Lisa McClain — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| Credit Union One | $100,001 - $250,000 · None |
| Hantz Group | $1,000,001 - $5,000,000 |
| Dividends$100,001 - Hantz Ventures - SL I, LLC | $15,001 - $50,000 · None |
| Nationwide Indexed Universal Life | $15,001 - $50,000 · None |
| Nationwide Variable Universal Life | $250,001 - $500,000 · None |
| SpaceX Stock | $100,001 - $250,000 · None |
| Aristotle Intl Equity CIT | $15,001 - $50,000 · Tax-Deferred |
| CIT Polen International | $50,001 - $100,000 · Tax-Deferred |
| (WIFAAX) | $15,001 - $50,000 · Tax-Deferred |
| ClearBridge Dividend Strategy Fund Class A (SOPAX) | $50,001 - $100,000 · Tax-Deferred |
| ClearBridge Large Cap Growth Fd Cl A (SBLGX) | $50,001 - $100,000 · Tax-Deferred |
| Congress Mid Cap Growth Fd Inst Cl (IMIDX) | $15,001 - $50,000 · Tax-Deferred |
| Diamond Hill All Cap Select Fund - Class I (DHLTX) | $15,001 - $50,000 · Tax-Deferred |
| Franklin Small Cap Value GG Trust CIT Class R (WFSAAX) | $15,001 - $50,000 · Tax-Deferred |
| Schwab Fundamental International Lg Company Idx Fd Insti Shs (SFNNX) | $15,001 - $50,000 · Tax-Deferred |
| Schwab International Index Fund - Select Shares (SWISX) | $15,001 - $50,000 · Tax-Deferred |
| Schwab S&P 500 Index Fund- Select Shares (SWPPX) | $50,001 - $100,000 · Tax-Deferred |
| Schwab U.S. Aggregate Bond Index Fund (SWAGX) | $50,001 - $100,000 · Tax-Deferred |
| Schwab U.S. Large-Cap Growth Index Fund (SWLGX) | $15,001 - $50,000 · Tax-Deferred |
| Schwab U.S. Large-Cap Value Index Fund (SWLVX) | $50,001 - $100,000 · Tax-Deferred |
| Thornburg Limited Term US Government Fund Class I (LTUIX) | $15,001 - $50,000 · Tax-Deferred |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) | $15,001 - $50,000 · Tax-Deferred |
| Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) | $15,001 - $50,000 · Tax-Deferred |
| Vanguard Intermediate-Term Treasury Fund (VFITX) | $50,001 - $100,000 · Tax-Deferred |
| Vanguard Small-Cap Growth Index Fd Inst Shs (VSGIX) | $15,001 - $50,000 · Tax-Deferred |
| Zacks Dividend CIT - SEIZD1 | $15,001 - $50,000 · Tax-Deferred |
| BigBear.ai, Inc. Common Stock (BBAI) | Tax-Deferred |
| Charles Schwab Bank - Sweep | Tax-Deferred |
| NuScale Power Corporation Class A Common Stock (SMR) | Tax-Deferred |
| NVIDIA Corporation - Common Stock (NVDA) | Tax-Deferred |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) | Tax-Deferred |
| Polen Growth Fund Institutional Class (POLIX) | Tax-Deferred |
| Rigetti Computing, Inc. - Common stock (RGTI) | Tax-Deferred |
| Seagate Technology Holdings PLC - Ordinary Shares (STX) | Tax-Deferred |
| Charles Schwab Bank | $15,001 - $50,000 · None |
| iShares Core MSCI EAFE ETF (IEFA) | $100,001 - $250,000 · Capital Gains, Dividends |
| iShares Core S&P 500 ETF (IVV) | $250,001 - $500,000 · Capital Gains, Dividends |
| iShares Core U.S. Aggregate Bond ETF (AGG) | $50,001 - $100,000 |
| Dividends$201 - $1,000 Vanguard S&P Mid-Cap 400 ETF (IVOO) | $100,001 - $250,000 · Capital Gains, Dividends |
| Vanguard S&P Small-Cap 600 ETF (VIOO) | $15,001 - $50,000 · Dividends |
| … | 14 further assets are in the source document |