Earl Blumenauer
Earl Blumenauer Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 20, 2010. Includes 54 assets and 6 liabilities.
Est. Net Worth
$5.5M
2010 annual disclosure
Total Assets
$3.9M - $8.6M
54 assets
Total Liabilities
$415K - $1M
6 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$2.9M (36)
Real Estate$2.4M (9)
Retirement & Pension$375K (1)
Stocks$258K (3)
Bank & Cash$250K (2)
ETFs$75K (2)
LLC / Partnership$33K (1)
Top Stock Holdings (from trades)
All Assets (54)
| Asset | Value |
|---|---|
Ariel Growth Fund | $15,001 - $50,000 |
Ariel Growth Fund | $5,001 - $15,000 |
Campbell, Long Hill – NW 23rd and Hoyt Portland, OR, US | $250,001 - $500,000 |
Correll & Steers Realty Shares | $1,001 - $15,000 |
Congressional Credit Union | $50,001 - $100,000 |
DFA Int Small Co Port Fund | N/A |
DFA Int'l Small Co Port Fund | N/A |
DFA US Large Cap Value | $15,001 - $50,000 |
Domini Social Bond Fund | $100,001 - $250,000 |
Duplex Washington, DC, US | $500,001 - $1,000,000 |
EuroPacific Growth Fund | $1,001 - $15,000 |
Federal Thrift Savings Plan | $250,001 - $500,000 |
Crisan Street Apts Portland, OR, US | $100,001 - $250,000 |
| N/A | |
| $50,001 - $100,000 | |
Loan to Overlook Heights LLC Portland, OR, US | $15,001 - $50,000 |
Portland Property 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 | $100,001 - $250,000 |
Oregon College Savings Plan 529 | $15,001 - $50,000 |
Oregon College Savings Plan 1-3 Years to College Portfolio | $100,001 - $250,000 |
Parnassus Equity Income Fund | N/A |
Pax World High Yield Fund | $50,001 - $100,000 |
Pax World High Yield Fund | $15,001 - $50,000 |
Berrywood House NW 53rd and Pettygrove Portland, OR, US | $250,001 - $500,000 |
PIMCO Foreign Bond Fund | $100,001 - $250,000 |
PIMCO Foreign Bond Fund | $100,001 - $250,000 |
PIMCO Total Return III Fund | $100,001 - $250,000 |
PIMCO Total Return III Fund | $250,001 - $500,000 |
Portfolio 21 | $100,001 - $250,000 |
Portfolio 21 | $250,001 - $500,000 |
Raleigh Fireside Portland, OR, US | $50,001 - $100,000 |
Portland Illinois Ferry Portland, OR, US | $50,001 - $100,000 |
Rydex S&P 500 Fund | $100,001 - $250,000 |
Rydex SGI Managed Futures | $15,001 - $50,000 |
Schwab 1000 Fund | N/A |
Schwab Investor Money Fund | N/A |
Schwab Money Market | $1,001 - $15,000 |
Schwab Money Market | $50,001 - $100,000 |
Schwab Small Cap | N/A |
Schwab Small Cap Index Fund | N/A |
SEI Emerging Markets Debt | $50,001 - $100,000 |
SEI Emerging Markets Debt | $5,001 - $15,000 |
SEI Emerging Markets Equity | N/A |
SEI Emerging Markets Equity | $50,001 - $100,000 |
Townhouse (1/2 interest) 2441 NE Weidler, Portland, OR, US | $100,001 - $250,000 |
Vacation House (1/2 interest) Neahkahnie, OR, US | $100,001 - $250,000 |
Vanguard Short Term Federal Fund | $50,001 - $100,000 |
Calvert Short Term Inv. Grade | $50,001 - $100,000 |
Vanguard Short Term Inv. Grade | $50,001 - $100,000 |
Winslow Green Growth Investor | $100,001 - $250,000 |
Winslow Green Growth Investor | $1,001 - $15,000 |
Liabilities (6)
| Creditor | Type | Amount |
|---|---|---|
| M & T Realty, Buffalo, NY | mortgage | $15,001 - $50,000 |
| Chase | mortgage | $50,001 - $100,000 |
| 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).