Lisa Blunt Rochester

D-DE Senator for Delaware Democrat In Congress since 2017

Lisa Blunt Rochester reported no stock trades since Oct 4, 2023. The 2025 annual report lists 51 assets.

Reported holdings

2025 annual report · filed May 15, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$5.5M–$17.9M sum of 51 disclosed ranges

Fund 39
Real estate 1
Other 3
Cash 7
Private business 1

AssetOwner Valuevs 2024
SPYSPDR S&P 500FundLisa Blunt Rochester Revocable TrustSelf$1M–$5MSame band
AGGiShares Core U.S. Aggregate Bond ETFFundLisa Blunt Rochester Revocable TrustSelf$1M–$5MSame band
DC HomeReal estateLisa Blunt Rochester Revocable TrustSelf$500K–$1MNew
VEAVanguard FTSE Developed Markets ETFFundLisa Blunt Rochester Revocable TrustSelf$500K–$1MSame band
Delaware Community Foundation Flagship Long-Term PoolOtherDonor Advised FundSelf$250K–$500KSame band
IEMGiShares Core MSCI Emerging Markets ETFFundLisa Blunt Rochester Revocable TrustSelf$250K–$500KSame band
IWRiShares Russell Mid-Cap ETFFundLisa Blunt Rochester Revocable TrustSelf$250K–$500K▲ $100K–$250K
AVDVAvantis International Small Cap Value ETFFundLisa Blunt Rochester Revocable TrustSelf$100K–$250KSame band
Charles SchwabCashLisa Blunt Rochester Revocable TrustSelf$100K–$250KSame band
XLRES&P 500 Real Estate Sector SPDRFundCharles Schwab IRASelf$100K–$250KSame band
SPSBSPDR Short Term Corporate Bond Portfolio ETFFundLisa Blunt Rochester Revocable TrustSelf$100K–$250KSame band
SPYMTradr 2X Long SPY Monthly ETFFundDonor Advised FundSelf$100K–$250KNew
VEAVanguard FTSE Developed Markets ETFFundCharles Schwab IRASelf$100K–$250K▼ $500K–$1M
VCITVanguard Intermediate-Term Corporate Bond ETFFundCharles Schwab IRASelf$100K–$250KSame band
BSVVanguard Short-Term Bond Index Fund - ETF SharesFundCharles Schwab IRASelf$100K–$250KNew
BNDVanguard Total Bond Market ETFFundDonor Advised FundSelf$100K–$250KSame band
IJHiShares Core S&P Mid-Cap ETFFundLisa Blunt Rochester Revocable TrustSelf$100K–$250KSame band
IJRiShares Core S&P Small-Cap ETFFundLisa Blunt Rochester Revocable TrustSelf$100K–$250KSame band
Charles SchwabCashLisa Blunt Rochester Revocable TrustSelf$50K–$100K▼ $100K–$250K
DFSCXDfa U.S. Micro Cap PortfolioFundLisa Blunt Rochester Revocable TrustSelf$50K–$100K▲ $15K–$50K
SPMDSPDR Mid Cap Portfolio ETFFundCharles Schwab IRASelf$50K–$100KSame band
DFSVXU.S. SMALL CAP VALUE PORTFOLIO - U.S. SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASSFundLisa Blunt Rochester Revocable TrustSelf$50K–$100K▲ $15K–$50K
VEAVanguard FTSE Developed Markets ETFFundDonor Advised FundSelf$50K–$100K▼ $500K–$1M
VUGVanguard Growth ETFFundLisa Blunt Rochester Revocable TrustSelf$50K–$100K▼ $100K–$250K
VCITVanguard Intermediate-Term Corporate Bond ETFFundLisa Blunt Rochester Revocable TrustSelf$50K–$100K▼ $100K–$250K
VGITVanguard Intermediate-Term Treasury ETFFundCharles Schwab IRASelf$50K–$100KSame band
IEIiShares 3-7 Year Treasury Bond ETFFundLisa Blunt Rochester Revocable TrustSelf$50K–$100KSame band
AVUVAvantis U.S. Small Cap Value ETFFundLisa Blunt Rochester Revocable TrustSelf$15K–$50KSame band
AVUVAvantis U.S. Small Cap Value ETFFundDonor Advised FundSelf$15K–$50KSame band
Charles SchwabCashCharles Schwab IRASelf$15K–$50K▼ $100K–$250K
DFISXDfa International Small Company PortfolioFundCharles Schwab Roth IRASelf$15K–$50KSame band
SPMDSPDR Mid Cap Portfolio ETFFundDonor Advised FundSelf$15K–$50K▼ $50K–$100K
XLREThe Real Estate Select Sector SPDR FundFundLisa Blunt Rochester Revocable TrustSelf$15K–$50K▼ $100K–$250K
ToskPrivate businessLisa Blunt Rochester Revocable TrustSelf$15K–$50KSame band
VEAVanguard FTSE Developed Markets ETFFundCharles Schwab Roth IRASelf$15K–$50K▼ $500K–$1M
VGITVanguard Intermediate-Term Treasury ETFFundLisa Blunt Rochester Revocable TrustSelf$15K–$50K▼ $50K–$100K
Wells FargoCashSelf$15K–$50KSame band
IEMGiShares Core MSCI Emerging Markets ETFFundCharles Schwab Roth IRASelf$15K–$50K▼ $250K–$500K
IEMGiShares Core MSCI Emerging Markets ETFFundCharles Schwab IRASelf$15K–$50K▼ $250K–$500K
IEMGiShares Core MSCI Emerging Markets ETFFundDonor Advised FundSelf$15K–$50K▼ $250K–$500K
FCFGXAmerican Funds College 2039 Fund Class 529-F-2FundAmerican Funds 529Self$1K–$15KSame band
AVDVAvantis International Small Cap Value ETFFundDonor Advised FundSelf$1K–$15K▼ $100K–$250K
Charles SchwabCashCharles Schwab Roth IRASelf$1K–$15K▼ $100K–$250K
Charles SchwabCashDonor Advised FundSelf$1K–$15K▼ $100K–$250K
DFASDimensional U.S. Small Cap ETFFundCharles Schwab IRASelf$1K–$15KNew
DFASDimensional U.S. Small Cap ETFFundLisa Blunt Rochester Revocable TrustSelf$1K–$15KNew
XLRES&P 500 Real Estate Sector SPDRFundDonor Advised FundSelf$1K–$15K▼ $100K–$250K
SantanderCashSelf$1K–$15KSame band
BSVVanguard Short-Term Bond Index Fund - ETF SharesFundDonor Advised FundSelf$1K–$15KNew
Delaware PensionOtherSelfUnascertainableSame band
Schneider Electric PensionOtherSelfUnascertainableSame band

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

Seton Villa $250K–$500K
SPLG SPDR Large Cap Portfolio ETF $100K–$250K

Source filings

Every report we read for this page · newest first

May 15, 2026 2025 annual report 51 assets View original
May 15, 2025 2024 annual report 46 assets View original
May 14, 2024 2023 annual report 40 assets View original

From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.