Allyson Y. Schwartz Net Worth & Financial Disclosure

house

Annual financial disclosure for 2011, filed May 13, 2011. Includes 43 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$356K

2011 annual disclosure

Total Assets

$196K - $515K

43 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$348K (32)

Stocks$8K (5)

Insurance$0 (1)

Other$0 (2)

Bank & Cash$0 (2)

Real Estate$0 (1)

Top Stock Holdings (from trades)

Cisco Systems, Inc.CSCO

$33K

All Assets (43)

Asset	Type	Owner	Value	Income
Fidelity Growth Income	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Fidelity Equity IV	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Fidelity Magellan	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Windsor II Vanguard	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Health Care Vanguard	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Procter & Gamble (Vanguard)(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Franklin Templeton Mutual Funds	Mutual Funds	Self	N/A	Dividends/Capital Gains
American 1000 Index Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains
Lincoln Kessler Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains
Lincoln VP All Asset Conservative	Mutual Funds	Self	N/A	Dividends/Capital Gains
Lincoln VP All Asset Growth	Mutual Funds	Self	N/A	Dividends/Capital Gains
Lincoln Variable Universal Life Insurance	Insurance	Self	N/A	None
Lincoln Financial Advisors	Other	Self	N/A	None
Lincoln Short Duration Bond Fund	Mutual Funds	Self	N/A	Interest
Lincoln Stable Value Fund	Mutual Funds	Self	N/A	Interest
Lincoln Trust Bond Index Fund	Mutual Funds	Self	N/A	Interest/Capital Gains
Lincoln Trust Global Equity Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains
Lincoln Trust International Equity Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains
Lincoln Trust Balanced Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains
Schwab 529 College Savings Plan	Other	Self	N/A	Capital Gains
Wells Fargo Advantage Index	Mutual Funds	Self	N/A	Dividends/Capital Gains
BlackRock Global Allocation	Mutual Funds	Self	N/A	Dividends/Capital Gains
Vanguard Health Care	Mutual Funds	Self	N/A	Dividends/Capital Gains
Vanguard Mid Cap	Mutual Funds	Self	N/A	Dividends/Capital Gains
Vanguard U.S. Growth	Mutual Funds	Self	N/A	Dividends/Capital Gains
Vanguard U.S. Stock	Mutual Funds	Self	N/A	Dividends/Capital Gains
JP Morgan Chase(JPM)	Stocks	Self	N/A	Dividends
TIAA CREF Fund Account	Mutual Funds	Self	N/A	Capital Gains
TIAA CREF Growth & Income	Mutual Funds	Self	N/A	Capital Gains
TIAA Real Estate Account	Mutual Funds	Self	N/A	Capital Gains
TIAA Traditional	Mutual Funds	Self	N/A	Interest
Wells Fargo Bank	Bank & Cash	Self	N/A	Interest
Wells Fargo Advantage	Mutual Funds	Self	N/A	Capital Gains
Vanguard Retirement Growth	Mutual Funds	Self	N/A	Capital Gains
Vanguard Windsor	Mutual Funds	Self	N/A	Dividends
Vanguard Wellington	Mutual Funds	Self	N/A	Dividends
Vanguard 500 Index	Mutual Funds	Self	N/A	Dividends
Vanguard Mid Cap	Mutual Funds	Self	N/A	Capital Gains
Timken Steel(TMST)	Stocks	Self	N/A	Dividends
Target(TGT)	Stocks	Self	N/A	Dividends
FirstService Holdings(FSV)	Stocks	Self	N/A	Dividends
Home Strongsville, OH, US	Real Estate	Self	N/A	Rent
Cash and Money Market Fund	Bank & Cash	Self	N/A	Interest

Trading Sector Allocation (from PTR trades)

Technology$33K

Allyson Y. Schwartz trades Wealthiest members Most active traders PA delegation Articles

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).