Follow-The-Filings

Ted Lieu

D-CA-36 Representative for California’s 36th district Democrat In Congress since 2015

Ted Lieu reported no stock trades since Oct 4, 2023. The 2025 annual report lists 27 assets.

Reported holdings

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

Original
$1.4M–$6.2M sum of 27 disclosed ranges
  • Real estate 2
  • Fund 20
  • Cash 4
  • Bond 1
  1. ApartmentReal estateSelf$1M–$5MSame band
  2. One unit of office space in Monterey Park CAReal estateSelf$250K–$500KSame band
  3. Wells Fargo PMA Bank AccountsCashSelf$100K–$250KSame band
  4. FXAIXFidelity 500 Index FundFundSelf$15K–$50KSame band
  5. Kinecta Account for Betty LieuCashSelf$15K–$50KSame band
  6. SD WindowFundSelf$15K–$50KSame band
  7. SSGA S&P 500 Index FundFundSelf$15K–$50KSame band
  8. 3148/Large Cap Growth Fund - AFundSelf$1K–$15KSame band
  9. 3159 / Equity Index Fund - AFundSelf$1K–$15KSame band
  10. Alight Money MarketFundSelf$1K–$15KSame band
  11. Capital World Growth & IncomeFundSelf$1K–$15KSame band
  12. Invesco Stable Value FundFundSelf$1K–$15KSame band
  13. Kinecta Account for Austin LieuCashSelf$1K–$15K▼ $15K–$50K
  14. Mondrian International ValueFundSelf$1K–$15KSame band
  15. Nationwide Core Plus Bond FundFundSelf$1K–$15KSame band
  16. Northern Trust Govt Short Term Investment FundBondSelf$1K–$15KSame band
  17. PIMCO Diversified Income FundFundSelf$1K–$15KSame band
  18. PIMCO Investment Grade CreditFundSelf$1K–$15KSame band
  19. The Growth Fund of AmericaFundSelf$1K–$15KSame band
  20. U.S. Government Securities FundFundSelf$1K–$15KSame band
  21. Vanguard Target Retirement 2030FundSelf$1K–$15KSame band
  22. Washington Mutual Investors FundFundSelf$1K–$15KSame band
  23. Wells Fargo Account for Austin LieuCashSelf$1K–$15K▼ $15K–$50K
  24. PACE Global Fixed Income FundFundSelf$0–$1KSame band
  25. Pudential Core Plus Bond FundFundSelf$0–$1KSame band
  26. UBS International Sustainable EquityFundSelf$0–$1KSame band
  27. Virtus NFJ Dividend Value FundFundSelf$0–$1KSame band

Source filings

Every report we read for this page · newest first

  1. Aug 13, 2026 2025 annual report 27 assets View original
  2. Aug 5, 2025 2024 annual report 27 assets View original
  3. Dec 23, 2024 2023 annual report · amended 35 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.