Grace Meng Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed September 27, 2012. Includes 53 assets and 2 liabilities.

Year:

2013 2012

Est. Net Worth

$7.6M

2012 annual disclosure

Total Assets

$3.2M - $12.7M

53 assets

Total Liabilities

$200K - $500K

2 liabilities

Total Trades

From PTR filings

Trade Volume

$241K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$7.6M
2013	$1.4M

Assets by Category

Real Estate$6.4M (4)

LLC / Partnership$858K (3)

Mutual Funds$291K (11)

Retirement & Pension$228K (15)

ETFs$114K (5)

Stocks$57K (7)

Insurance$0 (1)

Bank & Cash$0 (6)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

CREF Global Equities R3QCGLIX

$16K

CREF Stock R3QCSTIX

$16K

Goldcorp Inc. stockGG

$8K

All Assets (53)

Asset	Type	Owner	Value	Income
GT 202 212st Bayside, NY 11361, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $50,001 - $100,000
Plushian 11354, NY, US	Real Estate	Self	$250,001 - $500,000	Rent $5,001 - $15,000
3% Acorn Development LLC	LLC / Partnership	Self	$15,001 - $50,000	Partnership Income $201 - $1,000
10% Wealth Management LLC	LLC / Partnership	Self	$50,001 - $100,000	Partnership Income $2,501 - $5,000
3/14 34th Ave Realty LLC	LLC / Partnership	Self	$500,001 - $1,000,000	Rent $50,001 - $100,000
111-16 34th Ave Bayside, NY 11361, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
Vanguard Retirement Fund	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
T. Rowe Price New Horizons Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Fidelity 401k Stock Account	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
Fidelity Select Medical Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walt Disney Company(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Taiwan Semiconductor Manufacturing Co.(TSM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Prologis Real Estate ETF	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc.(BRK.B)	Stocks	Self	$15,001 - $50,000	None
Vanguard Small-Cap ETF(VB)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Long-Term ETF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Total International ETF(VXUS)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard REIT Emerging Markets ETF	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Equity Sector SPDR Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Pacific Palisades Residence Pacific Palisades, CA, US	Real Estate	Spouse	N/A	Rent
BlackRock Flexible Income	Mutual Funds	Self	N/A	Dividends
BlackRock Balanced Portfolio	Mutual Funds	Self	N/A	Capital Gains
Mellon Stock Index Y Shares	Mutual Funds	Self	N/A	Dividends
New York Muni Bond Portfolio	Mutual Funds	Self	N/A	Interest
MetLife IRA	Retirement & Pension	Self	N/A	Tax-Deferred
Success Energy & Finance Fund	Retirement & Pension	Self	N/A	Other
MLG Nexus Corp	Stocks	Self	N/A	None
Wellesley Income	Mutual Funds	Self	N/A	Dividends
JPMorgan Investor Value Life	Insurance	Self	N/A	Tax-Deferred
Citibank Banks U.S.A. U.S.A.	Bank & Cash	Self	N/A	Interest
The Bank IRA	Retirement & Pension	Self	N/A	Tax-Deferred
HSBC Checking Acct	Bank & Cash	Self	N/A	Interest
Prudential IRA - Prudential Mid Value Fund	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred $1 - $200
Prudential IRA - T. Rowe Growth Allocation Fund	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred $1 - $200
Vanguard Roth IRA - Value Appreciation Fund	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred $1 - $200
Vanguard Roth IRA - Primecap Core Fund	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred $1 - $200
Vanguard Roth IRA - Pioneer High Yield Fund	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred $1 - $200
Vanguard Roth IRA - Health Sciences Fund	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred $1 - $200
Bank of America Account	Bank & Cash	Self	N/A	Interest
NYS Deferred Compensation (DC1) New York, US	Retirement & Pension	Self	N/A	Tax-Deferred
Amazon.com Inc.(AMZN)	Stocks	Self	N/A	Capital Gains
NVIDIA Corporation Stock Units(NVDA)	Stocks	Self	N/A	Capital Gains
NYS Deferred Compensation (DC2) New York, US	Retirement & Pension	Self	N/A	Tax-Deferred
JPMorgan Chase Account	Bank & Cash	Self	N/A	Interest
Marcus by Goldman Sachs Account	Bank & Cash	Self	N/A	Interest
TIAA-CREF Retirement Annuity	Retirement & Pension	Self	N/A	Tax-Deferred
TIAA-CREF Roth IRA	Retirement & Pension	Self	N/A	Tax-Deferred
TIAA-CREF Growth Fund	Mutual Funds	Self	N/A	Capital Gains
TIAA Real Estate	Mutual Funds	Self	N/A	Capital Gains
Charles Schwab Account	Bank & Cash	Self	N/A	Interest
U.S. Savings Bonds United States	Gov. Securities	Self	N/A	Interest
NYS Deferred Compensation (DC3) New York, US	Retirement & Pension	Self	N/A	Tax-Deferred

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Bank of America, NA	mortgage	$100,001 - $250,000	—	—
Sallie Mae, PA	student loan	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Industrials$8K

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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).