Totals
Asset list
Rank | Asset | Type | Owner | Minimum value |
---|---|---|---|---|
1 | Venable LLP Capital Account | Investments | Spouse | $500,001 |
2 | San Francisco Employees Retirement System (Sfers) Plan | Investments | Member | $250,001 |
3 | Wells Fargo Savings | Bank Account | Member | $250,001 |
4 | SSgA Target Retirement 2030 Fund NL | Investments | Spouse | $100,001 |
5 | SSgA Target Retirement 2025 Fund NL | Investments | Spouse | $100,001 |
6 | SSgA Target Retirement 2035 Fund NL | Investments | Spouse | $100,001 |
7 | SSgA Target Retirement 2040 Fund NL | Investments | Spouse | $100,001 |
8 | Target Date Fund 2025 | Investments | Member | $50,001 |
9 | Cbayx, Calvert Balanced Y | Investments | Spouse | $50,001 |
10 | Sfdcp Large Cap Growth Eq | Investments | Member | $50,001 |
11 | Sfdcp Mid Cap Core | Investments | Member | $50,001 |
12 | Dusix, Delaware Tax-Free USA Intermediate Instl (Nasdaq) | Investments | Spouse | $50,001 |
13 | Mtlix, MFS Municipal Limited Maturity I (Nasdaq) | Investments | Spouse | $50,001 |
14 | Sfdcp Lg Cap Eq, S&P 500 | Investments | Member | $15,001 |
15 | Meiix, MFS Value I (Nasdaq) | Investments | Spouse | $15,001 |
16 | Twwix, Thomas White International I (Nasdaq) | Investments | Spouse | $15,001 |
17 | IWF, iShares Russell 1000 Growth (Nysearca) | Investments | Spouse | $15,001 |
18 | Sfdcp International Equity | Investments | Member | $15,001 |
19 | Avedx, Ave Maria Rising Dividend (Nasdaq) | Investments | Spouse | $15,001 |
20 | Cieyx, Calvert Equity Y (Nasdaq) | Investments | Spouse | $15,001 |
21 | Csdyx, Calvert Short Duration Income Y (Nasdaq) | Investments | Spouse | $15,001 |
22 | IWD, iShares Russell 1000 Value (Nysearca) | Investments | Spouse | $15,001 |
23 | Sfdcp Real Estate | Investments | Member | $15,001 |
24 | Parwx, Parnassus Endeavor Fund (Nasdaq) | Investments | Spouse | $15,001 |
25 | Nrfyx, Natixis AEW Real Estate Y | Investments | Spouse | $15,001 |
26 | Vbmfx, Vanguard Total Bond Market Index Inv | Investments | Spouse | $15,001 |
27 | Sfdcp Target Date 2025 | Investments | Member | $15,001 |
28 | Aepfx-American Funds Europacific Growth F2 (Nasdaq) | Investments | Spouse | $15,001 |
29 | Dgagx, Dreyfus Appreciation Investor (Nasdaq) | Investments | Spouse | $15,001 |
30 | Eilvx, Eaton Vance Large-Cap Value I (Nasdaq) | Investments | Spouse | $15,001 |
31 | Hhdtx, Hancock Horizon Diversified Intl Instl (Nasdaq) | Investments | Spouse | $15,001 |
32 | Hgoix, Hartford Growth Opportunities I (Nasdaq) | Investments | Spouse | $15,001 |
33 | Domix, Domini International Social Equity Inv (Nasdaq) | Investments | Spouse | $15,001 |
34 | Wells Fargo Money Market Account | Bank Account | Member | $15,001 |
35 | Xlre, Real Estate Select Sector Spdr | Investments | Spouse | $1,001 |
36 | XLE, The Select Sector Spdr Trust, The Energy Select S | Investments | Spouse | $1,001 |
37 | ML Bank Deposit Program Money Market Account | Bank Account | Spouse | $1,001 |
38 | Hedj, WisdomTree Europe Hedged Equity ETF (Nysearca) | Investments | Spouse | $1,001 |
39 | Merrill Lynch-Bank of America N/A Money Market Account | Bank Account | Spouse | $1,001 |
40 | Merrill Lynch-Bank of America N/A Money Market Account | Bank Account | Spouse | $1,001 |
41 | XLY, Consumer Discret Sel Sect Spdr ETF (Nysearca) | Investments | Spouse | $1,001 |
42 | First Republic Bank Checking | Bank Account | Member | $1,001 |
43 | Dodgx, Dodge & Cox Stock (Nasdaq) | Investments | Spouse | $1,001 |
44 | Tplgx, T Rowe Price Instl Large Cap Core Gr (Nasdaq) | Investments | Spouse | $1,001 |
45 | Vinix, Vanguard Institutional Index I (Nasdaq) | Investments | Spouse | $1,001 |
46 | Vexax, Vanguard Extended Market Idx Adm (Nasdaq) | Investments | Spouse | $1,001 |
47 | Vmgrx, Vanguard Mid Cap Growth Inv (Nasdaq) | Investments | Spouse | $1,001 |
48 | Wemix, Wells Fargo Advantage Emerging Gr Instl (Nasdaq) | Investments | Spouse | $1,001 |
49 | Asvix, American Century Small Cap Value Inv (Nasdaq) | Investments | Spouse | $1,001 |
50 | Anoix, American Century Small Cap Growth Inv (Nasdaq) | Investments | Spouse | $1,001 |
51 | Ubvsx, Undiscovered Mgrs Behavioral Value Sel (Nasdaq) | Investments | Spouse | $1,001 |
52 | Crisx, CRM Small Cap Value Instl (Nasdaq) | Investments | Spouse | $1,001 |
53 | Wells Fargo Checking | Bank Account | Member | $1,001 |
54 | Wemix, Wells Fargo Advantage Emerging Gr Instl (Nasdaq) | Investments | Spouse | $1,001 |
55 | Parmx, Parnassus Mid-Cap (Nasdaq) | Investments | Spouse | $1,001 |
56 | Parnx, Parnassus (Nasdaq) | Investments | Spouse | $1,001 |
57 | Prilx, Parnassus Core Equity Institutional (Nasdaq) | Investments | Spouse | $1,001 |
58 | Pxsix, Pax World Small Cap Institutional (Nasdaq) | Investments | Spouse | $1,001 |
59 | BIV, Vanguard Intermediate-Term Bond ETF (Nysearca) | Investments | Spouse | $1,001 |
60 | IBB, iShares Nasdaq Biotechnology (Nasdaq) | Investments | Spouse | $1,001 |
61 | IEI, iShares 3-7 Year Treasury Bond (Nysearca) | Investments | Spouse | $1,001 |
62 | Iemg, iShares Core Msci Emerging Markets (Nysearca) | Investments | Spouse | $1,001 |
63 | LQD, iShares iBoxx $ Invst Grade Crp Bond (Nysearca) | Investments | Spouse | $1,001 |
64 | MBB, iShares MBS (Nysearca) | Investments | Spouse | $1,001 |
65 | VAW, Vanguard Materials ETF (Nysearca) | Investments | Spouse | $1,001 |
66 | VDC, Vanguard Consumer Staples ETF (Nysearca) | Investments | Spouse | $1,001 |
67 | VGT, Vanguard Information Technology ETF (Nysearca) | Investments | Spouse | $1,001 |
68 | VIS, Vanguard Industrials ETF (Nysearca) | Investments | Spouse | $1,001 |
69 | XLF, Financial Select Sector Spdr ETF (Nysearca) | Investments | Spouse | $1,001 |
70 | XLV, Health Care Select Sector Spdr ETF (Nysearca) | Investments | Spouse | $1,001 |
71 | EWU, iShares Msci United Kingdom (Nysearca) | Investments | Spouse | $1,001 |
72 | EWJ, iShares, Inc, iShares Msci Japan ETF | Investments | Spouse | $1,001 |
73 | PCY, PowerShares Exchange-Traded Fund Trust II, PowerS | Investments | Spouse | $1,001 |
74 | TIP, iShares Trust, iShares Tips Bond ETF | Investments | Spouse | $1,001 |
75 | EPP, iShares Msci Pacific ex Japan | Investments | Spouse | $1,001 |
Liability list
Rank | Creditor | Type | Owner | Minimum value |
---|---|---|---|---|
1 | Wells Fargo Los Angeles, California | Mortgage | Spouse | $1,000,000 |
2 | Wells Fargo Los Angeles, California | Home Equity Line Of Credit | Spouse | $250,001 |
3 | City National Bank Los Angeles, California | Loan | Spouse | $100,001 |
4 | Wells Fargo Los Angeles, California | Mortgage | Member | $100,001 |
5 | City National Bank Los Angeles, California | Line Of Credit | Spouse | $100,001 |
6 | Wells Fargo Los Angeles, California | Home Equity Line Of Credit | Spouse | $100,001 |
7 | Wells Fargo Los Angeles, California | Home Equity Line Of Credit | Member | $15,001 |
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.