Judy Chu
Judy Chu Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 38 assets and 3 liabilities.
Est. Net Worth
$1.7M
2013 annual disclosure
Total Assets
$1.2M - $3.2M
38 assets
Total Liabilities
$300K - $750K
3 liabilities
Total Trades
581
From PTR filings
Trade Volume
$8M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2010 | $183K |
| 2010 | $925K |
| 2010 | $1.6M |
| 2011 | $175K |
| 2011 | $366K |
| 2011 | $2.2M |
| 2012 | $32K |
| 2012 | $2.4M |
| 2013 | $208K |
| 2013 | $1.7M |
Assets by Category
Bank & Cash$1.1M (7)
Retirement & Pension$581K (25)
Mutual Funds$350K (2)
Real Estate$175K (1)
Other$33K (2)
LLC / Partnership$8K (1)
Top Stock Holdings (from trades)
All Assets (38)
| Asset | Value |
|---|---|
Aviva Life Insurance Fixed Annuity | $15,001 - $50,000 |
California Public Employees Retirement System | $15,001 - $50,000 |
California State Teachers Retirement System | $100,001 - $250,000 |
Capital One | $1,001 - $15,000 |
Citibank Savings Acct | $50,001 - $100,000 |
Citibank IRA--Day to Day Savings Acct | $15,001 - $50,000 |
City National Bank | $50,001 - $100,000 |
First Republic Bank | $100,001 - $250,000 |
Judy M. Chu Trust (excepted investment trust; includes rental LLC, believed to be rental) | N/A |
Law Offices of Eng & Nishimura | $1,001 - $15,000 |
Lincoln Financial Group 403B - Delaware VIP REIT | $1,001 - $15,000 |
Lincoln Financial Group 403B - Delaware VIP Diversified Income | $1,001 - $15,000 |
Lincoln Financial Group Annuity Amer Legacy, US-Fixed | $1,001 - $15,000 |
Lincoln Financial Group Annuity Amer Legacy, US-Large Blend-Growth Income | $50,001 - $100,000 |
LSW-Life Insurance Co of the Southwest Fixed Annuity | $1,001 - $15,000 |
Merrill Lynch Money Market Acct | $250,001 - $500,000 |
New Vision Federal Credit Union | $100,001 - $250,000 |
Ronan Rental Property Sacramento, CA, US | $100,001 - $250,000 |
Savings Plus (formerly Nationwide Retirement Solutions) 401K International Fund | $1,001 - $15,000 |
Savings Plus (formerly Nationwide Retirement Solutions) 401K Mid Cap Index Fund | $15,001 - $50,000 |
Savings Plus (formerly Nationwide Retirement Solutions) 401K Large Cap Index Fund | $1,001 - $15,000 |
Savings Plus (formerly Nationwide Retirement Solutions) 401K Socially Responsible Fund | $1,001 - $15,000 |
Savings Plus (formerly Nationwide Retirement Solutions) 401K Small Cap Fund | $15,001 - $50,000 |
Savings Plus (formerly Nationwide Retirement Solutions) 401K Short Term Investment Fund - Cash | $1,001 - $15,000 |
Savings Plus (formerly Nationwide Retirement Solutions) 401K International Fund | $1,001 - $15,000 |
Savings Plus (formerly Nationwide Retirement Solution) 457 Large Cap Socially Responsible Fund | $1,001 - $15,000 |
Nationwide Retirement 457 Large Cap Fund | $15,001 - $50,000 |
Savings Plus (formerly Nationwide Retirement Solution) 457 Large Cap Index Fund | $1,001 - $15,000 |
Nationwide Retirement Solution 457 Mid Cap Fund | $1,001 - $15,000 |
Savings Plus (formerly Nationwide Retirement Solution) Nationwide Short Term Investment Fund | $15,001 - $50,000 |
Savings Plus (formerly Nationwide Retirement Solution) 457 Short Term Bond Fund | $1,001 - $15,000 |
Savings Plus (formerly Nationwide Retirement Solution) 457 Small Cap Fund | $1,001 - $15,000 |
United Pacific Bank | $100,001 - $250,000 |
Vanguard CA Intermediate Term Bond Tax-Exempt Mutual Fund | $100,001 - $250,000 |
Vanguard Windsor II Mutual Fund | $100,001 - $250,000 |
Zurich Advantage III 403B - DWS Cap Growth VA | $1,001 - $15,000 |
Zurich Advantage III 403B - DWS High Income | $1,001 - $15,000 |
Zurich Advantage III 403B - DWS Global Income Builder VIP | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Bank of America | mortgage | $100,001 - $250,000 |
| BB&T | mortgage | $100,001 - $250,000 |
| Capitol Hill Tower Housing Cooperative | mortgage | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$8K
Financial Services$3.3M
Basic Materials$465K
Industrials$8K
Technology$75K
Healthcare$798K
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).