Justin Amash
Justin Amash Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 23, 2011. Includes 26 assets and 3 liabilities.
Est. Net Worth
$1M
2011 annual disclosure
Total Assets
$876K - $2M
26 assets
Total Liabilities
$280K - $600K
3 liabilities
Total Trades
28
From PTR filings
Trade Volume
$420K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $1M |
| 2012 | $399K |
| 2013 | $1M |
Assets by Category
Other$375K (1)
Mutual Funds$375K (2)
ETFs$237K (13)
LLC / Partnership$208K (3)
Retirement & Pension$189K (6)
Bank & Cash$75K (1)
Top Stock Holdings (from trades)
The Walt Disney CompanyDIS
$162KAmazon.com, Inc.AMZN
$106KCharles Schwab Investment Account - SPDR S&P 500 ETF TRSPY
$49KCharles Schwab Investment Account - POWERSHARES QQQ TRUST SER 1QQQ
$16KCharles Schwab Investment Account - SPDR S&P MIDCAP 400 ETFMDY
$16KApple Inc.AAPL
$16KNintendo Co., Ltd.NTDOY
$16KSonos, Inc.SONO
$16KCharles Schwab Investment Account - SPDR GOLD TRUSTGLD
$8KAll Assets (26)
| Asset | Value |
|---|---|
Mesirow Financial, Inc. Wyoming, MI, US | $250,001 - $500,000 |
Charles Schwab Investment Management, Inc. ACWI EX US EMRG MKTS FD | $250,001 - $500,000 |
Charles Schwab Investment Management, Inc. ACWI EX US EMRG MKTS FD | N/A |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| N/A | |
| N/A | |
| N/A | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Fidelity Investments 401(k) Plan - SPARTAN 500 INDEX | $15,001 - $50,000 |
Fidelity Investments 401(k) Plan - SPARTAN INTL INDEX | $50,001 - $100,000 |
Fidelity Investments 401(k) Plan - SPARTAN US BOND INDEX | $1,001 - $15,000 |
Fidelity Investments 401(k) Plan - SPTN EXTD MKT INDEX | $1,001 - $15,000 |
Fifth Third Bank Checking Account | $50,001 - $100,000 |
Grand Rapids Capital LLC Grand Rapids, MI, US | N/A |
Saldos Bear, LLC Grand Rapids, MI; Wyoming, MI, US | $100,001 - $250,000 |
Dynamic Source, Inc Grand Rapids, MI, US | $15,001 - $50,000 |
State of Michigan 401(k) Plan - TARGET RETIREMENT 2050 | $15,001 - $50,000 |
State of Michigan 457 Plan - TARGET RETIREMENT 2050 | $15,001 - $50,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Charles Schwab & Co., Inc. | margin loan | $250,001 - $500,000 |
| Chemical Bank | other | $15,001 - $50,000 |
| Fidelity Investments | other | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$65K
Technology$48K
Basic Materials$8K
Communication Services$162K
Retail Trade$106K
Consumer Cyclical$16K
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).