Earl Blumenauer
Earl Blumenauer Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 21, 2009. Includes 48 assets and 7 liabilities.
Est. Net Worth
$4.3M
2009 annual disclosure
Total Assets
$3.1M - $6.9M
48 assets
Total Liabilities
$395K - $1M
7 liabilities
Total Trades
599
From PTR filings
Trade Volume
$13.3M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $4.7M |
| 2009 | $4.3M |
| 2010 | $5.5M |
| 2011 | $5.4M |
| 2012 | $4.9M |
Assets by Category
Mutual Funds$2M (29)
Real Estate$1.9M (8)
Retirement & Pension$375K (1)
Stocks$258K (3)
Bank & Cash$150K (2)
Other$150K (2)
ETFs$108K (2)
LLC / Partnership$0 (1)
Top Stock Holdings (from trades)
All Assets (48)
| Asset | Value |
|---|---|
American Fd High Income Tr | N/A |
Ariel Growth Fund | $1,001 - $15,000 |
Ariel Growth Fund | N/A |
Campbell Job Hill NW 23rd and Hoy NW 23rd and Hoy, Portland, OR, US | $250,001 - $500,000 |
Cohen & Steers Realty Share | $1,001 - $15,000 |
Congressional Credit Union | $50,001 - $100,000 |
DFA International Small Company Portfolio Fund | $15,001 - $50,000 |
DFA International Small Company Portfolio Fund | $1,001 - $15,000 |
DFA U.S. Large Cap Value Fund | $1,001 - $15,000 |
Duplex - 510 6th St SE Washington, DC, US | $500,001 - $1,000,000 |
Europacific Growth Fund | $1,001 - $15,000 |
Federal Thrift Savings Plan | $250,001 - $500,000 |
Gisan Street Apartments Portland, OR, US | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
Loan to Overlook Heights LLC Portland, OR, US | $50,001 - $100,000 |
Nordic-Mitchell Investments Portland, OR, US | N/A |
Old Town Lofts - 2166 NW Irving Portland, OR, US | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
OnPoint Community Credit Union | $50,001 - $100,000 |
Oregon College Savings Plan - 529 College Portfolio | $50,001 - $100,000 |
Pax World High Yield Fund | $15,001 - $50,000 |
Pax World High Yield Fund | $50,001 - $100,000 |
Pettygrove House (Rental Property) Portland, OR, US | $100,001 - $250,000 |
PIMCO Foreign Bond Fund | $100,001 - $250,000 |
PIMCO Foreign Bond Fund | $250,001 - $500,000 |
PIMCO Total Return III Fund | $100,001 - $250,000 |
PIMCO Total Return III Fund | $250,001 - $500,000 |
Portfolio 21 | $50,001 - $100,000 |
Portfolio 21 | $100,001 - $250,000 |
Raleigh Fireside 5% 10 Hollis Ferry Portland, OR, US | $50,001 - $100,000 |
Schwab 1000 Fund | $15,001 - $50,000 |
Schwab Investor Money Fund | $1,001 - $15,000 |
Schwab Money Market | $1,001 - $15,000 |
Schwab Money Market | $1,001 - $15,000 |
Schwab Small Cap | $15,001 - $50,000 |
SEI Emerging Markets Debt | $50,001 - $100,000 |
SEI Emerging Markets Debt | $50,001 - $100,000 |
SEI Emerging Markets Equity | $15,001 - $50,000 |
SEI Emerging Markets Equity | $15,001 - $50,000 |
Townhouse (1/2 interest) 2441 NE Weidler, Portland, OR, US | $100,001 - $250,000 |
Vacation House on Deer Isle (1/2 interest) Deer Isle, Maine, US | $100,001 - $250,000 |
Vanguard Short Term Investment Grade | $50,001 - $100,000 |
Vanguard Short Term Investment Grade | $50,001 - $100,000 |
Winslow Green Growth Investor | $1,001 - $15,000 |
Winslow Green Growth Investor | $15,001 - $50,000 |
Liabilities (7)
| Creditor | Type | Amount |
|---|---|---|
| M & T Realty, Buffalo, NY | mortgage | $15,001 - $50,000 |
| Washington Mutual/Chase | mortgage | $15,001 - $50,000 |
| Washington Mutual/Chase | other | $15,001 - $50,000 |
| Washington Mutual/Chase | mortgage | $50,001 - $100,000 |
| Ruth Sprinkling | mortgage | $100,001 - $250,000 |
| First Independent Bank, Vancouver, WA | mortgage | $100,001 - $250,000 |
| Key Bank, Portland, OR | mortgage | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Utilities$944K
Consumer Cyclical$289K
Industrials$321K
Financial Services$465K
Communication Services$298K
Technology$555K
Energy$32K
Healthcare$458K
Real Estate$169K
Retail Trade$97K
Consumer Defensive$177K
Basic Materials$121K
Insurance$8K
Services$16K
Banking$32K
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).