Net worth · from the 2024 annual disclosure, filed 2025-08-06
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)
$14K – $796K
+$367K midpoint change vs 2023
Assets
$214K – $896K
46 line items
Liabilities
$100K – $200K
2 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $214K – $896K | $100K – $200K | $14K – $796K | 46 / 2 | PDF 2025-08-06 |
| 2023 | house | $125K – $450K | $150K – $350K | −$225K – $300K | 14 / 2 | PDF 2024-08-13 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| VTAPX Admiral Cl (VTAPX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| TIAA Traditional Tax-Deferred |
Real estate | self | $50K – $100K |
| VBILX (VBILX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| TLXIX Nuveen Lifecycle Index 2045 Fund R6 (TLXIX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| MURJX Retirement 2035 Fund (MURJX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| SWTSX Schwab Capit (SWTSX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| FPADX Fidelity Emerging Markets Index Fund (FPADX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| Lake Michigan Credit Union - DC #3 | Cash & bank | dependent | $1K – $15K |
| IEMG iShares Core MSCI Emerging Markets ETF (IEMG) | ETFs | self | $1K – $15K |
| IEFA iShares Core MSCI EAFE ETF (IEFA) | ETFs | self | $1K – $15K |
| IWF iShares Russell 1000 Growth ETF (IWF) | ETFs | self | $1K – $15K |
| IWO iShares Russell 2000 Growth ETF (IWO) | ETFs | self | $1K – $15K |
| IWN iShares Russell 2000 Value ETF (IWN) | ETFs | self | $1K – $15K |
| IWS iShares Russell Mid-cap Value ETF (IWS) | ETFs | self | $1K – $15K |
| Lake Michigan Credit Union DC #2 Tax-Deferred |
Cash & bank | dependent | $1K – $15K |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Old National Bank 2017 Home mortgage | Mortgage | joint | $50K – $100K |
| Lake Michigan Credit Union 2019 Home equity loan | Loan | joint | $50K – $100K |
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.