
Derek Kilmer
2 disclosed transactions · Dec 14, 2015 – Dec 28, 2015
$2K – $30K
Traded, all time
2 transactions · turnover, not holdings
—
Portfolio vs S&P 500
portfolio not priceable
100%
Household trades
spouse, joint or child
0%
Filed late
avg 15 days to disclose
What they hold
Derek Kilmer
Stock portfolio
$150K – $650K in disclosed securities · D-WA · House · 2023 filing

Misc
- OSCIX46%
- BBIEX8.1%
- BBGLX8.1%
- BBCPX2.0%
- BBVLX2.0%
- BBGSX2.0%
- BBVSX2.0%
- WFBFX2.0%
- Misc28%
Disclosed assets
From the annual financial disclosure. Assets only — liabilities are not included.
$200K – $751K
Disclosed assets, 2023
25 holdings · filed Aug 10, 2024
- Retirement2$250K 53%
- Securities22$225K 47%
- Cash1$500 0%
Band is the reported range; the line is its midpoint.