Derek Tran
U.S. Representative, California district 45 (CA45)
Latest disclosure August 21, 2026: Annual report amendment (FD Amendment) for 2024, filing 10081627.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10074943.
As of August 13, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| DFUSX | Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ DFA US Large Company Portfolio (DFUSX) MF | Spouse | $250,001 - $500,000 | p. 3 |
| WINN | LPL Financial Rollover IRA ⇒ Harbor ETF Trust Harbor Long-Term Growers ETF (WINN) EF | Spouse | $50,001 - $100,000 | p. 3 |
| COWZ | LPL Financial Rollover IRA ⇒ Pacer US Cash Cows 100 ETF (COWZ) EF | Spouse | $50,001 - $100,000 | p. 3 |
| VOO | LPL Financial Rollover IRA ⇒ Vanguard S&P 500 ETF (VOO) EF | Spouse | $50,001 - $100,000 | p. 3 |
| LIHIX | Nguyen Win, Inc. 401(k) - John Hancock ⇒ BlackRock LifePath Index 2045 Port Insti Cl (LIHIX) MF | Spouse | $50,001 - $100,000 | p. 3 |
| SMDRX | Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ Hartford Schroders US MidCap Opportunities Fund Class SDR (SMDRX) MF | Spouse | $50,001 - $100,000 | p. 4 |
| JSNWX | Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ John Hancock Income Fund Class R6 (JSNWX) MF | Spouse | $50,001 - $100,000 | p. 4 |
| TISBX | Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ Nuveen Small Cap Blend Index Fund R6 (TISBX) MF | Spouse | $50,001 - $100,000 | p. 4 |
| RBFGX | Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ The Bond Fund of America, Class R-6 Shares (RBFGX) MF | Spouse | $50,001 - $100,000 | p. 4 |
| AMZN | E*Trade Brokerage 1 ⇒ Amazon.com, Inc. (AMZN) ST | Member | $15,001 - $50,000 | p. 2 |
| CVS | E*Trade Brokerage 2 ⇒ CVS Health Corporation (CVS) ST | Spouse | $15,001 - $50,000 | p. 3 |
| CALF | LPL Financial Rollover IRA ⇒ Pacer US Small Cap Cash Cows 100 ETF (CALF) EF | Spouse | $15,001 - $50,000 | p. 3 |
| VUG | LPL Financial Rollover IRA ⇒ Vanguard Growth ETF (VUG) EF | Spouse | $15,001 - $50,000 | p. 3 |
| JSGTX | Nguyen Win, Inc. 401(k) - John Hancock ⇒ JHF III U.S. Growth Fund Class R6 (JSGTX) MF | Spouse | $15,001 - $50,000 | p. 3 |
| JFIVX | Nguyen Win, Inc. 401(k) - John Hancock ⇒ John Hancock Variable Insurance Trust 500 Index Trust Series 1 (JFIVX) MF | Spouse | $15,001 - $50,000 | p. 3 |
| VWIGX | Nguyen Win, Inc. 401(k) - John Hancock ⇒ Vanguard International Growth Fund (VWIGX) MF | Spouse | $15,001 - $50,000 | p. 3 |
| FSPSX | Nguyen Win, Inc. Cash Balance Plan - John Hancock ⇒ Fidelity International Index Fund (FSPSX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| PLFIX | The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Fds, Inc. LargeCap S&P 500 Idx Fd Instl Cl (PLFIX) MF | Member | $15,001 - $50,000 | p. 4 |
| PSSIX | The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl (PSSIX) MF | Member | $15,001 - $50,000 | p. 4 |
| PEIJX | The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc. - Equity Income, Class J (PEIJX) MF | Member | $15,001 - $50,000 | p. 4 |
| PCSMX | The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc. -SmallCap Growth Fund I (PCSMX) MF | Member | $15,001 - $50,000 | p. 4 |
| PSMVX | The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc. -SmallCap Value Fund II (PSMVX) MF | Member | $15,001 - $50,000 | p. 4 |
| PLCGX | The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc.- LargeCap Growth Fund I (PLCGX) MF | Member | $15,001 - $50,000 | p. 4 |
| AXP | E*Trade Brokerage 1 ⇒ American Express Company (AXP) ST | Member | $1,001 - $15,000 | p. 2 |
| AAPL | E*Trade Brokerage 1 ⇒ Apple Inc. (AAPL) ST | Member | $1,001 - $15,000 | p. 2 |
| HEI | E*Trade Brokerage 1 ⇒ Heico Corporation (HEI) ST | Member | $1,001 - $15,000 | p. 2 |
| NVDA | E*Trade Brokerage 1 ⇒ NVIDIA Corporation - Common Stock (NVDA) ST | Member | $1,001 - $15,000 | p. 2 |
| O | E*Trade Brokerage 1 ⇒ Realty Income Corporation Common Stock (O) ST | Member | $1,001 - $15,000 | p. 2 |
| SBUX | E*Trade Brokerage 1 ⇒ Starbucks Corporation (SBUX) ST | Member | $1,001 - $15,000 | p. 2 |
| V | E*Trade Brokerage 1 ⇒ Visa Inc. (V) ST | Member | $1,001 - $15,000 | p. 2 |
| AAPL | E*Trade Brokerage 2 ⇒ Apple Inc. (AAPL) ST | Spouse | $1,001 - $15,000 | p. 3 |
| SBUX | E*Trade Brokerage 2 ⇒ Starbucks Corporation (SBUX) ST | Spouse | $1,001 - $15,000 | p. 3 |
| RDGTX | The Tran Firm, Inc. 401(k) (Principal) ⇒ American Fds 2040 Target Date Retirement Fd Cl R4 (RDGTX) MF | Member | $1,001 - $15,000 | p. 4 |
| PDIFX | The Tran Firm, Inc. 401(k) (Principal) ⇒ Principal Funds, Inc. - Diversified International Fund Class R-6 (PDIFX) MF | Member | $1,001 - $15,000 | p. 4 |
18 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| LTC | Litecoin (LTC) CT | Member | S | July 28, 2025 | $1,001 - $15,000 | August 13, 2026 filing 20035183, p. 1 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- August 21, 2026 Annual report amendment (FD Amendment) (2024), filing 10081627
- August 13, 2026 Periodic transaction report (2026), filing 20035183 itemised above
- August 13, 2026 Annual report amendment (FD Amendment) (2024), filing 10081626
- August 13, 2026 Annual report (FD Original) (2025), filing 10074943 itemised above
- April 1, 2026 Extension request (2025), filing 30026810
- September 16, 2025 Annual report amendment (FD Amendment) (2024), filing 10072462
- August 10, 2025 New filer report (2024), filing 10066135
- April 16, 2025 Extension request (2024), filing 30022683
- August 9, 2024 Candidate report (2024), filing 10057704
- April 23, 2024 Extension request (2024), filing 30019823
Discussion
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