Net worth · from the 2025 annual disclosure, filed 2026-05-07
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 (2025)
−$210K – $700K
+$334K midpoint change vs 2023
Assets
$290K – $950K
25 line items
Liabilities
$250K – $500K
1 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $290K – $950K | $250K – $500K | −$210K – $700K | 25 / 1 | PDF 2026-05-07 |
| 2024 | house | $367K – $1.1M | $500K – $1.0M | −$633K – $605K | 25 / 1 | PDF 2025-05-14 |
| 2023 | house | $317K – $1.0M | $500K – $1.0M | −$683K – $506K | 26 / 1 | PDF 2024-04-19 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| College Enrollment Year 2023 Tax-Deferred |
Mutual funds | self | $50K – $100K |
| TFLO iShares Treasury Floating Rate Bond ETF (TFLO) Tax-Deferred |
ETFs | self | $50K – $100K |
| SCHD Schwab US Dividend Equity ETF (SCHD) Tax-Deferred |
ETFs | self | $15K – $50K |
| Key Bank accounts Tax-Deferred |
Cash & bank | joint | $15K – $50K |
| VNQ Vanguard Real Estate ETF (VNQ) Tax-Deferred |
ETFs | self | $15K – $50K |
| VBR Vanguard Small-Cap Value ETF (VBR) Tax-Deferred |
ETFs | self | $15K – $50K |
| CICAX (CICAX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| VWINX Vanguard Wellesley Income Fund (VWINX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Vanguard Target Retirement 2030 Fund Tax-Deferred |
Mutual funds | self | $15K – $50K |
| TLHIX Nuveen Lifecycle Index 2030 Fund R6 (TLHIX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Cash Tax-Deferred |
Cash & bank | self | $15K – $50K |
| IJR iShares Core S&P Small-Cap ETF (IJR) Tax-Deferred |
ETFs | self | $15K – $50K |
| SHV iShares Short Treasury Bond ETF (SHV) Tax-Deferred |
ETFs | self | $15K – $50K |
| SCHX Schwab U.S. Large-Cap ETF (SCHX) Tax-Deferred |
ETFs | self | $15K – $50K |
| Fidelity Rollover IRA Tax-Deferred |
Retirement | spouse | $1K – $15K |
Liabilities (2025)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Guild Mortgage | Mortgage | joint | $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.