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Theodore Cabot. Smith
Washington financial-affairs disclosure
← Washington filingsFiled May 12, 2025 · Period May 8, 2024 – May 7, 2025
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| State Retirement PensionCalPERS | investment | filer | $0 – $29,999 | $30,000 – $59,999 |
| IRA accountCalPERS | investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| Fidelity Growth Discovery Fund · FDSVXJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Fidelity US Bond Index Fund · FXNAXJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Nvidia Corporation · NVDAJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Fidelity Small Cap Discovery Fund · FSCRXJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Chipotle Mexican Grill · CMGJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |
| United Health Group · UNHJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Croudstrike Hldings Inc Class A · CRWDJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Microsoft Corp · MSFTJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Apple Inc · AAPLJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Crescent Energy Company CL-A.COM · CRGYJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Fidelity High Dividentd EFT · FDVVJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Ishares Corp S&L500 EFT · IVVJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Lamb Weston Holdings Inc · LWJoint WROS - TOD | stocks | filer, spouse | $0 – $29,999 | Not reported |