Congress
Morgan Luttrell
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.
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Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| USAA 529 Educ. Savings Plan - Age-based 9-11: Moderate portfolio [5F] | $15K – $50K |
| Dependent Child (FBO) College Savings Plan ⇒ VCSP College America [OT] | $15K – $50K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ SPDR Select Sector Fund - Technology (XLK) [EF] | $15K – $50K |
| Alphabet Inc. - Class A (GOOGL) [ST] | $1K – $15K |
| Fidelity Wise Origin Bitcoin Fund (FBTC) [EF] | $1K – $15K |
| iShares Core S&P U.S. Growth ETF (IUSG) [MF] | $1K – $15K |
| iShares Core S&P U.S. Value ETF (IUSV) [MF] | $1K – $15K |
| MERRILL LYNCH SAVINGS [BA] | $1K – $15K |
| State Street Materials Select Sector SPDR ETF (XLB) [EF] | $1K – $15K |
| USAA Bank Account [BA] | $1K – $15K |
| USAA Bank Account- Savings [BA] | $1K – $15K |
| Vanguard Mortgage-Backed Securities Index Fund (VMBS) [MF] | $1K – $15K |
| Vanguard Russell 2000 ETF (VTWO) [EF] | $1K – $15K |
| Vanguard Russell 2000 ETF (VTWO) [EF] | $1K – $15K |
| LabCorp 401(k) through Fidelity ⇒ Fidelity International Discovery (FIGRX) [MF] | $1K – $15K |
| LabCorp 401(k) through Fidelity ⇒ JPMorgan Equity Income Fund R6 (OIEJX) [MF] | $1K – $15K |
| LabCorp 401(k) through Fidelity ⇒ Loomis Sayles Small Cap Growth Fd Cl N (LSSNX) [MF] | $1K – $15K |
| LabCorp 401(k) through Fidelity ⇒ Northern Trust ACWI EX-US IMI 4 [OT] | $1K – $15K |
| LabCorp 401(k) through Fidelity ⇒ Northern Trust Collective S&P 500 Index Fund - Non-Lending - | $1K – $15K |
| LabCorp 401(k) through Fidelity ⇒ Northern Trust Extended Equity Market Index Fund [OT] | $1K – $15K |
| LabCorp 401(k) through Fidelity ⇒ Victory Sycamore Small Company Opportunity CL A (SSGSX) [MF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ | $1K – $15K |
| Morgan Luttrell- Roth IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF] | $1K – $15K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ | $1K – $15K |
| Vanguard Total Bond Market ETF (BND) [EF] | $1K – $15K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ Vanguard Mortgage-Backed Securities ETF (VMBS) [EF] | $1K – $15K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $1K – $15K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ iShares U.S. Treasury Bond ETF (GOVT) [EF] | $1K – $15K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ iShares Core S&P U.S. Growth ETF (IUSG) [MF] | $1K – $15K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ WisdomTree Japan Hedged Equity Fund (DXJ) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Short-Term Treasury ETF (VGSH) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Short-Term Corporate Bond ETF (VCSH) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Long-Term Treasury ETF (VGLT) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Long-Term Corporate Bond ETF (VCLT) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Intermediate-Term Treasury ETF (VGIT) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard Intermediate-Term Corporate Bond ETF (VCIT) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ The Consumer Discretionary Select Sector SPDR Fund (XLY) [MF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ SPDR Select Sector Fund - Financial (XLF) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Schwab Fundamental Emerging Markets Equity ETF (FNDE) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ JPMorgan Ultra-Short Income ETF (JPST) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Janus Henderson Mortgage-Backed Securities ETF (JMBS) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI United Kingdom ETF (EWU) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Japan Index Fund (EWJ) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Germany Index Fund (EWG) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) [MF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI EAFE Min Vol Factor ETF (EFAV) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Canada Index Fund (EWC) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Inc iShares MSCI Switzerland ETF (EWL) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Industrial Select Sector SPDR Fund (XLI) [MF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Health Care Select Sector SPDR Fund (XLV) [MF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Energy Select Sector SPDR Fund (XLE) [MF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Consumer Staples Select Sector SPDR Fund (XLP) [MF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Communication Services Select Sector SPDR Fund (XLC) [MF] | $1K – $15K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ CASH [MF] | $1K – $15K |
| Morgan Luttrell- Roth IRA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF] | $1K – $15K |
| Gunner Luttrell Roth IRA ⇒ SPDR S&P 500 (SPY) [EF] | $1K – $15K |
| Vanguard FTSE Developed Markets ETF (VEA) [MF] | $1K – $15K |
| Vanguard FTSE Emerging Markets ETF (VWO) [MF] | $1K – $15K |
| State Street Real Estate Select Sector SPDR ETF (XLRE) [EF] | $1K – $15K |
| Lincoln Luttrell IRA ⇒ SPDR Portfolio S&P 500 ETF (SPLG) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ | $1 – $1K |
| Spouse - CIO Moderate ETF Core (IRA) ⇒ Vanguard Total International Bond ETF (BNDX) [EF] . | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Xtrackers MSCI Europe Hedged Equity ETF (DBEU) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Vanguard FTSEEuropean ETF (VGK) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ SPDR Select Sector Fund - Utilities (XLU) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ SPDR Blackstone Senior Loan ETF (SRLN) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Schwab U.S. TIPs ETF (SCHP) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Schwab Fundamental International Equity ETF (FNDF) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Pacific Ex-Japan Index Fund (EPP) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Hong Kong Index Fund (EWH) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI France Index Fund (EWQ) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI China ETF (MCHI) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares MSCI Australia Index Fund (EWA) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Inc iShares MSCI South Korea ETF (EWY) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Inc iShares MSCI Mexico ETF (EWW) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Inc iShares MSCI Italy ETF (EWI) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Inc iShares MSCI Brazil ETF (EWZ) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Fallen Angels USD Bond ETF (FALN) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Invesco Variable Rate Preferred ETF (VRP) [EF] | $1 – $1K |
| Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Fidelity MSCI Utilities Index ETF (FUTY) [EF] | $1 – $1K |