Net worth · from the 2024 annual disclosure, filed 2025-05-13
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)
−$858K – $107K
+$111K midpoint change vs 2018
Assets
$142K – $607K
27 line items
Liabilities
$500K – $1.0M
1 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $142K – $607K | $500K – $1.0M | −$858K – $107K | 27 / 1 | PDF 2025-05-13 |
| 2023 | house | $192K – $707K | $500K – $1.0M | −$808K – $207K | 28 / 1 | PDF 2024-08-10 |
| 2022 | house | $167K – $732K | $500K – $1.0M | −$833K – $232K | 30 / 1 | PDF 2023-08-13 |
| 2021 | house | $182K – $730K | $500K – $1.0M | −$818K – $230K | 30 / 1 | PDF 2022-08-11 |
| 2020 | house | $152K – $630K | $500K – $1.0M | −$848K – $130K | 30 / 1 | PDF 2021-08-06 |
| 2019 | house | $115K – $552K | $515K – $1.1M | −$935K – $37K | 30 / 2 | PDF 2020-08-10 |
| 2018 | house | $80K – $512K | $515K – $1.1M | −$970K – −$3K | 40 / 2 | PDF 2019-06-05 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| JANRX Janus Henderson Global Select Fund - D Shares (JANRX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| Bank of America | Cash & bank | joint | $15K – $50K |
| CICAX (CICAX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| JNGLX (JNGLX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| CLBCX American Balanced Fund, Class 529-C Shares (CLBCX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| CLBCX American Balanced Fund, Class 529-C Shares (CLBCX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| CWIAX (CWIAX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| CFNAX Fundamental Investors, Class 529-A Shares (CFNAX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| CNWAX New World Fund, Inc., Class 529-A Shares (CNWAX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| CFAAX The Bond Fund of America, Class 529-A Shares (CFAAX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| CGFAX The Growth Fund of America Class 529-A Shares (CGFAX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| CICAX (CICAX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| CGFAX The Growth Fund of America Class 529-A Shares (CGFAX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| CalPERS pension Tax-Deferred |
Retirement | self | $1K – $15K |
| CCWAX Capital World Bond Fund, Class 529-A Shares (CCWAX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Wells Fargo | Mortgage | joint | $500K – $1.0M |
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.