Net worth · from the 2024 annual disclosure, filed 2025-08-01
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)
−$94K – $1.2M
+$252K midpoint change vs 2018
Assets
$406K – $1.4M
46 line items
Liabilities
$250K – $500K
1 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $406K – $1.4M | $250K – $500K | −$94K – $1.2M | 46 / 1 | PDF 2025-08-01 |
| 2023 | house | $310K – $1.1M | $250K – $500K | −$190K – $878K | 45 / 1 | PDF 2024-08-06 |
| 2022 | house | $310K – $1.2M | $250K – $500K | −$190K – $927K | 48 / 1 | PDF 2023-05-15 |
| 2021 | house | $379K – $1.4M | $250K – $500K | −$121K – $1.1M | 51 / 1 | PDF 2022-05-16 |
| 2020 | house | $294K – $1.1M | $250K – $500K | −$206K – $862K | 46 / 1 | PDF 2021-08-13 |
| 2019 | house | $266K – $1.1M | $250K – $500K | −$234K – $817K | 42 / 1 | PDF 2020-08-13 |
| 2018 | house | $185K – $758K | $100K – $250K | −$65K – $658K | 38 / 1 | PDF 2019-06-14 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| XES ETF (XES) Tax-Deferred |
ETFs | self | $100K – $250K |
| VANGUARD SMALL CAP STOCK INDEX ADMIRAL Tax-Deferred |
Mutual funds | self | $50K – $100K |
| MBXIX Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| PRWCX T. Rowe Price Capital Appreciation Fund (PRWCX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Grant Park Multi Alternative Strategies Fund Tax-Deferred |
Mutual funds | self | $15K – $50K |
| T Rowe Price Blue Chip Growth Inc. Tax-Deferred |
Mutual funds | self | $15K – $50K |
| CALF Pacer US Small Cap Cash Cows 100 ETF (CALF) Tax-Deferred |
ETFs | self | $15K – $50K |
| FXH First Trust Health Care AlphaDEX (FXH) Tax-Deferred |
ETFs | self | $15K – $50K |
| LMBS First Trust Low Duration Opportunities ETF (LMBS) Tax-Deferred |
ETFs | self | $15K – $50K |
| MFS INTERNATIONAL DIVERSIFICATION CLASS I Tax-Deferred |
Mutual funds | self | $15K – $50K |
| DODGE & COX STOCK Tax-Deferred |
Mutual funds | self | $15K – $50K |
| IHI iShares U.S. Medical Devices ETF (IHI) Tax-Deferred |
ETFs | self | $15K – $50K |
| ISHARES RUSSELL 1000 INDEX FUND Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Fund Tax-Deferred |
Mutual funds | self | $15K – $50K |
| XLF SPDR Select Sector Fund - Financial (XLF) Tax-Deferred |
ETFs | self | $15K – $50K |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Roundpoint Mortgage | 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.