R Republican Senate · Republican · NE — U.S. Senator (NE)
Every stock, fund and option trade Pete Ricketts has disclosed under the STOCK Act, with the filed value brackets, holdings from the latest annual disclosure and net worth as filed.
Trade date, the asset as named in the filing, the bracket filed and the number of days between the trade and its disclosure (the STOCK Act allows 45).
No stock, fund or option trades on file.
From the 2025 annual disclosure (as of Dec 31, 2025), updated by trades filed since.
| Asset | Class | Value (filed) | % of net worth | Last trade | As of |
|---|---|---|---|---|---|
| DFIEXDfa International Core Equity Portfolio | Fund | $5.00M – $25.0M | 5.5% | — | |
| SCHWCharles Schwab Corporation (The) Common Stock | Stock | $5.00M – $25.0M | 5.5% | — | |
| DFCEXDfa Emerging Markets Core Equity Portfolio | Fund | $1.00M – $5.00M | 1.1% | — | |
| DFASDimensional U.S. Small Cap ETF | Fund | $1.00M – $5.00M | 1.1% | — | |
| IJJiShares S&P Mid-Cap 400 Value ETF | Fund | $1.00M – $5.00M | 1.1% | — | |
| SPYS&P 500 SPDR | Fund | $1.00M – $5.00M | 1.1% | — |
| Report year | Filed | Net worth (midpoint) | Filed bracket |
|---|---|---|---|
| 2025 | May 15, 2026 | $271.4M | $128.8M – $414.0M |
Information and analytics, not investment advice. Source: House Clerk / Senate eFD disclosures.
| SPYVSPDR S&P 500 Value Portfolio ETF | Fund | $1.00M – $5.00M | 1.1% | — |
| MDYS&P Midcap 400 SPDR | Fund | $1.00M – $5.00M | 1.1% | — |
| VTEBVanguard Tax-Exempt Bond ETF | Fund | $1.00M – $5.00M | 1.1% | — |
| —Vanguard Total Bond Market Index Fund (BND) | Fund | $1.00M – $5.00M | 1.1% | — |
| IEFAiShares Core MSCI EAFE ETF | Fund | $1.00M – $5.00M | 1.1% | — |
| DFGFXDfa Two-Year Global Fixed Income Portfolio | Fund | $500K – $1.00M | 0.3% | — |
| DFATDimensional U.S. Targeted Value ETF | Fund | $500K – $1.00M | 0.3% | — |
| TIPiShares TIPS Bond ETF | Fund | $500K – $1.00M | 0.3% | — |
| IGSBiShares 1-5 Year Investment Grade Corporate Bond E | Fund | $500K – $1.00M | 0.3% | — |
| SLYVS&P Smallcap Value ETF SPDR | Fund | $500K – $1.00M | 0.3% | — |
| MBBiShares MBS ETF | Fund | $500K – $1.00M | 0.3% | — |
| —Vanguard S&P 500 ETF (VOO) | Fund | $500K – $1.00M | 0.3% | — |
| IEMGiShares Core MSCI Emerging Markets ETF | Fund | $500K – $1.00M | 0.3% | — |
| IVViShares Core S&P 500 ETF | Fund | $500K – $1.00M | 0.3% | — |
| ILCGiShares Morningstar Large-Cap Growth ETF | Fund | $500K – $1.00M | 0.3% | — |
| STPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun | Fund | $250K – $500K | 0.1% | — |
| DFGBXDfa Five-Year Global Fixed Income Portfolio | Fund | $250K – $500K | 0.1% | — |
| VEAVanguard FTSE Developed Markets ETF | Fund | $250K – $500K | 0.1% | — |
| VWOVanguard FTSE Emerging Markets ETF | Fund | $250K – $500K | 0.1% | — |
| VOVanguard Mid-Cap ETF | Fund | $250K – $500K | 0.1% | — |
| —Vanguard Small-Cap Index Fund ETF Shares (VB) | Fund | $250K – $500K | 0.1% | — |
| IGLBiShares 10 Year Investment Grade Corporate Bond E | Fund | $250K – $500K | 0.1% | — |
| PMFLXPimco Flexible Municipal Income Fund Institution | Fund | $250K – $500K | 0.1% | — |
| RMBMXRmb Smid Cap Fund Class I | Fund | $250K – $500K | 0.1% | — |
| IWDiShares Russell 1000 Value ETF | Fund | $250K – $500K | 0.1% | — |
| MUBiShares National Muni Bond ETF | Fund | $250K – $500K | 0.1% | — |
| VOOVanguard 500 Index Fund - ETF Shares | Fund | $100K – $250K | 0.1% | — |
| QUALiShares MSCI USA Quality Factor ETF | Fund | $100K – $250K | 0.1% | — |
| VBVanguard Small-Cap Index Fund - ETF Shares | Fund | $100K – $250K | 0.1% | — |
| DMCRXDriehaus Micro Cap Growth Fund | Fund | $100K – $250K | 0.1% | — |
| EEMiShares MSCI Emerging Index Fund | Fund | $100K – $250K | 0.1% | — |
| EFAiShares MSCI EAFE ETF | Fund | $100K – $250K | 0.1% | — |
| IWMiShares Russell 2000 ETF | Fund | $100K – $250K | 0.1% | — |
| VOEVanguard Mid-Cap Value ETF | Fund | $100K – $250K | 0.1% | — |
| —Schwab U.S. TIPS ETF (SCHP) | Fund | $50K – $100K | 0.0% | — |
| BSIIXBlackrock Strategic Income Opportunities Portfol | Fund | $50K – $100K | 0.0% | — |
| IEFiShares 7-10 Year Treasury Bond ETF | Fund | $15K – $50K | 0.0% | — |
| SHYiShares 1-3 Year Treasury Bond ETF | Fund | $15K – $50K | 0.0% | — |
| CWBSPDR Bloomberg Convertible Securities ETF | Fund | $15K – $50K | 0.0% | — |
| VWELXVanguard Wellington Income Fund | Fund | $15K – $50K | 0.0% | — |
| NLYAnnaly Capital Management Inc Common Stock | Stock | $1K – $15K | 0.0% | — |
| DFEMDimensional Emerging Markets Core Equity 2 ETF | Fund | Not disclosed | — | — |
| SCHWCharles Schwab Corporation (The) Common Stock Strike price: $91.50 | Call Expires: 08/01/2025 | Stock | Not disclosed | — | — |
| DUHPDimensional US High Profitability ETF | Fund | Not disclosed | — | — |
The listed stock, fund and option positions cover 25.9% of the filed net worth; the rest is real estate, cash, debt and other assets the filing does not itemize by ticker.