Steven Burt Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed August 12, 2026. Includes 28 assets and 7 liabilities.

Year:

2026

Est. Net Worth

$426K

2026 candidate report

Total Assets

$502K - $1.4M

28 assets

Total Liabilities

$300K - $730K

7 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Other$566K (4)

ETFs$185K (20)

Mutual Funds$183K (3)

Bank & Cash$8K (1)

All Assets (28)

Asset	Type	Owner	Value	Income
Centered Financial- Joint WROS ⇒ Fidelity Cash Reserves (FDRXX)(FDRXX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends, Interest $201 - $1,000
Centered Financial Steven Burt- Roth IRA ⇒ Fidelity Advisor Total Bond	Other	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- Roth IRA ⇒ Fidelity Emerging Markets Multifactor ETF (FDEM)(FDEM)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- Roth IRA ⇒ Invesco NASDAQ 100 ETF (QQQM)(QQQM)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- Roth IRA ⇒ Invesco S&P SmallCap Momentum ETF (XSMO)(XSMO)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- Roth IRA ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- Roth IRA ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF)(DYNF)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- Roth IRA ⇒ JPMorgan U.S. Quality Factor ETF (JQUA)(JQUA)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ Fidelity Advisor Total Bond	Other	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ Fidelity Emerging Markets Multifactor ETF (FDEM)(FDEM)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ Fidelity Enhanced Mid Cap Core ETF (FMDE)(FMDE)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ Fidelity Government Cash Reserves	Bank & Cash	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ Invesco NASDAQ 100 ETF (QQQM)(QQQM)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ iShares Flexible Income Active ETF (BINC)(BINC)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ iShares High Yield Systematic Bond ETF (HYDB)(HYDB)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT)(IDGT)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF)(DYNF)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ iShares U.S. Treasury Bond ETF (GOVT)(GOVT)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ JPMorgan International Research Enhanced Equity ETF (JIRE)(JIRE)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ JPMorgan U.S. Quality Factor ETF (JQUA)(JQUA)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- SEP IRA ⇒ VanEck Real Assets ETF (RAAX)(RAAX)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- Traditional IRA ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Centered Financial Steven Burt- Traditional IRA ⇒ JPMorgan International Research Enhanced Equity ETF (JIRE)(JIRE)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
my529 Plan- Maxwell Burt ⇒ Target Enrollment 2028/2029 Investment Option (UTAGX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
my529 Plan- Samuel ⇒ Target Enrollment 2024/2025 Investment Option (UTADX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Univ Utah 401a ⇒ Vanguard Target 2045, 100% Interest	Other	Spouse	$250,001 - $500,000	Tax-Deferred
Univ Utah 403b ⇒ Vanguard Target Ret 2045, 100% Interest	Other	Spouse	$100,001 - $250,000	Tax-Deferred

Liabilities (7)

Creditor	Type	Amount	Rate	Term
American Express	credit card	$50,001 - $100,000	—	—
American Express	credit card	$10,000 - $15,000	—	—
US Bank	other	$15,001 - $50,000	—	—
Zions Bank	other	$100,001 - $250,000	—	—
Bank of America	credit card	$15,001 - $50,000	—	—
US Dept of Education	student loan	$10,000 - $15,000	—	—
NelNet	student loan	$100,001 - $250,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).