James V Secreto
Special Assistant to the President and Director of Confirmations
Estimated Net Worth
  • estimated net worth
    $284 K - $910 K
Salary
  • salary
    $110 K

Financial Disclosure Details - OGE Form 278e (04/20/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth IRA #1
1.1
Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Revolution LLC (Investment)
salary, bonus
2
Revolution LLC, 401(k) plan:
2.1
Fidelity Advisor Freedom 2045 Fund Class A Shares (FFFZX)
$100,001 - $250,000
None (or less than $201)
3
Roth IRA #1
3.1
Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
2
U.S. credit union #1 (cash)
$15,001 - $50,000
None (or less than $201)
3
U.S. credit union #2 (cash)
$15,001 - $50,000
None (or less than $201)
4
DC 529 Account
4.1
DC College Savings 2031 Portfolio
$1,001 - $15,000
None (or less than $201)
4.2
U.S. Total Stock Market Index Portfolio
$1,001 - $15,000
None (or less than $201)
5
Brokerage account:
5.1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$15,001 - $50,000
None (or less than $201)
5.2
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$15,001 - $50,000
None (or less than $201)
5.3
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
VanguardGlobal Wellesley Income Fund Investor Shares (VGWIX)
Purchase
06/01/2021
$1,001 - $15,000
2
VanguardGlobal Wellington Fund Investor Shares (VGWLX)
Purchase
06/01/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
7
2
This purchase is not reportable in Part 6 because it is below the reporting threshold.

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