Stuart Cooper Net Worth & Financial Disclosure

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Annual financial disclosure for 2025, filed September 12, 2025. Includes 39 assets.

Year:

2025

Est. Net Worth

$456K

2025 annual disclosure

Total Assets

$149K - $762K

39 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Retirement & Pension$158K (3)

Mutual Funds$137K (15)

ETFs$136K (17)

Bank & Cash$17K (3)

Other$8K (1)

All Assets (39)

Asset	Type	Owner	Value	Income
American Century One Choice 2055 Port R Cl(AREOX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Stuart's 401(K)	Other	Self	$1,001 - $15,000	Tax-Deferred
American Balanced Fund - Class F-3(AFMBX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
American Funds Global Insight Fund Class F-3(AGVHX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
American Funds Multi-Sector Income Fund Class F-3(MIAZX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
American Funds Strategic Bond Fund - Class F-3(ANBGX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Capital Income Builder - Class F-3(CFIHX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Capital World Growth and Income Fund - Class F-3(FWGIX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Insight Cash Sweep	Bank & Cash	Self	$1,001 - $15,000	Tax-Deferred
SMALLCAP World Fund, Inc. - Class F-3(SFCWX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Stuart Rollover	Retirement & Pension	Self	$50,001 - $100,000	Tax-Deferred
The Bond Fund of America - Class F-3(BFFAX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
The Growth Fund of America - Class F-3(GAFFX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
The Investment Company of America - Class F-3(FFICX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Washington Mutual Investors Fund - Class F-3(FWMIX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
BlackRock ETF Trust iShares A.I. Innovation and Tech Active ETF(BAI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Insight Cash Sweep	Bank & Cash	Self	$1,001 - $15,000	Tax-Deferred
iShares 10-20 Year Treasury Bond ETF(TLH)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares Core MSCI Emerging Markets ETF(IEMG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares Core S&P 500 ETF(IVV)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares Core Total USD Bond Market ETF(IUSB)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares Gold Trust Shares of the iShares Gold Trust(IAU)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares International Aggregate Bond Fund(IAGG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares MSCI EAFE Growth ETF(EFG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares MSCI EAFE Value ETF(EFV)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares MSCI USA Momentum Factor ETF(MTUM)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares MSCI USA Quality Factor ETF(QUAL)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares S&P 100 ETF(OEF)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares S&P 500 Growth ETF(IVW)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares S&P 500 Value ETF(IVE)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares U.S. Equity Factor Rotation Active ETF(DYNF)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares U.S. Technology ETF(IYW)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
iShares U.S. Thematic Rotation Active ETF(THRO)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Stuart Roth IRA	Retirement & Pension	Self	$50,001 - $100,000	Tax-Deferred
Fidelity 500 Index Fund(FXAIX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Fidelity International Index Fund(FSPSX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Fidelity Small Cap Index Fund(FSSNX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Insight Cash Sweep	Bank & Cash	Self	$1 - $1,000	Tax-Deferred
Jenny's Roth IRA	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred

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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).