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Kenneth Colin McRoberts - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Kenneth Colin McRoberts

KS-01

Filed December 16, 2025

View Original Document

Transactions

0

Assets

23

Liabilities

2

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: Kenneth Colin McRoberts
Signed Date: December 15, 2025

Assets

23 assets

American Balanced Fund, Class A Shs (ABALX)

Mutual Funds

SelfIncome: None

Value

$15,001 - $50,000

American Century MidCap Value Investor Class (ACMVX)

Liabilities

2 liabilities

Chase

Credit card debt

Self

Amount

$10,000 - $15,000

Citibank

Credit card debt

Self

Amount

Mutual Funds

SpouseIncome: None

Value

$15,001 - $50,000

American Funds New World Fund A (NEWFX)

Mutual Funds

SelfIncome: None

Value

$15,001 - $50,000

American Funds SMALLCAP World A (SMCWX)

Mutual Funds

SelfIncome: None

Value

$1,001 - $15,000

American Mutual Fund Class A Shares (AMRMX)

Mutual Funds

SelfIncome: None

Value

$50,001 - $100,000

DWS Global High Income Fund - Class A (SGHAX)

Mutual Funds

SelfIncome: None

Value

$1,001 - $15,000

EuroPacific Growth Fund Cl R-6 (RERGX)

Mutual Funds

SpouseIncome: None

Value

$1,001 - $15,000

Fundamental Investors, Class R-6 Shares (RFNGX)

Mutual Funds

SpouseIncome: None

Value

$15,001 - $50,000

Goldman Sachs GQG Partners International Opportunities Fund Class A Shares (GSIHX)

Mutual Funds

SelfIncome: None

Value

$1,001 - $15,000

iShares Core Dividend Growth ETF (DGRO)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1,001 - $15,000

iShares Flexible Income Active ETF (BINC)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1,001 - $15,000

iShares Russell Top 200 Growth ETF (IWY)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1,001 - $15,000

JPMorgan Ultra-Short Income ETF (JPST)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1,001 - $15,000

Lord Abbett Emerging Markets Corporate Debt Fund Cl A (LCDAX)

Mutual Funds

SelfIncome: None

Value

$1,001 - $15,000

SPDR Portfolio High Yield Bond ETF (SPHY)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1,001 - $15,000

SPDR Portfolio S&P 500 ETF (SPLG)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$15,001 - $50,000

Transamerica Capital Growth Class A (IALAX)

Mutual Funds

SelfIncome: None

Value

$15,001 - $50,000

T. Rowe Price All-Cap Opportunities Fund I Class (PNAIX)

Mutual Funds

SpouseIncome: None

Value

$15,001 - $50,000

Vanguard Index Trust Small-Cap Index Fund Instl Shares (VSCIX)

Mutual Funds

SpouseIncome: None

Value

$15,001 - $50,000

Vanguard Real Estate Index Fund Institutional Shares (VGSNX)

Mutual Funds

SpouseIncome: None

Value

$1,001 - $15,000

Virtus KAR International Small-Mid Cap Fund - Class A (VISAX)

Mutual Funds

SelfIncome: None

Value

$1,001 - $15,000

Virtus Silvant Focused Growth Fund CL A (PGWAX)

Mutual Funds

SelfIncome: None

Value

$15,001 - $50,000

VY T. Rowe Price Capital Appreciation Portfolio Service (ITCSX)

Mutual Funds

SpouseIncome: None

Value

$15,001 - $50,000

$15,001 - $50,000