Tammy Duckworth
Tammy Duckworth Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 62 assets and 1 liabilities.
Year:
Est. Net Worth
$661K
2013 annual disclosure
Total Assets
$219K - $1.2M
62 assets
Total Liabilities
$15K - $50K
1 liabilities
Total Trades
39
From PTR filings
Trade Volume
$337K
Midpoint of disclosed ranges
Assets by Category
Mutual Funds$290K (24)
Stocks$177K (28)
Real Estate$175K (1)
Other$33K (1)
Retirement & Pension$17K (4)
Bank & Cash$2K (3)
LLC / Partnership$501 (1)
Top Stock Holdings (from trades)
All Assets (62)
| Asset | Value |
|---|---|
Halish Blvd DeKalb, IL, US | $100,001 - $250,000 |
Edward Jones Roth IRA | N/A |
Income Fund of America Fund A | $1,001 - $15,000 |
Investment Co of America Fd A | $1,001 - $15,000 |
New Perspective Fund Cl A | $1,001 - $15,000 |
SMALLCAP World Fund Cl A | $1,001 - $15,000 |
Edward Jones Roth IRA | $1,001 - $15,000 |
Bond Fund of America Cl A | $1,001 - $15,000 |
Income Fund of America Fund A | $1,001 - $15,000 |
Investment Co of America Fd A | $1,001 - $15,000 |
New Perspective Fund Cl A | $1,001 - $15,000 |
Edward Jones IRA | $1,001 - $15,000 |
Income Fund of America Fund A | $1,001 - $15,000 |
Investment Co of America Fd A | $1,001 - $15,000 |
New Perspective Fund Cl A | $1,001 - $15,000 |
SMALLCAP World Fund Cl A | $1,001 - $15,000 |
Edward Jones IRA | $1 - $1,000 |
Cash/Money Market | $1 - $1,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Bond Fund of America Cl A | $1,001 - $15,000 |
Capital World Grw & Inc Fund A | $1,001 - $15,000 |
Income Fund of America Fund A | $15,001 - $50,000 |
Investment Co of America Fd A | $1,001 - $15,000 |
New Perspective Fund Cl A | $15,001 - $50,000 |
SMALLCAP World Fund Cl A | $1,001 - $15,000 |
Edward Jones Joint Tenants With Right of Survivorship Cash/Money Market | $1 - $1,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Capital World Growth & Income Fund A | $1,001 - $15,000 |
Income Fund of America Fund A | $15,001 - $50,000 |
Investment Co of America Fund A | $1,001 - $15,000 |
New Perspective Fund Cl A | $15,001 - $50,000 |
Tax Exempt Bond Fund of America Cl A | $1,001 - $15,000 |
Lincoln Shareholders Adv Old Contract #953048073 | $15,001 - $50,000 |
| N/A | |
USAA Brokerage Account - Cash | $1 - $1,000 |
| $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 | |
| N/A | |
| N/A | |
| N/A | |
USAA Money Market Fund | $1,001 - $15,000 |
Pacific First Health Solutions, LLC | $1 - $1,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Edward Jones Joint Tenants with Right of Survivorship | other | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Technology$56K
Consumer Cyclical$56K
Industrials$48K
Healthcare$24K
Basic Materials$32K
Consumer Defensive$8K
Utilities$33K
Financial Services$8K
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).