Daniel Arrigg Koh Net Worth & Financial Disclosure

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Annual financial disclosure for 2025, filed March 24, 2026. Includes 139 assets and 2 liabilities.

Year:

2025

Est. Net Worth

$4.5M

2025 annual disclosure

Total Assets

$3.2M - $8.8M

139 assets

Total Liabilities

$1M - $2M

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

ETFs$3.7M (88)

Mutual Funds$1.2M (25)

Bank & Cash$630K (10)

Other$343K (13)

Gov. Securities$175K (1)

LLC / Partnership$8K (1)

Stocks$8K (1)

All Assets (139)

Asset	Type	Owner	Value	Income
Avalanche	Other	Self	$1,001 - $15,000	None
Checking Account #1	Bank & Cash	Self	$100,001 - $250,000	None
Checking Account #2	Bank & Cash	Joint	$100,001 - $250,000	None
Continental Properties Real Estate Development Fund II, L.P.	Other	Spouse	$15,001 - $50,000	None
Continental Properties Real Estate Development Fund III, L.P.	Other	Spouse	$15,001 - $50,000	None
Continental Properties Real Estate Income Fund II, L.P.	Other	Spouse	$15,001 - $50,000	Capital Gains, Rent
Continental Properties Real Estate Income Fund IV, L.P.	Other	Spouse	$15,001 - $50,000	Capital Gains, Rent
Continental Properties Real Estate Income Fund V, L.P.	Other	Spouse	$15,001 - $50,000	Capital Gains, Rent
Continental Properties Real Estate Opportunities Fund I, L.P.	Other	Spouse	$15,001 - $50,000	None
Render	Other	Self	$1,001 - $15,000	None
Reverate Media LLC Washington, DC, US	LLC / Partnership	Self	$1,001 - $15,000	None
Solana	Other	Self	$50,001 - $100,000	None
SUI	Other	Self	$1,001 - $15,000	None
Schwab Investment Account 1 - Dodge & Cox International Stock Fund - Class I(DODFX)	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains
Schwab Investment Account 1 - JPMorgan Large Cap Growth Fund A(OLGAX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Schwab Investment Account 1 - USD	Bank & Cash	Spouse	$1,001 - $15,000	None
Schwab Investment Account 1 - VanEck Morningstar Wide Moat ETF(MOAT)	ETFs	Spouse	$15,001 - $50,000	None
Schwab Investment Account 2 - 64972EGV5	Other	Spouse	$1,001 - $15,000	None
Schwab Investment Account 2 - 735389YF9	Other	Spouse	$1,001 - $15,000	None
Schwab Investment Account 2 - First Eagle Global Fund Class A(SGENX)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains
Schwab Investment Account 2 - Invesco RAFI US 1000 ETF(PRF)	ETFs	Spouse	$15,001 - $50,000	None
Schwab Investment Account 2 - State Street SPDR S&P 500 ETF Trust(SPY)	ETFs	Spouse	N/A	Dividends
Schwab Investment Account 2 - USD	Bank & Cash	Spouse	$15,001 - $50,000	None
Schwab Investment Account 2 - VanEck Morningstar Wide Moat ETF(MOAT)	ETFs	Spouse	$15,001 - $50,000	None
Schwab Investment Account 2 - Wasatch Core Growth Fund(WGROX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Schwab IRA - 64613ABD3	Other	Spouse	$15,001 - $50,000	None
Schwab IRA - Alger Spectra Fund Class A(SPECX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Schwab IRA - Anheuser-Busch Inbev SA Sponsored ADR(BUD)	Stocks	Spouse	$1,001 - $15,000	None
Schwab IRA - Baron Global Advantage Fd Inst Cl(BGAIX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Schwab IRA - Baron Partners Fund(BPTRX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Schwab IRA - Hennessy Gas Utility Fund, Investor Class(GASFX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Schwab IRA - Invesco S&P SmallCap Financials ETF(PSCF)	ETFs	Spouse	$15,001 - $50,000	None
Schwab IRA - T. Rowe Price New Asia Fund(PRASX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Schwab IRA - USD	Bank & Cash	Spouse	$100,001 - $250,000	None
Schwab IRA - VanEck Morningstar Wide Moat ETF(MOAT)	ETFs	Spouse	$15,001 - $50,000	None
Schwab IRA - Vanguard Small Cap Index Fd Admiral Shs(VSMAX)	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains
Schwab IRA - Wasatch Core Growth Fund(WGROX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Schwab Roth IRA - VanEck Morningstar Wide Moat ETF(MOAT)	ETFs	Spouse	$1,001 - $15,000	None
U.S. Trust - Investment account - ARK Innovation ETF(ARKK)	ETFs	Self	$1,001 - $15,000	None
U.S. Trust - Investment account - Dodge & Cox Balanced Fund - Class I(DODBX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends
U.S. Trust - Investment account - First Trust Cloud Computing ETF(SKYY)	ETFs	Self	$1,001 - $15,000	None
U.S. Trust - Investment account - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund(GRID)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Investment account - First Trust NASDAQ Cybersecurity ETF(CIBR)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust - Investment account - Global X Artificial Intelligence & Technology ETF(AIQ)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
U.S. Trust - Investment account - Global X Robotics & Artificial Intelligence ETF(BOTZ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Trust - Investment account - Global X Social Media ETF(SOCL)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Trust - Investment account - Invesco RAFI US 1000 ETF(PRF)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Investment account - iShares Core S&P 500 ETF(IVV)	ETFs	Self	$250,001 - $500,000	Dividends
U.S. Trust - Investment account - iShares Expanded Tech-Software Sector ETF(IGV)	ETFs	Self	$1,001 - $15,000	None
U.S. Trust - Investment account - iShares Exponential Technologies ETF(XT)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends
U.S. Trust - Investment account - iShares MSCI EAFE ETF(EFA)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Investment account - iShares PHLX SOX Semiconductor Sector Index Fund(SOXX)	ETFs	Self	$50,001 - $100,000	Dividends
U.S. Trust - Investment account - iShares Russell Mid-Cap ETF(IWR)	ETFs	Self	$50,001 - $100,000	Dividends
U.S. Trust - Investment account - iShares U.S. Medical Devices ETF(IHI)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust - Investment account - Janus Henderson Enterprise Fund - N Shares(JDMNX)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends
U.S. Trust - Investment account - Janus Henderson Small Cap Value Fund - N Shares(JDSNX)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains, Dividends
U.S. Trust - Investment account - JPMorgan Equity Premium Income ETF(JEPI)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
U.S. Trust - Investment account - JPMorgan Large Cap Growth Fund R6(JLGMX)	Mutual Funds	Self	$100,001 - $250,000	Capital Gains, Dividends
U.S. Trust - Investment account - Money Market Savings Account	Bank & Cash	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Trust - Investment account - Nuveen ESG Small-Cap ETF(NUSC)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends
U.S. Trust - Investment account - PIMCO Income Fund Insti Class(PIMIX)	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
U.S. Trust - Investment account - SPDR S&P 500(SPY)	ETFs	Self	$250,001 - $500,000	Dividends $201 - $1,000
U.S. Trust - Investment account - State Street Consumer Discretionary Select Sector SPDR ETF(XLY)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Investment account - State Street Health Care Select Sector SPDR ETF(XLV)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Investment account - State Street Technology Select Sector SPDR ETF(XLK)	ETFs	Self	$50,001 - $100,000	Dividends
U.S. Trust - Investment account - U.S. Treasury Notes	Gov. Securities	Self	$100,001 - $250,000	Interest
U.S. Trust - Investment account - Vanguard Div Appreciation ETF(VIG)	ETFs	Self	$100,001 - $250,000	Dividends
U.S. Trust - Investment account - Vanguard Real Estate ETF(VNQ)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust - Investment account - Vanguard Small-Cap ETF(VB)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Investment account - Vanguard Utilities ETF(VPU)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - ARK Genomic Revolution ETF(ARKG)	ETFs	Self	$1,001 - $15,000	None
U.S. Trust - Trust DTD 12/19/1997 - ARK Innovation ETF(ARKK)	ETFs	Self	$15,001 - $50,000	None
U.S. Trust - Trust DTD 12/19/1997 - Columbia Global Technology Growth Fund Class I3(CGTUX)	Mutual Funds	Self	$100,001 - $250,000	Capital Gains
U.S. Trust - Trust DTD 12/19/1997 - FEDERATED HERMES GOVT OBLIGATIONS FD CL PREM	Bank & Cash	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Trust - Trust DTD 12/19/1997 - FEDERATED HERMES GOVT OBLIGATIONS FD CL PREM	Bank & Cash	Self	$15,001 - $50,000	Dividends $201 - $1,000
U.S. Trust - Trust DTD 12/19/1997 - First Trust Cloud Computing ETF(SKYY)	ETFs	Self	$1,001 - $15,000	None
U.S. Trust - Trust DTD 12/19/1997 - First Trust DJ Internet Index Fund(FDN)	ETFs	Self	$50,001 - $100,000	None
U.S. Trust - Trust DTD 12/19/1997 - Global X Robotics & Artificial Intelligence ETF(BOTZ)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - Global X Social Media ETF(SOCL)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
U.S. Trust - Trust DTD 12/19/1997 - Invesco WilderHill Clean Energy ETF(PBW)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - iShares 20+ Year Treasury Bond ETF(TLT)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
U.S. Trust - Trust DTD 12/19/1997 - iShares Core S&P 500 ETF(IVV)	ETFs	Self	$100,001 - $250,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - iShares Core S&P Small-Cap ETF(IJR)	ETFs	Self	$50,001 - $100,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - iShares Expanded Tech-Software Sector ETF(IGV)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - iShares Exponential Technologies ETF(XT)	ETFs	Self	$15,001 - $50,000	Capital Gains, Dividends
U.S. Trust - Trust DTD 12/19/1997 - iShares MSCI EAFE ETF(EFA)	ETFs	Self	$100,001 - $250,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - iShares MSCI Emerging Index Fund(EEM)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - iShares PHLX SOX Semiconductor Sector Index Fund(SOXX)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - iShares Select Dividend ETF(DVY)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - iShares TIPS Bond ETF(TIP)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - iShares U.S. Medical Devices ETF(IHI)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - Neuberger Berman Long Short Fd Instl Cl(NLSIX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
U.S. Trust - Trust DTD 12/19/1997 - Nuveen Core Impact Bond Fund R6(TSBIX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
U.S. Trust - Trust DTD 12/19/1997 - Nuveen ESG Small-Cap ETF(NUSC)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - Permanent Portfolio Class I(PRPFX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
U.S. Trust - Trust DTD 12/19/1997 - SPDR S&P 500(SPY)	ETFs	Self	$50,001 - $100,000	Dividends $1 - $200
U.S. Trust - Trust DTD 12/19/1997 - SPDR S&P MidCap 400 ETF Trust(MDY)	ETFs	Self	$100,001 - $250,000	Dividends $201 - $1,000
U.S. Trust - Trust DTD 12/19/1997 - State Street Consumer Discretionary Select Sector SPDR ETF(XLY)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - State Street Financial Select Sector SPDR ETF(XLF)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - State Street Health Care Select Sector SPDR ETF(XLV)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - State Street Technology Select Sector SPDR ETF(XLK)	ETFs	Self	$100,001 - $250,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - Vanguard Large-Cap ETF(VV)	ETFs	Self	$50,001 - $100,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - Vanguard Real Estate ETF(VNQ)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust - Trust DTD 12/19/1997 - Vanguard Short-Term Bond ETF(BSV)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
U.S. Trust - Trust DTD 12/19/1997 - WisdomTree U.S. Quality Dividend Growth Fund(DGRW)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
U.S. Trust IRA - ARK Innovation ETF(ARKK)	ETFs	Self	$1,001 - $15,000	None
U.S. Trust IRA - FEDERATED HERMES GOVT OBLIGATIONS FD CL PREM	Bank & Cash	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Trust IRA - First Trust DJ Internet Index Fund(FDN)	ETFs	Self	$1,001 - $15,000	None
U.S. Trust IRA - First Trust NASDAQ Cybersecurity ETF(CIBR)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust IRA - Global X Robotics & Artificial Intelligence ETF(BOTZ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Trust IRA - Invesco RAFI US 1000 ETF(PRF)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust IRA - Invesco WilderHill Clean Energy ETF(PBW)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust IRA - iShares Core MSCI Emerging Markets ETF(IEMG)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust IRA - iShares MSCI EAFE ETF(EFA)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust IRA - iShares Select Dividend ETF(DVY)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust IRA - iShares TIPS Bond ETF(TIP)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust IRA - Nuveen Core Impact Bond Fund R6(TSBIX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Trust IRA - Permanent Portfolio Class I(PRPFX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains, Dividends
U.S. Trust IRA - SPDR S&P 500(SPY)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
U.S. Trust IRA - SPDR S&P MidCap 400 ETF Trust(MDY)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
U.S. Trust IRA - State Street Financial Select Sector SPDR ETF(XLF)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust IRA - State Street SPDR S&P Biotech ETF(XBI)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust IRA - State Street Technology Select Sector SPDR ETF(XLK)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust IRA - Vanguard Real Estate ETF(VNQ)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust IRA - Vanguard S&P 500 ETF(VOO)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust IRA - Vanguard Small-Cap ETF(VB)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust Roth IRA - Columbia Global Technology Growth Fund Class I3(CGTUX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains
U.S. Trust Roth IRA - First Trust DJ Internet Index Fund(FDN)	ETFs	Self	$1,001 - $15,000	None
U.S. Trust Roth IRA - Impax Global Environmental Markets Fund Institutional Class(PGINX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
U.S. Trust Roth IRA - iShares 1-3 Year Treasury Bond ETF(SHY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Trust Roth IRA - iShares Expanded Tech Sector ETF(IGM)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust Roth IRA - iShares iBoxx $ Investment Grade Corporate Bond ETF(LQD)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Trust Roth IRA - iShares MSCI Emerging Index Fund(EEM)	ETFs	Self	$1,001 - $15,000	Dividends
U.S. Trust Roth IRA - Money Market Savings Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
U.S. Trust Roth IRA - PIMCO Income Fund Insti Class(PIMIX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Trust Roth IRA - SPDR S&P 500(SPY)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
U.S. Trust Roth IRA - SPDR S&P MidCap 400 ETF Trust(MDY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Trust Roth IRA - State Street Technology Select Sector SPDR ETF(XLK)	ETFs	Self	$15,001 - $50,000	Dividends
U.S. Trust Roth IRA - Vanguard Real Estate ETF(VNQ)	ETFs	Self	$1,001 - $15,000	Dividends

Liabilities (2)

Creditor	Type	Amount	Rate	Term
M&T Bank	mortgage	$500,001 - $1,000,000	—	—
Bank of America	mortgage	$500,001 - $1,000,000	—	—

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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).