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Steven Burt - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Steven Burt

UT-04

Filed February 5, 2026

View Original Document

Transactions

0

Assets

33

Liabilities

6

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: Steven Burt
Signed Date: February 5, 2026

Assets

33 assets

Centered Financial- Cash Reserve ⇒ Bank Hapoalim

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Centered Financial- Cash Reserve ⇒ CIBC Bank

Liabilities

6 liabilities

American Express

Credit Card Debt

Joint

Amount

$50,001 - $100,000

American Express

Credit Card Debt

Self

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Centered Financial- Cash Reserve ⇒ State Street Bank and Trust Co.

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Centered Financial- Cash Reserve ⇒ Truist Bank

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Centered Financial- Cash Reserve ⇒ Webster Bank

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1 - $1,000

Centered Financial- Cash Reserve ⇒ Wells Fargo Bank, N.A.

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Centered Financial Steven Burt- Roth IRA ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- Roth IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- Roth IRA ⇒ iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- Roth IRA ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- Roth IRA ⇒ JPMorgan International Research Enhanced Equity ETF (JIRE)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- Roth IRA ⇒ JPMorgan U.S. Quality Factor ETF (JQUA)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- SEP IRA ⇒ Fidelity Advisor Total Bond Fund: Class Z (FBKWX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- SEP IRA ⇒ Fidelity Government Cash Reserves

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- SEP IRA ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- SEP IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- SEP IRA ⇒ iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Centered Financial Steven Burt- SEP IRA ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- SEP IRA ⇒ iShares U.S. Treasury Bond ETF (GOVT)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- SEP IRA ⇒ JPMorgan International Research Enhanced Equity ETF (JIRE)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- SEP IRA ⇒ JPMorgan U.S. Quality Factor ETF (JQUA)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- SEP IRA ⇒ Pacer US Cash Cows 100 ETF (COWZ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- SEP IRA ⇒ State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- Traditional IRA ⇒ iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Centered Financial Steven Burt- Traditional IRA ⇒ JPMorgan International Research Enhanced Equity ETF (JIRE)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Cash Reserves (FDRXX)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends, Interest($201 - $1,000)

Value

$15,001 - $50,000

my529 Plan- Maxwell Burt ⇒ Target Enrollment 2028/2029 (UTAGX)

529 PortfolioExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

my529 Plan- Samuel ⇒ Target Enrollment 2026/2027 (UTAEX)

529 PortfolioExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Univ Utah 401a ⇒ Vanguard Target 2045

OtherExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Univ Utah 403b ⇒ Vanguard Target Retirement 2045

OtherExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Zions Bank Checking

Bank Accounts, Money Market Accounts and CDs

JointIncome: None

Value

$1,001 - $15,000

Zions Bank Checking

Bank Accounts, Money Market Accounts and CDs

JointIncome: None

Value

$15,001 - $50,000

Zions Bank Checking

Bank Accounts, Money Market Accounts and CDs

DependentIncome: None

Value

$1,001 - $15,000

Amount

$15,001 - $50,000

Bank of America

Credit Card Debt

Joint

Amount

$15,001 - $50,000

NelNet

Student Loans

Spouse

Amount

$100,001 - $250,000

US Bank

Trailer Loan

Joint

Amount

$15,001 - $50,000

US Dept of Education

Student Loan

Self

Amount

$15,001 - $50,000