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Carlos De La Cruz - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Carlos De La Cruz

TX-35

Filed February 5, 2026

View Original Document

Transactions

0

Assets

32

Liabilities

0

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Carlos De La Cruz
Signed Date: February 4, 2026

Assets

32 assets

ADP_401K (Carlos) ⇒ Fidelity Freedom Index 2045 Fund - Investor Class (FIOFX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

ADP_401K (Carlos) ⇒ State Street Equity 500 Index Fund Class K (SSSYX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

ADP_401K (Carlos) ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Allianz 222 Fixed Annuity

Fixed Annuity

SelfIncome: Annuity Payments($201 - $1,000)

Value

$50,001 - $100,000

American Funds_ROTH IRA (Annie) ⇒ The Growth Fund of America Class A Shares (AGTHX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

American Funds_ROTH IRA (Carlos) ⇒ American Funds Growth Portfolio Class A (GWPAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

American Funds_ROTH IRA (Carlos) ⇒ American Funds New Economy Fund A (ANEFX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

American Funds_ROTH IRA (Carlos) ⇒ American Funds SMALLCAP World A (SMCWX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1,000

American Funds_ROTH IRA (Carlos) ⇒ The Growth Fund of America Class A Shares (AGTHX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Capital One Savings

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

CommuniCare 401K (Annie) ⇒ Fidelity 500 Index Fund (FXAIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

CommuniCare 401K (Annie) ⇒ Fidelity Small Cap Index Fund (FSSNX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

CommuniCare 401K (Annie) ⇒ T. Rowe Price Blue Chip Growth Fund, Inc. (TRBCX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

CommuniCare 401K (Annie) ⇒ Vanguard Developed Markets Index Admiral (VTMGX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

RBFCU

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$15,001 - $50,000

Schwab_ROTH IRA (Annie) ⇒ Schwab International Index Fund - Select Shares (SWISX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab_ROTH IRA (Annie) ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab_ROTH IRA (Annie) ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab_ROTH IRA (Annie) ⇒ Schwab U.S. Large-Cap Growth Index Fund (SWLGX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab_ROTH IRA (Carlos) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab_ROTH IRA (Carlos) ⇒ Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab_ROTH IRA (Carlos) ⇒ ARK Innovation ETF (ARKK)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab_ROTH IRA (Carlos) ⇒ Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab_ROTH IRA (Carlos) ⇒ Rivian Automotive, Inc. - Class A Common Stock (RIVN)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Schwab_ROTH IRA (Carlos) ⇒ Schwab International Index Fund - Select Shares (SWISX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab_ROTH IRA (Carlos) ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab_ROTH IRA (Carlos) ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab_ROTH IRA (Carlos) ⇒ Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab_ROTH IRA (Carlos) ⇒ Schwab U.S. Broad Market ETF (SCHB)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab_ROTH IRA (Carlos) ⇒ Visa Inc. (V)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Valor Healthcare 401k (Annie) ⇒ Fidelity 500 Index Fund (FXAIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Valor Healthcare 401k (Annie) ⇒ T. Rowe Price Retirement Blend 2045 Fund (TRBQX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000