Allyson Y. Schwartz Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed June 9, 2010. Includes 19 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$238K

2010 annual disclosure

Total Assets

$125K - $350K

19 assets

Total Liabilities

0 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$163K (16)

Bank & Cash$75K (2)

Real Estate$0 (1)

Top Stock Holdings (from trades)

Cisco Systems, Inc.CSCO

$33K

All Assets (19)

Asset	Type	Owner	Value	Income
Fidelity Greek Investment	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
Fidelity Equity II	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
Fidelity Magellan	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
Vanguard Windsor II	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
American Funds	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
Merrimack Valley Federal	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
Vanguard US Growth	Mutual Funds	Self	N/A	Dividends
BlackRock S&P 500	Mutual Funds	Self	N/A	Dividends
Vanguard Dividend Growth	Mutual Funds	Self	N/A	Dividends
American Funds	Mutual Funds	Self	N/A	Dividends
American Balanced	Mutual Funds	Self	N/A	Dividends
UBS Emerging Markets	Mutual Funds	Self	N/A	Dividends
Vanguard Wellington	Mutual Funds	Self	N/A	Dividends
JPMorgan Fund	Mutual Funds	Self	N/A	Dividends
Lazard International	Mutual Funds	Self	N/A	Dividends
T. Rowe Price Fund	Mutual Funds	Self	N/A	Dividends
Fidelity Contrafund	Mutual Funds	Self	N/A	Dividends
Personal Residence Milton, MA, US	Real Estate	Self	N/A	None
Putnam Checking Account	Bank & Cash	Self	N/A	Interest

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).