Candice S. Miller Net Worth & Financial Disclosure

house

Annual financial disclosure for 2009, filed May 13, 2009. Includes 25 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$848K

2009 annual disclosure

Total Assets

$531K - $1.2M

25 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$443K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$848K
2010	$1.4M
2011	$1.4M
2012	$1M
2013	$1.7M

Assets by Category

Retirement & Pension$450K (5)

Mutual Funds$358K (9)

ETFs$33K (1)

Other$8K (2)

Bank & Cash$0 (5)

Stocks$0 (1)

LLC / Partnership$0 (1)

Insurance$0 (1)

Top Stock Holdings (from trades)

All Assets (25)

Asset	Type	Owner	Value	Income
401k, State of MI	Retirement & Pension	Spouse	$250,001 - $500,000	None
SSgA S&P 500 Index	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $1,001 - $2,500
SSgA Stock Index	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
American Funds EuroPacific Growth	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
JP Morgan Equity Income	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
IRA, USAA	Retirement & Pension	Spouse	$50,001 - $100,000	None
Sam Bernstein Portfolio A	Other	Self	$1,001 - $15,000	Dividends $1 - $200
IRA - USAA (cont)	Retirement & Pension	Spouse	N/A	None
San Gervasio Global C	Mutual Funds	Spouse	N/A	None
San Gervasio Global B	Mutual Funds	Spouse	N/A	None
American Investmentmate B	Mutual Funds	Spouse	N/A	None
IRA (Cash) - USAA	Retirement & Pension	Spouse	N/A	Interest
Morgan Stanley Account	Bank & Cash	Joint	N/A	None
401A - Nevada County Nevada County, US	Retirement & Pension	Self	N/A	None
Intel Corporation Stock(INTC)	Stocks	Self	N/A	Dividends
Vanguard Institutional Index	Mutual Funds	Self	N/A	Dividends
SSA S&P Midcap Index	Mutual Funds	Self	N/A	Dividends
Huntington Bank Account	Bank & Cash	Joint	N/A	Interest
CSM Trust	LLC / Partnership	Spouse	N/A	None
Certificate of Deposit (CD)	Bank & Cash	Spouse	N/A	Interest
USAA Accounts	Bank & Cash	Spouse	N/A	Interest
Merrill Lynch Account	Bank & Cash	Self	N/A	None
Custodial Account - MetLife	Other	Self	N/A	None
New York Life	Insurance	Spouse	N/A	None
iShares MSCI ACWI ETF(ACWI)	ETFs	Self	$15,001 - $50,000	None

Candice S. Miller trades Wealthiest members Most active traders MI 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).