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John Bartlett - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

John Bartlett

NJ-11

Filed January 14, 2026

View Original Document

Transactions

0

Assets

93

Liabilities

3

Details

Report Title: Financial Disclosure Report - Candidate Report
Signed By: John Bartlett
Signed Date: January 14, 2026

Assets

93 assets

Cash

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1K - $15K

Cash - IRA 3

Bank Accounts, Money Market Accounts and CDs

Liabilities

3 liabilities

Acura Financial Services

Car Loan

Spouse

Amount

$15K - $50K

American Education Services

Consolidated Student Loans

Joint

SelfIncome: Tax-Deferred

Value

$1K - $15K

CREF Global Equities Account - R2 (QCGLPX) - TIAA-CREF (Spouse)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15K - $50K

CREF Global Equities Account - R2 (QCGLPX) - TIAA-CREF (Spouse) [2]

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15K - $50K

CREF Growth Account - R2 (QCGRPX) - TIAA-CREF (Spouse)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$100K - $250K

Fidelity MSCI Communication Services Index ETF (FCOM)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Fidelity MSCI Communication Services Index ETF (FCOM) - IRA 1

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1K

Fidelity MSCI Communication Services Index ETF (FCOM) - IRA 3

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Communication Services Index ETF (FCOM) - IRA 5

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1K

Fidelity MSCI Communication Services Index ETF (FCOM) - IRA 6

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Consumer Staples Index ETF (FSTA)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Fidelity MSCI Consumer Staples Index ETF (FSTA) - IRA 1

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1K

Fidelity MSCI Consumer Staples Index ETF (FSTA) - IRA 3

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Consumer Staples Index ETF (FSTA) - IRA 5

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1K

Fidelity MSCI Consumer Staples Index ETF (FSTA) - IRA 6

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Financials Index ETF (FNCL)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Fidelity MSCI Financials Index ETF (FNCL) - IRA 1

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Financials Index ETF (FNCL) - IRA 3

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Fidelity MSCI Financials Index ETF (FNCL) - IRA 5

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Financials Index ETF (FNCL) - IRA 6

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Health Care Index ETF (FHLC)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Fidelity MSCI Health Care Index ETF (FHLC) - IRA 1

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1K

Fidelity MSCI Health Care Index ETF (FHLC) - IRA 3

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Health Care Index ETF (FHLC) - IRA 5

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1K

Fidelity MSCI Health Care Index ETF (FHLC) - IRA 6

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Industrials Index ETF (FIDU)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Fidelity MSCI Industrials Index ETF (FIDU) - IRA 1

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Industrials Index ETF (FIDU) - IRA 3

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Industrials Index ETF (FIDU) - IRA 5

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1K

Fidelity MSCI Industrials Index ETF (FIDU) - IRA 6

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Information Technology Index ETF (FTEC)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$15K - $50K

Fidelity MSCI Information Technology Index ETF (FTEC) - IRA 1

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Information Technology Index ETF (FTEC) - IRA 3

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Fidelity MSCI Information Technology Index ETF (FTEC) - IRA 5

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Information Technology Index ETF (FTEC) - IRA 6

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Fidelity MSCI Materials Index ETF (FMAT)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Fidelity MSCI Materials Index ETF (FMAT) - IRA 1

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1K

Fidelity MSCI Materials Index ETF (FMAT) - IRA 3

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Materials Index ETF (FMAT) - IRA 5

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1K

Fidelity MSCI Materials Index ETF (FMAT) - IRA 6

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Utilities Index ETF (FUTY)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Fidelity MSCI Utilities Index ETF (FUTY) - IRA 1

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Utilities Index ETF (FUTY) - IRA 3

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity MSCI Utilities Index ETF (FUTY) - IRA 5

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1K

Fidelity MSCI Utilities Index ETF (FUTY) - IRA 6

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

First Trust Bloomberg Emerging Market Democracies ETF (EMDM)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($201 - $1K)

Value

$1K - $15K

First Trust Bloomberg Emerging Market Democracies ETF (EMDM) - IRA 2

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

First Trust Capital Strength ETF (FTCS)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

First Trust Capital Strength ETF (FTCS) - IRA 2

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

First Trust Growth Strength ETF (FTGS)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

First Trust Growth Strength ETF (FTGS) - IRA 2

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

First Trust Rising Dividend Achievers ETF (RDVY)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

First Trust Rising Dividend Achievers ETF (RDVY) - IRA 2

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) - IRA 2

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

First Trust VL Dividend (FVD)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

First Trust VL Dividend (FVD) - IRA 2

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Harbor Capital Appreciation Fund - Retirement Class (HNACX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$100K - $250K

Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Invesco S&P 500 Quality ETF (SPHQ)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

iShares Russell 1000 Value ETF (IWD)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

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

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$100K - $250K

NJ BEST 529 Plan - Franklin Growth Allocation 529 Portfolio

529 Portfolio

SelfIncome: Tax-Deferred

Value

$100K - $250K

NYLI Winslow Large Cap Growth Fund Class I (MLAIX) - TIAA-CREF (Spouse)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$100K - $250K

PGIM Quant Solutions Mid-Cap Index Fund - Class R6 (PQCCX) - NJ DCRP

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Schwab Investor Checking

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$50K - $100K

Schwab Prime Advantage Money Fund - Investor Shares (SWVXX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends, Interest($1 - $200)

Value

$1 - $1K

Schwab S&P 500 Index Fund - Select Shares (SWPPX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Schwab S&P 500 Index Fund - Select Shares (SWPPX)

Mutual FundsExcepted Investment Fund

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

Value

$100K - $250K

Schwab S&P 500 Index Fund - Select Shares (SWPPX) - IRA 4

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$100K - $250K

Schwab U.S. Broad Market ETF (SCHB) - IRA 4

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Schwab US Dividend Equity ETF (SCHD) - IRA 4

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15K - $50K

SPDR Dow Jones Industrial Average ETF (DIA)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

State Street Communication Services Select Sector SPDR ETF (XLC)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

State Street Communication Services Select Sector SPDR ETF (XLC) - IRA 1

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

State Street Communication Services Select Sector SPDR ETF (XLC) - IRA 3

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

State Street Communication Services Select Sector SPDR ETF (XLC) - IRA 5

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1 - $1K

State Street Communication Services Select Sector SPDR ETF (XLC) - IRA 6

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

TIAA Real Estate Account (QREARX) - TIAA-CREF (Spouse)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1K - $15K

T. Rowe Price Retirement 2035 Fund - I Class (TRFJX) - TIAA-CREF (Spouse)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15K - $50K

Vanguard Dividend Appreciation ETF (VIG)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($201 - $1K)

Value

$15K - $50K

Vanguard Dividend Appreciation ETF (VIG) - IRA 2

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Vanguard FTSE Developed Markets ETF (VEA)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($201 - $1K)

Value

$1K - $15K

Vanguard FTSE Developed Markets ETF (VEA) - IRA 2

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Vanguard Growth ETF (VUG)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($1 - $200)

Value

$1K - $15K

Vanguard Growth ETF (VUG) - IRA 2

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) - NJ DCRP

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50K - $100K

Vanguard Institutional Index (VINIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$100K - $250K

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends, Interest($201 - $1K)

Value

$15K - $50K

Vanguard S&P 500 ETF (VOO) - IRA 2

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Vanguard Treasury Money Market Fund (VUSXX)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends, Interest($2.5K - $5K)

Value

$50K - $100K

Amount

$10K - $15K

Wells Fargo Home Mortgage

Mortgage on Personal Residence

Joint

Amount

$250K - $500K