Cheri Bustos Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 27 assets and 4 liabilities.

Year:

2013 2012

Est. Net Worth

$12K

2013 annual disclosure

Total Assets

$278K - $745K

27 assets

Total Liabilities

$300K - $700K

4 liabilities

Total Trades

From PTR filings

Trade Volume

$1.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$200K
2012	$363K
2013	$12K

Assets by Category

Bank & Cash$183K (2)

Mutual Funds$173K (16)

Stocks$156K (7)

Real Estate$0 (1)

Retirement & Pension$0 (1)

Top Stock Holdings (from trades)

Berkshire hathaway Inc. NewBRK.B

$130K

Mastercard IncorporatedMA

$65K

Target CorporationTGT

$65K

Danaher CorporationDHR

$65K

Expedia Group, Inc.EXPE

$65K

Ulta Beauty, Inc.ULTA

$65K

Zimmer Biomet Holdings, Inc.ZBH

$65K

Amazon.com, Inc.AMZN

$65K

L3Harris Technologies, Inc.LHX

$65K

All Assets (27)

Asset	Type	Owner	Value	Income
USAA Bank (Bank deposit account)	Bank & Cash	Self	$100,001 - $250,000	Tax-Deferred
Apple Inc. Common Stock(AAPL)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Biogen Inc. Common Stock(BIIB)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
McDonald's Corporation Common Stock(MCD)	Stocks	Self	$50,001 - $100,000	Tax-Deferred
Norfolk Southern Corporation Common Stock(NSC)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
SunOpta Inc. Common Stock(STKL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Teva Pharmaceutical Industries Ltd.(TEVA)	Stocks	Self	N/A	None
Under Armour Inc. Common Stock(UAA)	Stocks	Self	N/A	None
Invesco Balanced Risk Allocation Fund	Mutual Funds	Self	N/A	None
Invesco Diversified Dividend Fund	Mutual Funds	Self	N/A	None
Invesco Small Cap Growth Fund	Mutual Funds	Self	N/A	None
Invesco American Value Fund	Mutual Funds	Self	N/A	None
American Mutual Fund C	Mutual Funds	Self	N/A	None
American Mutual Fund F-1	Mutual Funds	Self	N/A	None
Capital Income Builder C	Mutual Funds	Self	N/A	None
Capital Income Builder F-1	Mutual Funds	Self	N/A	None
Growth Fund of America	Mutual Funds	Self	N/A	None
Income Fund of America C	Mutual Funds	Self	N/A	None
Income Fund of America F-1	Mutual Funds	Self	N/A	None
Intermediate Bond Fund	Mutual Funds	Self	N/A	None
Guggenheim All-Asset Income Fund	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Mississippi Valley Credit Union accounts	Bank & Cash	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Century Equity Income Inv Fund	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Janus Overseas I Fund	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Nuveen MidCap Growth Opportunities I Fund	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Rental Property Des Moines, IA, US	Real Estate	Joint	N/A	Rent $5,001 - $15,000
Illinois Municipal Retirement (value determined at retirement)	Retirement & Pension	Joint	N/A	None

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Wells Fargo	mortgage	$100,001 - $250,000	—	—
Citi Mortgage	mortgage	$50,001 - $100,000	—	—
Mississippi Valley Credit Union	line of credit	$50,001 - $100,000	—	—
Wells Fargo	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Industrials$122K

Consumer Cyclical$317K

Healthcare$203K

Communication Services$138K

Retail Trade$65K

Technology$98K

Energy$33K

Services$65K

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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).