“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-05-18 · later PTRs: 1 2
Estimated total: $3.3M–open-ended (some lines have no upper bound) across 56 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Jake Auchincloss holds an estimated 56 positions worth $3.3M–open-ended (some lines have no upper bound) in total. The largest estimated holding is STT ($1.2M–open-ended). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| STT Fidelity Brokerage - MG ⇒ State Street Corporation Common St | Other | $1.2M–open-ended | Medium | Report |
| SUSA Merrill Lynch Brokerage - JA ⇒ iShares MSCI USA ESG Select E | Fund/ETF | $300K–$700K | High | Report |
| SPYX Merrill Lynch Brokerage - JA ⇒ SPDR S&P 500 Fossil Fuel Rese | Fund/ETF | $265K–$650K | High | Report |
| ARAIX Merrill Lynch Roth IRA - MG ⇒ Ariel Fund Instl Cl (ARAIX) | Fund/ETF | $131K–$365K | High | Report |
| FBAFX 529 DC1 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) | Fund/ETF | $150K–$300K | High | Report |
| Merrill Lynch Brokerage - JA ⇒ ML Bank Deposit Program | Cash | $100K–$250K | High | Report |
| ESGD Merrill Lynch Roth IRA - MG ⇒ iShares ESG Aware MSCI EAFE ET | Fund/ETF | $95K–$250K | High | Report |
| SCIEX Merrill Lynch Roth IRA - MG ⇒ Hartford Schroders Internation | Fund/ETF | $81K–$215K | High | Report |
| FFXFX 529 DC1 ⇒ American Funds Fundamental Investors - Class 529-F | Fund/ETF | $100K–$200K | High | Report |
| FWMMX 529 DC1 ⇒ Washington Mutual Investors Fund - Class 529-F-2 ( | Fund/ETF | $80K–$200K | High | Report |
| FIW Merrill Lynch Brokerage - JA ⇒ First Trust Water ETF (FIW) | Fund/ETF | $46K–$165K | High | Report |
| FNEEX 529 DC1 ⇒ The New Economy Fund - Class 529-F-2 (FNEEX) | Fund/ETF | $65K–$150K | High | Report |
| ESML Merrill Lynch Brokerage - JA ⇒ iShares ESG Aware MSCI USA Sm | Fund/ETF | $65K–$150K | High | Report |
| USXF Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Advanced M | Fund/ETF | $45K–$150K | High | Report |
| ESGU Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Aware MSCI | Fund/ETF | $45K–$150K | High | Report |
| DSI Merrill Lynch Individual Acct - DC1 ⇒ iShares MSCI KLD 400 S | Fund/ETF | $45K–$150K | High | Report |
| ESGE Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Aware MSCI | Fund/ETF | $33K–$145K | High | Report |
| DMXF Merrill Lynch Individual Acct - DC1 ⇒ iShares ESG Advanced M | Fund/ETF | $31K–$115K | High | Report |
| Bank of America Savings - MG | Cash | $50K–$100K | High | Report |
| FCWGX 529 DC1 ⇒ Capital World Growth and Income Fund - Class 529-F | Fund/ETF | $50K–$100K | High | Report |
| SSDLX Fidelity - State Street Salary Savings Program ⇒ State Stree | Fund/ETF | $50K–$100K | High | Report |
| STT Fidelity Brokerage - MG ⇒ State Street Corporation Common St | Stock | $50K–$100K | High | Report |
| VSGX Merrill Lynch Brokerage - JA ⇒ Vanguard ESG International St | Fund/ETF | $50K–$100K | High | Report |
| FUEPX 529 DC2 ⇒ EuroPacific Growth Fund - Class 529-F-2 (FUEPX) | Fund/ETF | $30K–$100K | High | Report |
| ESGV Merrill Lynch Brokerage - JA ⇒ Vanguard ESG U.S. Stock ETF ( | Fund/ETF | $16K–$65K | High | Report |
| Bank of America Checking - MG | Cash | $15K–$50K | High | Report |
| USAA Checking & Savings | Cash | $15K–$50K | High | Report |
| FNFWX 529 DC2 ⇒ New World Fund, Inc. - Class 529-F-2 (FNFWX) | Fund/ETF | $15K–$50K | High | Report |
| FMMMX 529 DC3 ⇒ AMCAP Fund - Class 529-F-2 (FMMMX) | Fund/ETF | $15K–$50K | High | Report |
| FBCIX 529 DC3 ⇒ Capital Income Builder - Class 529-F-2 (FBCIX) | Fund/ETF | $15K–$50K | High | Report |
| FFBOX 529 DC3 ⇒ The Bond Fund of America - Class 529-F-2 (FFBOX) | Fund/ETF | $15K–$50K | High | Report |
| Merrill Lynch Roth IRA - MG ⇒ ML Bank Deposit Program | Cash | $15K–$50K | High | Report |
| USAA Checking - Joint | Cash | $1K–$15K | High | Report |
| USAA Savings - Joint | Cash | $1K–$15K | High | Report |
| USAA Savings DC1 | Cash | $1K–$15K | High | Report |
| USAA Savings DC2 | Cash | $1K–$15K | High | Report |
| USAA Savings DC3 | Cash | $1K–$15K | High | Report |
| Fidelity Health Savings Account ⇒ FDIC Insured Deposit at We | Cash | $1K–$15K | High | Report |
| Merrill Lynch Brokerage - MG ⇒ ML Bank Deposit Program | Cash | $1K–$15K | High | Report |
| Merrill Lynch Individual Acct - DC1 ⇒ ML Bank Deposit Progra | Cash | $1K–$15K | High | Report |
| Merrill Lynch Individual Acct - DC2 ⇒ ML Bank Deposit Progra | Cash | $1K–$15K | High | Report |
| Merrill Lynch Individual Acct - DC3 ⇒ ML Bank Deposit Progra | Cash | $1K–$15K | High | Report |
| Merrill Lynch IRA - MG ⇒ ML Bank Deposit Program | Cash | $1K–$15K | High | Report |
| Merrill Lynch Roth IRA - JA ⇒ ML Bank Deposit Program | Cash | $1–$1K | High | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| IEMG Merrill Lynch Individual Acct - DC3 ⇒ iShares Core MSCI Emer | Fund/ETF | $1K–$15K | High | Report |
| IVV Merrill Lynch Individual Acct - DC3 ⇒ iShares Core S&P 500 E | Fund/ETF | $1K–$15K | High | Report |
| EFG Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI EAFE Grow | Fund/ETF | $1K–$15K | High | Report |
| EFV Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI EAFE Valu | Fund/ETF | $1K–$15K | High | Report |
| EMXC Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI Emerging | Fund/ETF | $1K–$15K | High | Report |
| MTUM Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI USA Momen | Fund/ETF | $1K–$15K | High | Report |
| QUAL Merrill Lynch Individual Acct - DC3 ⇒ iShares MSCI USA Quali | Fund/ETF | $1K–$15K | High | Report |
| IVW Merrill Lynch Individual Acct - DC3 ⇒ iShares S&P 500 Growth | Fund/ETF | $1K–$15K | High | Report |
| IVE Merrill Lynch Individual Acct - DC3 ⇒ iShares S&P 500 Value | Fund/ETF | $1K–$15K | High | Report |
| DYNF Merrill Lynch Individual Acct - DC3 ⇒ iShares U.S. Equity Fa | Fund/ETF | $1K–$15K | High | Report |
| IYW Merrill Lynch Individual Acct - DC3 ⇒ iShares U.S. Technolog | Fund/ETF | $1K–$15K | High | Report |
| SPAXX Fidelity Brokerage - MG ⇒ Fidelity Government Money Market F | Fund/ETF | $1–$1K | High | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.