Trade Volume by Year
Top Traded Sectors
- Financials100%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Jul 28, 2025filed Aug 13, 2026 | LTCLTC PROPERTIES INC · Crypto |
Sale | $1K – $15K | ↗ | … |
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 Derek Tran 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 Derek Tran’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
- Ownership interest (trade or business)2 lines$3.0M
- Mutual funds18 lines$1.1M
- Exchange-traded funds5 lines$290K
- Stocks11 lines$137K
- Bank accounts, money market accounts & CDs4 lines$124K
- Cryptocurrency6 lines$97K
- Fixed annuity1 line$75K
- 529 portfolio4 lines$57K
- Real property1 line$0
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Nguyen Win, Inc. | Ownership interest (trade or business) | Spouse | $1,000,001 - $5,000,000 |
| DFUSX DFA US Large Company Portfolio (DFUSX) | Mutual funds | Spouse | $250,001 - $500,000 |
| Bank of America bank account | Bank accounts, money market accounts & CDs | Spouse | $50,001 - $100,000 |
| LIHIX BlackRock LifePath Index 2045 Port Insti Cl (LIHIX) | Mutual funds | Spouse | $50,001 - $100,000 |
| WINN Harbor ETF Trust Harbor Long-Term Growers ETF (WINN) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| SMDRX Hartford Schroders US MidCap Opportunities Fund Class SDR (SMDRX) | Mutual funds | Spouse | $50,001 - $100,000 |
| JSNWX John Hancock Income Fund Class R6 (JSNWX) | Mutual funds | Spouse | $50,001 - $100,000 |
| TISBX Nuveen Small Cap Blend Index Fund R6 (TISBX) | Mutual funds | Spouse | $50,001 - $100,000 |
| COWZ Pacer US Cash Cows 100 ETF (COWZ) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| Pacific Life (fixed annuity) | Fixed annuity | — | $50,001 - $100,000 |
| RBFGX The Bond Fund of America, Class R-6 Shares (RBFGX) | Mutual funds | Spouse | $50,001 - $100,000 |
| VOO Vanguard S&P 500 ETF (VOO) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| AMZN Amazon.com, Inc. (AMZN) | Stocks | — | $15,001 - $50,000 |
| Bitcoin | Cryptocurrency | — | $15,001 - $50,000 |
| Chase bank account | Bank accounts, money market accounts & CDs | — | $15,001 - $50,000 |
| CVS CVS Health Corporation (CVS) | Stocks | Spouse | $15,001 - $50,000 |
| Ethereum | Cryptocurrency | — | $15,001 - $50,000 |
| FSPSX Fidelity International Index Fund (FSPSX) | Mutual funds | Spouse | $15,001 - $50,000 |
| JSGTX JHF III U.S. Growth Fund Class R6 (JSGTX) | Mutual funds | Spouse | $15,001 - $50,000 |
| JFIVX John Hancock Variable Insurance Trust 500 Index Trust Series 1 (JFIVX) | Mutual funds | Spouse | $15,001 - $50,000 |
| CALF Pacer US Small Cap Cash Cows 100 ETF (CALF) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| PLFIX Principal Fds, Inc. LargeCap S&P 500 Idx Fd Instl Cl (PLFIX) | Mutual funds | — | $15,001 - $50,000 |
| PSSIX Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl (PSSIX) | Mutual funds | — | $15,001 - $50,000 |
| PEIJX Principal Funds, Inc. - Equity Income, Class J (PEIJX) | Mutual funds | — | $15,001 - $50,000 |
| PCSMX Principal Funds, Inc. -SmallCap Growth Fund I (PCSMX) | Mutual funds | — | $15,001 - $50,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Aug 13, 2026 · 52 assets, 3 liabilities parsedFiling ↗
- Amendment · 2024House Clerk · filed Sep 16, 2025Filing ↗
- New Filer · 2025House Clerk · filed Aug 10, 2025Filing ↗
- Other · 2023House Clerk · filed Aug 9, 2024Filing ↗
- Other · 2023House Clerk · filed Jan 26, 2024Filing ↗

