8. Ami Bera

$4.0 million minimum net worth

The Sacramento County physician had a minimum net worth of at least $4 million, most of it in investments. Bera (D-Elk Grove) disclosed at least 10 Sacramento properties owned jointly with his wife. The properties were worth at least $2.4 million in total. His biggest liabilities were nine separate mortgages totalling a minimum of $1.2 million.

Totals

$5.2 million minimum assets
$1.2 million minimum liabilities

Asset list

Rank Asset Type Owner Minimum value
1 2717 P Street, Sacramento, CA Real Estate Joint $500,001
2 Promissory Note Colonial Mutual Investments Joint $500,001
3 4640 U Street, Sacramento, CA Real Estate Joint $250,001
4 6211 Broadway, Sacramento, CA Real Estate Joint $250,001
5 Tpmg Moderate Investments Spouse $250,001
6 2101 39th Street, Sacramento, CA Real Estate Joint $250,001
7 4601 V Street, Sacramento, CA Real Estate Joint $250,001
8 1524 32nd Street, Sacramento, CA Real Estate Joint $250,001
9 2231 36th Street, Sacramento, CA Real Estate Joint $250,001
10 Tpmg Conservative Investments Spouse $250,001
11 5924 U Street, Sacramento CA Real Estate Joint $250,001
12 2536 39th Street, Sacramento, CA Real Estate Joint $100,001
13 UBS Global Asset Investments Spouse $100,001
14 2642 43rd Street, Sacramento, CA Real Estate Joint $100,001
15 Vanguard CA Inter Term Investments Joint $100,001
16 BGI US Equity- Investments Spouse $100,001
17 Tpmg Mod- Investments Spouse $100,001
18 Fixed Income Fund Investments Spouse $100,001
19 Vanguard Ftse Emerging Investments Joint $50,001
20 Guggenheim ETF- Investments Member $50,001
21 amg yacktman focus Investments Joint $50,001
22 BGI US Equity Investments Spouse $50,001
23 Capital Guardian- Investments Spouse $50,001
24 Capital Guardian- Investments Spouse $50,001
25 Guggenheim ETF Investments Joint $50,001
26 iShares Core S&P- Investments Joint $50,001
27 iShares S&P Growth Investments Joint $50,001
28 Janus Balanced Fund Investments Joint $50,001
29 Parnassus Core Equity Fund Investments Joint $50,001
30 Schwab 529 Plan Investments Joint $50,001
31 Schwab Fundamental Intl Investments Joint $50,001
32 Schwab Muni Money Fund Investments Joint $50,001
33 Walt Disney Company (DIS) Investments Joint $50,001
34 Wells Fargo Checking Bank Account Joint $50,001
35 Spdr S&P Regional Banking Investments Joint $50,001
36 Sector Spdr Energy Select Investments Member $15,001
37 Parnassus Core Equity Investments Joint $15,001
38 Sector Spdr Financial Investments Joint $15,001
39 Schwab Checking Bank Account Joint $15,001
40 Invesco Convertable Investments Joint $15,001
41 Sector Spdr Industrial Select Investments Joint $15,001
42 iShares Core S&P- Investments Member $15,001
43 iShares Nasdaq Biotechnology Investments Joint $15,001
44 iShares Core S&P- Investments Joint $15,001
45 iShares TR Msci Eafe Investments Joint $15,001
46 iShares Msci CDA Investments Joint $15,001
47 American Cent Inter Investments Joint $15,001
48 Ishares Msci Emerging Markets Investments Joint $15,001
49 Sector Spdr Tech Select Investments Joint $15,001
50 Metropolis Investment Total Investments Joint $15,001
51 Oakmark International Fund Class Investments Joint $15,001
52 Baird Core Plus Bond Investments Joint $15,001
53 T Rowe Price Global Investments Member $15,001
54 Oppenheimer Developing Investments Joint $15,001
55 First Trust Morning Star Dividend Investments Joint $15,001
56 iShares Msci Growth Investments Joint $15,001
57 Scout International Fund- Investments Joint $15,001
58 Oppenheimer S Investments Spouse $15,001
59 Scout International Fund- Investments Joint $15,001
60 Schwab Money Market Funds Bank Account Joint $15,001
61 Scout Small Cap Investments Member $15,001
62 Powershares Variabke [sic] Investments Joint $15,001
63 EG Shares Investments Joint $1,001
64 iShares Spdr Industrial Select Investments Joint $1,001
65 Spdr S&P International Dividend Investments Joint $1,001
66 India Fund Investments Joint $1,001
67 Safe Credit Union Bank Account Joint $1,001
68 Harding Loevner Emerging Investments Joint $1,001
69 Golden One Credit Union Bank Account Joint $1,001
70 iShares Msci Japan Investments Joint $1,001
71 Elk Grove Commerce Bank Bank Account Joint $1,001
72 Wells Fargo Savings Bank Account Joint $1,001
73 iShares S&P 500 Value Investments Joint $1,001
74 Sector Spdr Materials Fund Investments Joint $1,001
75 Pimco Total Return Investments Joint $1
76 Oppenheimer Global S Investments Joint $1

Liability list

Rank Creditor Type Owner Minimum value
1 Evergreen Mortgage Mortgage Joint $250,001
2 Safe Credit Union Mortgage Joint $250,001
3 Coldwell Banker Home Loans Mortgage Joint $100,001
4 Coldwell Banker Home Loans Mortgage Joint $100,001
5 Coldwell Banker Home Loans Mortgage Joint $100,001
6 Coldwell Banker Home Loans Mortgage Joint $100,001
7 Bank of America Mortgage Joint $100,001
8 Wells Fargo Mortgage Mortgage Joint $100,001
9 Coldwell Banker Home Loans Mortgage Joint $100,001
#9. Correa (D) $2.8 million

Credits: Christina Bellantoni, Christine Mai-Duc, Javier Panzar, Julie Westfall and Sarah Wire.

About this data: These are the assets disclosed for calendar years 2014-2016 compiled by Roll Call. They are ranked from largest to smallest. Financial disclosure rules allow lawmakers to report broad ranges of minimums for both assets and liabilities, starting at $1 to $1,000 and topping out at $50 million or higher, so it is impossible to offer precise figures. The minimum values shown are how Roll Call calculated the net worth for each member.

Roll Call assigns assets and liabilities into several categories. The disclosure forms indicate if the asset or liability is owned solely by the member, by the member’s spouse, by the member’s dependent(s) or jointly owned by the member and spouse. The names of the assets and liabilities appear as they were entered on the forms filed with the clerk of the House and the Senate Select Committee on Ethics.