Kristina Knickerbocker Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed April 5, 2026. Includes 24 assets and 2 liabilities.

Year:

2026

Est. Net Worth

$943K

2026 candidate report

Total Assets

$664K - $1.6M

24 assets

Total Liabilities

$115K - $300K

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

ETFs$403K (13)

Real Estate$375K (1)

Other$217K (5)

Mutual Funds$75K (1)

Stocks$65K (2)

Bank & Cash$16K (2)

All Assets (24)

Asset	Type	Owner	Value	Income
Ally	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
BK Professional Services	Other	Spouse	$1,001 - $15,000	Distributions-unearned income $5,001 - $15,000
Rental Property Ohio, OH, US	Real Estate	Joint	$250,001 - $500,000	Rent $5,001 - $15,000
USAA Checking	Bank & Cash	Joint	$1,001 - $15,000	None
Charles Schwab B & K Joint Account ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$15,001 - $50,000	None
Charles Schwab B & K Joint Account ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG)(SCHG)	ETFs	Self	$15,001 - $50,000	None
Charles Schwab B & K Joint Account ⇒ Vanguard Total Stock Market ETF (VTI)(VTI)	ETFs	Self	$15,001 - $50,000	None
Charles Schwab Bret Roth IRA ⇒ Bret Retirement	Other	Spouse	$100,001 - $250,000	None
Charles Schwab Bret Roth IRA ⇒ Global X Robotics & Artificial Intelligence ETF (BOTZ)(BOTZ)	ETFs	Spouse	$1,001 - $15,000	None
Charles Schwab Bret Roth IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	Spouse	$15,001 - $50,000	None
Charles Schwab Bret Roth IRA ⇒ Schwab U.S. Broad Market ETF (SCHB)(SCHB)	ETFs	Spouse	$50,001 - $100,000	None
Charles Schwab Bret Roth IRA ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG)(SCHG)	ETFs	Spouse	$50,001 - $100,000	None
Charles Schwab Bret Roth IRA ⇒ Tesla, Inc. - Common Stock (TSLA)(TSLA)	Stocks	Spouse	$15,001 - $50,000	None
Charles Schwab Bret Roth IRA ⇒ Vanguard Information Tech ETF (VGT)(VGT)	ETFs	Spouse	$1,001 - $15,000	None
Charles Schwab Bret Roth IRA ⇒ Vanguard International Dividend Appreciation ETF (VIGI)(VIGI)	ETFs	Spouse	$1,001 - $15,000	None
Charles Schwab Bret Roth IRA ⇒ Vanguard Small-Cap Growth ETF (VBK)(VBK)	ETFs	Spouse	$15,001 - $50,000	None
Charles Schwab Kristina's Roth IRA ⇒ Schwab U.S. Broad Market ETF (SCHB)(SCHB)	ETFs	Self	$1,001 - $15,000	None
Charles Schwab Kristina's Roth IRA ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG)(SCHG)	ETFs	Self	$50,001 - $100,000	None
Charles Schwab Kristina's Roth IRA ⇒ Vanguard Information Tech ETF (VGT)(VGT)	ETFs	Self	$1,001 - $15,000	None
Charles Schwab Kristina's Roth IRA ⇒ Vanguard Small-Cap Growth ETF (VBK)(VBK)	ETFs	Self	$1,001 - $15,000	None
DC1 College Advantage Plan ⇒ College Advantage Plan OH	Other	Spouse	$1 - $1,000	None
DC2 College Advantage Plan ⇒ 529 College Advantage Plan OH	Other	Spouse	$1 - $1,000	None
Fidelity ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)(VIIIX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Ubiquity ⇒ Bret's 401k	Other	Spouse	$15,001 - $50,000	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Rocket Mortgage	mortgage	$100,001 - $250,000	—	—
Nelnet	student loan	$15,001 - $50,000	—	—

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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).