C. A. DUTCH RUPPERSBERGER

C. A. DUTCH RUPPERSBERGER Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 10, 2011. Includes 51 assets.

Est. Net Worth
$2.1M
2011 annual disclosure
Total Assets
$1.2M - $3M
51 assets
Total Liabilities
$0
0 liabilities
Total Trades
11
From PTR filings
Trade Volume
$353K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$1.9M
2009$1.7M
2011$2.1M

Assets by Category

Mutual Funds$552K (18)
Real Estate$375K (1)
Retirement & Pension$323K (6)
Other$283K (3)
Gov. Securities$159K (4)
Bank & Cash$150K (3)
Stocks$131K (11)
ETFs$114K (5)

Top Stock Holdings (from trades)

All Assets (51)

AssetValue
Agency & Treasury Bonds (IRA)
$50,001 - $100,000
American Balanced Fund (IRA)
$1,001 - $15,000
$15,001 - $50,000
$5,001 - $15,000
$1,001 - $15,000
Brock Global Energy (IRA)
N/A
Cohen & Steers Realty & Utility (JUM Trust)
N/A
CBRE Office PPTY S TR (JUM Trust)
$1,001 - $15,000
$1,001 - $15,000
Eaton Vance TAD Income Fund (IRA)
$15,001 - $50,000
Eaton Vance TAD Income Fund (IRA)
$50,001 - $100,000
$15,001 - $50,000
Fidelity Equity Income Fund (IRA)
$50,001 - $100,000
First Mariner
N/A
Campbell Divid & Income (JUM Trust)
N/A
$15,001 - $50,000
N/A
$1,001 - $15,000
Graduated Govt of America (JUM Trust)
$15,001 - $50,000
High Yield Corporate Bond (IRA)
N/A
High Yield Corporate Bond (IRA)
$15,001 - $50,000
Inflation Protected TIPS (IRA)
$50,001 - $100,000
Inflation Protected TIPS (IRA) shares
$1,001 - $15,000
JP MT MDCAP (SEP IRA)
$15,001 - $50,000
MFS Sun Life Fixed/Variable Annuity - Growth Account (no specific holdings)
$15,001 - $50,000
MFS Sun Life Fixed/Variable Annuity - Growth Account (no specific holdings)
$50,001 - $100,000
MSCI EAFE Index (IRA)
$15,001 - $50,000
MSCI Emerging Mkts (IRA)
$15,001 - $50,000
MSCI Emerging Mkts (IRA)
$1,001 - $15,000
Neu Ber Genesis Fund (IRA)
$50,001 - $100,000
NW Fixed Acct. (Cash Acct.) (IRA)
$50,001 - $100,000
NW MVIT Gov BD
$15,001 - $50,000
OPP MVIT LG CAP
$50,001 - $100,000
$1,001 - $15,000
Powershares China (IRA)
$1,001 - $15,000
Powershares DA (IRA)
$15,001 - $50,000
Powershares DB (IRA)
$15,001 - $50,000
Rupo & Assoc. Inc. (S Corp) (Blind Trust)
Bel Air, MD, US
$100,001 - $250,000
Sector Select SPDR Fund (JJM Trust)
$1,001 - $15,000
Severn Energy Corp (JJM Trust)
$1,001 - $15,000
$1,001 - $15,000
Summer Beach #608
Ocean City, MD, US
$250,001 - $500,000
Summit Community Bank
$50,001 - $100,000
TDAM Ins Dep (IRA)
$15,001 - $50,000
TDAM Ins Dep (IRA)
$50,000 - $100,000
$1,001 - $15,000
US Govt. MMY MKT (JJM Trust)
$1 - $1,000
Vanguard US LG CAP (IRA)
$15,001 - $50,000
Vanguard US Mid CAP (IRA)
$50,001 - $100,000
Vanguard US SM CAP (IRA)
$15,001 - $50,000
V & R Advisor High Income (IRA)
$50,001 - $100,000

Trading Sector Allocation (from PTR trades)

Consumer Defensive$8K
Basic Materials$8K
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).
C. A. DUTCH RUPPERSBERGER Net Worth & Financial Disclosure 2011: Assets & Portfolio | Congress Stock Tracker