Congressional stock trades · Member
Lisa Blunt Rochester
Senator · DE · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 9 annual reports are below.
Current committees: Senate Committee on Banking, Housing, and Urban Affairs; Senate Committee on Commerce, Science, and Transportation; Senate Committee on Environment and Public Works; Senate Committee on Health, Education, Labor, and Pensions.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2023 report.
40 assets with a value on the report filed 2024-05-14. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| American Funds 529 - 2039 Portfolio | Fund | Member | $1,001 - $15,000 |
| Cash | Other | Member | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Member | $15,001 - $50,000 |
| Real Estate Select Sector SPDR Fund | Fund | Member | $250,001 - $500,000 |
| SPDR Portfolio S&P 400 Mid Cap ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Intermediate-Term Corporate Bond ETF | Fund | Member | $100,001 - $250,000 |
| Vanguard Intermediate-Term Treasury ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Total Bond Market ETF | Fund | Member | $50,001 - $100,000 |
| Avantis International Small Cap Value ETF | Fund | Member | $100,001 - $250,000 |
| Cash | Other | Member | $15,001 - $50,000 |
| DFA U.S. Micro Cap Portfolio | Fund | Member | $15,001 - $50,000 |
| DFA U.S. Small Cap Value Portfolio | Fund | Member | $15,001 - $50,000 |
| Dodge & Cox Income Fund - Class I | Fund | Member | None |
| iShares Core MSCI EAFE ETF | Fund | Member | None |
| iShares Core MSCI Emerging Markets ETF | Fund | Member | $250,001 - $500,000 |
| iShares Core S&P Mid-Cap ETF | Fund | Member | $100,001 - $250,000 |
| iShares Core S&P Small-Cap ETF | Fund | Member | $100,001 - $250,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Member | $500,001 - $1,000,000 |
| iShares Russell Mid-Cap ETF | Fund | Member | $100,001 - $250,000 |
| JPMorgan Ultra-Short Income ETF | Fund | Member | None |
| SPDR Portfolio Short Term Corporate Bond ETF | Fund | Member | $100,001 - $250,000 |
| SPYSPDR S&P 500 | Fund | Member | $1,000,001 - $5,000,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Growth ETF | Fund | Member | $100,001 - $250,000 |
| Vanguard Intermediate-Term Corporate Bond ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Intermediate-Term Treasury ETF | Fund | Member | $100,001 - $250,000 |
| Vanguard Total Bond Market ETF | Fund | Member | $500,001 - $1,000,000 |
| Vanguard Value ETF | Fund | Member | None |
| WCM Focused International Growth Fund Insti Cl | Fund | Member | None |
| WisdomTree Emerging Market SmallCap Fund | Fund | Member | $50,001 - $100,000 |
| Cash | Other | Member | $1 - $1,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Member | $15,001 - $50,000 |
| WisdomTree Emerging Market SmallCap Fund | Fund | Member | $15,001 - $50,000 |
| Schneider Electric | Other | Member | Undetermined |
| Schwab cash account | Other | Member | $100,001 - $250,000 |
| Santander checking/savings | Other | Member | $1,001 - $15,000 |
| Seton Villa | Other | Member | $250,001 - $500,000 |
| Tosk, Inc. | Other | Member | $15,001 - $50,000 |
| Wells Fargo checking/savings | Other | Member | $15,001 - $50,000 |
How reports are read: holdings methodology.