Tim Walberg
Tim Walberg Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 21, 2013. Includes 36 assets.
Est. Net Worth
$672K
2013 annual disclosure
Total Assets
$323K - $1M
36 assets
Total Liabilities
$0
0 liabilities
Total Trades
88
From PTR filings
Trade Volume
$998K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $199K |
| 2011 | $539K |
| 2012 | $19K |
| 2013 | $764K |
| 2013 | $672K |
Assets by Category
Mutual Funds$591K (23)
Retirement & Pension$65K (2)
Bank & Cash$8K (4)
Other$8K (1)
ETFs$0 (5)
Stocks$0 (1)
Top Stock Holdings (from trades)
All Assets (36)
| Asset | Value |
|---|---|
MFS High Income Muni | $50,001 - $100,000 |
Hartford Money Mkt HLS | $100,001 - $250,000 |
Templeton Dev Mkts Sec | $15,001 - $50,000 |
Amer. Growth | $15,001 - $50,000 |
Amer. Growth & Incom | $15,001 - $50,000 |
JHS Growth | $15,001 - $50,000 |
DWS Midcap Growth Fund Class S | N/A |
DWS Total Return | N/A |
Goldman Sachs Fund | N/A |
| N/A | |
| N/A | |
Marcus by Goldman Sachs High Yield Online Savings | N/A |
| N/A | |
| N/A | |
| N/A | |
TD Bank USA NA | N/A |
TD Bank USA NA FFC | N/A |
Dreyfus Active Bond Fund | N/A |
Federated Intermediate Government Fund | N/A |
Federated Total Return Bond Fund | N/A |
| N/A | |
PIMCO Low Duration Institutional | $1,001 - $15,000 |
PIMCO Investment Grade Corporate | $1,001 - $15,000 |
PIMCO Total Return Fund | $15,001 - $50,000 |
Thornburg Investment Income Builder | $1,001 - $15,000 |
Thornburg International Value Fund | $1,001 - $15,000 |
Thornburg International Growth Fund | $1,001 - $15,000 |
Thornburg Strategic Income Fund | $1,001 - $15,000 |
TIAA 403(b) Account (5523-3) | $15,001 - $50,000 |
TIAA Real Estate Account | $15,001 - $50,000 |
CREF Global Equities | $15,001 - $50,000 |
CREF Equity Index | $15,001 - $50,000 |
CREF Stock Account | $15,001 - $50,000 |
CREF Growth Account | $15,001 - $50,000 |
The Community Credit Union Savings Account | $1,001 - $15,000 |
Oil Royalty Interest | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Healthcare$8K
Basic Materials$72K
Communication Services$8K
Retail Trade$8K
Technology$33K
Banking$33K
Industrials$171K
Energy$98K
Consumer Cyclical$16K
Financial Services$33K
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).