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Michelle Steel

R-CA-45 Former representative · California Republican In Congress since 2021

Michelle Steel reported no stock trades since Oct 4, 2023. The 2023 annual report lists 73 assets.

Reported holdings

2023 annual report · filed Aug 8, 2024 · values at year end, in the ranges disclosed

Original
  1. Stocks $2K–$30K · 2 assets <1%
  2. Funds $728K–$2.2M · 49 assets ≈14%
  3. Cash & bonds $2.6M–$8.6M · 19 assets ≈56%
  4. Real estate & business $1M–$5M · 1 asset ≈30%

Shares are approximate: each holding counts at the middle of its disclosed range. Pick a slice to list only those holdings.

  1. Bank of Hope MMA #0467CashJoint$1M–$5M
  2. Shawn Steel Law FirmPrivate businessSpouse$1M–$5M
  3. Bank of Hope savings #3844CashJoint$500K–$1M
  4. CA Infra & E Dev BK 13034ATG5BondJoint$100K–$250K
  5. CA Infra & E Dev Bk 5% due 7/1/33BondJoint$100K–$250K
  6. Leander TX ISD 5% due 8/15/24 - 521841WF9BondJoint$100K–$250K
  7. Massachusetts St 5% due 1/1/25 - 57582RWF9BondJoint$100K–$250K
  8. San Diego CA Trans 5% due 4/1/29BondJoint$100K–$250K
  9. San Francisco CO CA Cop 5% due 4/1/28BondJoint$100K–$250K
  10. Tulare County Calif 5% due 2/1/4 - 89915CAJ9BondJoint$100K–$250K
  11. Baird Core Plus Bond Ins BCOIXFundSpouse$50K–$100K
  12. CA State GO UTX 5% due 11/1/28BondJoint$50K–$100K
  13. California Health F 5% due 11/15/26BondJoint$50K–$100K
  14. California St Dept 5% due 12/1/25 - 13067WRS3BondJoint$50K–$100K
  15. East Bay CA Regl 5% due 9/01/27BondJoint$50K–$100K
  16. Glenmede Quant US Large GTLLXFundJoint$50K–$100K
  17. IShares Core S & P US IUSGFundJoint$50K–$100K
  18. KS ST Dept Trans 5% due 9/1/24 - 485424SA4BondJoint$50K–$100K
  19. MFS International Intrin MINIXFundJoint$50K–$100K
  20. San Diego CA PFA SW 5% due 5/15/27BondJoint$50K–$100K
  21. Schwab US Large Cap ETF SCHXFundJoint$50K–$100K
  22. Schwab US Small Cap ETF SCHAFundJoint$50K–$100K
  23. Turlock CA IRR Dist 5% due 1/1/25 - 900190JT7BondJoint$50K–$100K
  24. iShares MSCI EAFE Small Cap ETFFundSpouse$50K–$100K
  25. Charles Schwab Money Market AccountCashJoint$15K–$50K
  26. Fidelity MSCI Comm SRV FCOMFundJoint$15K–$50K
  27. IShares MSCI EAF Min Vol EFAVFundJoint$15K–$50K
  28. IShares MSCI EAFE Small SCZFundJoint$15K–$50K
  29. Invesco S & P 500 Equal RSPFundJoint$15K–$50K
  30. Invesco S & P Invesco S & P RYFFundJoint$15K–$50K
  31. Invesco S & P Smallcap Low XSLVFundJoint$15K–$50K
  32. Investco S & P 500 Low SPLVFundJoint$15K–$50K
  33. Janus Henderson Global L JFNIXFundJoint$15K–$50K
  34. Janus Henderson Global Life Sciences JFNIXFundSpouse$15K–$50K
  35. Pimco Income Instl PIMIXFundSpouse$15K–$50K
  36. SPDR Fund Consumer Discre Sel XLYFundSpouse$15K–$50K
  37. SPDR Fund Consumer XLYFundJoint$15K–$50K
  38. SPDR S & P 500 ETF SPYFundSpouse$15K–$50K
  39. SFNNXSchwab Fundamental International Lg Company Idx Fd Insti ShsFundJoint$15K–$50K
  40. Schwab Government Money Market Funds SWGXXCashJoint$15K–$50K

Source filings

Every report we read for this page · newest first

  1. Aug 8, 2024 2023 annual report 83 assets View original

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