Lily Tang Williams Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed September 13, 2024. Includes 70 assets and 5 liabilities.

Year:

2024

Est. Net Worth

$5.4M

2024 annual disclosure

Total Assets

$3.9M - $8.6M

70 assets

Total Liabilities

$500K - $1.3M

5 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Real Estate$4.9M (13)

Stocks$422K (31)

Other$299K (5)

ETFs$192K (4)

Mutual Funds$165K (7)

Bank & Cash$165K (7)

LLC / Partnership$75K (1)

Retirement & Pension$8K (2)

All Assets (70)

Asset	Type	Owner	Value	Income
11226 Seabreeze Ave Pt Charlotte, FL 33981 Port Charlotte, FL, US	Real Estate	Joint	$250,001 - $500,000	Rent $5,001 - $15,000
11390 Hilary Place Parker, CO 80138 Parker / Douglas, CO, US	Real Estate	Joint	$500,001 - $1,000,000	Rent $15,001 - $50,000
1371 S Cathay Ct. #102 Aurora, CO 80017 Aurora, CO, US	Real Estate	Joint	$250,001 - $500,000	Rent $5,001 - $15,000
4899 Hungary Rd North Port, FL 34288 North Port, FL, US	Real Estate	Joint	$250,001 - $500,000	Rent $5,001 - $15,000
58 Lane Road Raymond, NH 03077 Raymond, NH, US	Real Estate	Joint	$500,001 - $1,000,000	Rent $15,001 - $50,000
6384 Covenant Crest Ct. Las Vegas, NV 89131 Las Vegas, NV, US	Real Estate	Joint	$500,001 - $1,000,000	Rent $5,001 - $15,000
7820 Brookfield Cove Ave. Las Vegas, NV 89131 Las Vegas, NV, US	Real Estate	Joint	$500,001 - $1,000,000	Rent $5,001 - $15,000
Club QM Timeshare Reno, NV, US	Real Estate	Self	$1,001 - $15,000	Capital Gains, Rent
Club Trinidad Timeshare Greater Palm Springs, CA, US	Real Estate	Self	$1,001 - $15,000	Capital Gains, Rent
Crypto Currencies ⇒ Bitcoin	Other	Self	$100,001 - $250,000	Capital Gains
Crypto Currencies ⇒ Bitcoin Cash	Other	Self	$1,001 - $15,000	Capital Gains
Crypto Currencies ⇒ Etherium	Other	Self	$15,001 - $50,000	Capital Gains
Crypto Currencies ⇒ Litecoin	Other	Self	$1,001 - $15,000	Capital Gains
Fidelity 401K ⇒ HSA ⇒ Fidelity Cash Reserves (FDRXX)(FDRXX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Fidelity 401K ⇒ Roth ⇒ Fidelity Government Money Market Fund (SPAXX)(SPAXX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Fidelity 401K ⇒ Roth ⇒ Fidelity Large Cap Growth Index Fund (FSPGX)(FSPGX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Fidelity 401K ⇒ Roth ⇒ Fidelity Select Semiconductors Portfolio (FSELX)(FSELX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Fidelity 401K ⇒ SEP ⇒ Fidelity Government Money Market Fund (SPAXX)(SPAXX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Fidelity 401K ⇒ SEP ⇒ Fidelity Select Semiconductors Portfolio (FSELX)(FSELX)	Mutual Funds	Spouse	$1 - $1,000	Tax-Deferred
Fidelity 401K ⇒ SEP ⇒ Fidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest (FBTC)(FBTC)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Fidelity 401K ⇒ SEP ⇒ Sprott Uranium Miners ETF (URNM)(URNM)	ETFs	Spouse	$1 - $1,000	Tax-Deferred
First Bank - Cash Accts	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Grand Timber Lodge Timeshare Breckenridge, CO, US	Real Estate	Self	$15,001 - $50,000	Capital Gains, Rent
Marriott Timeshare las Vegas, NV, US	Real Estate	Self	$1,001 - $15,000	Capital Gains, Rent
MKE 401K Trust ⇒ FDRXX(FDRXX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
MKE 401K Trust ⇒ Fidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest (FBTC)(FBTC)	ETFs	Spouse	$100,001 - $250,000	Tax-Deferred
MKE 401K Trust ⇒ GATEWAY SELF-STORAGE, LLC golden, CO, US	LLC / Partnership	Spouse	$50,001 - $100,000	Tax-Deferred
MKE 401K Trust ⇒ NuScale Power Corporation Class A Common Stock (SMR)(SMR)	Stocks	Spouse	$50,001 - $100,000	Tax-Deferred
MKE 401K Trust ⇒ Precious Metals	Other	Spouse	$50,001 - $100,000	Tax-Deferred
MKE 401K Trust ⇒ Sprott Uranium Miners ETF (URNM)(URNM)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
MKE 401K Trust ⇒ Tesla, Inc. (TSLA)(TSLA)	Stocks	Spouse	$100,001 - $250,000	Tax-Deferred
Raytheon Pension	Retirement & Pension	Spouse	N/A	Dividends $5,001 - $15,000
S Corporation ⇒ 3874 Malta St. Denver, CO 80249 Denver, CO, US	Real Estate	Joint	$250,001 - $500,000	Rent $5,001 - $15,000
S Corporation ⇒ 5371 SE 92nd St Ocala, FL 34480 Ocala, FL, US	Real Estate	Joint	$250,001 - $500,000	Rent $5,001 - $15,000
S Corporation ⇒ MKE Checking	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Schwab ⇒ IRA ⇒ Citigroup, Inc. Common Stock (C)(C)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab ⇒ IRA ⇒ Royal Caribbean Cruises Ltd. Common Stock (RCL)(RCL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab ⇒ IRA ⇒ Southwest Airlines Company Common Stock (LUV)(LUV)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab ⇒ IRA ⇒ Tesla, Inc. - Common Stock (TSLA)(TSLA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab ⇒ IRA ⇒ Uber Technologies, Inc. Common Stock (UBER)(UBER)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab 401K ⇒ SEP ⇒ Airbnb, Inc. - Class A Common Stock (ABNB)(ABNB)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab 401K ⇒ SEP ⇒ Cash	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Schwab 401K ⇒ SEP ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN)(COIN)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab 401K ⇒ SEP ⇒ Tesla, Inc. - Common Stock (TSLA)(TSLA)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Service Credit Union ⇒ SCU Cash Accts ⇒ SCU Checking	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Service Credit Union ⇒ SCU Cash Accts ⇒ SCU Savings	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Service Credit Union ⇒ SCU Cash Accts ⇒ SCU Trust Savings	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Service Credit Union ⇒ SCU CD ⇒ SCU CD	Bank & Cash	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Service Credit Union ⇒ SCU MMKT ⇒ SCU MMKT	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Wells Fargo Brokerage ⇒ Advanced Micro Devices, Inc. (AMD)(AMD)	Stocks	Self	$1 - $1,000	Dividends $201 - $1,000
Wells Fargo Brokerage ⇒ Airbnb, Inc. - Class A Common Stock (ABNB)(ABNB)	Stocks	Self	$1,001 - $15,000	Dividends
Wells Fargo Brokerage ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $5,001 - $15,000
Wells Fargo Brokerage ⇒ Cloudflare, Inc. Class A Common Stock (NET)(NET)	Stocks	Self	$1 - $1,000	Dividends $201 - $1,000
Wells Fargo Brokerage ⇒ Etsy, Inc. - Common Stock (ETSY)(ETSY)	Stocks	Self	$1,001 - $15,000	Dividends
Wells Fargo Brokerage ⇒ Live Nation Entertainment, Inc. Common Stock (LYV)(LYV)	Stocks	Self	$1 - $1,000	Dividends $201 - $1,000
Wells Fargo Brokerage ⇒ Lowe's Companies, Inc. Common Stock (LOW)(LOW)	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Wells Fargo Brokerage ⇒ Marvell Technology, Inc. - Common Stock (MRVL)(MRVL)	Stocks	Self	$1 - $1,000	Dividends $201 - $1,000
Wells Fargo Brokerage ⇒ MGM Resorts International Common Stock (MGM)(MGM)	Stocks	Self	$1 - $1,000	Dividends $201 - $1,000
Wells Fargo Brokerage ⇒ Micron Technology, Inc. - Common Stock (MU)(MU)	Stocks	Self	$1 - $1,000	Dividends $201 - $1,000
Wells Fargo Brokerage ⇒ Netflix, Inc. - Common Stock (NFLX)(NFLX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wells Fargo Brokerage ⇒ PayPal Holdings, Inc. - Common Stock (PYPL)(PYPL)	Stocks	Self	$1,001 - $15,000	Dividends
Wells Fargo Brokerage ⇒ Planet Fitness, Inc. Common Stock (PLNT)(PLNT)	Stocks	Self	$1 - $1,000	Dividends $201 - $1,000
Wells Fargo Brokerage ⇒ QUALCOMM Incorporated - Common Stock (QCOM)(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wells Fargo Brokerage ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP)(SHOP)	Stocks	Self	$1,001 - $15,000	Dividends
Wells Fargo Brokerage ⇒ Spotify Technology S.A. Ordinary Shares (SPOT)(SPOT)	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Wells Fargo Brokerage ⇒ Synchrony Financial Common Stock (SYF)(SYF)	Stocks	Self	$1 - $1,000	Dividends
Wells Fargo Brokerage ⇒ Tesla, Inc. - Common Stock (TSLA)(TSLA)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wells Fargo Brokerage ⇒ Uber Technologies, Inc. Common Stock (UBER)(UBER)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wells Fargo Brokerage ⇒ Visa Inc. (V)(V)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wells Fargo Brokerage ⇒ Zillow Group, Inc. - Class C Capital Stock (Z)(Z)	Stocks	Self	$1,001 - $15,000	Dividends

Liabilities (5)

Creditor	Type	Amount	Rate	Term
Wells Fargo Bank	mortgage	$100,001 - $250,000	—	—
Wells Fargo Bank	mortgage	$100,001 - $250,000	—	—
Mr. Cooper	mortgage	$100,001 - $250,000	—	—
Roundpoint Mtg	mortgage	$100,001 - $250,000	—	—
Mr. Cooper	mortgage	$100,001 - $250,000	—	—

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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).