone$201 - $1,000—
SP——First Trust Water ETF (FIW)EF50—None$15,001 - $50,000——
SP——Hartford Schroders International Stock Fund (SCIEX)MF51—Dividends$15,001 - $50,000$1,001 - $2,500—
SP——iShares ESG Aware MSCI EAFE ETF (ESGD)EF52—Dividends$15,001 - $50,000$1,001 - $2,500—
SP——iShares ESG Aware MSCI EM ETF (ESGE)EF53—Capital Gains, DividendsNone$201 - $1,000—
SP——iShares ESG Aware MSCI USA Small-Cap ETF (ESML)EF54—Dividends$15,001 - $50,000$201 - $1,000—
SP——iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)EF55—Capital Gains, DividendsNone$201 - $1,000—
SP——iShares MSCI USA ESG Select ETF (SUSA)EF56—Dividends$50,001 - $100,000$201 - $1,000—
SP——ML Bank Deposit ProgramBA57—Interest$1,001 - $15,000$2,501 - $5,000—
SP——PIMCO Total Return ESG Fund Institutional Class (PTSAX)MF58—Capital Gains, DividendsNone$201 - $1,000—
SP——SPDR MSCI Emerging Markets Fuel Reserves Free ETF (EEMX)EF59—Capital GainsNone$2,501 - $5,000—
SP——SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)EF60—Dividends$50,001 - $100,000$201 - $1,000—
SP——Vanguard ESG U.S. Stock ETF (ESGV)EF61—None$1,001 - $15,000——
DC——BlackRock U.S. Carbon Transition Readiness ETF (LCTU)EF62—Capital GainsNone$5,001 - $15,000—
DC——BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD)EF63Sold for a lossNoneNone——
DC——iShares ESG Advanced MSCI EAFE ETF (DMXF)EF64—Dividends$15,001 - $50,000$201 - $1,000—
DC——iShares ESG Advanced MSCI USA ETF (USXF)EF65—Dividends$15,001 - $50,000$201 - $1,000—
DC——iShares ESG Aware MSCI EM ETF (ESGE)EF66—Dividends$15,001 - $50,000$201 - $1,000—
DC——iShares ESG Aware MSCI USA ETF (ESGU)EF67—None$15,001 - $50,000——
DC——iShares MSCI KLD 400 Social ETF (DSI)EF68—None$15,001 - $50,000——
DC——ML Bank Deposit ProgramBA69—Interest$1,001 - $15,000$201 - $1,000—
DC——BlackRock U.S. Carbon Transition Readiness ETF (LCTU)EF70—Capital GainsNone$2,501 - $5,000—
DC——BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD)EF71—NoneNone——
DC——iShares ESG Advanced MSCI EAFE ETF (DMXF)EF72—Dividends$1,001 - $15,000$201 - $1,000—
DC——iShares ESG Advanced MSCI USA ETF (USXF)EF73—None$15,001 - $50,000——
DC——iShares ESG Aware MSCI EM ETF (ESGE)EF74—Dividends$1,001 - $15,000$201 - $1,000—
DC——iShares ESG Aware MSCI USA ETF (ESGU)EF75—None$15,001 - $50,000——
DC——iShares MSCI KLD 400 Social ETF (DSI)EF76—None$15,001 - $50,000——
DC——ML Bank Deposit ProgramBA77—Interest$1,001 - $15,000$201 - $1,000—
DC——iShares Core MSCI Emerging Markets ETF (IEMG)EF78—None$1,001 - $15,000——
DC——iShares Core S&P 500 ETF (IVV)EF79—None$1,001 - $15,000——
DC——iShares MSCI EAFE Growth ETF (EFG)EF80—None$1,001 - $15,000——
DC——iShares MSCI EAFE Value ETF (EFV)EF81—Dividends$1,001 - $15,000$201 - $1,000—
DC——iShares MSCI Emerging Markets ex China ETF (EMXC)EF82—None$1,001 - $15,000——
DC——iShares MSCI USA Momentum Factor ETF (MTUM)EF83—None$1,001 - $15,000——
DC——iShares MSCI USA Quality Factor ETF (QUAL)EF84—None$1,001 - $15,000——
DC——iShares S&P 500 Growth ETF (IVW)EF85—None$1,001 - $15,000——
DC——iShares S&P 500 Value ETF (IVE)EF86—None$1,001 - $15,000——
DC——iShares U.S. Equity Factor Rotation Active ETF (DYNF)EF87—None$1,001 - $15,000——
DC——iShares U.S. Technology ETF (IYW)EF88—None$1,001 - $15,000——
DC——ML Bank Deposit ProgramBA89—None$1,001 - $15,000——
SP——Ariel Fund Instl Cl (ARAIX)MF90—Tax-Deferred$15,001 - $50,000——
SP——Calvert Small Cap Fund Class I (CSVIX)MF91—Tax-DeferredNone——
SP——First Trust Water ETF (FIW)EF92—Tax-Deferred$1,001 - $15,000——
SP——Hartford Schroders International Stock Fund (SCIEX)MF93—Tax-Deferred$15,001 - $50,000——
SP——iShares ESG Aware MSCI EAFE ETF (ESGD)EF94—Tax-Deferred$15,001 - $50,000——
SP——iShares ESG Aware MSCI EM ETF (ESGE)EF95—Tax-Deferred$1,001 - $15,000——
SP——iShares MSCI USA ESG Select ETF (SUSA)EF96—Tax-Deferred$50,001 - $100,000——
SP——ML Bank Deposit ProgramBA97—Tax-Deferred$1,001 - $15,000——
SP——SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)EF98—Tax-Deferred$15,001 - $50,000——
———BlackRock U.S. Carbon Transition Readiness ETF (LCTU)EF99—Tax-DeferredNone——
———BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD)EF100—Tax-DeferredNone——
———iShares ESG Advanced MSCI EAFE ETF (DMXF)EF101—Tax-Deferred$15,001 - $50,000——
———iShares ESG Advanced MSCI USA ETF (USXF)EF102—Tax-Deferred$15,001 - $50,000——
———iShares ESG Aware MSCI EM ETF (ESGE)EF103—Tax-Deferred$1,001 - $15,000——
———iShares ESG Aware MSCI USA ETF (ESGU)EF104—Tax-Deferred$15,001 - $50,000——
———iShares MSCI KLD 400 Social ETF (DSI)EF105—Tax-Deferred$15,001 - $50,000——
———ML Bank Deposit ProgramBA106—Tax-Deferred$1 - $1,000——
SP——Ariel Fund Instl Cl (ARAIX)MF107—Tax-Deferred$100,001 - $250,000——
SP——Calvert Small Cap Fund Class I (CSVIX)MF108—Tax-DeferredNone——
SP——First Trust Water ETF (FIW)EF109—Tax-Deferred$15,001 - $50,000——
SP——Hartford Schroders International Stock Fund (SCIEX)MF110—Tax-Deferred$50,001 - $100,000——
SP——iShares ESG Aware MSCI EAFE ETF (ESGD)EF111—Tax-Deferred$50,001 - $100,000——
SP——iShares ESG Aware MSCI EM ETF (ESGE)EF112—Tax-Deferred$15,001 - $50,000——
SP——iShares MSCI USA ESG Select ETF (SUSA)EF113—Tax-Deferred$100,001 - $250,000——
SP——ML Bank Deposit ProgramBA114—Tax-Deferred$15,001 - $50,000——
SP——SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)EF115—Tax-Deferred$100,001 - $250,000——

liabilities (2)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
JTPaid in full August 2025Metro Credit Union2018——1$500,001 - $1,000,000Mortgage primary residence
JT—Bank of AmericaSeptember 2025——2$1,000,001 - $5,000,000Mortgage primary residence

Original filing document