Trade Volume by Year
No trades on record.
Top Traded Sectors
No sector data.
Recent Trades
No trades on record for this member.
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Morgan Luttrell reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
How the headline is drawn. The midpoint of the assets’ brackets less the midpoint of the debts’, the arithmetic OpenSecrets used for its net-worth rankings and NOTUS uses today, so it lands where other estimates of Morgan Luttrell’s wealth land. The two ranges below overlap, so the floor of this estimate is below zero: a member must list the mortgage on their home and need not list the home, which is how a filing ends up here. Read it as an estimate, not a bound.
By Kind of Asset
- Exchange-traded funds55 lines$307K
- Mutual funds19 lines$152K
- Other4 lines$57K
- 529 portfolio1 line$33K
- Bank accounts, money market accounts & CDs3 lines$24K
- Stocks1 line$8K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| XLK SPDR Select Sector Fund - Technology (XLK) | Exchange-traded funds | — | $15,001 - $50,000 |
| USAA 529 Educ. Savings Plan - Age-based 9-11: Moderate portfolio | 529 portfolio | Dependent child | $15,001 - $50,000 |
| VCSP College America | Other | Dependent child | $15,001 - $50,000 |
| GOOGL Alphabet Inc. - Class A (GOOGL) | Stocks | Joint | $1,001 - $15,000 |
| CASH | Mutual funds | — | $1,001 - $15,000 |
| XLC Communication Services Select Sector SPDR Fund (XLC) | Mutual funds | — | $1,001 - $15,000 |
| XLP Consumer Staples Select Sector SPDR Fund (XLP) | Mutual funds | — | $1,001 - $15,000 |
| XLE Energy Select Sector SPDR Fund (XLE) | Mutual funds | — | $1,001 - $15,000 |
| FIGRX Fidelity International Discovery (FIGRX) | Mutual funds | Spouse | $1,001 - $15,000 |
| FBTC Fidelity Wise Origin Bitcoin Fund (FBTC) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| XLV Health Care Select Sector SPDR Fund (XLV) | Mutual funds | — | $1,001 - $15,000 |
| XLI Industrial Select Sector SPDR Fund (XLI) | Mutual funds | — | $1,001 - $15,000 |
| USIG iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| IEFA iShares Core MSCI EAFE ETF (IEFA) | Exchange-traded funds | — | $1,001 - $15,000 |
| IEMG iShares Core MSCI Emerging Markets ETF (IEMG) | Exchange-traded funds | — | $1,001 - $15,000 |
| ITOT iShares Core S&P Total U.S. Stock Market ETF (ITOT) | Exchange-traded funds | — | $1,001 - $15,000 |
| IUSG iShares Core S&P U.S. Growth ETF (IUSG) | Mutual funds | Joint | $1,001 - $15,000 |
| IUSG iShares Core S&P U.S. Growth ETF (IUSG) | Mutual funds | Spouse | $1,001 - $15,000 |
| IUSV iShares Core S&P U.S. Value ETF (IUSV) | Mutual funds | Joint | $1,001 - $15,000 |
| IUSV iShares Core S&P U.S. Value ETF (IUSV) | Mutual funds | Spouse | $1,001 - $15,000 |
| EWL iShares Inc iShares MSCI Switzerland ETF (EWL) | Exchange-traded funds | — | $1,001 - $15,000 |
| EWC iShares MSCI Canada Index Fund (EWC) | Exchange-traded funds | — | $1,001 - $15,000 |
| EFAV iShares MSCI EAFE Min Vol Factor ETF (EFAV) | Exchange-traded funds | — | $1,001 - $15,000 |
| EEMV iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) | Mutual funds | — | $1,001 - $15,000 |
| EWG iShares MSCI Germany Index Fund (EWG) | Exchange-traded funds | — | $1,001 - $15,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Aug 13, 2026 · 83 assets, 2 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed Aug 12, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 12, 2024Filing ↗
- New Filer · 2023House Clerk · filed Aug 10, 2023Filing ↗
- Other · 2021House Clerk · filed Aug 12, 2022Filing ↗
- Other · 2020House Clerk · filed Aug 24, 2021Filing ↗