Josh Harder
U.S. Representative, California district 9 (CA09)
Latest disclosure May 13, 2026: Annual report amendment (FD Amendment) for 2024, filing 10077893.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10076099.
As of May 13, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| SPY | Charles Schwab Investment Account ⇒ SPDR S&P 500 (SPY) EF | Spouse | $1,000,001 - $5,000,000 | p. 3 |
| MDY | Charles Schwab Investment Account ⇒ SPDR S&P MidCap 400 ETF Trust (MDY) EF | Spouse | $500,001 - $1,000,000 | p. 4 |
| SPY | Charles Schwab Roth IRA ⇒ SPDR S&P 500 (SPY) EF | Spouse | $250,001 - $500,000 | p. 4 |
| RKLB | Alex Brown Raymond James brokerage ⇒ Rocket Lab USA, Inc. (RKLB) ST | Member | $100,001 - $250,000 | p. 1 |
| SCHB | Betterment Brokerage Account ⇒ Schwab U.S. Broad Market ETF (SCHB) EF | Member | $50,001 - $100,000 | p. 2 |
| MDY | Charles Schwab Roth IRA ⇒ SPDR S&P MidCap 400 ETF Trust (MDY) EF | Spouse | $50,001 - $100,000 | p. 4 |
| OKTA | Alex Brown Raymond James brokerage ⇒ Okta, Inc. - Class A (OKTA) ST | Member | $15,001 - $50,000 | p. 1 |
| IEFA | Betterment Brokerage Account ⇒ iShares Core MSCI EAFE ETF (IEFA) EF | Member | $15,001 - $50,000 | p. 1 |
| IEMG | Betterment Brokerage Account ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF | Member | $15,001 - $50,000 | p. 1 |
| SCHF | Betterment Brokerage Account ⇒ Schwab International Equity ETF (SCHF) EF | Member | $15,001 - $50,000 | p. 2 |
| VTV | Betterment Brokerage Account ⇒ Vanguard Value ETF (VTV) EF | Member | $15,001 - $50,000 | p. 3 |
| VEA | Betterment Traditional IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Member | $15,001 - $50,000 | p. 3 |
| VTI | Betterment Traditional IRA ⇒ Vanguard Total Stock Market ETF (VTI) EF | Member | $15,001 - $50,000 | p. 3 |
| VUG | Charles Schwab Investment Account ⇒ Vanguard Growth ETF (VUG) EF | Spouse | $15,001 - $50,000 | p. 4 |
| SPY | Charles Schwab Rollover IRA ⇒ SPDR S&P 500 (SPY) EF | Spouse | $15,001 - $50,000 | p. 4 |
| VUG | Charles Schwab Rollover IRA ⇒ Vanguard Growth ETF (VUG) EF | Spouse | $15,001 - $50,000 | p. 4 |
| VUG | Charles Schwab Roth IRA ⇒ Vanguard Growth ETF (VUG) EF | Spouse | $15,001 - $50,000 | p. 4 |
| ACVA | Merrill Investment Account ⇒ ACV Auctions Inc. - Class A (ACVA) ST | Member | $15,001 - $50,000 | p. 4 |
| TOST | Merrill Investment Account ⇒ Toast, Inc. Class A (TOST) ST | Member | $15,001 - $50,000 | p. 4 |
| ITOT | Betterment Brokerage Account ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) EF | Member | $1,001 - $15,000 | p. 1 |
| EMB | Betterment Brokerage Account ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) EF | Member | $1,001 - $15,000 | p. 2 |
| MUB | Betterment Brokerage Account ⇒ iShares National Muni Bond ETF (MUB) EF | Member | $1,001 - $15,000 | p. 2 |
| IWS | Betterment Brokerage Account ⇒ iShares Russell Mid-cap Value ETF (IWS) EF | Member | $1,001 - $15,000 | p. 2 |
| SPYM | Betterment Brokerage Account ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM) EF | Member | $1,001 - $15,000 | p. 2 |
| VEA | Betterment Brokerage Account ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Member | $1,001 - $15,000 | p. 2 |
| VOE | Betterment Brokerage Account ⇒ Vanguard Mid-Cap Value ETF (VOE) EF | Member | $1,001 - $15,000 | p. 2 |
| VBR | Betterment Brokerage Account ⇒ Vanguard Small-Cap Value ETF (VBR) EF | Member | $1,001 - $15,000 | p. 2 |
| VTEB | Betterment Brokerage Account ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) EF | Member | $1,001 - $15,000 | p. 2 |
| BNDX | Betterment Brokerage Account ⇒ Vanguard Total International Bond ETF (BNDX) EF | Member | $1,001 - $15,000 | p. 2 |
| VTI | Betterment Brokerage Account ⇒ Vanguard Total Stock Market ETF (VTI) EF | Member | $1,001 - $15,000 | p. 2 |
| AGG | Betterment Traditional IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | Member | $1,001 - $15,000 | p. 3 |
| EMB | Betterment Traditional IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) EF | Member | $1,001 - $15,000 | p. 3 |
| SPMD | Betterment Traditional IRA ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) EF | Member | $1,001 - $15,000 | p. 3 |
| SPSM | Betterment Traditional IRA ⇒ SPDR Portfolio S&P 600 Small Cap ETF (SPSM) EF | Member | $1,001 - $15,000 | p. 3 |
| SPYM | Betterment Traditional IRA ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM) EF | Member | $1,001 - $15,000 | p. 3 |
| VWO | Betterment Traditional IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) EF | Member | $1,001 - $15,000 | p. 3 |
| BND | Betterment Traditional IRA ⇒ Vanguard Total Bond Market ETF (BND) EF | Member | $1,001 - $15,000 | p. 3 |
| BNDX | Betterment Traditional IRA ⇒ Vanguard Total International Bond ETF (BNDX) EF | Member | $1,001 - $15,000 | p. 3 |
| PCOR | Merrill Investment Account ⇒ Procore Technologies, Inc. Common Stock (PCOR) ST | Member | $1,001 - $15,000 | p. 4 |
| VWO | Betterment Brokerage Account ⇒ Vanguard FTSE Emerging Markets ETF (VWO) EF | Member | $1 - $1,000 | p. 2 |
| IWN | Betterment Brokerage Account ⇒ iShares Russell 2000 Value ETF (IWN) EF | Member | None | p. 2 |
5 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
No transactions itemised from periodic transaction reports in this period.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- May 13, 2026 Annual report amendment (FD Amendment) (2024), filing 10077893
- May 13, 2026 Annual report (FD Original) (2025), filing 10076099 itemised above
- May 15, 2025 Annual report (FD Original) (2024), filing 10066696
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