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Government Tracker

Jake Auchincloss

House
Chamber
Massachusetts District 4
Represents
6
Trades on record
-2.8%
Avg return, 30d
-14.2%
Avg return, 90d
-27.1%
Avg return, 180d

Disclosed holdings

87 assets, filed Apr 9, 2026 (FD Amendment).
Advantage Cash Sweep Bank/brokerage account · Merrill Lynch Brokerage - MG SP $1,001 - $15,000
FBAFX American Balanced Fund - Class 529-F-2 · Mutual fund · 529 DC2 DC $15,001 - $50,000
FBAFX American Balanced Fund - Class 529-F-2 · Mutual fund $100,000
American Funds Fundamental Investors - Class 529-F-2 $100,000
FFXFX American Funds Fundamental Investors - Class 529-F-2 · Mutual fund · 529 DC2 DC $15,001 - $50,000
NEWFX American Funds New World Fund A · Mutual fund · 529 DC2 DC $15,001 - $50,000
ARAIX Ariel Fund Instl Cl · Mutual fund · Merrill Lynch Brokerage - JA $15,001 - $50,000
ARAIX Ariel Fund Instl Cl · Mutual fund · Merrill Lynch IRA - MG SP $1,001 - $15,000
ARAIX Ariel Fund Instl Cl · Mutual fund $100,000
Bank of America Checking - MG Bank/brokerage account · Spouse $15,001 - $50,000
Bank of America Savings - MG Bank/brokerage account · Spouse $100,001 - $250,000
LCTU BlackRock U.S. Carbon Transition Readiness ETF · Exchange-traded fund · Merrill Lynch Roth IRA - JA $1,001 - $15,000
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC1 DC None
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC2 DC None
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF · Exchange-traded fund · Merrill Lynch Roth IRA - JA $1,001 - $15,000
CSVIX Calvert Small Cap Fund Class I · Mutual fund · Merrill Lynch IRA - MG SP None
CSVIX Calvert Small Cap Fund Class I · Mutual fund · Merrill Lynch Roth IRA - MG SP None
CAIFX Capital Income Builder Cl F-2 Shs · Mutual fund · 529 DC3 DC $15,001 - $50,000
Capital World Growth and Income Fund - Class 529-F-2 $100,000
Corporation. · Merrill Lynch Brokerage - JA $15,001 - $50,000
FUEPX EuroPacific Growth Fund - Class 529-F-2 · Mutual fund · 529 DC2 DC $15,001 - $50,000
FUEPX EuroPacific Growth Fund - Class 529-F-2 · Mutual fund · 529 DC3 DC $15,001 - $50,000
FDRXX Fidelity Cash Reserves · Mutual fund · Merrill Lynch Brokerage - MG SP $15,001 - $50,000
FDRXX Fidelity Cash Reserves · Mutual fund · Merrill Lynch Individual Acct - DC1 DC $1,001 - $15,000
FDRXX Fidelity Cash Reserves · Mutual fund · Merrill Lynch Individual Acct - DC2 DC $1,001 - $15,000
FDRXX Fidelity Cash Reserves · Mutual fund · Merrill Lynch IRA - MG SP $1,001 - $15,000
FDRXX Fidelity Cash Reserves · Mutual fund · Merrill Lynch Roth IRA - MG SP $15,001 - $50,000
FIW First Trust Water ETF · Exchange-traded fund · Merrill Lynch Brokerage - MG SP $15,001 - $50,000
FIW First Trust Water ETF · Exchange-traded fund · Merrill Lynch IRA - MG SP $15,001 - $50,000
SCIEX Hartford Schroders International Stock Fund · Mutual fund · Merrill Lynch Brokerage - JA $15,001 - $50,000
SCIEX Hartford Schroders International Stock Fund · Mutual fund · Merrill Lynch IRA - MG SP $15,001 - $50,000
SCIEX Hartford Schroders International Stock Fund · Mutual fund $100,000
ML Bank Deposit Program Bank/brokerage account · Merrill Lynch Brokerage - JA $15,001 - $50,000
ML Bank Deposit Program Bank/brokerage account · Merrill Lynch Brokerage - MG SP $15,001 - $50,000
ML Bank Deposit Program Bank/brokerage account · Merrill Lynch Individual Acct - DC2 DC $15,001 - $50,000
ML Bank Deposit Program Bank/brokerage account · Merrill Lynch Individual Acct - DC3 DC $1 - $1,000
ML Bank Deposit Program Bank/brokerage account · Merrill Lynch IRA - MG SP $15,001 - $50,000
ML Bank Deposit Program Bank/brokerage account · Merrill Lynch IRA - MG SP $15,001 - $50,000
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF · Exchange-traded fund $250,000
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF · Exchange-traded fund $100,000
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF · Exchange-traded fund · Merrill Lynch Roth IRA - JA $15,001 - $50,000
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF · Exchange-traded fund $250,000
STT State Street Corporation Common Stock · Restricted stock unit $1,000,000
STT State Street Corporation Common Stock · Restricted stock unit $250,000
SSDLX State Street Target Retirement 2050 Fund Class K · Mutual fund · Fidelity Brokerage - MG SP $1 - $1,000
ABNFX The Bond Fd of America, Class F-2 Shares · Mutual fund · 529 DC3 DC $15,001 - $50,000
FNEEX The New Economy Fund - Class 529-F-2 · Mutual fund $100,000
FNEEX The New Economy Fund - Class 529-F-2 · Mutual fund · 529 DC2 DC $15,001 - $50,000
USAA Checking & Savings Bank/brokerage account $15,001 - $50,000
USAA Checking - Joint Bank/brokerage account · Joint $15,001 - $50,000
USAA Savings - Joint Bank/brokerage account · Joint $100,001 - $250,000
USAA Savings DC1 Bank/brokerage account · DC $1,001 - $15,000
USAA Savings DC2 Bank/brokerage account · DC $1,001 - $15,000
USAA Savings DC3 Bank/brokerage account · DC $1,001 - $15,000
VSGX Vanguard ESG International Stock ETF · Exchange-traded fund $100,000
Washington Mutual Investors Fund - Class 529-F-2 $100,000
FWMMX Washington Mutual Investors Fund - Class 529-F-2 · Mutual fund · 529 DC3 DC $15,001 - $50,000
FWMMX Washington Mutual Investors Fund - Class 529-F-2 · Mutual fund · Fidelity - State Street Salary Savings Program SP $15,001 - $50,000
IEMG iShares Core MSCI Emerging Markets ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC3 DC $1,001 - $15,000
DMXF iShares ESG Advanced MSCI EAFE ETF · Exchange-traded fund · Merrill Lynch Roth IRA - JA $15,001 - $50,000
USXF iShares ESG Advanced MSCI USA ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC1 DC $1,001 - $15,000
USXF iShares ESG Advanced MSCI USA ETF · Exchange-traded fund · Merrill Lynch Roth IRA - JA $1,001 - $15,000
ESGD iShares ESG Aware MSCI EAFE ETF · Exchange-traded fund · Merrill Lynch IRA - MG SP $1,001 - $15,000
ESGD iShares ESG Aware MSCI EAFE ETF · Exchange-traded fund $100,000
ESGE iShares ESG Aware MSCI EM ETF · Exchange-traded fund · Merrill Lynch Brokerage - MG SP $15,001 - $50,000
ESGE iShares ESG Aware MSCI EM ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC1 DC $1,001 - $15,000
ESGE iShares ESG Aware MSCI EM ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC2 DC $1,001 - $15,000
ESGE iShares ESG Aware MSCI EM ETF · Exchange-traded fund · Merrill Lynch IRA - MG SP $15,001 - $50,000
ESGE iShares ESG Aware MSCI EM ETF · Exchange-traded fund · Merrill Lynch Roth IRA - JA $1,001 - $15,000
ESGU iShares ESG Aware MSCI USA ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC1 DC $1,001 - $15,000
ESGU iShares ESG Aware MSCI USA ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC2 DC $1,001 - $15,000
ESGU iShares ESG Aware MSCI USA ETF · Exchange-traded fund · Merrill Lynch Roth IRA - JA $15,001 - $50,000
ESML iShares ESG Aware MSCI USA Small-Cap ETF · Exchange-traded fund $100,000
EFG iShares MSCI EAFE Growth ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC3 DC $1,001 - $15,000
EMXC iShares MSCI Emerging Markets ex China ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC3 DC $1,001 - $15,000
DSI iShares MSCI KLD 400 Social ETF · Exchange-traded fund · Merrill Lynch Roth IRA - JA $1,001 - $15,000
SUSA iShares MSCI USA ESG Select ETF · Exchange-traded fund $250,000
SUSA iShares MSCI USA ESG Select ETF · Exchange-traded fund $100,000
SUSA iShares MSCI USA ESG Select ETF · Exchange-traded fund · Merrill Lynch IRA - MG SP $1,001 - $15,000
SUSA iShares MSCI USA ESG Select ETF · Exchange-traded fund $250,000
MTUM iShares MSCI USA Momentum Factor ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC3 DC $1,001 - $15,000
QUAL iShares MSCI USA Quality Factor ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC3 DC None
OEF iShares S&P 100 ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC3 DC $1,001 - $15,000
IVW iShares S&P 500 Growth ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC3 DC $1,001 - $15,000
IVE iShares S&P 500 Value ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC3 DC $1,001 - $15,000
DYNF iShares U.S. Equity Factor Rotation Active ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC3 DC $1,001 - $15,000
IYW iShares U.S. Technology ETF · Exchange-traded fund · Merrill Lynch Individual Acct - DC3 DC $1,001 - $15,000
Show all 87

Current holdings

STT Last activity: Sale (partial) May 18, 2026

Top investments by return

STT Sale Feb 18, 2025 +2.2%
STT Sale Aug 18, 2025 -1.5%
STT Sale Nov 17, 2025 -13.4%
STT Sale May 16, 2025 -15.6%
STT Sale Feb 17, 2026 -20.1%

Full activity log

DateTicker / AssetTypeAmountOversight
May 18, 2026 STT Sale $15,001 - $50,000 —
Feb 17, 2026 STT Sale $15,001 - $50,000 —
Nov 17, 2025 STT Sale $15,001 - $50,000 —
Aug 18, 2025 STT Sale $15,001 - $50,000 —
May 16, 2025 STT Sale $15,001 - $50,000 —
Feb 18, 2025 STT Sale $15,001 - $50,000 —