Zoe Lofgren
Zoe Lofgren Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 52 assets and 4 liabilities.
Est. Net Worth
$198K
2013 annual disclosure
Total Assets
$856K - $2.6M
52 assets
Total Liabilities
$1M - $2M
4 liabilities
Total Trades
645
From PTR filings
Trade Volume
$6.4M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $3.1M |
| 2009 | $48K |
| 2009 | $1.6M |
| 2010 | $1.7M |
| 2010 | $1.6M |
| 2012 | $717K |
| 2013 | $198K |
Assets by Category
Retirement & Pension$900K (20)
Mutual Funds$666K (19)
Gov. Securities$56K (8)
Stocks$41K (2)
Bank & Cash$33K (1)
LLC / Partnership$8K (1)
ETFs$8K (1)
Top Stock Holdings (from trades)
All Assets (52)
| Asset | Value |
|---|---|
California Public Employee Retirement System - Retirement System | $100,001 - $250,000 |
Collins, Lofgren Family Trust - Ameriprise (1472) | $1,001 - $15,000 |
Collins, Lofgren Family Trust - California State General Obligation Bond | $1,001 - $15,000 |
Collins, Lofgren Family Trust - Municipal Bond Care West | $1,001 - $15,000 |
Collins, Lofgren Family Trust - Corian Corporation Stock | $15,001 - $50,000 |
Collins, Loftgren Family Trust - Industry Urban Development Authority Dedication Municipal Bond | $1,001 - $15,000 |
Collins, Loftgren Family Trust - LA OIA/LSA Municipal Bond | $1,001 - $15,000 |
Collins, Loftgren Family Trust - Paleta Community College Municipal Bond | N/A |
Collins, Loftgren Family Trust - Roseville Electric System Municipal Bond | $1,001 - $15,000 |
Collins, Loftgren Family Trust - Natomas Unified School District Municipal Bond | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Collins, Loftgren Family Trust - Yosemite Community College Municipal Bonds | $1,001 - $15,000 |
ICMARC - All Funds II Co of America | $15,001 - $50,000 |
ICMARC - ASTON/Fairpointe Mid Cap I | $15,001 - $50,000 |
ICMARC - Fidelity Contrafund | $15,001 - $50,000 |
ICMARC - Fidelity Diversified Intl. Value I | $15,001 - $50,000 |
ICMARC - Perkins Mid Cap Value I | $1,001 - $15,000 |
ICMARC - T Rowe Price Small Cap Stock | $1,001 - $15,000 |
ICMARC - T Rowe Price Small-Cap Value | $1,001 - $15,000 |
ICMARC - VantageTrust PLUS Fund | $100,001 - $250,000 |
John Marshall Collins PC Retirement Plan - Delaware Diversified Income Fund Class A | $100,001 - $250,000 |
John Marshall Collins PC Retirement Plan - Dreyfus Basic Money Market | $1,001 - $15,000 |
John Marshall Collins PC Retirement Plan - Hartford Capital Appreciation Y | $50,001 - $100,000 |
John Marshall Collins PC Retirement Plan - Oppenheimer Developing Markets Fund Class A | $15,001 - $50,000 |
John Marshall Collins PC Retirement Plan - Lord Abbett Short Duration Income Fund Class A | $15,001 - $50,000 |
Principal Retirement Plan - Principal LifeTime 2060 Fund Class P | $15,001 - $50,000 |
American Funds Capital World Global Bond Fund Class A | $100,001 - $250,000 |
Dodge & Cox Global Bond Fund | $50,001 - $100,000 |
Wells Fargo Advantage Short Term Income Fund Class | N/A |
American Funds EuroPacific Growth Fund International Fund | $15,001 - $50,000 |
Dodge & Cox International Stock Fund | $15,001 - $50,000 |
Dodge & Cox Income Fund | $15,001 - $50,000 |
American Funds American Balanced Fund Class A | $1,001 - $15,000 |
Fleming Retirement Account - Morgan Stanley Institutional Class I Mid Cap Value Fund | $1,001 - $15,000 |
John Marshall Collins Retirement Account - Goldman Sachs Mid Cap Value Opportunities Fund Institutional Class | $1,001 - $15,000 |
John Marshall Collins Retirement Account - Harbor Small Cap Appreciation Fund Institutional Class | $1,001 - $15,000 |
John Marshall Collins Hartford Mutual Funds Cap Appreciation Fund Class A | $15,001 - $50,000 |
John Marshall Collins Retirement Account - Hussman Strategic Growth Fund | $1,001 - $15,000 |
John Marshall Collins Retirement Account - Oppenheimer Developing Markets Fund Class A | $1,001 - $15,000 |
John Marshall Collins PIMCO Funds Total Return Fund Class D | $15,001 - $50,000 |
John Marshall Collins Retirement Account - PIMCO Real Total Return Fund Institutional Class | $15,001 - $50,000 |
| $15,001 - $50,000 | |
John Marshall Collins Retirement Account - Principal MidCap Class A | $50,001 - $100,000 |
John Marshall Collins Retirement Account - Prudential Jennison Growth Fund Class A | $1,001 - $15,000 |
John Marshall Collins Fund Pennsylvania Mutual Fund Investment Class | N/A |
John Marshall Collins Retirement Account - Rydex S&P 500 Managed Futures Strategy Class A | N/A |
John Marshall Collins Retirement Account - SPDR Index Shares Fund Dow Jones Industrial Average ETF | $1,001 - $15,000 |
John Marshall Collins Retirement Account - Loomis Sayles High Income Bond Fund Retail Class | N/A |
John Marshall Collins Retirement Account - Templeton Global Investment Trust Foreign Bond Fund Advisor Class | $15,001 - $50,000 |
John Marshall Collins RET ETF Portfolio Retirement Account - Vanguard Mid Cap Index Fund | $15,001 - $50,000 |
John Marshall Collins Retirement Account - Vanguard Small Cap Index Fund | $15,001 - $50,000 |
Wells Fargo Accounts | $15,001 - $50,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| CHASE | line of credit | $10,001 - $15,000 |
| Wells Fargo | other | $500,001 - $1,000,000 |
| UBS AG | mortgage | $250,001 - $500,000 |
| PHH Mortgage Corporation | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Industrials$437K
Consumer Cyclical$352K
Basic Materials$121K
Financial Services$740K
Technology$546K
Communication Services$289K
Healthcare$472K
Consumer Defensive$329K
Insurance$120K
Energy$33K
Utilities$321K
Banking$89K
Manufacturing$32K
Real Estate$240K
Services$96K
Retail Trade$32K
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).