Rafael E Cruz

Following their disclosures vs. same money in SPY: -252.5 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
BUY	MA Portfolio 2027 Fidelity Funds other (joint)	$1K–$15K	2025-12-18	2026-08-13	PDF →
BUY	SP SPY (child)	$1K–$15K	2025-12-16	2026-08-13	PDF →
BUY	SP SPY (child)	$1K–$15K	2025-12-16	2026-08-13	PDF →
BUY	8VC RSS Access LLC private equity (joint)	$1K–$15K	2025-12-10	2026-08-13	PDF →
BUY	DI DIV (joint)	$15K–$50K	2025-12-01	2026-08-13	PDF →
BUY	XS XSHD (joint)	$1K–$15K	2025-12-01	2026-08-13	PDF →
BUY	SP SPYD (joint)	$15K–$50K	2025-12-01	2026-08-13	PDF →
BUY	VI VIG (joint)	$15K–$50K	2025-12-01	2026-08-13	PDF →
BUY	MA Portfolio 2027 Fidelity Funds other (joint)	$1K–$15K	2025-11-18	2026-08-13	PDF →
BUY	8VC RSS Access LLC private equity (joint)	$15K–$50K	2025-11-17	2026-08-13	PDF →
EXCHANGE	Goldman Sachs Strategic Growth Fund - Class (joint)	$15K–$50K	2025-11-14	2026-08-13	PDF →
BUY	8VC RSS Access LLC private equity (joint)	$1K–$15K	2025-10-24	2026-08-13	PDF →
BUY	MA Portfolio 2027 Fidelity Funds other (joint)	$1K–$15K	2025-10-20	2026-08-13	PDF →
BUY	TPG Tech Adjacencies II Access LLC private equity (joint)	$1K–$15K	2025-09-29	2026-08-13	PDF →
BUY	MA Portfolio 2027 Fidelity Funds other (joint)	$1K–$15K	2025-09-18	2026-08-13	PDF →
BUY	8VC RSS Access LLC private equity (joint)	$1K–$15K	2025-09-02	2026-08-13	PDF →
BUY	MA Portfolio 2027 Fidelity Funds other (joint)	$1K–$15K	2025-08-18	2026-08-13	PDF →
BUY	8VC RSS Access LLC private equity (joint)	$15K–$50K	2025-07-24	2026-08-13	PDF →
BUY	MA Portfolio 2027 Fidelity Funds other (joint)	$1K–$15K	2025-07-18	2026-08-13	PDF →
SELL	MA Portfolio 2027 Fidelity Funds other (joint)	$1K–$15K	2025-06-25	2026-08-13	PDF →
SELL	Plan FBO Aggressive Growth Portfolio other (joint)	$1K–$15K	2025-06-25	2026-08-13	PDF →
SELL	Plan FBO Moderate Portfolio other (joint)	$1K–$15K	2025-06-25	2026-08-13	PDF →
SELL	Age-Based Option 14-15: Conservative Portfol options (joint)	$1K–$15K	2025-06-25	2026-08-13	PDF →
SELL	Plan FBO Moderately Aggressive Portfolio other (joint)	$1K–$15K	2025-06-25	2026-08-13	PDF →
BUY	MA Portfolio 2027 Fidelity Funds other (joint)	$1K–$15K	2025-06-18	2026-08-13	PDF →
BUY	MA Portfolio 2027 Fidelity Funds other (joint)	$1K–$15K	2025-05-19	2026-08-13	PDF →
BUY	Private Equity Co-Investment Partners III LL private equity (joint)	$1K–$15K	2025-05-08	2026-08-13	PDF →
BUY	TPG Tech Adjacencies II Access LLC private equity (joint)	$1K–$15K	2025-05-07	2026-08-13	PDF →
BUY	MA Portfolio 2027 Fidelity Funds other (joint)	$1K–$15K	2025-04-21	2026-08-13	PDF →
SELL	BlackRock Municipal Income Trust govt security (joint)	$250K–$500K	2025-04-10	2026-08-13	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Cruz still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
EP EPD		$329K	37.1%	+162.2%	Feb 2014	Feb 2014
CV CVX		$256K	28.9%	+262.5%	Jun 2015	Mar 2013
XO XOM		$94K	10.7%	+244.9%	Jun 2015	Mar 2013
VI VIG	recent	$78K	8.8%	+8.2%	Aug 2024	Dec 2025
PA PAGP		$52K	5.9%	-11.2%	Feb 2015	Nov 2019
DI DIV	recent	$28K	3.1%	+0.6%	Aug 2026	Dec 2025
SP SPYD	recent	$26K	3.0%	-3.6%	Aug 2026	Dec 2025
HN HNDL		$15K	1.7%	+20.0%	Aug 2022	Oct 2024
SP SPY	recent	$8K	0.9%	-0.3%	Aug 2026	Dec 2025

Filings 26 on file · every disclosure Cruz has made