Shri Thanedar Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed August 11, 2025. Includes 55 assets and 4 liabilities.

Year:

2024

Est. Net Worth

$24.4M

2024 annual disclosure

Total Assets

$17.1M - $67.7M

55 assets

Total Liabilities

$6M - $30.1M

4 liabilities

Total Trades

From PTR filings

Trade Volume

$4M

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$22.6M (24)

ETFs$10.9M (11)

Real Estate$6.4M (3)

Stocks$2.3M (8)

Other$248K (7)

Bank & Cash$9K (2)

Top Stock Holdings (from trades)

iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT)IBIT

$550K

Dimensional 2050 Target Date Retirement Income Fund Institutional Class (DRIJX)DRIJX

$375K

Apple Inc.AAPL

$305K

Apollo Global Management, Inc.APO

$191K

JPMorgan U.S. Government Money Market Fund Premier (OGSXX)OGSXX

$175K

Tesla, Inc.TSLA

$91K

American Express CompanyAXP

$91K

DFA U.S. Core Equity 2 Portfolio (DFQTX)DFQTX

$83K

All Assets (55)

Asset	Type	Owner	Value	Income
Aggressive Age-Based Option: Vanguard Income Portfolio MO	Other	Self	$1,001 - $15,000	None
Alphabet Inc. - Class A(GOOGL)	Stocks	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Alphabet Inc. - Class C Capital Stock(GOOG)	Stocks	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Amazon.com, Inc.(AMZN)	Stocks	Self	$100,001 - $250,000	None
Apple Inc.(AAPL)	Stocks	Self	$500,001 - $1,000,000	Dividends $2,501 - $5,000
Berkshire Hathaway Inc. New(BRK.B)	Stocks	Self	$100,001 - $250,000	None
Bitcoin	Other	Self	N/A	Capital Gains $100,001 - $1,000,000
Cash - Charles Schwab Investment Accounts	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Cash - LPL Financial Investment Accounts	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Commercial Property in Detroit, MI (The Shri Thanedar Community Center) Detroit, MI, US	Real Estate	Self	$250,001 - $500,000	None
DFA Emerging Markets Value Portfolio Institutional Class	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends $5,001 - $15,000
DFA Global Allocation 60/40 Portfolio Institutional Class	Mutual Funds	Self	$1,000,001 - $5,000,000	Capital Gains, Dividends $50,001 - $100,000
DFA International Small Cap Value Portfolio Institutional Class	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends $15,001 - $50,000
DFA U.S. Large Cap Value Portfolio MO	Other	Self	$15,001 - $50,000	None
DFA US Core Equity II Portfolio Institutional Class	Mutual Funds	Self	$1,000,001 - $5,000,000	Capital Gains, Dividends $50,001 - $100,000
DFA US Large Cap Value Portfolio Institutional Class	Mutual Funds	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
DFA US Large Company Portfolio Institutional Class	Mutual Funds	Self	$250,001 - $500,000	Tax-Deferred
DFA US Small Cap Value Portfolio Institutional Class	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Dimensional 2050 Target Date Retirement Income Fund Institutional Class	Mutual Funds	Self	N/A	Capital Gains, Dividends $100,001 - $1,000,000
Dimensional US Core Equity 2 ETF(DFAC)	ETFs	Self	$500,001 - $1,000,000	Capital Gains, Dividends $15,001 - $50,000
Dimensional World ex US Core Equity 2 ETF(DFAX)	ETFs	Self	N/A	Capital Gains, Dividends $15,001 - $50,000
Ethereum	Other	Self	N/A	Capital Gains $50,001 - $100,000
International Core Equity 2 Portfolio (DFIEX)	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT)(IBIT)	ETFs	Self	$1,000,001 - $5,000,000	Capital Gains $201 - $1,000
iShares Core S&P Total US Stock Market ETF(ITOT)	ETFs	Self	$1,000,001 - $5,000,000	Dividends $15,001 - $50,000
iShares Gold Trust(IAU)	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
iShares MSCI EAFE Value ETF(EFV)	ETFs	Self	N/A	Capital Gains, Dividends $5,001 - $15,000
JPMorgan U.S. Government Money Market Fund Premier (OGSXX)	Mutual Funds	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
JPMorgan US Treasury Plus Money Market Fund-Premier	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Litecoin	Other	Self	N/A	Capital Gains $5,001 - $15,000
Microsoft Corporation(MSFT)	Stocks	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
MicroStrategy Incorporated - Class A Common Stock(MSTR)	Stocks	Self	$15,001 - $50,000	None
Rental Property in Ann Arbor, MI	Real Estate	Self	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
Rental Property in Oxford, NJ	Real Estate	Self	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
Schwab Government Money Fund - Investor Shares (SNVXX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Vangaurd Information Technology Index Fund ETF(VGT)	ETFs	Self	$100,001 - $250,000	Dividends $201 - $1,000
Vanguard 500 Index Fund Admiral Shares(VFIAX)	Mutual Funds	Self	$1,000,001 - $5,000,000	Capital Gains, Dividends $15,001 - $50,000
Vanguard 500 Index Fund ETF(VOO)	ETFs	Self	$1,000,001 - $5,000,000	Capital Gains, Dividends $15,001 - $50,000
Vanguard Aggressive Growth Portfolio MO	Other	Self	$100,001 - $250,000	None
Vanguard Balanced Index Fund Admiral Shares(VBIAX)	Mutual Funds	Self	$1,000,001 - $5,000,000	Capital Gains, Dividends $50,001 - $100,000
Vanguard Commodity Strategy Fund Admiral Shares(VCMDX)	Mutual Funds	Self	N/A	Capital Gains $2,501 - $5,000
Vanguard Emerging Markets Stock Index Fund Admiral Shares(VEMAX)	Mutual Funds	Self	N/A	Dividends $1 - $200
Vanguard LifeStrategy Growth Fund Investor Shares(VASGX)	Mutual Funds	Self	$1,000,001 - $5,000,000	Capital Gains, Dividends $100,001 - $1,000,000
Vanguard LifeStrategy Moderate Growth Fund Investor Shares(VSMGX)	Mutual Funds	Self	N/A	Capital Gains $100,001 - $1,000,000
Vanguard Real Estate Index Fund Admiral Shares(VGSLX)	Mutual Funds	Self	N/A	Capital Gains, Dividends $15,001 - $50,000
Vanguard Small Cap Value Index Fund Admiral Shares(VSIAX)	Mutual Funds	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Vanguard Small Cap Value Index Fund ETF(VBR)	Mutual Funds	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Vanguard Total International Stock Index Fund Admiral Shares(VTIAX)	Mutual Funds	Self	$500,001 - $1,000,000	Capital Gains, Dividends $15,001 - $50,000
Vanguard Total Stock Market Index Fund Admiral Shares(VTSAX)	Mutual Funds	Self	$1,000,001 - $5,000,000	Capital Gains, Dividends $15,001 - $50,000
Vanguard Total Stock Market Index Fund ETF(VTI)	ETFs	Self	N/A	Capital Gains $5,001 - $15,000
Vanguard Total Stock Market Index Portfolio MO	Other	Self	$15,001 - $50,000	None
Vanguard Total World Stock Index Fund Admiral Shares(VTWAX)	Mutual Funds	Self	$500,001 - $1,000,000	Capital Gains, Dividends $15,001 - $50,000
Vanguard Total World Stock Index Fund ETF(VT)	ETFs	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Vanguard Value Index Fund ETF(VTV)	ETFs	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Walmart Inc.(WMT)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000

Liabilities (4)

Creditor	Type	Amount	Rate	Term
UBS Credit Card	credit card	$15,001 - $50,000	—	—
TriState Capital Bank	line of credit	$5,000,001 - $25,000,000	—	—
Old National Bank	other	$1,000,001 - $5,000,000	—	—
Capital One Credit Card	credit card	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$57K

Communication Services$16K

Real Estate$33K

Financial Services$1.1M

Healthcare$73K

Technology$369K

Retail Trade$32K

Shri Thanedar trades Wealthiest members Most active traders MI delegation Articles

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).