M. Zuhdi Jasser Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed December 31, 2025. Includes 70 assets and 2 liabilities.

Year:

2024

Est. Net Worth

$1.5M

2024 annual disclosure

Total Assets

$1.2M - $3.3M

70 assets

Total Liabilities

$515K - $1.1M

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

LLC / Partnership$890K (4)

Mutual Funds$471K (29)

Bank & Cash$291K (4)

Retirement & Pension$207K (6)

Real Estate$175K (1)

ETFs$155K (21)

Insurance$33K (1)

Other$16K (2)

Stocks$16K (2)

All Assets (70)

Asset	Type	Owner	Value	Income
AZ Center for Hematology Profit Sharing ⇒ Fidelity Vang Target Return 2040	Retirement & Pension	Spouse	$50,001 - $100,000	Tax-Deferred
Capital Group 529 Plan ⇒ AF US Govmt Money Market AZ	Other	DC	$1,001 - $15,000	Tax-Deferred
Capital Group 529 Plan ⇒ Growth Portfolio AZ	Other	DC	$1,001 - $15,000	Tax-Deferred
Fidelity IRA ⇒ Fidelity Freedom 2035	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
Amgen Inc. - Common Stock(AMGN)	Stocks	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Merck & Company, Inc. Common Stock(MRK)	Stocks	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
ARK Innovation ETF(ARKK)	ETFs	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
DoubleLine Core Fixed Income Fund Class I(DBLFX)	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Eaton Vance Short Duration Inflation-Protected Income Fund Class I(EIRRX)	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares(GSIMX)	Mutual Funds	Joint	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Interest Bearing Account with Bank of America	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Interpretive Translation of the Koran, LLC, 100% Interest Phoenix, AZ, US	LLC / Partnership	Joint	$15,001 - $50,000	None
JPMorgan Ultra-Short Income ETF(JPST)	ETFs	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Navy Mutual Paid Up Permanent Life	Insurance	Joint	$15,001 - $50,000	Tax-Deferred
Rental Property Peoria, AZ, US	Real Estate	Joint	$100,001 - $250,000	Rent $2,501 - $5,000
Schwab Bank Sweep Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Schwab Fundamental U.S. Small Company ETF(FNDA)	ETFs	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Schwab U.S. Large-Cap ETF(SCHX)	ETFs	Joint	$15,001 - $50,000	Capital Gains, Dividends $1,001 - $2,500
Z Leasing, LLC, 100% Interest Phoenix, AZ, US	LLC / Partnership	Joint	$15,001 - $50,000	Interest $201 - $1,000
Banner Health Retirement ⇒ FID Growth Co Pool A	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred
Banner Health Retirement ⇒ JPM CB CR DRE 2040 CC	Retirement & Pension	Spouse	$50,001 - $100,000	Tax-Deferred
Banner Health Retirement ⇒ JPM CB CR DRE 2045 CC	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
Banner Health Retirement ⇒ JPM Smtret 2040 R6	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
DFA Real Estate Securities Portfolio(DFREX)	Mutual Funds	Joint	$15,001 - $50,000	Tax-Deferred
Invesco Diversified Dividend Funds Class A(LCEAX)	Mutual Funds	Joint	$50,001 - $100,000	Tax-Deferred
Janus Henderson Triton Fund - I Shares(JSMGX)	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Lord Abbett High Yield Fund Class R6(LHYVX)	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
PIMCO Funds Real Return Fund Institutional Class(PRRIX)	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Principal Fds, Inc. MidCap S&P 400 Index Fd Cl R-5(PMFPX)	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Principal Fds, Inc. SmallCap S&P 600 Index Fd Cl R-4(PSSSX)	Mutual Funds	Joint	$15,001 - $50,000	Tax-Deferred
Vanguard Growth Index Fd Admiral Shs(VIGAX)	Mutual Funds	Joint	$15,001 - $50,000	Tax-Deferred
Vanguard Money Market Reserves Federal Money Market Fund(VMFXX)	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Vanguard Short-Term Investment Grade Fund Investor Shrs(VFSTX)	Mutual Funds	Joint	$15,001 - $50,000	Tax-Deferred
Vanguard Value Index Fd Admiral Shs(VVIAX)	Mutual Funds	Joint	$15,001 - $50,000	Tax-Deferred
Bank of Montreal (BMO)	Bank & Cash	Joint	$100,001 - $250,000	Interest $201 - $1,000
M. Zuhdi Jasser, MD PC, 100% Interest Phoenix, AZ, US	LLC / Partnership	Joint	$500,001 - $1,000,000	S Corp Income $15,001 - $50,000
Z Liberty LLC ⇒ Wells Fargo	Bank & Cash	Joint	$50,001 - $100,000	Interest $1 - $200
Z Liberty LLC, 100% Interest Phoenix, AZ, US	LLC / Partnership	Joint	$50,001 - $100,000	S Corp Income $15,001 - $50,000
Invesco Emerging Markets Sovereign Debt ETF(PCY)	ETFs	Spouse	$1 - $1,000	Capital Gains, Dividends $1 - $200
Invesco Preferred ETF(PGX)	ETFs	Spouse	$1 - $1,000	Capital Gains, Dividends $1 - $200
iShares 20+ Year Treasury Bond ETF(TLT)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
iShares Core MSCI EAFE ETF(IEFA)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
iShares Core MSCI Emerging Markets ETF(IEMG)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
iShares iBoxx $ Investment Grade Corporate Bond ETF(LQD)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
iShares MBS ETF(MBB)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
iShares TIPS Bond ETF(TIP)	ETFs	Spouse	$1 - $1,000	Capital Gains, Dividends $1 - $200
Schwab Short-Term U.S. Treasury ETF(SCHO)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Vanguard Growth ETF(VUG)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Vanguard Intermediate-Term Treasury ETF(VGIT)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Vanguard Short-Term Corporate Bond ETF(VCSH)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Vanguard Small-Cap Growth ETF(VBK)	ETFs	Spouse	$1 - $1,000	Capital Gains, Dividends $1 - $200
Vanguard Small-Cap Value ETF(VBR)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Vanguard Total International Bond ETF(BNDX)	ETFs	Spouse	$1 - $1,000	Capital Gains, Dividends $1 - $200
Vanguard Value ETF(VTV)	ETFs	Spouse	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Allspring Special Small Cap Value Fund Institutional Class(ESPNX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
American Century Ultra Fund - I Class(TWUIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Diamond Hill Large Cap Fund I Shares(DHLRX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Edgewood Growth Fund Insti(EGFIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Harding Loevner Fund, Inc. International Eq Pt(HLMIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Hartford Schroders Emerging Markets Equity Fund(SEMNX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
JPMorgan Equity Income Fund I Class(HLIEX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
JPMorgan Small Cap Growth Fund I Class(OGGFX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Loomis Sayles Funds - Growth Fund Class Y(LSGRX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Macquarie Corporate Bond Fund Institutional(DGCIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Pear Tree Foreign Value Fund Institutional Shares(QFVIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
PIMCO International Bond Fund(PFBPX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
PIMCO Long-Term U.S. Government Fund Class I-2(PLTPX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
T. Rowe Price U.S. Treasury Intermediate Index Fund(PRTIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
TCW Total Return Bond Fund Cl I(TGLMX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Bank of America	credit card	$15,001 - $50,000	—	—
CHP 1010 McDowell LLC	other	$500,001 - $1,000,000	—	through 2/28/2030

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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).