Congress
David Rouzer
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
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Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Charles Schwab & Company Inc. ⇒ T Rowe Price Blue Chip Growth Inc. [MF] | $100K – $250K |
| Charles Schwab & Company Inc. ⇒ DODGE & COX STOCK [MF] | $50K – $100K |
| Charles Schwab & Company Inc. ⇒ Virtus KAR Mid-Cap Core Fund I (VIMCX) [MF] | $50K – $100K |
| Charles Schwab & Company Inc. ⇒ Eaton Vance Short Duration Strategic Income Fund [MF] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ Eaton Vance Tax-Managed Global Diversified Equity Income Fund [MF] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ FIRST EAGLE GLOBAL CLASS I [MF] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ First Trust Low Duration Opportunities ETF (LMBS) [EF] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ First Trust Value Line Dividend Index Fund [MF] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ ISHARES CORE HIGH DIVIDEND [EF] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ ISHARES TRUST CORE DIVID GWTH [MF] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ MFS INTERNATIONAL DIVERSIFICATION CLASS I [MF] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) [MF] | $15K – $50K |
| Interactive Brokers LLC ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | $15K – $50K |
| Interactive Brokers LLC ⇒ NVIDIA Corporation (NVDA) [ST] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ Pacer US Cash Cows 100 ETF (COWZ) [EF] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ First Trust Health Care AlphaDEX (FXH) [EF] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ SPDR Gold Trust (GLD) [EF] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Technology (XLK) [EF] | $15K – $50K |
| Charles Schwab & Company Inc. ⇒ American Beacon TwentyFour Strategic Income Fund - Y Class (TFGYX) [MF] | $1K – $15K |
| Charles Schwab & Company Inc. ⇒ Bank Deposit Sweep Program [BA] | $1K – $15K |
| Charles Schwab & Company Inc. ⇒ First Tr Morningstar Dividend Leaders Index Fund [MF] | $1K – $15K |
| Charles Schwab & Company Inc. ⇒ ISHARES RUSSELL 1000 INDEX FUND [MF] | $1K – $15K |
| Charles Schwab & Company Inc. ⇒ Schwab Prime Advantage Money Fund [BA] | $1K – $15K |
| Goldman Sachs Bank ⇒ Marcus Savings Account [BA] | $1K – $15K |
| Interactive Brokers LLC ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $1K – $15K |
| Interactive Brokers LLC ⇒ CASH [IH] | $1K – $15K |
| Interactive Brokers LLC ⇒ Mastercard Incorporated (MA) [ST] | $1K – $15K |
| Interactive Brokers LLC ⇒ RTX Corporation Common Stock (RTX) [ST] | $1K – $15K |
| Interactive Brokers LLC ⇒ Visa Inc. (V) [ST] | $1K – $15K |
| Interactive Brokers LLC ⇒ SPDR Gold Trust (GLD) [EF] | $1K – $15K |
| Charles Schwab & Company Inc. ⇒ iShares U.S. Medical Devices ETF (IHI) [EF] | $1K – $15K |
| Charles Schwab & Company Inc. ⇒ Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX) [MF] | $1K – $15K |
| Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Financial (XLF) [EF] | $1K – $15K |
| Interactive Brokers LLC ⇒ SPDR Select Sector Fund - Technology (XLK) [EF] | $1K – $15K |
| Interactive Brokers LLC ⇒ Verizon Communications Inc. (VZ) [ST] | $1 – $1K |
| Charles Schwab & Company Inc. ⇒ Grant Park Multi Alternative Strategies Fund [MF] | Not specified |
| Charles Schwab & Company Inc. ⇒ PIMCO INC CL 12 [MF] | Not specified |
| Charles Schwab & Company Inc. ⇒ PIMCO TOTAL RETURN FUND CL 12 [MF] | Not specified |
| Charles Schwab & Company Inc. ⇒ SPDR Series Trust SPDR S&P Oil & Gas Equipment & Services ETF (XES) [EF] | Not specified |
| Charles Schwab & Company Inc. ⇒ VANGUARD SMALL CAP STOCK INDEX ADMIRAL [MF] | Not specified |
| Interactive Brokers LLC ⇒ Boeing Company (BA) [ST] | Not specified |
| Interactive Brokers LLC ⇒ US GLOBAL JETS ETF [EF] | Not specified |
| State of NC Defined Benefit Retirement Plan ⇒ Teachers & State Employees Retirement System and Legislative Retirement System Benefits [DB] . | Not specified |
| Charles Schwab & Company Inc. ⇒ Pacer US Small Cap Cash Cows 100 ETF (CALF) [EF] | Not specified |
| Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) [EF] | Not specified |