Ron Barber

Ron Barber Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 82 assets and 1 liabilities.

Est. Net Worth
$2.8M
2013 annual disclosure
Total Assets
$1.6M - $4.4M
82 assets
Total Liabilities
$100K - $250K
1 liabilities
Total Trades
14
From PTR filings
Trade Volume
$186K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2012$175K
2012$71K
2012$959K
2013$2.8M

Assets by Category

Mutual Funds$1.3M (32)
Stocks$428K (13)
Retirement & Pension$375K (1)
ETFs$355K (26)
Other$208K (2)
Gov. Securities$175K (1)
Bank & Cash$114K (5)
LLC / Partnership$33K (1)
Real Estate$8K (1)

Top Stock Holdings (from trades)

All Assets (82)

AssetValue
$1,001 - $15,000
JT Bank Deposit Program Money Market Cash
$1,001 - $15,000
$1,001 - $15,000
$50,001 - $100,000
$50,001 - $100,000
Arizona State Transit Bonds (Greater Municipal Bonds)
Arizona, US
$100,001 - $250,000
JPMorgan Chase Bank Account
$15,001 - $50,000
PIMCO Fixed Income Fund
$15,001 - $50,000
American Balanced Fund
$15,001 - $50,000
American Government Bond Fund
$15,001 - $50,000
American Income Fund of America
$15,001 - $50,000
Round Top Realty Co
$15,001 - $50,000
Parnell Investments Preferred Equities
$15,001 - $50,000
Vanguard Windsor II Admiral
$15,001 - $50,000
Vanguard Windsor II Investors
$15,001 - $50,000
MFS Multi Cap Growth Fund Class C
$15,001 - $50,000
First Investors Keystone Tax Exempt A
$15,001 - $50,000
Franklin AZ Tax Free
$15,001 - $50,000
Hartford Capital Appreciation
$15,001 - $50,000
Malvern United Stock - District Bank
$50,001 - $100,000
Bank of East Morgan Money Market
$15,001 - $50,000
$15,001 - $50,000
$15,001 - $50,000
$15,001 - $50,000
$15,001 - $50,000
$15,001 - $50,000
Franklin Gold & Precious Metals Fund
$15,001 - $50,000
MSIF Frank International Allocation H MF
$15,001 - $50,000
American Income C MF
$15,001 - $50,000
American Washington/Global Sector S&P ETF
$15,001 - $50,000
Invesco Gold & Special S&P ETF
$15,001 - $50,000
$15,001 - $50,000
$15,001 - $50,000
iShares MSCI World ETF
$15,001 - $50,000
iShares MSCI All World ETF
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
First Investors Tax Exempt A Mutual Fund
$1,001 - $15,000
Vanguard Mid Cap Value ETF
$1,001 - $15,000
Vanguard Mid Cap Index ETF
$1,001 - $15,000
Morgan Stanley Emerging Markets ETF
$1,001 - $15,000
Morgan Stanley Bank Deposit Program
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Raw Vacant Land
Pima County, AZ, US
$1,001 - $15,000
Morgan Stanley 529 Plan (NV 529)
$100,001 - $250,000
Morgan Stanley Services Bond
$15,001 - $50,000
American Funds Growth Fund of America Class A
$50,001 - $100,000
American Funds EuroPacific Growth Fund Class A
$50,001 - $100,000
American Funds American Balanced Fund Class A
$50,001 - $100,000
American Funds American Mutual Fund
$50,001 - $100,000
American Funds New Economy Fund
$50,001 - $100,000
American New Perspective A
$15,001 - $50,000
American Mutual A
$15,001 - $50,000
American Small Cap Mdv A
$15,001 - $50,000
Prudence Diversified Income C
$50,001 - $100,000
First Investors Ins. Tax Exempt A
$15,001 - $50,000
Franklin AZ Tax Free Muni A
$15,001 - $50,000
Invesco High Yield Muni C
$15,001 - $50,000
MFS Emerging Markets Fund A
$15,001 - $50,000
Pinnacle Federal Credit Union Bank Account
Tucson, AZ, US
$15,001 - $50,000
College America 529 College Savings Plan (2024)
Virginia, US
$50,001 - $100,000
College America 529 College Savings Plan (2022)
Virginia, US
$15,001 - $50,000
College America 529 College Savings Plan (2021)
Virginia, US
$15,001 - $50,000
Chase Private Client Brokerage 529 Plan
Virginia, US
$15,001 - $50,000
State of Arizona Deferred Compensation 457 Plan (401k)
Arizona, US
$250,001 - $500,000

Liabilities (1)

CreditorTypeAmount
PNCmortgage$100,001 - $250,000

Trading Sector Allocation (from PTR trades)

Basic Materials$16K
Financial Services$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).
Ron Barber Net Worth & Financial Disclosure 2013: Assets & Portfolio | Congress Stock Tracker