Earl Blumenauer
Earl Blumenauer Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 24, 2011. Includes 52 assets and 7 liabilities.
Est. Net Worth
$5.4M
2011 annual disclosure
Total Assets
$3.9M - $8.5M
52 assets
Total Liabilities
$430K - $1.1M
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
Retirement & Pension$2.2M (21)
Real Estate$2M (8)
Mutual Funds$872K (12)
Stocks$450K (3)
Bank & Cash$208K (2)
LLC / Partnership$175K (1)
ETFs$158K (3)
Other$75K (2)
Top Stock Holdings (from trades)
All Assets (52)
| Asset | Value |
|---|---|
Ariel Growth Fund - retirement | $15,001 - $50,000 |
Campbell-Nob Hill Portland, OR, US | $250,001 - $500,000 |
Cohen & Steers Realty Shares | $15,001 - $50,000 |
Congressional Credit Union | $100,001 - $250,000 |
DFA US Large Cap Value - retirement | $15,001 - $50,000 |
Domini Social Bond Fund - retirement | $100,001 - $250,000 |
Duplex - 510 6th St. SE Washington, DC, US | $500,001 - $1,000,000 |
Europacific Growth Fund - retirement | $1,001 - $15,000 |
Federal Thrift Savings Plan | $250,001 - $500,000 |
Glisan Street Apts Portland, OR, US | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
Loan to Overlook Heights LLC Portland, OR, US | N/A |
Nordell IC (previously Nordell Inc) | $100,001 - $250,000 |
| N/A | |
| $50,001 - $100,000 | |
| $250,001 - $500,000 | |
OnPoint Community Credit Union | $15,001 - $50,000 |
Oregon College Savings Plan for 3 years to College Portfolio | $50,001 - $100,000 |
Parnassus Equity Income | $1,001 - $15,000 |
Parnassus Equity Income - retirement | $15,001 - $50,000 |
Pax World High Yield Fund - retirement | $50,001 - $100,000 |
Pax World High Yield Fund | $15,001 - $50,000 |
Personal residence - New 23rd and Pettygrove Portland, OR, US | $250,001 - $500,000 |
PIMCO Foreign Bond Fund - retirement | $100,001 - $250,000 |
PIMCO Foreign Bond Fund | $100,001 - $250,000 |
PIMCO Total Return Fund - retirement | $250,001 - $500,000 |
PIMCO Total Return Fund | $250,001 - $500,000 |
Portfolio 21 | $1,001 - $15,000 |
Portfolio 21 - retirement | $50,001 - $100,000 |
Portfolio 21 - retirement | $250,001 - $500,000 |
Raleigh Fireside 5557 SW Scholls Ferry Rd, Portland, OR, US | $50,001 - $100,000 |
Rydex SGI Mgd Futures - retirement | $15,001 - $50,000 |
Rydex SGI Mgd Futures - retirement | $15,001 - $50,000 |
Schwab 1000 Index Fund - retirement | N/A |
Schwab 1000 Index Fund | N/A |
Schwab Money Market - retirement | $1,001 - $15,000 |
Schwab Money Market - retirement | $1 - $1,000 |
Scout Int'l Fund | $1,001 - $15,000 |
Scout Int'l Fund - retirement | $15,001 - $50,000 |
SEI Emerging Markets Debt - retirement | $50,001 - $100,000 |
SEI Emerging Markets Debt | $50,001 - $100,000 |
SEI Emerging Markets Equity - retirement | $50,001 - $100,000 |
SEI Emerging Markets Equity | $50,001 - $100,000 |
T. Rowe Price Retirement 2020 - retirement | $100,001 - $250,000 |
Townhouse (1/2 interest) 2441 NE Weidler, Portland, OR, US | $100,001 - $250,000 |
Vacation House (1/2 interest) Deer Isle, Maine, US | $100,001 - $250,000 |
Vanguard Short Term Inv. Grade | $50,001 - $100,000 |
Vanguard Short Term Inv. Grade - retirement | $50,001 - $100,000 |
1701 NW Glisan Portland, OR, US | $15,001 - $50,000 |
Vanguard Growth Investor - retirement | $1,001 - $15,000 |
Liabilities (7)
| Creditor | Type | Amount |
|---|---|---|
| M & T Realty, Buffalo, NY | mortgage | $15,001 - $50,000 |
| M & T Realty, Buffalo, NY | mortgage | $15,001 - $50,000 |
| Key Bank, Portland, OR | mortgage | $100,001 - $250,000 |
| First Independent Bank, Vancouver, WA | mortgage | $100,001 - $250,000 |
| Chase | mortgage | $50,001 - $100,000 |
| Chase | mortgage | $50,001 - $100,000 |
| Ruth Sprinkling | 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).