Julia Brownley Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 11, 2012. Includes 25 assets.

Year:

2013 2012

Est. Net Worth

$1.1M

2012 annual disclosure

Total Assets

$609K - $1.6M

25 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$57K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$1.1M
2013	$1.6M

Assets by Category

Mutual Funds$605K (14)

Real Estate$175K (1)

Stocks$97K (6)

ETFs$75K (1)

Insurance$75K (1)

Retirement & Pension$75K (1)

LLC / Partnership$8K (1)

Top Stock Holdings (from trades)

All Assets (25)

Asset	Type	Owner	Value	Income
AmeriFunds Washington	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
American Growth Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Artisan Intl Value Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Cambiar Small Cap Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Franklin CA Tax Free Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Franklin CA Tax Free Income Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Franklin S&P 500 ETF	ETFs	Self	$50,001 - $100,000	Dividends
Marathon Oil Corp(MRO)	Stocks	Self	$15,001 - $50,000	Dividends
New York Life Insurance Co	Insurance	Self	$50,001 - $100,000	None
Travelers Companies Inc.(TRV)	Stocks	Self	$15,001 - $50,000	Dividends
Vodafone PLC(VOD)	Stocks	Self	$1,001 - $15,000	Dividends
CenturyLink Inc(LUMN)	Stocks	Self	$1,001 - $15,000	Dividends
Alcatel-Lucent(ALU)	Stocks	Self	$1,001 - $15,000	Dividends
Huntington Bancshares(HBAN)	Stocks	Self	$1,001 - $15,000	Dividends
10 acres, Hernando County, FL Hernando County, FL, US	Real Estate	Self	$100,001 - $250,000	None
IRA - American Funds Washington Mutual Fund	Retirement & Pension	Self	$50,001 - $100,000	Dividends
Accession Technology LLC	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1 - $200
Cumberland Small Cap Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Franklin Small Mid Cap	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
MainStay High Yield	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
MFS Research Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Spehner International Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
PineBridge Dynamic Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Invesco Dividend Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Thornburg International Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200

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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).