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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.

Stock growth & value

Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.

Latest stored close
$70.25
BND · 2026-10-12 · USD
Stock price change
−$4.50
-6.02% over the displayed dates
Chart dates
2025-10-14 – 2026-10-12
Completed daily price dates

Stock price · move across the chart or use arrow keys

Oct 14, 2025Oct 12, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$9.4K
As of 2026-10-12
Estimated gain / loss
−$602.01
-6.02%

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.

AssetDisclosed 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

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