Mikie Sherrill Estimated Holdings (2026)

Former member: based on the terminated-filer report (filed 1/2/2026); trades after it, if any, are added.

Base report: terminated-filer report (filed 1/2/2026) · (no PTR trades after report date)

Estimated total: $6.4M–open-ended (some lines have no upper bound) across 49 positions.

Based on the terminated-filer report (filed 1/2/2026) and trades reported after it, Rep. Mikie Sherrill holds an estimated 49 positions worth $6.4M–open-ended (some lines have no upper bound) in total. The largest estimated holding is Shareworks (Morgan Stanley) ⇒ RBC Unit Award ($1M–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
Shareworks (Morgan Stanley) ⇒ RBC Unit Award	Other	$1M–open-ended	Medium	Report
FPUIX Fidelity 529 1 ⇒ Fidelity Advisor 529 Limited Term Bond Port	Fund/ETF	$700K–$1.5M	High	Report
SPY Brokerage 90126 ⇒ SPDR S&P 500 (SPY)	Fund/ETF	$500K–$1M	High	Report
UPRXX Brokerage 90126 ⇒ UBS Prime Reserves Fund (UPRXX)	Fund/ETF	$500K–$1M	High	Report
VTTHX UBS 401K ⇒ Vanguard Target Retirement 2035 Fund (VTTHX)	Fund/ETF	$500K–$1M	High	Report
Mass Mutual ⇒ Mass Mutual Whole Life Legacy 100	Other	$400K–$850K	High	Report
VO Brokerage 90126 ⇒ Vanguard Mid-Cap ETF (VO)	Fund/ETF	$315K–$650K	High	Report
QQQ Brokerage 90126 ⇒ Invesco QQQ Trust, Series 1 (QQQ)	Fund/ETF	$250K–$500K	High	Report
IVV Brokerage 90126 ⇒ iShares Core S&P 500 ETF (IVV)	Fund/ETF	$250K–$500K	High	Report
EFA Brokerage 90126 ⇒ iShares MSCI EAFE ETF (EFA)	Fund/ETF	$250K–$500K	High	Report
IWF Brokerage 90126 ⇒ iShares Russell 1000 Growth ETF (IWF)	Fund/ETF	$250K–$500K	High	Report
IVW Brokerage 90126 ⇒ iShares S&P 500 Growth ETF (IVW)	Fund/ETF	$250K–$500K	High	Report
XLK Brokerage 90126 ⇒ SPDR Select Sector Fund - Technology (XLK)	Fund/ETF	$250K–$500K	High	Report
USAA - Checking	Cash	$100K–$250K	High	Report
HDV Brokerage 90126 ⇒ iShares Core High Dividend ETF (HDV)	Fund/ETF	$100K–$250K	High	Report
ACWX Brokerage 90126 ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX)	Fund/ETF	$100K–$250K	High	Report
UBS Brokerage 90126 ⇒ UBS Group AG Registered Ordinary Shares (U	Stock	$100K–$250K	High	Report
IJR Rollover IRA 90127 ⇒ iShares Core S&P Small-Cap ETF (IJR)	Fund/ETF	$65K–$150K	High	Report
VGT Rollover IRA 90127 ⇒ Vanguard Information Tech ETF (VGT)	Fund/ETF	$65K–$150K	High	Report
IEV Brokerage 90126 ⇒ iShares Europe ETF (IEV)	Fund/ETF	$50K–$100K	High	Report
VPU Brokerage 90126 ⇒ Vanguard Utilities ETF (VPU)	Fund/ETF	$50K–$100K	High	Report
Mass Mutual ⇒ Mass Mutual Whole Life Legacy 15 Pay	Other	$50K–$100K	High	Report
The Rebecca Michelle Sherrill 2014 Irrevocable Family Trust	Other	$50K–$100K	High	Report
IEMG Rollover IRA 90127 ⇒ iShares Core MSCI Emerging Markets ETF	Fund/ETF	$30K–$100K	High	Report
IEUR Rollover IRA 90127 ⇒ iShares Core MSCI Europe ETF (IEUR)	Fund/ETF	$30K–$100K	High	Report
EZU Rollover IRA 90127 ⇒ iShares MSCI Eurozone ETF (EZU)	Fund/ETF	$16K–$65K	High	Report
EWJ Rollover IRA 90127 ⇒ iShares MSCI Japan Index Fund (EWJ)	Fund/ETF	$16K–$65K	High	Report
EWU Rollover IRA 90127 ⇒ iShares MSCI United Kingdom ETF (EWU)	Fund/ETF	$16K–$65K	High	Report
BBAX Rollover IRA 90127 ⇒ JPMorgan BetaBuilders Developed Asia Pa	Fund/ETF	$16K–$65K	High	Report
XLY Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Consumer Disc	Fund/ETF	$16K–$65K	High	Report
XLF Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Financial (XL	Fund/ETF	$16K–$65K	High	Report
XLV Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Health Care (	Fund/ETF	$16K–$65K	High	Report
XLI Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Industrial (X	Fund/ETF	$16K–$65K	High	Report
XLC Rollover IRA 90127 ⇒ The Communication Services Select Secto	Fund/ETF	$16K–$65K	High	Report
VUG Rollover IRA 90127 ⇒ Vanguard Growth ETF (VUG)	Fund/ETF	$16K–$65K	High	Report
VTV Rollover IRA 90127 ⇒ Vanguard Value ETF (VTV)	Fund/ETF	$16K–$65K	High	Report
GLD Brokerage 90126 ⇒ SPDR Gold Trust (GLD)	Fund/ETF	$15K–$50K	High	Report
Brokerage 90126 ⇒ UBS Bank USA Dep Acct	Cash	$15K–$50K	High	Report
Rollover IRA 90127 ⇒ IRA Cash	Cash	$15K–$50K	High	Report
USAA - Savings	Cash	$2K–$30K	High	Report
IEFA Rollover IRA 90127 ⇒ iShares Core MSCI EAFE ETF (IEFA)	Fund/ETF	$2K–$30K	High	Report
INDA Rollover IRA 90127 ⇒ Ishares MSCI India ETF (INDA)	Fund/ETF	$2K–$30K	High	Report
XLB Rollover IRA 90127 ⇒ Materials Select Sector SPDR (XLB)	Fund/ETF	$2K–$30K	High	Report
XLRE Rollover IRA 90127 ⇒ Real Estate Select Sector SPDR Fund (XL	Fund/ETF	$2K–$30K	High	Report
XLP Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Consumer Stap	Fund/ETF	$2K–$30K	High	Report
XLE Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Energy Select	Fund/ETF	$2K–$30K	High	Report
XLU Rollover IRA 90127 ⇒ SPDR Select Sector Fund - Utilities (XL	Fund/ETF	$2K–$30K	High	Report
FSNXX Fidelity - UTMA ⇒ Fidelity New York AMT Tax-Free Money Marke	Fund/ETF	$1K–$15K	High	Report
Rollover IRA 95031 ⇒ IRA Cash	Cash	$1K–$15K	High	Report

Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

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.

Rep. Mikie Sherrill NJ11