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Mike Carey — 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.

Report typeAmendment
Filing year2025
Chamberhouse
City Park Interior, LLC, 100% Interest$100,001 - $250,000
Business Income$100,001 - Fifth Third Bank Account$1,001 - $15,000 · None
Huntington National Bank$1,001 - $15,000 · None
Merrill Lynch SEP AccountNone · Capital Gains, Dividends
New York Life Securities$250,001 - $500,000 · Capital Gains, Dividends
Rea Wealth Management$50,001 - $100,000 · None
Vanguard Institutional Target Retirement 2035$250,001 - $500,000 · None
Conrad 529$1,001 - $15,000 · Tax-Deferred
iShares Core S&P Total U.S. Stock Market ETF (ITOT)$1,001 - $15,000 · None
State Street SPDR MSCI ACWI ex-US ETF (CWI)$1,001 - $15,000 · None
Vanguard Total Bond Market ETF (BND)$1 - $1,000 · None
iShares Core S&P Total U.S. Stock Market ETF (ITOT)$1,001 - $15,000 · Dividends
State Street SPDR MSCI ACWI ex-US ETF (CWI)$1,001 - $15,000 · Dividends
Vanguard Total Bond Market ETF (BND)$1,001 - $15,000 · Dividends
Allspring Core Plus Bond Fund Class Institutional (WIPIX)$1,001 - $15,000 · None
BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)None · Capital Gains
Cash$1 - $1,000 · None
Columbia Dividend Income Fund Class I (GSFTX)$1,001 - $15,000 · None
Columbia Research Enhanced Core ETF (RECS)$1,001 - $15,000 · None
Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX)$1,001 - $15,000 · None
Fidelity Advisor Growth Opportunities Fund Class I$1,001 - $15,000 · None
Fidelity Advisor Investment Grade Bond Fund: Class I (FGBPX)$1,001 - $15,000 · None
FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX)$1,001 - $15,000 · None
Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)$1,001 - $15,000 · None
iShares Core S&P Total U.S. Stock Market ETF (ITOT)$1,001 - $15,000 · None
iShares Currency Hedged MSCI EAFE ETF (HEFA)None · Capital Gains
iShares Russell 1000 Growth ETF (IWF)$1,001 - $15,000 · None
iShares S&P 500 Index Fund - Institutional (BSPIX)None · Capital Gains
JPMorgan Equity Premium Income ETF (JEPI)$1,001 - $15,000 · None
NYLI FTSE International Equity Currency Neutral ETF (HFXI)$1,001 - $15,000 · None
Pacer US Cash Cows 100 ETF (COWZ)$1,001 - $15,000 · Capital Gains
PGIM Absolute Return Bond Fund Class Z (PADZX)$1,001 - $15,000 · None
Putnam Focused Large Cap Value ETF (PVAL)$1,001 - $15,000 · None
Vanguard Small-Cap Value ETF (VBR)$1,001 - $15,000 · None
Allspring Core Plus Bond Fund Inst Class (WIPIX)$1,001 - $15,000 · None
BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)None · Capital Gains
Columbia Dividend Income Fund Class I (GSFTX)$15,001 - $50,000 · None
Columbia Research Enhanced Core ETF (RECS)$1,001 - $15,000 · None
Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX)$15,001 - $50,000 · None
Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX)$15,001 - $50,000 · Capital Gains
33 further assets are in the source document

Original filing document