Dwayne Romero Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed May 29, 2026. Includes 166 assets and 2 liabilities.

Year:

2026

Est. Net Worth

$33.8M

2026 candidate report

Total Assets

$13M - $61.4M

166 assets

Total Liabilities

$1.3M - $5.5M

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

LLC / Partnership$18.4M (7)

Real Estate$15M (1)

ETFs$1.4M (32)

Gov. Securities$784K (25)

Bank & Cash$688K (10)

Stocks$569K (69)

Mutual Funds$380K (21)

Other$33K (1)

All Assets (166)

Asset	Type	Owner	Value	Income
First Western Trust Bank	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Money Market	Bank & Cash	Self	$250,001 - $500,000	Interest $2,501 - $5,000
Primary Residence Pitkin, CO, US	Real Estate	Joint	$5,000,001 - $25,000,000	None
Timberline Checking	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Merrill-0015 ⇒ AMG GW&K Municipal Enhanced Yield Fund - Class I (GWMEX)(GWMEX)	Mutual Funds	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Merrill-0015 ⇒ Battery PK City Auth NY	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-0015 ⇒ Chicago Ill Tran Auth	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-0015 ⇒ Colorado Springs Colo	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Merrill-0015 ⇒ Colorado Springs Colo	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-0015 ⇒ Colorado St Ctfs Parth	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Merrill-0015 ⇒ El Paso Tex Wtr & Swr	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-0015 ⇒ Houston Tex Hotel OCC	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-0015 ⇒ JFS Fla Wtr & Swr Sys	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Merrill-0015 ⇒ Lower Colo Riv AT Tex	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-0015 ⇒ Maine Health & Higher	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Merrill-0015 ⇒ Massachusetts St Gen	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-0015 ⇒ Metro Nashvlle Arpt Auth	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Merrill-0015 ⇒ ML Bank Deposit Program	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Merrill-0015 ⇒ New Hampshire Health &	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-0015 ⇒ New York NY CTY TRANS	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Merrill-0015 ⇒ New York NY Go BDS	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Merrill-0015 ⇒ New York NY Mun WFA	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-0015 ⇒ New York St Pwr at Green	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-0015 ⇒ Ohio St Univ Gen Rcpts	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Merrill-0015 ⇒ Oklahoma St Tpk Auth Tpk	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-0015 ⇒ Palm Coast Fla Util Sys	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-0015 ⇒ South Carolina St Pub	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Merrill-0015 ⇒ West VA Pkwys Auth TPK	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Merrill-0015 ⇒ Windy Gap Firming Proj	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-7241 ⇒ Avantis Emerging Markets Equity Fund G Class (AVENX)(AVENX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ BlackRock Eq Dividend I (MADVX)(MADVX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ BlackRock Fund iShares U.S. Intermediate Government Bond Index Fund (BIGBX)(BIGBX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX)(BUPXX)	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Merrill-7241 ⇒ Causeway International Value Fund - Institutional Class (CIVIX)(CIVIX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ DoubleLine Total Return Bond Fund Class I (DBLTX)(DBLTX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)(GSIMX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ iShares Core MSCI EAFE ETF Option Class C (IOEBX)(IOEBX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ iShares Russell 1000 Large-Cap Index Fund - Class K (BRGKX)(BRGKX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ Macquarie Small Cap Core Fund Institutional (DCCIX)(DCCIX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ MFS Value Fund - Class I (MEIIX)(MEIIX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ PIMCO Investment Grade Credit Bond Fund Class I-2 (PBDPX)(PBDPX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ Vanguard Intermediate-Term Bond Index Fd Instl Plus (VBIUX)(VBIUX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ Vanguard Mortgage-Backed Securities Idx Fd Admiral Shs (VMBSX)(VMBSX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ Vanguard Russell 1000 Growth Index Fd Insti Cl (VRGWX)(VRGWX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Merrill-7241 ⇒ Vanguard Total International Bond Index Fd Inv Shs (VTIBX)(VTIBX)	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Merrill-7241 ⇒ Victory High Income Fund Shares (USHYX)(USHYX)	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Merrill-7274 ⇒ Bank of America NA RASP	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Merrill-7274 ⇒ Fidelity Technology Innovators Class Series A DSC (FPUWX)(FPUWX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-7274 ⇒ GraniteShares Platinum Shares ETF (PLTM)(PLTM)	ETFs	Self	$1,001 - $15,000	Dividends
Merrill-7274 ⇒ iShares 10-20 Year Treasury Bond ETF (TLH)(TLH)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Merrill-7274 ⇒ iShares 7-10 Year Treasury Bond ETF (IEF)(IEF)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Merrill-7274 ⇒ iShares Core MSCI International Developed Markets ETF (IDEV) [EF](IDEV)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Merrill-7274 ⇒ iShares Global Healthcare ETF (IXJ) [EF](IXJ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-7274 ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) [EF](EMXC)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-7274 ⇒ iShares MSCI USA Quality Factor ETF (QUAL) [EF](QUAL)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-7274 ⇒ iShares National Muni Bond ETF (MUB) [EF](MUB)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Merrill-7274 ⇒ Janus Henderson AAA CLO ETF (JAAA) [EF](JAAA)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Merrill-7274 ⇒ Janus Henderson Mortgage-Backed Securities ETF (JMBS) [EF](JMBS)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Merrill-7274 ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) [EF](XLC)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-7274 ⇒ State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) [EF](BIL)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Merrill-7274 ⇒ State Street SPDR S&P Dividend ETF (SDY) [EF](SDY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-7274 ⇒ Vanguard Value ETF (VTV) [EF](VTV)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-7275 ⇒ Bank of America NA RASP [BA]	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Merrill-7275 ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) [MF](BUPXX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-7275 ⇒ Fidelity MSCI Real Estate Index ETF (FREL) [EF](FREL)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-7275 ⇒ Fidelity MSCI Utilities Index ETF (FUTY) [EF](FUTY)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Merrill-7275 ⇒ Global X U.S. Infrastructure Development ETF (PAVE) [EF](PAVE)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Merrill-7275 ⇒ Invesco Aerospace & Defense ETF (PPA) [EF](PPA)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Merrill-7275 ⇒ Invesco KBW Bank ETF (KBWB) [EF](KBWB)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Merrill-7275 ⇒ iShares Biotechnology ETF (IBB) [EF](IBB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-7275 ⇒ iShares U.S. Home Construction ETF (ITB) [EF](ITB)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Merrill-7275 ⇒ iShares U.S. Infrastructure ETF (IFRA) [EF](IFRA)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Merrill-7275 ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) [EF](XLC)	ETFs	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Merrill-7275 ⇒ State Street Consumer Discretionary Select Sector SPDR ETF (XLY) [EF](XLY)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
Merrill-7275 ⇒ State Street Consumer Staples Select Sector SPDR ETF (XLP) [EF](XLP)	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Merrill-7275 ⇒ State Street Energy Select Sector SPDR ETF (XLE) [EF](XLE)	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Merrill-7275 ⇒ State Street Health Care Select Sector SPDR ETF (XLV) [EF](XLV)	ETFs	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Merrill-7275 ⇒ State Street Industrial Select Sector SPDR ETF (XLI) [EF](XLI)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
Merrill-7275 ⇒ State Street SPDR S&P Metals & Mining ETF (XME) [EF](XME)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Merrill-7275 ⇒ VanEck Semiconductor ETF (SMH) [EF](SMH)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
Merrill-7275 ⇒ Vanguard Financials ETF (VFH) [EF](VFH)	ETFs	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Merrill-7275 ⇒ Vanguard Information Tech ETF (VGT) [EF](VGT)	ETFs	Self	$250,001 - $500,000	Dividends $201 - $1,000
Merrill-8148 ⇒ Adobe Inc. - Common Stock (ADBE) [ST](ADBE)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Affirm Holdings, Inc. - Class A Common Stock (AFRM) [ST](AFRM)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST](APD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Airbnb, Inc. - Class A Common Stock (ABNB) [ST](ABNB)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Alcon Inc. Ordinary Shares (ALC) [ST](ALC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST](GOOG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST](AMZN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ American International Group, Inc. New Common Stock (AIG) [ST](AIG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ American Water Works Company, Inc. Common Stock (AWK) [ST](AWK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST](AMP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Amgen Inc. - Common Stock (AMGN) [ST](AMGN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST](APP)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Atmos Energy Corporation Common Stock (ATO) [ST](ATO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Aurora Innovation, Inc. - Class A Common Stock (AUR) [ST](AUR)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Bank of America NA RASP [BA]	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Merrill-8148 ⇒ BITMINE IMMERSIN TECH INC (BMNR) [ST](BMNR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Blackstone Inc. Common Stock (BX) [ST](BX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Capital One Financial Corporation Common Stock (COF) [ST](COF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Chevron Corporation Common Stock (CVX) [ST](CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST](CRCL)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Cloudflare, Inc. Class A Common Stock (NET) [ST](NET)	Stocks	Self	$15,001 - $50,000	Dividends
Merrill-8148 ⇒ Coca-Cola Company (KO)(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN)(COIN)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Corteva, Inc. Common Stock (CTVA)(CTVA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)(CRWD)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Cullen/Frost Bankers, Inc. Common Stock (CFR)(CFR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ DoorDash, Inc. - Common Stock (DASH)(DASH)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Ecolab Inc. Common Stock (ECL)(ECL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Edwards Lifesciences Corporation Common Stock (EW)(EW)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Equity Lifestyle Properties, Inc. Common Stock (ELS)(ELS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ FANNIE MAE (FNMA)(FNMA)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ General Dynamics Corporation Common Stock (GD)(GD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ IonQ, Inc. Common Stock (IONQ)(IONQ)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Lennar Corporation Class A Common Stock (LEN)(LEN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Lowe's Companies, Inc. Common Stock (LOW)(LOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Martin Marietta Materials, Inc. Common Stock (MLM)(MLM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ McCormick & Company, Incorporated Common Stock (MKC)(MKC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Medline Inc. - Class A common stock (MDLN)(MDLN)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Medtronic plc. Ordinary Shares (MDT)(MDT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ MercadoLibre, Inc. - Common Stock (MELI)(MELI)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Merck & Company, Inc. Common Stock (MRK)(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Microchip Technology Incorporated - Common Stock (MCHP)(MCHP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG)(MUFG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Motorola Solutions, Inc. Common Stock (MSI)(MSI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Opendoor Technologies Inc - Common Stock (OPEN)(OPEN)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Oshkosh Corporation (OSK)(OSK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR)(PLTR)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Parker-Hannifin Corporation Common Stock (PH)(PH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ PNC Financial Services Group, Inc. (PNC)(PNC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Procter & Gamble Company (PG)(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ QUALCOMM Incorporated - Common Stock (QCOM)(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ QXO, Inc. - Common Stock (QXO)(QXO)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Roblox Corporation Class A Common Stock (RBLX)(RBLX)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Roivant Sciences Ltd. - Common Shares (ROIV)(ROIV)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Royalty Pharma plc - Class A Ordinary Shares (RPRX)(RPRX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ RPM International Inc. Common Stock (RPM)(RPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP)(SHOP)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Snowflake Inc. Common Stock (SNOW)(SNOW)	Stocks	Self	$1 - $1,000	Dividends
Merrill-8148 ⇒ Sony Group Corporation American Depositary Shares (SONY)(SONY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Strategy Inc - Class A Common Stock (MSTR)(MSTR)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Synopsys, Inc. - Common Stock (SNPS)(SNPS)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Teledyne Technologies Incorporated Common Stock (TDY)(TDY)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Tesla, Inc. - Common Stock (TSLA)(TSLA)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ TotalEnergies SE Ordinary Shares (TTE)(TTE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ U.S. Bancorp Common Stock (USB)(USB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Uber Technologies, Inc. Common Stock (UBER)(UBER)	Stocks	Self	$1,001 - $15,000	Dividends
Merrill-8148 ⇒ Verizon Communications Inc. Common Stock (VZ)(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Wells Fargo & Company Common Stock (WFC)(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-8148 ⇒ Xcel Energy Inc. (XEL)(XEL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill-9228 ⇒ AMG GW&K Municipal	Gov. Securities	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Merrill-9228 ⇒ BlackRock Liquidity Funds TempCash - Institutional (TMCXX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Merrill-9228 ⇒ Colorado St CTFS Partn	Gov. Securities	Self	$1,001 - $15,000	Interest $1,001 - $2,500
Merrill-9228 ⇒ ML Bank Deposit Program	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Merrill-9228 ⇒ Ohio St Univ Gen Rcpts	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Merrill-9228 ⇒ Preferred Deposit	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Merrill-9777 ⇒ ML Bank Deposit Program	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
MS Crossings Investment Group, LLC ⇒ MS Crossings Investment Group, LLC, 42% Interest Basalt, CO, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Capital Gains, Rent $100,001 - $1,000,000
RG 762 Industry, LLC ⇒ RG 762 Industry, LLC, 44% Interest Garfield, CO, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Rent $5,001 - $15,000
RG Lakota 6B Dev, Inc. ⇒ RG Lakota 6B Dev, Inc., 44% Interest Garfield, CO, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Operating Income $5,001 - $15,000
RG Lakota Holdings, LLC ⇒ RG Lakota Holdings, LLC, 59% Interest Garfield, CO, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Capital Gains, Interest, Rent
RG Longview Dev Co, Inc. ⇒ RG Longview Dev Co, Inc., 58% Interest Garfield, CO, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Operating Income
Romero Group Holdings, LLC ⇒ Romero Group Holdings, LLC, 51% Interest Basalt, CO, US	LLC / Partnership	Self	$250,001 - $500,000	Capital Gains, Interest, Operating Income, Rent $15,001 - $50,000
TRG Snowmass Investments, LLC ⇒ Snowmass Mall Investment B, LLC, 4% Interest Pitkin, CO, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Rent $15,001 - $50,000

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Timberline Bank-Aspen	mortgage	$1,000,001 - $5,000,000	—	—
Merrill	margin loan	$250,001 - $500,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).