Theodore E. Deutch
Theodore E. Deutch Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 24 assets and 1 liabilities.
Est. Net Worth
$732K
2013 annual disclosure
Total Assets
$643K - $1.6M
24 assets
Total Liabilities
$250K - $500K
1 liabilities
Total Trades
41
From PTR filings
Trade Volume
$892K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2010 | $3.7M |
| 2010 | $140K |
| 2010 | $595K |
| 2011 | $48K |
| 2011 | $778K |
| 2012 | $8K |
| 2012 | $459K |
| 2013 | $732K |
Assets by Category
ETFs$483K (3)
Mutual Funds$403K (14)
Other$205K (5)
Bank & Cash$16K (2)
Top Stock Holdings (from trades)
All Assets (24)
| Asset | Value |
|---|---|
DFA Emerging Markets Core Equity Portfolio | $15,001 - $50,000 |
DFA International Core Equity | $50,001 - $100,000 |
DFA International Small Company | $1,001 - $15,000 |
Dimensional US Small Cap Value Portfolio | $15,001 - $50,000 |
Florida Prepaid College Plan Florida, US | $15,001 - $50,000 |
Florida Prepaid College Plan Florida, US | $15,001 - $50,000 |
Florida Prepaid College Plan | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $250,001 - $500,000 | |
| $15,001 - $50,000 | |
JPMorgan Strategic Income Opportunities - Select | $1,001 - $15,000 |
JP Morgan Tax Aware Real Return | N/A |
Lincoln Financial Variable Universal Life Insurance | $15,001 - $50,000 |
Universal Life Insurance | $50,000 - $100,000 |
PIMCO Real Return Bond Institutional Class | $1,001 - $15,000 |
PIMCO Real Return Institutional Class | $15,001 - $50,000 |
PIMCO Unconstrained Bond Institutional Class | $1,001 - $15,000 |
Schwab Bank Deposit Account | $1,001 - $15,000 |
T. Rowe Price Summit Municipal Intermediate | $15,001 - $50,000 |
Thornburg Limited-Term Municipal Fund Class I | $1,001 - $15,000 |
Vanguard Conservative Growth (Age-Based) | $50,001 - $100,000 |
Vanguard Income (Mod Age-based) | $50,001 - $100,000 |
Vanguard Short Term Tax Exempt Municipal | $1,001 - $15,000 |
Wells Fargo Accounts | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Communication Services$8K
Consumer Cyclical$40K
Technology$41K
Industrials$16K
Financial Services$8K
Healthcare$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).