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Congress
Derek Tran
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
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.87
+35.87% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,586.79
+35.87%
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 |
|---|---|
| Nguyen Win, Inc. [OL] | $1M – $5M |
| Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ DFA US Large Company Portfolio (DFUSX) [MF] | $250K – $500K |
| Bank of America bank account [BA] | $50K – $100K |
| Pacific Life (fixed annuity) [FN] | $50K – $100K |
| LPL Financial Rollover IRA ⇒ Harbor ETF Trust Harbor Long-Term Growers ETF (WINN) [EF] | $50K – $100K |
| Nguyen Win, Inc. 401(k) - John Hancock ⇒ BlackRock LifePath Index 2045 Port Insti Cl (LIHIX) [MF] | $50K – $100K |
| Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ Hartford Schroders US MidCap Opportunities Fund Class SDR (SMDRX) [MF] | $50K – $100K |
| Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ John Hancock Income Fund Class R6 (JSNWX) [MF] | $50K – $100K |
| Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ Nuveen Small Cap Blend Index Fund R6 (TISBX) [MF] | $50K – $100K |
| Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ The Bond Fund of America, Class R-6 Shares (RBFGX) [MF] | $50K – $100K |
| LPL Financial Rollover IRA ⇒ Pacer US Cash Cows 100 ETF (COWZ) [EF] | $50K – $100K |
| LPL Financial Rollover IRA ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $50K – $100K |
| Chase bank account [BA] | $15K – $50K |
| The Tran Firm, Inc. [OL] C: Firm sold most of its assets Dec. 2023, with payments to be made monthly over 48 months. Income received in 2025 is estimated | $15K – $50K |
| Binance cryptocurrency wallet ⇒ Bitcoin [CT] | $15K – $50K |
| Coinbase cryptocurrency wallet ⇒ Ethereum [CT] | $15K – $50K |
| E*Trade Brokerage 1 ⇒ Amazon.com, Inc. (AMZN) [ST] | $15K – $50K |
| E*Trade Brokerage 2 ⇒ CVS Health Corporation (CVS) [ST] | $15K – $50K |
| Nguyen Win, Inc. 401(k) - John Hancock ⇒ JHF III U.S. Growth Fund Class R6 (JSGTX) [MF] | $15K – $50K |
| Nguyen Win, Inc. 401(k) - John Hancock ⇒ John Hancock Variable Insurance Trust 500 Index Trust Series 1 (JFIVX) [MF] | $15K – $50K |
| Nguyen Win, Inc. 401(k) - John Hancock ⇒ Vanguard International Growth Fund (VWIGX) [MF] | $15K – $50K |
| Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ Fidelity International Index Fund (FSPSX) [MF] | $15K – $50K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Fds, Inc. LargeCap S&P 500 Idx Fd Instl Cl (PLFIX) [MF] | $15K – $50K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl (PSSIX) [MF] | $15K – $50K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc. - Equity Income, Class J (PEIJX) [MF] | $15K – $50K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc. -SmallCap Growth Fund I (PCSMX) [MF] | $15K – $50K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc. -SmallCap Value Fund II (PSMVX) [MF] | $15K – $50K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ | $15K – $50K |
| Victory Capital 529 Education Savings Plan - DC1 ⇒ Victory Capital 529 Age-Based Option 9-11: Moderate Portfolio [5F] | $15K – $50K |
| LPL Financial Rollover IRA ⇒ Pacer US Small Cap Cash Cows 100 ETF (CALF) [EF] | $15K – $50K |
| LPL Financial Rollover IRA ⇒ Vanguard Growth ETF (VUG) [EF] | $15K – $50K |
| USAA bank account [BA] | $1K – $15K |
| Binance cryptocurrency wallet ⇒ Ethereum [CT] | $1K – $15K |
| Binance cryptocurrency wallet ⇒ Shiba Inu [CT] | $1K – $15K |
| Coinbase cryptocurrency wallet ⇒ Bitcoin [CT] | $1K – $15K |
| E*Trade Brokerage 1 ⇒ American Express Company (AXP) [ST] | $1K – $15K |
| E*Trade Brokerage 1 ⇒ Apple Inc. (AAPL) [ST] | $1K – $15K |
| E*Trade Brokerage 1 ⇒ Heico Corporation (HEI) [ST] | $1K – $15K |
| E*Trade Brokerage 1 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $1K – $15K |
| E*Trade Brokerage 1 ⇒ Realty Income Corporation Common Stock (O) [ST] | $1K – $15K |
| E*Trade Brokerage 1 ⇒ Starbucks Corporation (SBUX) [ST] | $1K – $15K |
| E*Trade Brokerage 1 ⇒ Visa Inc. (V) [ST] | $1K – $15K |
| E*Trade Brokerage 2 ⇒ Apple Inc. (AAPL) [ST] | $1K – $15K |
| E*Trade Brokerage 2 ⇒ Starbucks Corporation (SBUX) [ST] | $1K – $15K |
| LPL Financial Rollover IRA ⇒ Schaumburg Bank & Trust Company [BA] | $1K – $15K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ American Fds 2040 Target Date Retirement Fd Cl R4 (RDGTX) [MF] | $1K – $15K |
| The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc. - Diversified International Fund Class R-6 (PDIFX) [MF] | $1K – $15K |
| Venmo ⇒ Bitcoin [CT] | $1K – $15K |
| Victory Capital 529 Education Savings Plan - DC2 ⇒ Victory Capital 529 Moderate Portfolio [5F] | $1K – $15K |
| Victory Capital 529 Education Savings Plan - DC2 ⇒ Victory Capital 529 Very Aggressive Portfolio [5F] | $1K – $15K |
| Victory Capital 529 Education Savings Plan - DC3 ⇒ Victory Capital 529 Age-Based Option 3-4: Very Aggressive Portfolio [5F] . | $1K – $15K |
| Residential real property [RP] C: Residential property previously co-owned with filer's sister-in-law, who resides in the unit without paying rent. Sister-in-law assumed full ownership in 2025. | Not specified |