Allyson Y. Schwartz
Allyson Y. Schwartz Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 43 assets.
Est. Net Worth
$356K
2011 annual disclosure
Total Assets
$196K - $515K
43 assets
Total Liabilities
$0
0 liabilities
Total Trades
14
From PTR filings
Trade Volume
$500K
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$348K (32)
Stocks$8K (5)
Insurance$0 (1)
Other$0 (2)
Bank & Cash$0 (2)
Real Estate$0 (1)
Top Stock Holdings (from trades)
All Assets (43)
| Asset | Value |
|---|---|
Fidelity Growth Income | $50,001 - $100,000 |
Fidelity Equity IV | $100,001 - $250,000 |
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).