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Congress
Raul Ruiz
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
$27.18
AMEFX · 2026-10-09 · USD
Stock price change
−$0.26
-0.95% 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
$9.9K
As of 2026-10-09
Estimated gain / loss
−$94.75
-0.95%
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 |
|---|---|
| US Acute Care Solutions Profit Sharing/401(k) Plan and Trust ⇒ Fidelity Freedom Index 2035 Fund - Investor Class (FIHFX) [MF] | $250K – $500K |
| My Savings Direct [BA] | $100K – $250K |
| Summit Wealth Management - IRA ⇒ iShares Core High Dividend ETF (HDV) [EF] | $50K – $100K |
| Summit Wealth Management - IRA ⇒ Vanguard Information Tech ETF (VGT) [EF] | $50K – $100K |
| Bank of America - Checking [BA] | $15K – $50K |
| Summit Wealth Management - IRA ⇒ First Trust NASDAQ Technology Dividend Index Fund (TDIV) [EF] | $15K – $50K |
| Summit Wealth Management - IRA ⇒ iShares U.S. Industrials ETF (IYJ) [EF] | $15K – $50K |
| Summit Wealth Management - IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) [MF] | $15K – $50K |
| Summit Wealth Management - IRA ⇒ The Income Fund of America, Class F-2 Shares (AMEFX) [MF] | $15K – $50K |
| Summit Wealth Management - IRA ⇒ Vanguard Mega Cap ETF (MGC) [EF] | $15K – $50K |
| Summit Wealth Management - IRA ⇒ Alerian MLP ETF (AMLP) [EF] | $15K – $50K |
| Summit Wealth Management - IRA ⇒ iShares Expanded Tech-Software Sector ETF (IGV) [EF] | $15K – $50K |
| Summit Wealth Management - IRA ⇒ iShares U.S. Medical Devices ETF (IHI) [EF] | $15K – $50K |
| Summit Wealth Management - IRA ⇒ Global X NASDAQ 100 Covered Call ETF (QYLD) [EF] | $15K – $50K |
| Summit Wealth Management - IRA ⇒ Vanguard Health Care ETF (VHT) [EF] | $15K – $50K |
| Summit Wealth Management - IRA ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) [EF] | $15K – $50K |
| Summit Wealth Management - IRA ⇒ State Street Financial Select Sector SPDR ETF (XLF) [EF] | $15K – $50K |
| ScholarShare 529 Plan #1 ⇒ 2032/2033 Enrollment Portfolio Passive [5F] | $1K – $15K |
| ScholarShare 529 Plan #2 ⇒ 2032/2033 Enrollment Portfolio Passive [5F] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ Allspring Money Market Fund - Premier Class (WMPXX) [MF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ First Trust Water ETF (FIW) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ Invesco Preferred ETF (PGX) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ iShares 0-5 Year TIPS Bond ETF (STIP) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ iShares Floating Rate Bond ETF (FLOT) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ | $1K – $15K |
| Summit Wealth Management - IRA ⇒ iShares North American Natural Resources ETF (IGE) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ JPMorgan Ultra-Short Income ETF (JPST) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ PGIM Floating Rate Income Fund Class Z (FRFZX) [MF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ Wells Fargo Bank, N.A. [IH] | $1K – $15K |
| UC Retirement Savings Plan ⇒ UC Savings Fund [MF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ PIMCO Investment Grade Corporate Bond Index Exchange- Traded Fund (CORP) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ iShares iBoxx $ High Yield Corporate Bond ETF (HYG) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ iShares International Select Dividend ETF (IDV) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ iShares Preferred and Income Securities ETF (PFF) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ Invesco BuyBack Achievers ETF (PKW) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ Invesco Aerospace & Defense ETF (PPA) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ First Trust Cloud Computing ETF (SKYY) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ Vanguard Communication Services ETF (VOX) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ SPDR Select Sector Fund - Utilities (XLU) [EF] | $1K – $15K |
| Summit Wealth Management - IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF] | $1K – $15K |
| Eisenhower Medical Center Retirement Plan [PE] | Not specified |
| Summit Wealth Management - IRA ⇒ DoubleLine Total Return Bond Fund Class I (DBLTX) [MF] | Not specified |
| Summit Wealth Management - IRA ⇒ iShares Trust iShares U.S. Transportation ETF (IYT) [EF] | Not specified |
| Summit Wealth Management - IRA ⇒ Multi-Asset Diversified Income Index Fund (MDIV) [EF] | Not specified |
| Summit Wealth Management - IRA ⇒ SPDR Bloomberg Convertible Securities ETF (CWB) [EF] | Not specified |
| Summit Wealth Management - IRA ⇒ Vanguard Total Bond Market ETF (BND) [EF] | Not specified |