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Hon. Yadira Caraveo - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Hon. Yadira Caraveo

CO-08

Filed August 14, 2025

View Original Document

Transactions

0

Assets

14

Liabilities

4

Details

Report Title: Financial Disclosure Report - Candidate
Submission Method: Electronic
Signed By: Hon. Yadira Caraveo
Signed Date: August 13, 2025

Assets

14 assets

Capital World Bond Fund, Cl F-1 Shares (WBFFX) - Securian Minnesota Life VUL

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Chase bank accounts

Liabilities

4 liabilities

BOK Financial

Mortgage on personal residence

Self

Amount

$250,001 - $500,000

Discover

Personal Loan

Self

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$1,001 - $15,000

Fundamental Investors, Class A Shares (ANCFX) - Cetera Advisor Networks Roth IRA

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Invesco U.S. Government Money Portfolio Class Y (OMBXX) - Invesco IRA

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Morgan Stanley VIF Emerging Markets Equity Portfolio - Securian Minnesota Life VUL

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Rental Property (Albuquerque, NM)

Real Property

SelfIncome: Rent($5,001 - $15,000)

Value

$250,001 - $500,000

SFT Index 400 Mid-Cap Fund - Securian Minnesota Life VUL

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

SFT Real Estate Securities Fund Class 1 - Securian Minnesota Life VUL

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Capital Growth - Securian Minnesota Life VUL

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Equity Income - Securian Minnesota Life VUL

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard International - Securian Minnesota Life VUL

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard Small Company Growth - Securian Minnesota Life VUL

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Vanguard S&P 500 ETF (VOO) - via Acorns Account

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

Vanguard Total Bond Market - Securian Minnesota Life VUL

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Amount

$15,001 - $50,000

Fedloan

Student loan

Self

Amount

$250,001 - $500,000

Mr. Cooper

Mortgage on Albuquerque, NM property

Self

Amount

$100,001 - $250,000