Net worth · from the 2024 annual disclosure, filed 2025-08-12
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)
$308K – $2.3M
−$571K midpoint change vs 2021
Assets
$1.1M – $2.7M
25 line items
Liabilities
$375K – $810K
4 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $1.1M – $2.7M | $375K – $810K | $308K – $2.3M | 25 / 4 | PDF 2025-08-12 |
| 2023 | house | $1.0M – $2.3M | $375K – $810K | $201K – $1.9M | 18 / 4 | PDF 2024-07-03 |
| 2022 | house | $721K – $1.8M | $375K – $810K | −$89K – $1.4M | 18 / 4 | PDF 2023-05-15 |
| 2021 | house | $1.2M – $2.7M | $40K – $110K | $1.1M – $2.7M | 15 / 3 | PDF 2022-08-13 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| BGEGX (BGEGX) Tax-Deferred |
Mutual funds | self | $250K – $500K |
| NERYX Loomis Sayles Core Plus Bond Fd Cl Y (NERYX) Tax-Deferred |
Mutual funds | self | $100K – $250K |
| SWVXX (SWVXX) Tax-Deferred |
Mutual funds | self | $100K – $250K |
| GLIFX Lazard Global Listed Infrastructure Ptf Insti Shs (GLIFX) Tax-Deferred |
Mutual funds | self | $100K – $250K |
| USCAX Victory Small Cap Stock Fund Shares (USCAX) Tax-Deferred |
Mutual funds | self | $100K – $250K |
| VOO Vanguard S&P 500 ETF (VOO) Tax-Deferred |
ETFs | self | $100K – $250K |
| VONG Vanguard Russell 1000 Growth ETF (VONG) Tax-Deferred |
ETFs | self | $100K – $250K |
| VO Vanguard Mid-Cap ETF (VO) Tax-Deferred |
ETFs | self | $50K – $100K |
| Charles Schwab Bank Tax-Deferred |
Cash & bank | self | $50K – $100K |
| CCSGX Conestoga SMid Cap Fund Institutional Class (CCSGX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| VEIRX Vanguard Equity Income Fund Admiral Shares (VEIRX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| FROPX Flat Rock Opportunity Fund (FROPX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Charles Schwab (Cash) Tax-Deferred |
Retirement | self | $15K – $50K |
| PRILX Parnassus Core Equity Fund-Institutional Shares (PRILX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| BAGIX Baird Aggregate Bond Fund Institutional Class (BAGIX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Guardian Mortgage | Mortgage | self | $250K – $500K |
| Select Portfolio Servicing Mortgage | Mortgage | self | $100K – $250K |
| Claremont McKenna | Loan | self | $15K – $50K |
| Regis University 2020 Student Loan | Loan | self | ≥ $10K |
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.