C.A. DUTCH RUPPERSBERGER
C.A. DUTCH RUPPERSBERGER Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 12, 2010. Includes 57 assets.
Est. Net Worth
$2.8M
2010 annual disclosure
Total Assets
$1.7M - $4M
57 assets
Total Liabilities
$0
0 liabilities
Total Trades
43
From PTR filings
Trade Volume
$1.5M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2010 | $2.8M |
| 2012 | $1.7M |
| 2013 | $1.5M |
Assets by Category
Real Estate$1.1M (2)
Retirement & Pension$472K (10)
Mutual Funds$436K (17)
LLC / Partnership$375K (1)
Stocks$153K (17)
Gov. Securities$116K (3)
Bank & Cash$75K (1)
ETFs$49K (4)
Other$8K (2)
Top Stock Holdings (from trades)
All Assets (57)
| Asset | Value |
|---|---|
Agency & Treasury Bonds (IRA) | $50,001 - $100,000 |
American Balanced Fund (IRA) | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Bank of America | $50,001 - $100,000 |
| N/A | |
| $1,001 - $15,000 | |
Brock Global Energy (IRA) | $15,001 - $50,000 |
Cohen & Steers Realty & Utility (J/M Trust) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Eaton Vance TAD Income Fund (IRA) | $1,001 - $15,000 |
Eaton Vance TAD Income Fund (J/M Trust) | $1,001 - $15,000 |
Fidelity Contrafund (IRA) | $100,000 - $250,000 |
Fidelity Energy Svc2 (IRA) | $15,001 - $50,000 |
Fidelity Equity Income Fund (IRA) | $15,001 - $50,000 |
First Mariner | $1,001 - $15,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
GE Capital Corp (IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
High Yield Corporate Bond | $1,001 - $15,000 |
High Yield Corporate Bond (IRA) | $50,001 - $100,000 |
Inflation Protected TIPS (IRA) | $15,001 - $50,000 |
Inflation Protected TIPS (IRA) | $1,001 - $15,000 |
Sun Community Trust (IRA) | N/A |
| N/A | |
| N/A | |
MFS Sun Life Fixed/Variable Annuity - General Account | $50,001 - $100,000 |
MFS Sun Life Fixed/Variable Annuity - General Account | $15,001 - $50,000 |
MSCI EAFE Index (IRA) | $1,001 - $15,000 |
MSCI Emerging Markets (IRA) | N/A |
New Era Genesis Fund (IRA) | $50,001 - $100,000 |
New Berger Real Estate Securities Fund (JWM Trust) | N/A |
NW Money Market Prime (IRA) | $100,001 - $250,000 |
| $1,001 - $15,000 | |
Power China (IRA) | $1,001 - $15,000 |
PowerShares DB (IRA) | $1,001 - $15,000 |
Roper & Assoc Inc (S Corp) (Blind Trust) Timonium, MD, US | $250,001 - $500,000 |
Sector Select SPDR Fund (JWM Trust) | $1,001 - $15,000 |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Summer Beach #608 | $500,001 - $1,000,000 |
Summer Beach #3 | $250,001 - $500,000 |
Summit Community Bank | $15,001 - $50,000 |
Sunamerica Focused Alpha LG Cap (J/M Trust) | N/A |
TDAM MNY MKT (IRA) | $1,001 - $15,000 |
TDAM MNY MKT (IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Treasury Cash Trust Reserve | N/A |
US Govt. MNY MKT (J/M Trust) | $1,001 - $15,000 |
Vanguard US LG CAP (IRA) | $15,001 - $50,000 |
Vanguard US Mid CAP (IRA) | $15,001 - $50,000 |
Vanguard US SM CAP (IRA) | $15,001 - $50,000 |
| N/A |
Trading Sector Allocation (from PTR trades)
Technology$16K
Financial Services$41K
Healthcare$16K
Real Estate$8K
Utilities$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).