Follow-The-Filings

Robert Menendez

D-NJ-8 Representative for New Jersey’s 8th district Democrat In Congress since 2023

Robert Menendez reported no stock trades since Oct 4, 2023. The 2025 annual report lists 86 assets.

Reported holdings

2025 annual report · filed Jul 13, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original
$450.1K–$2.1M sum of 86 disclosed ranges
  • Fund 80
  • Cash 5
  • Private business 1
  1. VFIFXVanguard Target Retirement 2050 FundFundSelf$100K–$250K▲ $50K–$100K
  2. VSZHXVOYA INDEX SOLUTION 2055 PORTFOLIO CL ZFundSpouse$50K–$100K▲ $15K–$50K
  3. VFFVXVanguard Target Retirement 2055 FundFundSpouse$50K–$100KSame band
  4. Art.sy, Inc.Private businessSpouse$15K–$50K▲ $1K–$15K
  5. Charles Schwab CashCashSelf$15K–$50K▲ $1K–$15K
  6. Chase BankCashSpouse$15K–$50K▼ $50K–$100K
  7. FNDESchwab Fundamental Emerging Markets Equity ETFFundSelf$15K–$50KSame band
  8. FNDXSchwab Fundamental U.S. Large Company ETFFundSelf$15K–$50KSame band
  9. SCHFSchwab International Equity ETFFundSelf$15K–$50KSame band
  10. VEAVanguard FTSE Developed Markets ETFFundSpouse$15K–$50KSame band
  11. VTEBVanguard Tax-Exempt Bond ETFFundSelf$15K–$50KSame band
  12. VTIAXVanguard Total International Stock Index Fd AdmiralFundSpouse$15K–$50KSame band
  13. VTIVanguard Total Stock Market ETFFundSpouse$15K–$50KSame band
  14. VTIVanguard Total Stock Market ETFFundSpouse$15K–$50KSame band
  15. VTSAXVanguard Total Stock Market Index Fd Admiral ShsFundSpouse$15K–$50KSame band
  16. BGSAXBlackRock Science and Technology Opportunities Portf Investor AFundSelf$1K–$15KSame band
  17. Charles SchwabCashSelf$1K–$15K▼ $15K–$50K
  18. Charles Schwab BankCashJoint$1K–$15KSame band
  19. Charles Schwab BankCashSelf$1K–$15KSame band
  20. CDDYXColumbia Dividend Income Fund Class I3FundSelf$1K–$15KSame band
  21. PXFInvesco RAFI Developed Markets ex-U.S. ETFFundSelf$1K–$15KSame band
  22. NNJAXNuveen Flagship New Jersey Muni Bd Fd Cl AFundSelf$1K–$15KSame band
  23. NHMAXNuveen High Yield Municipal Bd Fd Class AFundSelf$1K–$15KSame band
  24. EBNDSPDR Bloomberg Emerging Markets Local Bond ETFFundSelf$1K–$15KSame band
  25. SCHISchwab 5-10 Year Corporate Bond ETFFundSelf$1K–$15KSame band
  26. SCHESchwab Emerging Markets Equity ETFFundJoint$1K–$15KSame band
  27. SCHESchwab Emerging Markets Equity ETFFundSelf$1K–$15KSame band
  28. SCHESchwab Emerging Markets Equity ETFFundSelf$1K–$15KSame band
  29. FNDESchwab Fundamental Emerging Markets Equity ETFFundJoint$1K–$15KSame band
  30. FNDESchwab Fundamental Emerging Markets Equity ETFFundSelf$1K–$15K▼ $15K–$50K
  31. FNDFSchwab Fundamental International Equity ETFFundJoint$1K–$15KSame band
  32. FNDFSchwab Fundamental International Equity ETFFundSelf$1K–$15KSame band
  33. FNDFSchwab Fundamental International Equity ETFFundSelf$1K–$15KSame band
  34. FNDCSchwab Fundamental International Small Equity ETFFundJoint$1K–$15KNew
  35. FNDCSchwab Fundamental International Small Equity ETFFundSelf$1K–$15KSame band
  36. FNDCSchwab Fundamental International Small Equity ETFFundSelf$1K–$15KSame band
  37. FNDXSchwab Fundamental U.S. Large Company ETFFundJoint$1K–$15KSame band
  38. FNDXSchwab Fundamental U.S. Large Company ETFFundSelf$1K–$15K▼ $15K–$50K
  39. FNDASchwab Fundamental U.S. Small Company ETFFundJoint$1K–$15KSame band
  40. FNDASchwab Fundamental U.S. Small Company ETFFundSelf$1K–$15K▼ $15K–$50K

Not in the 2025 report

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

  • FDIC Cash $1K–$15K
  • FDIC Cash $1K–$15K
  • PDN Invesco RAFI Developed Markets ex-U.S. Small-... $1K–$15K
  • VMBS Vanguard Mortgage-Backed Securities ETF $1K–$15K
  • VNQI Vanguard Global ex-U.S. Real Estate ETF $0–$1K

Source filings

Every report we read for this page · newest first

  1. Jul 13, 2026 2025 annual report 89 assets View original
  2. Jul 14, 2025 2024 annual report 80 assets View original
  3. Aug 13, 2024 2023 annual report 75 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.