The Commonwealth Plan — Moran's Plan

Fiduciary Democracy

The United States is the largest investor in the world. It deploys nearly $7 trillion every year to private corporations — in contracts, subsidies, grants, loans, and guarantees. It takes no ownership in return. That is not policy. That is a design flaw. This is the correction.

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The Core Thesis

Four steps. One system. Everything changes.

01
The Government Spends
The U.S. federal budget is $6.75 trillion (FY2024, CBO). Defense: $886B. Medicare + Medicaid: $1.5T. Education: $238B. Energy + infrastructure: $300B+. Every dollar goes to private corporations. None comes back as equity.
02
We Get Equity
Every publicly traded company receiving $100M+ annually in federal capital yields equity and revenue participation to the American Trust Fund. This is standard capital discipline — the same terms any pension fund or private equity firm would demand. Applied universally.
03
The Equity Builds
The Trust Fund compounds into a multi-trillion-dollar national endowment — owned equally by every American citizen, managed by an independent board, protected by constitutional law. Norway's sovereign wealth fund, built on the same principle, now holds $1.7 trillion. Ours would be larger.
04
The Basics Become Free
The returns from that endowment — using the standard 4% sustainable withdrawal rule — pay for free healthcare, free education, and subsidized housing for every American. Forever. No new taxes. No new debt.

"Every American has a retirement account. America doesn't. That ends now. We are the largest investor in the world. We are the only one that takes no ownership. Born American. Owns America."

Life, Liberty, and Our Pursuit

Three things every American deserves. Funded by the system they already paid for.

The returns from the American Trust Fund are distributed through three dividends — one for each of the foundational elements of a secure American life.

Bill I

OUR PURSUIT

Education Without Debt
$1.77T
outstanding student loan debt (Federal Reserve, Q1 2025)

Every year, student debt payments transfer wealth from young Americans to financial institutions. The average borrower carries $37,853 in debt (Education Data Initiative, 2025). That transfer suppresses entrepreneurship and depresses household formation. The Pursuit dividend eliminates it.

The America Account eliminates the problem at the source for the next generation — $25,000 at birth, compounding to $100,000 at 18. Free, universal education funded by the compounding returns of the American Trust Fund.

Bill II

LIBERTY

Homeownership as the Foundation of Civic Life
65.6%
homeownership rate, Q4 2024 (U.S. Census Bureau) — down from 69.2% in 2004

The steepest decline is among younger Americans. A nation of renters is a nation of tenants in their own country. The Liberty dividend provides subsidized pathways to homeownership.

A nation of homeowners is a nation of stakeholders. Civic participation follows ownership. The Liberty dividend makes that connection structural, not aspirational.

Bill III

LIFE

Healthcare as a Shareholder Benefit
$13,493
spent per person annually (CMS, 2022) — highest of any OECD nation, with below-average life expectancy

Medicare and Medicaid together spent $1.5 trillion in FY2024 (CMS National Health Expenditure Accounts). Under Universal Equity Capture, that spending generates equity and revenue participation from the healthcare companies that receive it — the same companies that reported $100B+ in combined profits that year.

The Life dividend ensures every American has access to basic healthcare — not as a government benefit, but as a return on their ownership stake in the healthcare sector their taxes built.

The Mechanism

The American Trust Fund

Any publicly traded company receiving $100M or more annually in federal capital — through contracts, subsidies, grants, loans, or guarantees — must yield equity and revenue participation to the Trust Fund. This is not a new idea. Every pension fund, every endowment, every sovereign wealth fund operates this way. The United States is the only major capital allocator in the world that does not.

5%Tier 1
Standard Federal Exposure

10–49% of revenue from federal capital. Includes Big Tech, major pharma, large banks, energy, and telecom.

Microsoft, Amazon, Pfizer, JPMorgan, AT&T
12%Tier 2
Majority Federal Dependency

50–79% of revenue from federal capital. Includes mixed defense/aerospace, Medicare Advantage heavy, gov IT.

Boeing, Humana, Palantir, HCA Healthcare
20%Tier 3
Near-Total Federal Dependency

80%+ of revenue from federal capital. Includes defense pure-plays, Medicaid pure-plays, student loan servicers.

Lockheed Martin, Northrop Grumman, Centene, Navient
10-Year Revenue Projection
$51B
Year 1
Ramp-up, top sectors
$155B
Year 2
Full participation active
$232B
Year 10
Total annual distribution
$227
Per Adult · Year 10
After $90B birth accounts
The America Account

$25,000 at birth. $100,000 at 18. No application. No means-testing. No debt.

Every child born in the United States receives a $25,000 America Account at birth, invested in the American Trust Fund. At 8% annually — conservative relative to the S&P 500's 10.5% annualized return since 1957 (Damodaran, NYU Stern, 2024) — that account reaches approximately $100,000 at age 18. Today a young American's first financial experience is a $37,853 student loan (Education Data Initiative, 2025). Under this framework, it is $25,000 in compounding ownership. That is a categorically different country.

Account Growth
Birth
Opening balance
$25,000
Age 5
$36,733
Age 10
$53,973
Age 18
Accessible for education, housing, business
$99,900
Age 21
Unrestricted
$125,900
Age 30
If untouched
$249,800
Age 50
If untouched
$1,170,000
Age 65
If untouched
$3,700,000
Self-Funding
3.6M
U.S. births per year (CDC, 2023)
$90B
Annual program cost
$119B
Year 2 revenue participation
$0
Net new cost to Treasury

The Alaska Permanent Fund has paid every resident an annual dividend since 1982 — its 43rd consecutive year — with a 2024 dividend of $1,702 per resident (Alaska Department of Revenue). The America Account gives 340 million citizens the same psychological relationship with the national enterprise. Once people have accounts with their names on them, the political economy of eliminating the program becomes structurally impossible.

The Self-Reinforcing System

This is not redistribution. It is alignment.

The interests of corporations, citizens, and government are unified in a single system where everyone benefits from the success of the whole.

1
Corporations benefit from public infrastructure, educated workers, and publicly funded research
2
They yield equity and revenue participation to the Trust Fund
3
The Trust Fund generates compounding returns
4
Returns fund healthcare, housing, and education for citizens
5
Citizens are healthier, better housed, and better educated
6
More productive workers, entrepreneurs, and consumers
7
The economy grows — corporations benefit more
8
The loop accelerates
The Choice

Path A vs. Path B

Path A: Drift — No Action
Path B: Fiduciary Democracy

AI ownership concentrates in 200 companies. The public funded the foundational research. It owns none of the returns.

AI ownership is shared. Every American holds equity in the companies their public research built. Returns from the next $10 trillion technology wave flow to every citizen.

Defense contractor profits compound privately. Cost overruns increase. The public pays more and owns less. The incentive structure never changes.

Defense contractors are incentivized by equity to be efficient. Overruns cost them ownership. Performance improves structurally.

Healthcare costs hit 30% of GDP. Companies receiving $1.5T in Medicare/Medicaid generate record profits. The public pays record premiums.

Healthcare costs stabilize as MLR manipulation triggers equity penalties. Every American has basic healthcare as a shareholder benefit.

Millennials reach retirement with less wealth than their parents — the first generation in American history for which this is structurally true.

Every child born receives $25,000 compounding to $100,000 at 18. The debt-entry problem ends permanently.

Public trust falls from 33% toward 15%. The Fourth Turning resolves via authoritarian simplification.

Constitutional Amendment ratified. The American Dividend is inalienable. The Fourth Turning resolves constructively.

"The New Deal gave people something to build rather than something to destroy. This is the equivalent offer — for this Fourth Turning, for this generation, for this moment that will not come again for eighty years."

Implementation

Four phases. Twenty years. Permanent.

Phase I · Years 1–2
Transparency Foundation
  • Full public ledger of all federal spending
  • Launch America Account dashboard (read-only)
  • Pilot equity capture in 10 largest defense and healthcare contracts
  • Establish Trust Fund as legal entity
  • Draft the Fiduciary Democracy Act
Success metric: 100% of major allocations publicly visible; first equity positions acquired
Phase II · Years 3–5
Ownership Architecture
  • Mandatory equity and revenue participation in all new federal contracts above $100M
  • Trust Fund capitalized across defense, healthcare, and technology
  • America Account birth deposits begin for all new births
  • First American Dividend distributed
Success metric: Equity in top 50 portfolio companies; America Account funded for all births from Year 3 forward
Phase III · Years 6–10
Full Activation
  • Activist investor engagement across full portfolio
  • American Dividend fully operational — all three LLP categories funded
  • Student debt elimination program launched from Trust Fund returns
  • America Account dashboard personalized for all 340 million citizens
Success metric: Trust Fund returns funding LLP basics; $232B+ annual distribution by Year 10
Phase IV · Years 11–20
The Constitutional Lock
  • Trust Fund self-sustaining at $1.7 trillion+ in assets under management
  • LLP fully funded by returns — no appropriation required
  • National debt trajectory structurally reversed as equity offsets accumulate
  • Constitutional Amendment ratified: every citizen holds an inalienable ownership stake
Success metric: The American Dividend becomes as permanent as the First Amendment
The Trust Fund Charter

Governance is where 90% of serious people decide yes or no.

This Charter is designed to be read as a founding document — because that is what it is. It makes the Trust Fund resistant to the political capture that has undermined every prior attempt at government-managed capital.

The Fiduciary Senator

This requires a constitutional amendment. That is the honest answer — and the strongest argument.

The Fiduciary Democracy framework reconceives the senator-constituent relationship as a legally enforceable fiduciary duty. The senator is a managing partner. The constituents are the beneficial owners. A vote that benefits a donor at the expense of constituents is a breach of fiduciary duty — the same breach that would expose a corporate director to personal liability.

The honest legal answer is that this requires a constitutional amendment. The Speech or Debate Clause of Article I, Section 6 provides that senators "shall not be questioned in any other Place" for their legislative acts. Courts have interpreted this broadly to immunize senators from civil liability for votes and legislative activities. A statutory fiduciary duty claim based on a senator's vote would face a Speech or Debate Clause defense that the current constitutional text makes difficult to overcome.

That is not a weakness. That is the argument. The corruption is constitutional. The Speech or Debate Clause was written to protect legislators from executive retaliation — not to immunize them from accountability to the people they represent. The fact that correcting this requires a constitutional amendment is the most powerful statement possible about how deeply the donor-capture problem is embedded in the structure of American government. The 28th Amendment proposal makes that argument explicit.

Proposed 28th Amendment — The Fiduciary Representation Clause

"Every member of Congress holds office as a fiduciary of the constituents who elected them. No member may cast a vote, introduce legislation, or exercise official authority for the primary purpose of benefiting a donor, employer, or financial interest at the material expense of constituent welfare. Any citizen of the represented district or state has standing to bring a fiduciary accountability claim in federal court. The Speech or Debate Clause shall not be construed to immunize a member from accountability under this Article."

The ratification threshold is 38 states. The political path is the same one that ratified the 17th Amendment (direct election of senators) in 1913 — a reform that also required a constitutional amendment because the corruption it corrected was embedded in the constitutional text. The 17th Amendment took 25 years from first proposal to ratification. The Fiduciary Representation Clause begins that clock. The campaign is the first step.

What can be done by statute, without waiting for ratification: mandatory financial disclosure of all donor relationships before any vote on legislation that materially affects a donor's industry; a federal Fiduciary Accountability Office with subpoena authority to investigate donor-vote correlations; and a public database — updated in real time — mapping every senator's donor relationships to every vote they cast. The constitutional amendment makes the duty enforceable in court. The statutory framework makes the breach visible to every voter before the next election. Both matter. Both are part of the plan.

The Second Founding

The American people funded the internet — ARPANET was a DARPA project. They funded GPS — built by the Department of Defense. They funded the mRNA vaccine — NIH co-invented the foundational technology behind Moderna's COVID-19 vaccine, which generated $18.4B in revenue in 2022 alone. They received no equity in return for any of it.

The Founders built a Republic on the premise that citizens are sovereign and government acts on their behalf. They built it in a pre-capital-market era. The architecture was never updated for the world it created. Fiduciary Democracy is the update.

Every pension fund captures equity. Every endowment captures equity. Every sovereign wealth fund captures equity. The United States government — deploying more capital than all of them combined — does not. That is a design flaw. This framework corrects it.