Jake Auchincloss Net Worth & Financial Disclosure

Asset	Type	Owner	Value	Income
Bank of America Checking - MG	Bank & Cash	Spouse	$15,001 - $50,000	None
Bank of America Savings - MG	Bank & Cash	Spouse	$50,001 - $100,000	None
USAA Checking & Savings	Bank & Cash	Self	$15,001 - $50,000	None
USAA Checking - Joint	Bank & Cash	Joint	$1,001 - $15,000	None
USAA Savings - Joint	Bank & Cash	Joint	$1,001 - $15,000	None
USAA Savings DC1	Bank & Cash	DC	$1,001 - $15,000	None
USAA Savings DC2	Bank & Cash	DC	$1,001 - $15,000	None
USAA Savings DC3	Bank & Cash	DC	$1,001 - $15,000	None
American Balanced Fund - Class 529-F-2 (FBAFX)(FBAFX)	Mutual Funds	DC	$50,001 - $100,000	Tax-Deferred
EuroPacific Growth Fund - Class 529-F-2	Mutual Funds	DC	$15,001 - $50,000	Tax-Deferred
The Bond Fund of America - Class 529-F-2	Mutual Funds	DC	$15,001 - $50,000	Tax-Deferred
Washington Mutual Investors Fund - Class 529-F-2	Mutual Funds	DC	$15,001 - $50,000	Tax-Deferred
State Street Target Retirement 2050 Fund Class K	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Deferred Unit - State Street Corporation Common Stock(STT)	Other	Spouse	$100,001 - $250,000	None
Fidelity Government Money Market Fund	Mutual Funds	Spouse	$1 - $1,000	Dividends $201 - $1,000
State Street Corporation Common Stock(STT)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
State Street Corporation Common Stock(STT)	Other	Spouse	$1,000,001+	None
State Street Corporation Common Stock(STT)	Other	Spouse	$250,001 - $500,000	None
FDIC Insured Deposit at Wells Fargo HSA	Bank & Cash	Spouse	$1,001 - $15,000	None
Ariel Fund Instl Cl	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $2,501 - $5,000
Domini Impact Bond Fund Institutional Shares (DSBIX)	Mutual Funds	Joint	N/A	Capital Gains, Dividends $1,001 - $2,500
First Trust Water ETF (FIW)(FIW)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Hartford Schroders International Stock Fund (SCIEX)	Mutual Funds	Joint	$1,001 - $15,000	Dividends $201 - $1,000
iShares ESG Aware MSCI EAFE ETF (ESGD)(ESGD)	ETFs	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares ESG Aware MSCI EM ETF (ESGE)(ESGE)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
iShares ESG Aware MSCI USA Small-Cap ETF (ESML)(ESML)	ETFs	Joint	$50,001 - $100,000	Dividends $201 - $1,000
iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)(EAGG)	ETFs	Joint	N/A	Capital Gains, Dividends $1,001 - $2,500
iShares MSCI USA ESG Select ETF (SUSA)(SUSA)	ETFs	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
ML Bank Deposit Program	Bank & Cash	Joint	$100,001 - $250,000	Interest $2,501 - $5,000
PIMCO Total Return ESG Fund Institutional Class (PTSAX)	Mutual Funds	Joint	N/A	Capital Gains, Dividends $1,001 - $2,500
SPDR MSCI Emerging Markets Fuel Reserves Free ETF (EEMX)(EEMX)	ETFs	Joint	N/A	Capital Gains $2,501 - $5,000
SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)(SPYX)	ETFs	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Vanguard ESG International Stock ETF (VSGX)(VSGX)	ETFs	Joint	$50,001 - $100,000	Dividends $2,501 - $5,000
Merrill Lynch Brokerage - JA	Other	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard ESG U.S. Stock ETF(ESGV)	ETFs	Self	N/A	None
Ariel Fund Instl Cl(ARAIX)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1,001 - $2,500
Domini Impact Bond Fund Institutional Shares(DSBIX)	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
First Trust Water ETF(FIW)	ETFs	Spouse	$15,001 - $50,000	None
Hartford Schroders International Stock Fund(SCIEX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares ESG Aware MSCI EAFE ETF(ESGD)	ETFs	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares ESG Aware MSCI EM ETF(ESGE)	ETFs	Spouse	N/A	Capital Gains, Dividends $201 - $1,000
iShares ESG Aware MSCI USA Small-Cap ETF(ESML)	ETFs	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
iShares ESG Aware U.S. Aggregate Bond ETF(EAGG)	ETFs	Spouse	N/A	Capital Gains, Dividends $201 - $1,000
iShares MSCI USA ESG Select ETF(SUSA)	ETFs	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
ML Bank Deposit Program	Bank & Cash	Spouse	$1,001 - $15,000	Interest $2,501 - $5,000
PIMCO Total Return ESG Fund Institutional Class(PTSAX)	Mutual Funds	Spouse	N/A	Capital Gains, Dividends $201 - $1,000
SPDR MSCI Emerging Markets Fuel Reserves Free ETF(EEMX)	ETFs	Spouse	N/A	Capital Gains $2,501 - $5,000
Merrill Lynch Brokerage	Other	Spouse	$50,001+	Dividends $201 - $1,000
iShares ESG Aware MSCI EM ETF(ESGE)	ETFs	DC	$1,001 - $15,000	Dividends $201 - $1,000
iShares ESG Aware MSCI USA ETF(ESGU)	ETFs	DC	$15,001 - $50,000	None
iShares MSCI KLD 400 Social ETF(DSI)	ETFs	DC	$15,001 - $50,000	None
ML Bank Deposit Program	Bank & Cash	DC	$1,001 - $15,000	Interest $201 - $1,000
iShares Core MSCI Emerging Markets ETF(IEMG)	ETFs	DC	$1,001 - $15,000	None
iShares Core S&P 500 ETF(IVV)	ETFs	DC	$1,001 - $15,000	None
iShares MSCI EAFE Growth ETF(EFG)	ETFs	DC	$1,001 - $15,000	None
iShares MSCI EAFE Value ETF(EFV)	ETFs	DC	$1,001 - $15,000	Dividends $201 - $1,000
iShares MSCI Emerging Markets ex China ETF(EMXC)	ETFs	DC	$1,001 - $15,000	None
iShares MSCI USA Momentum Factor ETF(MTUM)	ETFs	DC	$1,001 - $15,000	None
iShares MSCI USA Quality Factor ETF(QUAL)	ETFs	DC	$1,001 - $15,000	None
iShares S&P 500 Growth ETF(IVW)	ETFs	DC	$1,001 - $15,000	None
iShares S&P 500 Value ETF(IVE)	ETFs	DC	$1,001 - $15,000	None
iShares U.S. Equity Factor Rotation Active ETF(DYNF)	ETFs	DC	$1,001 - $15,000	None
Merrill Lynch Roth IRA - JA	Retirement & Pension	Self	N/A	None
iShares ESG Advanced MSCI USA ETF(USXF)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Merrill Lynch Roth IRA - JA	Retirement & Pension	Self	N/A	None
iShares ESG Aware MSCI EM ETF(ESGE)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Merrill Lynch Roth IRA - JA	Retirement & Pension	Self	N/A	None
iShares ESG Aware MSCI USA ETF(ESGU)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Merrill Lynch Roth IRA - JA	Retirement & Pension	Self	N/A	None
iShares MSCI KLD 400 Social ETF(DSI)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Merrill Lynch Roth IRA - JA	Retirement & Pension	Self	N/A	None
ML Bank Deposit Program	Bank & Cash	Self	$1 - $1,000	Tax-Deferred
Merrill Lynch Roth IRA - MG	Retirement & Pension	Spouse	N/A	None
Ariel Fund Instl Cl(ARAIX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Merrill Lynch Roth IRA - MG	Retirement & Pension	Spouse	N/A	None
Calvert Small Cap Fund Class I(CSVIX)	Mutual Funds	Spouse	N/A	Tax-Deferred
Merrill Lynch Roth IRA - MG	Retirement & Pension	Spouse	N/A	None
First Trust Water ETF(FIW)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Merrill Lynch Roth IRA - MG	Retirement & Pension	Spouse	N/A	None
Hartford Schroders International Stock Fund(SCIEX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Merrill Lynch Roth IRA - MG	Retirement & Pension	Spouse	N/A	None
iShares ESG Aware MSCI EAFE ETF(ESGD)	ETFs	Spouse	$50,001 - $100,000	Tax-Deferred
Merrill Lynch Roth IRA - MG	Retirement & Pension	Spouse	N/A	None
iShares ESG Aware MSCI EM ETF(ESGE)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Merrill Lynch Roth IRA - MG	Retirement & Pension	Spouse	N/A	None
iShares MSCI USA ESG Select ETF(SUSA)	ETFs	Spouse	$100,001 - $250,000	Tax-Deferred
Merrill Lynch Roth IRA - MG	Retirement & Pension	Spouse	N/A	None
ML Bank Deposit Program	Bank & Cash	Spouse	$15,001 - $50,000	Tax-Deferred
Merrill Lynch Roth IRA - MG	Retirement & Pension	Spouse	N/A	None
SPDR S&P 500 Fossil Fuel Reserves Free ETF(SPYX)	ETFs	Spouse	$100,001 - $250,000	Tax-Deferred
Merrill Lynch Brokerage - JA	Other	Joint	N/A	None
Merrill Lynch Roth IRA - JA	Retirement & Pension	Joint	N/A	None
Merrill Lynch Brokerage - MG	Other	Spouse	N/A	None
Merrill Lynch Roth IRA - MG	Retirement & Pension	Spouse	N/A	None
529 DC1 MA	Other	DC	N/A	None
529 DC2	Other	DC	N/A	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Metro Credit Union	mortgage	$500,001 - $1,000,000	—	—
Bank of America	mortgage	$1,000,001 - $5,000,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$325K

Technology$8K

Jake Auchincloss trades Wealthiest members Most active traders MA delegation Articles

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).