Juan Vargas Net Worth & Financial Disclosure

house

Annual financial disclosure for 2013, filed July 19, 2013. Includes 31 assets and 2 liabilities.

Year:

2013 2011

Est. Net Worth

$978K

2013 annual disclosure

Total Assets

$1M - $2.4M

31 assets

Total Liabilities

$500K - $1M

2 liabilities

Total Trades

From PTR filings

Trade Volume

$16K

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Real Estate$750K (1)

Retirement & Pension$744K (12)

Mutual Funds$202K (17)

Bank & Cash$33K (1)

Top Stock Holdings (from trades)

All Assets (31)

Asset	Type	Owner	Value	Income
Vanguard Short Term Bond Fund	Mutual Funds	Self	$1,001 - $15,000	TAX-DEFERRED
401(k) Liberty Mutual Retirement Target Date 2045	Retirement & Pension	Self	$15,001 - $50,000	TAX-DEFERRED
401(k) Wells Fargo Common Stock(WFC)	Retirement & Pension	Self	$15,001 - $50,000	TAX-DEFERRED
403(b) Plan, Fidelity Advisor Freedom 2035	Retirement & Pension	Self	$250,001 - $500,000	TAX-DEFERRED
American Funds ScholarShare Age Based 5-8	Mutual Funds	Self	N/A	TAX-DEFERRED
529 California ScholarShare Age Based 15	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
529 California ScholarShare Age Based 15	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
529 California ScholarShare Age Based Portfolio 16	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Age-Based Union Accounts	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Fidelity Spartan Index Investor Class (FISIX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Spartan Total Market Index Investor Class	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Spartan U.S. Bond Index Fund Investor Class (FIBDX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds Europacific Growth	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA Investments C.I.P. Emerging Markets Equity	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA Investments C.I.P. International Equity	Retirement & Pension	Self	$50,001 - $100,000	Tax-Deferred
IRA Investments C.I.P. Income Investment Fixed	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA Pace Large Company Growth Equity Investments C.I.P.	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA Investments C.I.P. Large Company Value Equity Investments	Retirement & Pension	Self	$50,001 - $100,000	Tax-Deferred
IRA Investments C.I.P. Growth Equity Investments	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA Pace Small/Medium Company Value Equity Investments C.I.P.	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Paca Strategic Fixed Income Investments CIP	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Rental Property Sacramento, CA, US	Real Estate	Self	$500,001 - $1,000,000	Rent $15,001 - $50,000
Sun Life Var. Ann. MFS Growth Portfolio Class	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Sun Life Var. Ann. MFS New Discovery Portfolio Class	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Sun Life Var. Ann. MFS International Portfolio Class	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Sun Life Var. Ann. MFS Value Series India Class I	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Sun Life Var. Ann. MFS VT III Service Class	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Sun Life Var. Ann. MFS Util III Service Class	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Sun Life Var. Ann. MFS VT III Mid Cap Value Portfolio Initial	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Sun Life Var. Ann. Oppenheimer Main St Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Sun Life Var. Ann. Templeton Global Bond Foreign Securities Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred

Liabilities (2)

Creditor	Type	Amount	Rate	Term
JP Morgan Chase	mortgage	$250,001 - $500,000	—	—
Bank of America	mortgage	$250,001 - $500,000	—	—

Juan Vargas trades Wealthiest members Most active traders CA 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).