David Rouzer
RepublicanNC·5 disclosed trades·4 tickers
Volume traded
$64.5K
gross buys + sells, not wealth
Net flow
−$64.5K
Median gap
28d
limit is 45d
Filed late
0%
0 of 5
Last trade
2025-12-09
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/6/2026 — 33 assets, about $941.0K at the middle of each value range.
- T Rowe Price Blue Chip Growth Inc.18.6%
- DODGE & COX STOCK8.0%
- VIMCX · Virtus KAR Mid-Cap Core Fund I (VIMCX)8.0%
- GLD · SPDR Gold Trust (GLD)4.3%
- XLK · SPDR Select Sector Fund - Technology (XLK)4.3%
- Other 28 assets58.2%
By type: Mutual Fund 62% · Exchange Traded Fund 24% · Stock 10% · Bank Deposit 3% · Investment Holding 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
T Rowe Price Blue Chip Growth Inc.in Charles Schwab & Company Inc. | Mutual Fund | $100,001 - $250,000 | 18.6% | Self |
DODGE & COX STOCKin Charles Schwab & Company Inc. | Mutual Fund | $50,001 - $100,000 | 8.0% | Self |
VIMCXVirtus KAR Mid-Cap Core Fund I (VIMCX)in Charles Schwab & Company Inc. | Mutual Fund | $50,001 - $100,000 | 8.0% | Self |
GLDSPDR Gold Trust (GLD)in Charles Schwab & Company Inc., Interactive Brokers LLC | Exchange Traded Fund | ≈ $40.5K | 4.3% | Self |
XLKSPDR Select Sector Fund - Technology (XLK)in Charles Schwab & Company Inc., Interactive Brokers LLC | Exchange Traded Fund | ≈ $40.5K | 4.3% | Self |
Eaton Vance Short Duration Strategic Income Fundin Charles Schwab & Company Inc. | Mutual Fund | $15,001 - $50,000 | 3.5% | Self |
Eaton Vance Tax-Managed Global Diversified Equity Income Fundin Charles Schwab & Company Inc. | Mutual Fund | $15,001 - $50,000 | 3.5% | Self |
FIRST EAGLE GLOBAL CLASS Iin Charles Schwab & Company Inc. | Mutual Fund | $15,001 - $50,000 | 3.5% | Self |
FXHFirst Trust Health Care AlphaDEX (FXH)in Charles Schwab & Company Inc. | Exchange Traded Fund | $15,001 - $50,000 | 3.5% | Self |
LMBSFirst Trust Low Duration Opportunities ETF (LMBS)in Charles Schwab & Company Inc. | Exchange Traded Fund | $15,001 - $50,000 | 3.5% | Self |
First Trust Value Line Dividend Index Fundin Charles Schwab & Company Inc. | Mutual Fund | $15,001 - $50,000 | 3.5% | Self |
ISHARES CORE HIGH DIVIDENDin Charles Schwab & Company Inc. | Exchange Traded Fund | $15,001 - $50,000 | 3.5% | Self |
ISHARES TRUST CORE DIVID GWTHin Charles Schwab & Company Inc. | Mutual Fund | $15,001 - $50,000 | 3.5% | Self |
MFS INTERNATIONAL DIVERSIFICATION CLASS Iin Charles Schwab & Company Inc. | Mutual Fund | $15,001 - $50,000 | 3.5% | Self |
COWZPacer US Cash Cows 100 ETF (COWZ)in Charles Schwab & Company Inc. | Exchange Traded Fund | $15,001 - $50,000 | 3.5% | Self |
The 15 largest of 33. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out. 1 asset is valued "undetermined" and not counted.
Every disclosed trade
5 rows. Sort any column; Source opens the filed PDF.
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