Allyson Y. Schwartz Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 56 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$271K

2013 annual disclosure

Total Assets

$476K - $1.2M

56 assets

Total Liabilities

$350K - $750K

2 liabilities

Total Trades

From PTR filings

Trade Volume

$500K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.2M
2009	$550K
2010	$238K
2011	$356K
2012	$150K
2013	$271K

Assets by Category

Mutual Funds$366K (37)

Stocks$280K (12)

Real Estate$175K (1)

LLC / Partnership$0 (1)

ETFs$0 (1)

Gov. Securities$0 (4)

Top Stock Holdings (from trades)

Cisco Systems, Inc.CSCO

$33K

All Assets (56)

Asset	Type	Owner	Value	Income
Fidelity Growth Fund	Mutual Funds	Self	$100,001 - $250,000	Capital Gains $1,001 - $2,500
Fidelity Equity II	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $201 - $1,000
Fidelity Magellan	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $201 - $1,000
Vanguard Windsor II	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
Vanguard Health Care	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Vanguard Money Market	Mutual Funds	Self	$1 - $1,000	Interest
Franklin Templeton Mutual Shares	Mutual Funds	Self	N/A	Dividends
Washington GEO Index	Mutual Funds	Self	N/A	Dividends
Unocal Petroleum Corp(UCL)	Stocks	Self	N/A	Dividends
Lincoln National Corp(LNC)	Stocks	Self	N/A	Dividends
Lincoln National Corp II(LNC)	Stocks	Self	N/A	Dividends
MBNA Corp(KRB)	Stocks	Self	N/A	Dividends
America Online Inc(AOL)	Stocks	Self	N/A	Dividends
Sears Roebuck & Co(S)	Stocks	Self	N/A	Dividends
Columbia Acorn Fund	Mutual Funds	Self	N/A	Dividends
Conservative Allocation Fund	Mutual Funds	Self	N/A	Dividends
USAA Cornerstone Strategy Fund	Mutual Funds	Self	N/A	Dividends
IC Federal Govt Securities Fund	Mutual Funds	Self	N/A	Interest
Norwest Money Market Fund	Mutual Funds	Self	N/A	Interest
American Funds New Perspective	Mutual Funds	Self	N/A	Dividends
Allegis Realty Investors	LLC / Partnership	Self	N/A	Rent
First Eagle Global Fund	Mutual Funds	Self	N/A	Dividends
Washington Mutual Investors	Mutual Funds	Self	N/A	Dividends
Templeton Foreign Fund Inc	Mutual Funds	Self	N/A	Dividends
Fidelity Fund	Mutual Funds	Self	N/A	Dividends
Crescent Mutual Account	Mutual Funds	Self	N/A	Dividends
Cohen & Steers Realty	Mutual Funds	Self	N/A	Dividends
Schwab S&P 500	Mutual Funds	Self	N/A	Dividends
Schwab Treasury Money	Mutual Funds	Self	N/A	Interest
Vulcan Value Fund	Mutual Funds	Self	N/A	Dividends
BlackRock 20 Year Bonds	Mutual Funds	Self	N/A	Interest
Lord Abbett Bond Debenture	Mutual Funds	Self	N/A	Interest
iShares Health Care	ETFs	Self	N/A	Dividends
Kennedy-Johnson	Mutual Funds	Self	N/A	Dividends
Vanguard S&P 500	Mutual Funds	Self	N/A	Dividends
Vanguard Growth	Mutual Funds	Self	N/A	Dividends
Vanguard Intermediate Fund 2010	Mutual Funds	Self	N/A	Interest
Vanguard Primecap	Mutual Funds	Self	N/A	Dividends
TIAA-CREF Stock	Mutual Funds	Self	N/A	Dividends
TIAA-CREF Bond	Mutual Funds	Self	N/A	Interest
TIAA-CREF Social Choice	Mutual Funds	Self	N/A	Dividends
U.S. Growth	Mutual Funds	Self	N/A	Dividends
U.S. Large Value	Mutual Funds	Self	N/A	Dividends
Lord Abbett Bond Debenture 2010	Mutual Funds	Self	N/A	Interest
U.S. Government Securities	Gov. Securities	Self	N/A	Interest
U.S. Treasury Note	Gov. Securities	Self	N/A	Interest
U.S. Treasury Note	Gov. Securities	Self	N/A	Interest
U.S. Treasury Note	Gov. Securities	Self	N/A	Interest
USAA Money Market	Mutual Funds	Self	N/A	Interest
Tanger Factory Outlet Centers Inc.(SKT)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
AT&T Inc.(T)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
SCANA Corporation(SCG)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Walmart Stores Inc.(WMT)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Charter Communications Inc.(CHTR)	Stocks	Joint	$50,001 - $100,000	None
Duke Energy Corporation(DUK)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
226 St. Dorado El Dorado, AR, US	Real Estate	Spouse	$100,001 - $250,000	Rent $5,001 - $15,000

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Bank of America	mortgage	$100,001 - $250,000	—	—
Bank of America	mortgage	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$33K

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).