Xavier Becerra
Xavier Becerra Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed June 30, 2008. Includes 65 assets.
Est. Net Worth
$944K
2008 annual disclosure
Total Assets
$357K - $1.5M
65 assets
Total Liabilities
$0
0 liabilities
Total Trades
170
From PTR filings
Trade Volume
$1.5M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $944K |
| 2009 | $794K |
| 2010 | $976K |
| 2011 | $250K |
| 2011 | $1.8M |
| 2012 | $1M |
| 2013 | $1.8M |
Assets by Category
Mutual Funds$429K (25)
Real Estate$183K (2)
Bank & Cash$177K (30)
Stocks$75K (1)
Gov. Securities$73K (6)
Other$8K (1)
Top Stock Holdings (from trades)
All Assets (65)
| Asset | Value |
|---|---|
1005 Mooney Drive Monterey Park, CA, US | $100,001 - $250,000 |
Alliance Bank NY - CD | $1,001 - $15,000 |
Alliance Bernstein Int'l | $1,001 - $15,000 |
American Funds Investment Co. (AICFX) | $1,001 - $15,000 |
American Funds Investment Co. of America F (AICFX) | $15,001 - $50,000 |
American Funds New Perspective (NPFFX) | $1,001 - $15,000 |
American Funds New Perspective F3 | $15,001 - $50,000 |
Blackrock Mid Cap Value | $1,001 - $15,000 |
Blackrock Mid Cap Value | $1,001 - $15,000 |
Bridgeview Bank - CD | $1,001 - $15,000 |
Broadway Bank - CD | N/A |
California State Bonds California, US | $1,001 - $15,000 |
Cash Management of America - 529C | $1,001 - $15,000 |
Citi Bank - CD | N/A |
Citizens First Bank - CD | $1,001 - $15,000 |
Cohen & Steers Realty | $1,001 - $15,000 |
Cohen & Steers Realty | $1,001 - $15,000 |
Congressional Federal Credit Union - Checking & Savings | $1,001 - $15,000 |
Desert Sands, CA Bonds Desert Sands, CA, US | $1,001 - $15,000 |
Discover Bank - CD | $1,001 - $15,000 |
Discover Bank - CD | $1,001 - $15,000 |
Discover Bank - CD | $1,001 - $15,000 |
Discover Bank - CD | $1,001 - $15,000 |
Florida Community Bank - CD | $1,001 - $15,000 |
Discover Bank - CD | $1,001 - $15,000 |
G Reit Inc. Real Estate | $1,001 - $15,000 |
Georgian Bank - CD | $1,001 - $15,000 |
Golden One Credit Union - Savings | $1 - $1,000 |
Greater Bay Bank - CD | N/A |
Growth Fund of America Class F | $15,001 - $50,000 |
Growth Fund of America Class F | $15,001 - $50,000 |
Grubb & Ellis Apartment REIT | $50,001 - $100,000 |
Hanford Calif. - Bonds Hanford, CA, US | $1,001 - $15,000 |
Horizon Bank - CD | $1,001 - $15,000 |
Income Fund of America - 529 | $15,001 - $50,000 |
Investment Company of America - 529 | $1,001 - $15,000 |
Irwin Union Bank - CD | $1,001 - $15,000 |
JP Morgan Chase - CD | N/A |
JP Morgan Chase - CD | N/A |
LaSalle Midwest Bank - CD | $1,001 - $15,000 |
Marsico 21st Century Fund | $1,001 - $15,000 |
Marsico 21st Century Fund | $15,001 - $50,000 |
Mercantile Bank - CD | $1,001 - $15,000 |
Merrill Merchant - CD | $1,001 - $15,000 |
Midwest National Bank - CD | $1,001 - $15,000 |
Morgan Stanley Bank - CD | N/A |
Muhlenkamp Fund | N/A |
Muhlenkamp Fund | N/A |
New Perspective Fund - 529C | $1,001 - $15,000 |
Peoples Bank CA - CD CA, US | $1,001 - $15,000 |
R-G Premier Bank - CD | $1,001 - $15,000 |
Rainier Small/Mid Cap | $1,001 - $15,000 |
Rainier Small/Mid Cap | $15,001 - $50,000 |
Sacramento, CA Bonds Sacramento, CA, US | $1,001 - $15,000 |
San Francisco Bonds San Francisco, CA, US | $15,001 - $50,000 |
Schwab Money Market Fund | $1,001 - $15,000 |
Schwab Money Market Fund | $15,001 - $50,000 |
Seattle Saving Bank - CD Seattle, WA, US | $1,001 - $15,000 |
Small Cap World Fund - 529C | $1,001 - $15,000 |
State Bank & Trust CD | N/A |
University Calif. Bonds CA, US | $1,001 - $15,000 |
Washington Mutual - Checking | $1,001 - $15,000 |
Washington Mutual Inv. Fund | $15,001 - $50,000 |
Washington Mutual Investor Fund | $15,001 - $50,000 |
Western Bank - CD | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
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).