Morgan Joe Luttrell — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| Alphabet Inc. - Class A (GOOGL) | $1,001 - $15,000 · None |
| Fidelity Wise Origin Bitcoin Fund (FBTC) | $1,001 - $15,000 · Tax-Deferred |
| iShares Core S&P U.S. Growth ETF (IUSG) | $1,001 - $15,000 · Capital Gains, Dividends |
| iShares Core S&P U.S. Value ETF (IUSV) | $1,001 - $15,000 · Capital Gains, Dividends |
| MERRILL LYNCH SAVINGS | $1,001 - $15,000 · Interest |
| State Street Materials Select Sector SPDR ETF (XLB) | $1,001 - $15,000 · Tax-Deferred |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | $1,001 - $15,000 · Tax-Deferred |
| USAA 529 Educ. Savings Plan - Age-based 9-11: Moderate portfolio | $15,001 - $50,000 · Tax-Deferred |
| USAA Bank Account | $1,001 - $15,000 · None |
| USAA Bank Account- Savings | $1,001 - $15,000 · Interest |
| Vanguard FTSE Developed Markets ETF (VEA) | $1,001 - $15,000 · Capital Gains, Dividends |
| Vanguard FTSE Emerging Markets ETF (VWO) | $1,001 - $15,000 · Capital Gains, Dividends |
| Vanguard Mortgage-Backed Securities Index Fund (VMBS) | $1,001 - $15,000 · Capital Gains, Dividends |
| Vanguard Russell 2000 ETF (VTWO) | $1,001 - $15,000 · Tax-Deferred |
| Vanguard Russell 2000 ETF (VTWO) | $1,001 - $15,000 · Capital Gains, Dividends |
| Vanguard Total Bond Market ETF (BND) | $1,001 - $15,000 · Tax-Deferred |
| VCSP College America | $15,001 - $50,000 · Tax-Deferred |
| SPDR S&P 500 (SPY) | $1,001 - $15,000 · Tax-Deferred |
| Fidelity International Discovery (FIGRX) | $1,001 - $15,000 · Tax-Deferred |
| JPMorgan Equity Income Fund R6 (OIEJX) | $1,001 - $15,000 · Tax-Deferred |
| Loomis Sayles Small Cap Growth Fd Cl N (LSSNX) | $1,001 - $15,000 · Tax-Deferred |
| Northern Trust ACWI EX-US IMI 4 | $1,001 - $15,000 · Tax-Deferred, Tax-Deferred |
| Tier 4 | no value stated |
| Northern Trust Extended Equity Market Index Fund | $1,001 - $15,000 · Tax-Deferred |
| asset | $1,001 - $15,000 · Tax-Deferred |
| SPDR Portfolio S&P 500 ETF (SPLG) | $1 - $1,000 · Tax-Deferred |
| CASH | no value stated |
| $1,001 - $15,000Tax-Deferred Communication Services Select Sector SPDR Fund (XLC) | no value stated |
| $1,001 - $15,000Tax-Deferred Consumer Staples Select Sector SPDR Fund (XLP) | no value stated |
| $1,001 - $15,000Tax-Deferred Energy Select Sector SPDR Fund (XLE) | no value stated |
| $1,001 - $15,000Tax-Deferred Fidelity MSCI Utilities Index ETF (FUTY) | no value stated |
| $1 - $1,000Tax-Deferred Health Care Select Sector SPDR Fund (XLV) | no value stated |
| $1,001 - $15,000Tax-Deferred Industrial Select Sector SPDR Fund (XLI) | no value stated |
| $1,001 - $15,000Tax-Deferred Invesco Variable Rate Preferred ETF (VRP) | no value stated |
| $1 - $1,000Tax-Deferred iShares Core MSCI EAFE ETF (IEFA) | no value stated |
| $1,001 - $15,000Tax-Deferred iShares Core MSCI Emerging Markets ETF (IEMG) | no value stated |
| $1,001 - $15,000Tax-Deferred iShares Fallen Angels USD Bond ETF (FALN) | no value stated |
| $1 - $1,000Tax-Deferred iShares Inc iShares MSCI Brazil ETF (EWZ) | no value stated |
| $1 - $1,000Tax-Deferred iShares Inc iShares MSCI Italy ETF (EWI) | no value stated |
| $1 - $1,000Tax-Deferred iShares Inc iShares MSCI Mexico ETF (EWW) | no value stated |
| … | 43 further assets are in the source document |