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Christian Urrutia - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Christian Urrutia

NH-NH01

Filed August 27, 2025

View Original Document

Transactions

0

Assets

140

Liabilities

5

Details

Report Title: Financial Disclosure Report
Signed By: Christian Urrutia
Signed Date: August 26, 2025

Assets

140 assets

401K WF

IRA (Held in Cash)

SelfIncome: Tax-Deferred

Value

$50K - $100K

Airbnb, Inc. - Class A Common Stock (ABNB)

Stocks (including ADRs)

Liabilities

5 liabilities

Cenlar FSB

loan for co-op

Self

Amount

$500K - $1M

Cenlar FSB

Home loan

Self

Amount

SelfIncome: Capital Gains($5K - $15K)

Value

$500K - $1M

Airbnb, Inc. - Class A Common Stock (ABNB) (RSU)

Restricted Stock Units (RSUs)

SelfIncome: None

Value

$500K - $1M

Allstate Corporation (ALL) (401K holding)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1 - $1K

Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

SpouseIncome: None

Value

$1K - $15K

Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

Apple Inc. - Common Stock (AAPL) (401K holding)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Back account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Bank account

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$50K - $100K

Bank Account Check

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$50K - $100K

Bank account checking

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($1 - $200)

Value

$15K - $50K

Bank account checking

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($201 - $1K)

Value

$50K - $100K

Bank account checking

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($2.5K - $5K)

Value

$100K - $250K

Bank Deposit

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$1K - $15K

BLACKROCK FDS II SCI&TECH INST

Other

SelfIncome: Capital Gains, Dividends($15K - $50K)

Value

$15K - $50K

BLACKROCK FUNDS II HLTHSC OP I

Other

SelfIncome: Capital Gains, Dividends($2.5K - $5K)

Value

$15K - $50K

BlackRock HlthSc Op I (SHSSX)

Mutual Funds

SelfIncome: Capital Gains, Dividends($201 - $1K)

Value

$1K - $15K

BlackRock, Inc. Common Stock (BLK)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$1K - $15K

BlackRock, Inc. Common Stock (BLK)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

BlackRock Science & Technology Opportunities Portf Insti Class (BGSIX) (401K holding)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Broadcom Inc. - Common Stock (AVGO)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$1K - $15K

Broadcom Inc. - Common Stock (AVGO)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Cash account WF

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

Chevron Corporation Common Stock (CVX) (401K holding)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Cohen & Steers Realty Shares, Inc. Class I (CSJIX) (401K holding)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

Co-op, work space

Real Property

SelfIncome: None

Value

$500K - $1M

Cryptocurrency

Cryptocurrency

SelfIncome: None

Value

$1K - $15K

DBX ETF Tr Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) (401K holding)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

EATON VANCE MUNS TR II PARAMETRC 5-15 I

Other

SelfIncome: Capital Gains, Dividends($201 - $1K)

Value

$15K - $50K

Fidelity Institutional Money Market Fds: Gov Pt Cl I (FIGXX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100K - $100K

Ford Motor Company Common Stock (F)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

GE Aerospace Common Stock (GE)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Google Inc. - Class C Capital Stock When Issued (GOOCV)

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

Home Depot, Inc. (HD)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Invesco Developing Markets Fund Class Y (ODVYX) (401K holding)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1K - $15K

INVT FDS INVESCO INVT FDS DEVELOPING MKT Y

Other

SelfIncome: Capital Gains, Dividends($5K - $15K)

Value

$1K - $15K

iShares Core Dividend Growth ETF (DGRO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

iShares Core Dividend Growth ETF (DGRO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

iShares Core MSCI EAFE ETF (IEFA) (401K holding)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

iShares Core MSCI Emerging Markets ETF (IEMG)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

iShares Core S&P Small-Cap ETF (IJR)

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends($201 - $1K)

Value

$1K - $15K

iShares Currency Hedged MSCI EAFE ETF (HEFA)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) (401K holding)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) (401K holding)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) (401K holding)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

iShares MBS ETF (MBB) (401K holding)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

iShares MSCI EAFE Growth ETF (EFG) (401K holding)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

iShares MSCI EAFE Value ETF (EFV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

iShares Russell 2000 ETF (IWM)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

iShares Short Treasury Bond ETF (SHV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

iShares U.S. Treasury Bond ETF (GOVT)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

JP Morgan Chase & Co. Common Stock (JPM)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Chase & Co. Common Stock (JPM)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

LLC 3 (Real Estate)

Real Property

SelfIncome: Rent($50K - $100K)

Value

$500K - $1M

Mastercard Incorporated Common Stock (MA)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Mastercard Incorporated Common Stock (MA)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$1K - $15K

Meta Platforms, Inc. - Class A Common Stock (META)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Meta Platforms, Inc. - Class A Common Stock (META)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$1K - $15K

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Microsoft Corporation - Common Stock (MSFT) (401K holding)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Money Market

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($5K - $15K)

Value

$250K - $500K

Netflix, Inc. - Common Stock (NFLX)

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

Netflix, Inc. - Common Stock (NFLX)

Stocks (including ADRs)

SpouseIncome: None

Value

$1K - $15K

Neuberger Berman Strategic Income Fund Institutional Class (NSTLX) (401K holding)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

NUVEEN MUN TR HI YLD MUNBD I

Other

SelfIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$1K - $15K

PGIM Total Return Bond Fund Class Z (PDBZX) (401K holding)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1K - $15K

ProShares UltraPro Short QQQ (SQQQ)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1K - $15K

RBC BlueBay U.S. Government Money Market Fund Institutional Class 2 (TIMXX)

Mutual Funds

SelfIncome: Capital Gains, Dividends($2.5K - $5K)

Value

$50K - $100K

RBC BlueBay U.S. Government Money Market Fund Institutional Class 2 (TIMXX) (401K holding)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15K - $50K

RBC BlueBay U.S. Government Money Market Fund Institutional Class 2 (TIMXX) (401K holding - larger)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$100K - $250K

Real Estate

Real Property

SelfIncome: Rent($15K - $50K)

Value

$250K - $500K

Real Estate Manchester 1 (LLC 1)

Real Property

SelfIncome: Rent($15K - $50K)

Value

$500K - $1M

Real Estate Manchester 2 (LLC 2)

Real Property

SelfIncome: Rent($15K - $50K)

Value

$250K - $500K

Rivian Automotive, Inc. - Class A Common Stock (RIVN)

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

Schwab International Equity ETF (SCHF)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

Schwab International Equity ETF (SCHF)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

Schwab U.S. TIPs ETF (SCHP)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Small Business

Ownership Interest (Engaged in a Trade or Business)

SpouseIncome: None

Value

$100K - $250K

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$100K - $250K

SPDR Bloomberg Convertible Securities ETF (CWB) (401K holding)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

SPDR Bloomberg High Yield Bond ETF (JNK) (401K holding)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

SPDR S&P 500 (SPY)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

SPDR S&P 500 (SPY)

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends($1K - $2.5K)

Value

$1K - $15K

SPDR S&P Dividend ETF (SDY) (401K holding)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Stellantis N.V. Common Shares (STLA)

Stocks (including ADRs)

SelfIncome: Capital Gains($201 - $1K)

Value

Not disclosed

Tesla, Inc. - Common Stock (TSLA)

Stocks (including ADRs)

SpouseIncome: None

Value

$1K - $15K

Tesla, Inc. - Common Stock (TSLA)

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

TSP

Other

SelfIncome: None

Value

$50K - $100K

Twilio Inc. Class A Common Stock (TWLO)

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

Vanguard Div Appreciation ETF (VIG)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Vanguard Div Appreciation ETF (VIG) (401K holding)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Vanguard Extended Market ETF (VXF)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Vanguard Extended Market ETF (VXF)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

Vanguard Extended Market ETF (VXF)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1 - $200)

Value

$1K - $15K

Vanguard FTSE Developed Markets ETF (VEA)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Vanguard FTSE Developed Markets ETF (VEA)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Vanguard FTSE Developed Markets ETF (VEA)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Vanguard FTSE Developed Markets ETF (VEA)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$1K - $15K

Vanguard FTSE Developed Markets ETF (VEA) (401K holding)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Vanguard FTSE Developed Markets ETF (VEA) (401K holding - spouse)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Vanguard FTSE Emerging Markets ETF (VWO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

Vanguard FTSE Emerging Markets ETF (VWO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

Vanguard FTSE Emerging Markets ETF (VWO)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($201 - $1K)

Value

$1K - $15K

Vanguard FTSE Emerging Markets ETF (VWO) (401K holding)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Vanguard FTSE Emerging Markets ETF (VWO) (401K holding - spouse)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Vanguard Growth ETF (VUG)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$100K - $250K

Vanguard Growth ETF (VUG) (401K holding - spouse)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Vanguard Health Care ETF (VHT) (401K holding)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Vanguard Information Tech ETF (VGT) (401K holding)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Vanguard Large-Cap ETF (VV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

Vanguard Long-Term Treasury ETF (VGLT) (401K holding - spouse)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Vanguard Mid-Cap ETF (VO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$50K - $100K

Vanguard Mid-Cap ETF (VO) (401K holding)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

VANGUARD MUN BD FDS TAX EXEMPT BD

Other

SelfIncome: Capital Gains, Dividends($1K - $2.5K)

Value

$15K - $50K

Vanguard Real Estate ETF (VNQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Vanguard Real Estate ETF (VNQ) (401K holding - spouse)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Vanguard Russell 2000 ETF (VTWO)

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends($201 - $1K)

Value

$1K - $15K

Vanguard Small-Cap ETF (VB)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Vanguard Small-Cap ETF (VB)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($201 - $1K)

Value

$1K - $15K

Vanguard Small-Cap ETF (VB) (401K holding)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1K - $2.5K)

Value

$15K - $50K

Vanguard Target Retirement 2050 Fund (VFIFX) (401K holding)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

Vanguard Tax-Exempt Bond ETF (VTEB)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($201 - $1K)

Value

$15K - $50K

Vanguard Total Stock Market ETF (VTI)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

Vanguard Total Stock Market ETF (VTI)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Vanguard Total Stock Market ETF (VTI) (401K holding)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Vanguard Total Stock Market ETF (VTI) (401K holding)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$100K - $250K

Vanguard Total Stock Market ETF (VTI) (401K holding - spouse)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Vanguard Total World Stock Index ETF (VT) (401K holding)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Vanguard Value ETF (VTV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$50K - $100K

Visa Inc. (V)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$1K - $15K

Walmart Inc. Common Stock (WMT)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

WF Cash 2

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$1K - $15K

Whole life insurance

Whole/Universal Insurance

SpouseIncome: None

Value

$1K - $15K

$100K - $250K

Guild Mortgage

Home Loan

Self

Amount

$500K - $1M

JPM

Home loan

Self

Amount

$100K - $250K

Pennymac

Home loan

Self

Amount

$250K - $500K