Rebecca Bennett Net Worth & Financial Disclosure

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Annual financial disclosure for 2025, filed May 15, 2026. Includes 75 assets.

Year:

2025

Est. Net Worth

$1.1M

2025 annual disclosure

Total Assets

$449K - $1.8M

75 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

ETFs$927K (56)

Mutual Funds$90K (10)

Bank & Cash$75K (1)

Other$41K (2)

Stocks$0 (6)

All Assets (75)

Asset	Type	Owner	Value	Income
Capital One Savings Account	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
Midi Health Inc.	Other	Self	$1,001 - $15,000	None
529 Plan VA	Other	Self	$15,001 - $50,000	Dividends, Interest $201 - $1,000
IRA 1 - BlackRock Liquidity Funds FedFund - Premier(BUPXX)	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
IRA 1 - Fidelity MSCI Utilities Index ETF(FUTY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
IRA 1 - First Trust Cloud Computing ETF(SKYY)	ETFs	Self	$1,001 - $15,000	None
IRA 1 - Global X U.S. Infrastructure Development ETF(PAVE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
IRA 1 - Invesco Aerospace & Defense ETF(PPA)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
IRA 1 - Invesco KBW Bank ETF(KBWB)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
IRA 1 - iShares Biotechnology ETF(IBB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
IRA 1 - iShares U.S. Home Construction ETF(ITB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
IRA 1 - iShares U.S. Infrastructure ETF(IFRA)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
IRA 1 - Materials Select Sector SPDR(XLB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
IRA 1 - Pacer Data & Infrastructure Real Estate ETF(SRVR)	ETFs	Self	$1 - $1,000	Dividends $1 - $200
IRA 1 - Real Estate Select Sector SPDR Fund(XLRE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
IRA 1 - SPDR Select Sector Fund - Consumer Discretionary(XLY)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA 1 - SPDR Select Sector Fund - Consumer Staples(XLP)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
IRA 1 - SPDR Select Sector Fund - Energy Select Sector(XLE)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
IRA 1 - SPDR Select Sector Fund - Health Care(XLV)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA 1 - SPDR Select Sector Fund - Industrial(XLI)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
IRA 1 - The Communication Services Select Sector SPDR Fund(XLC)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA 1 - VanEck Semiconductor ETF(SMH)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
IRA 1 - Vanguard Financials ETF(VFH)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA 1 - Vanguard Information Tech ETF(VGT)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
IRA 1 - Apple Inc.(AAPL)	Stocks	Self	N/A	Capital Gains, Dividends $1,001 - $2,500
IRA 1 - NVIDIA Corporation(NVDA)	Stocks	Self	N/A	Capital Gains, Dividends $2,501 - $5,000
Merrill Lynch Investment Account - BlackRock Liquidity Funds FedFund - Premier(BUPXX)	Mutual Funds	Self	$1 - $1,000	Interest $1 - $200
Merrill Lynch Investment Account - Invesco National AMT-Free Municipal Bond ETF(PZA)	ETFs	Self	$1 - $1,000	Interest $201 - $1,000
Merrill Lynch Investment Account - iShares Core MSCI EAFE ETF(IEFA)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Merrill Lynch Investment Account - iShares Core MSCI Emerging Markets ETF(IEMG)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Merrill Lynch Investment Account - iShares Core MSCI International Developed Markets ETF(IDEV)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account - iShares Short-Term National Muni Bond ETF(SUB)	ETFs	Self	$1,001 - $15,000	Interest $1 - $200
Merrill Lynch Investment Account - S&P Global Inc.(SPGI)	Stocks	Self	N/A	Dividends $201 - $1,000
Merrill Lynch Investment Account - SPDR Nuveen Bloomberg Short Term Municipal Bond ETF(SHM)	ETFs	Self	$1,001 - $15,000	Interest $1 - $200
Merrill Lynch Investment Account - T. Rowe Price Science and Technology Fd(PRSCX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Merrill Lynch Investment Account - VanEck Intermediate Muni ETF(ITM)	ETFs	Self	$1,001 - $15,000	Interest $1 - $200
Merrill Lynch Investment Account - Vanguard Growth ETF(VUG)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Merrill Lynch Investment Account - Vanguard Small-Cap Growth ETF(VBK)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account - Vanguard Small-Cap Value ETF(VBR)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch Investment Account - Vanguard Value ETF(VTV)	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Roth 1 - BlackRock Eq Dividend I(MADVX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Roth 1 - BlackRock Liquidity Funds FedFund - Premier(BUPXX)	Mutual Funds	Spouse	$1 - $1,000	Interest $1 - $200
Roth 1 - ClearBridge Small Cap Fund Class I(LMNSX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Roth 1 - Edgewood Growth Fund Insti(EGFIX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Roth 1 - Goldman Sachs GQG Partners International Opportunities Fund(GSIMX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Roth 1 - iShares MSCI EAFE Min Vol Factor ETF(EFAV)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Roth 1 - iShares Russell 1000 Growth ETF(IWF)	ETFs	Spouse	$15,001 - $50,000	Dividends $1 - $200
Roth 1 - iShares Russell 1000 Value ETF(IWD)	ETFs	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Roth 1 - MFS Value Fund - Class I(MEIIX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Roth 1 - Schwab U.S. Small-Cap ETF(SCHA)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Roth 1 - Vanguard Russell 1000 Growth ETF(VONG)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Roth 2 - BlackRock Liquidity Funds FedFund - Premier(BUPXX)	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Roth 2 - Broadcom Inc.(AVGO)	Stocks	Self	N/A	Capital Gains, Dividends $5,001 - $15,000
Roth 2 - Eli Lilly and Company(LLY)	Stocks	Self	N/A	Capital Gains, Dividends $5,001 - $15,000
Roth 2 - Fidelity MSCI Utilities Index ETF(FUTY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth 2 - First Trust Cloud Computing ETF(SKYY)	ETFs	Self	$1,001 - $15,000	None
Roth 2 - Global X U.S. Infrastructure Development ETF(PAVE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth 2 - Invesco Aerospace & Defense ETF(PPA)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth 2 - Invesco KBW Bank ETF(KBWB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth 2 - iShares Biotechnology ETF(IBB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth 2 - iShares U.S. Home Construction ETF(ITB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth 2 - iShares U.S. Infrastructure ETF(IFRA)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth 2 - Pacer Data & Infrastructure Real Estate ETF(SRVR)	ETFs	Self	$1 - $1,000	Dividends $1 - $200
Roth 2 - Real Estate Select Sector SPDR Fund(XLRE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth 2 - SPDR Select Sector Fund - Consumer Discretionary(XLY)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Roth 2 - SPDR Select Sector Fund - Energy Select Sector(XLE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth 2 - SPDR Select Sector Fund - Financial(XLF)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Roth 2 - SPDR Select Sector Fund - Health Care(XLV)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Roth 2 - The Communication Services Select Sector SPDR Fund(XLC)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Roth 2 - VanEck Semiconductor ETF(SMH)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Roth 2 - Vanguard Consumer Staples ETF(VDC)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Roth 2 - Vanguard Industrials ETF(VIS)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth 2 - Vanguard Information Tech ETF(VGT)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
Roth 2 - Vanguard Materials ETF(VAW)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Roth 2 - Williams Companies, Inc.(WMB)	Stocks	Self	N/A	Capital Gains, Dividends $2,501 - $5,000

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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).