Net worth · from the 2024 annual disclosure, filed 2025-05-26
Members report every asset and liability in a value band, never a figure. The range below is the arithmetic floor and ceiling those bands allow: assets at their minimums minus liabilities at their maximums, and the reverse. Midpoints are shown only for year-over-year comparison.
Net worth range (2024)
$223K – $5.2M
+$282K midpoint change vs 2018
Assets
$1.2M – $5.7M
21 line items
Liabilities
$500K – $1.0M
2 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $1.2M – $5.7M | $500K – $1.0M | $223K – $5.2M | 21 / 2 | PDF 2025-05-26 |
| 2023 | house | $1.1M – $5.5M | $260K – $510K | $632K – $5.3M | 18 / 2 | PDF 2024-04-29 |
| 2022 | house | $1.2M – $5.7M | $260K – $510K | $726K – $5.4M | 12 / 2 | PDF 2023-04-13 |
| 2021 | house | $1.1M – $5.4M | $250K – $500K | $618K – $5.2M | 16 / 1 | PDF 2022-05-09 |
| 2020 | house | $1.1M – $5.4M | $500K – $1.0M | $118K – $4.9M | 16 / 1 | PDF 2021-04-30 |
| 2019 | house | $1.1M – $5.4M | $500K – $1.0M | $83K – $4.9M | 16 / 1 | PDF 2020-06-20 |
| 2018 | house | $1.1M – $5.3M | $500K – $1.0M | $69K – $4.8M | 16 / 1 | PDF 2019-04-23 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| Rental Home Rent |
Real estate | self | $1.0M – $5.0M |
| US Bank Accounts Tax-Deferred |
Cash & bank | self | $100K – $250K |
| DFA Core Equity Tax-Deferred |
Mutual funds | self | $50K – $100K |
| PAVE ETF (PAVE) Tax-Deferred |
ETFs | self | $15K – $50K |
| Charles Schwab Bank Tax-Deferred |
Retirement | self | $15K – $50K |
| IWF iShares Russell 1000 Growth ETF (IWF) Tax-Deferred |
ETFs | self | $15K – $50K |
| SLYG SPDR S&P 600 Small Cap Growth ETF (SLYG) Interest |
ETFs | self | $15K – $50K |
| VASGX Vanguard Lifestrategy Growth Fund (VASGX) Dividends |
Mutual funds | self | $1K – $15K |
| AAA Universal Life Policy | Insurance | self | $1K – $15K |
| RDVY First Trust Rising Dividend Achievers ETF (RDVY) Tax-Deferred |
ETFs | self | $1K – $15K |
| Harbor Capital Appreciation Intl Tax-Deferred |
Mutual funds | self | $1K – $15K |
| IWP iShares Russell Midcap Growth ETF (IWP) Tax-Deferred |
ETFs | self | $1K – $15K |
| SOXX iShares Semiconductor ETF (SOXX) Tax-Deferred |
ETFs | self | $1K – $15K |
| COWZ Pacer US Cash Cows 100 ETF (COWZ) Tax-Deferred |
ETFs | self | $1K – $15K |
| CALF Pacer US Small Cap Cash Cows 100 ETF (CALF) Tax-Deferred |
ETFs | self | $1K – $15K |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Wells Fargo Bank | Mortgage | self | $250K – $500K |
| Wells Fargo Bank | Mortgage | self | $250K – $500K |
Source: pfd_filings / pfd_assets / pfd_liabilities (House Clerk and Senate eFD annual reports, parsed). Bands are the form's own brackets; the top bracket on some forms is unbounded, which is why a ceiling can read "≥". The form does not state what secures a loan, so liability types are the filer's wording.