Allyson Y. Schwartz
Allyson Y. Schwartz Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 56 assets and 2 liabilities.
Est. Net Worth
$271K
2013 annual disclosure
Total Assets
$476K - $1.2M
56 assets
Total Liabilities
$350K - $750K
2 liabilities
Total Trades
14
From PTR filings
Trade Volume
$500K
Midpoint of disclosed ranges
Net Worth Over Time
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)
All Assets (56)
| Asset | Value |
|---|---|
Fidelity Growth Fund | $100,001 - $250,000 |
Fidelity Equity II | $50,001 - $100,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Bank of America | mortgage | $100,001 - $250,000 |
| Bank of America | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Technology$33K
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).