Zoe Lofgren
Zoe Lofgren Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 38 assets and 3 liabilities.
Est. Net Worth
$717K
2012 annual disclosure
Total Assets
$1M - $2.7M
38 assets
Total Liabilities
$765K - $1.6M
3 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
Mutual Funds$861K (28)
Retirement & Pension$598K (7)
Bank & Cash$375K (1)
ETFs$41K (2)
Top Stock Holdings (from trades)
All Assets (38)
| Asset | Value |
|---|---|
California Public Employee Retirement System | $100,001 - $250,000 |
ICMA-RC - All Funds Inv Co of America | $15,001 - $50,000 |
ICMA-RC - ASTON/Tripointe Mid Cap I | $15,001 - $50,000 |
ICMA-RC - Fidelity Contrafund | $15,001 - $50,000 |
ICMA-RC - Fidelity Diversified Intl | $50,001 - $100,000 |
ICMARC - Perkins Mid Cap Value I | $1,001 - $15,000 |
ICMARC - T Rowe Price Small-Cap Value | $1,001 - $15,000 |
ICMARC - T Rowe Price Small-Cap Stock | $1,001 - $15,000 |
ICMARC - VantageTrust PLUS Fund | $50,001 - $250,000 |
John Marshall Collins PC Retirement Plan - Delaware Diversified Income Fund Class A | $50,001 - $100,000 |
John Marshall Collins PC Retirement Plan - Dreyfus Basic Money Market | $15,001 - $50,000 |
John Marshall Collins PC Retirement Plan - Hartford Capital Appreciation | $50,001 - $100,000 |
John Marshall Collins PC Oppenheimer Developing Markets Fund Class C | $15,001 - $50,000 |
John Marshall Collins PC Retirement Plan - Powershares S&P Commodity Index Tracking Fund ETF | $15,001 - $50,000 |
John Marshall Collins PC Retirement Plan - Templeton Global Bond Fund Class A | $100,001 - $250,000 |
John Marshall Collins PC Retirement Plan - Vanguard Institutional Index Fund Investor Shares | $50,001 - $100,000 |
John Marshall Collins PC Retirement Plan - Wells Fargo Advantage Ultra Short Term Fund Institutional Class A | $50,001 - $100,000 |
John Marshall Collins Retirement Account - Artisan International Fund | $15,001 - $50,000 |
John Marshall Collins Retirement Account - Dodge & Cox International Stock Fund | $1,001 - $15,000 |
John Marshall Collins Retirement Account - Dodge & Cox Income Fund | $15,001 - $50,000 |
John Marshall Collins Retirement Account - Dreyfus Bond Market Index Fund | $1,001 - $15,000 |
John Marshall Collins - Janus Henderson Triton Fund; JP Morgan Mid Cap Value Fund Class I | $1,001 - $15,000 |
John Marshall Collins - Goldman Sachs Trust Strategic Growth Opportunities Fund Institutional | $1,001 - $15,000 |
John Marshall Collins Retirement Account - Harbor Capital Appreciation Fund Institutional Class | $1,001 - $15,000 |
John Marshall Collins Hartford Mutual Funds Cap Appreciation HLS Fund | $15,001 - $50,000 |
John Marshall Collins Retirement Account - Invesco Oppenheimer International Growth Fund | $1,001 - $15,000 |
John Marshall Collins Retirement Account - JPMorgan International Research Enhanced Equity Fund Class A | $1,001 - $15,000 |
John Marshall Collins Retirement Account - PIMCO Funds Total Return Fund Class | $15,001 - $50,000 |
John Marshall Collins Invesco DB Commodity Index Tracking Fund (PowerShares DB Commodity Index Tracking Fund) | $15,001 - $50,000 |
John Marshall Collins Retirement Account - Principal MidCap Fund Class A | $15,001 - $50,000 |
John Marshall Collins Retirement Account - Royce Pennsylvania Mutual Fund Investment Class | $1,001 - $15,000 |
John Marshall Collins Retirement Account - Rydex Retailing Fund Strategy Class A | $1,001 - $15,000 |
John Marshall Collins Retirement Account - SPDR Retail ETF Index Shares Fund Dow Jones | $1,001 - $15,000 |
John Marshall Collins Retirement Account - T Rowe Price Short-Term Bond Fund | $15,001 - $50,000 |
John Marshall Collins Templeton Global Investment Trust - Templeton Global Bond Fund Advisor Class | $15,001 - $50,000 |
John Marshall Collins Retirement Account - Vanguard PRIMECAP Fund | $15,001 - $50,000 |
John Marshall Collins Retirement Account - Vanguard Retirement Savings Trust | $15,001 - $50,000 |
Wells Fargo Accounts | $250,001 - $500,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo | mortgage | $500,001 - $1,000,000 |
| CHASE | mortgage | $250,001 - $500,000 |
| CHASE | line of credit | $15,001 - $50,000 |
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).