Zoe Lofgren
DemocratCA·123 disclosed trades·95 tickers
Volume traded
$1.4M
gross buys + sells, not wealth
Net flow
−$1.2M
Median gap
12d
limit is 45d
Filed late
4%
5 of 123
Last trade
2025-12-11
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/10/2026 — 15 assets, about $5.9M at the middle of each value range.
- Residential Rental Property51.3%
- PIMIX · PIMCO Income Fund Insti Class (PIMIX)12.9%
- VOTE · TCW Transform 500 ETF (VOTE)12.9%
- Deskworks Inc.3.0%
- First Citizens Bank3.0%
- Other 10 assets16.9%
By type: Real Property 51% · Mutual Fund 25% · Exchange Traded Fund 18% · Bank Deposit 3% · Stock (private) 3%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
Residential Rental Property | Real Property | $1,000,001 - $5,000,000 | 51.3% | Joint |
PIMIXPIMCO Income Fund Insti Class (PIMIX)in Collins/Lofgren Family Trust, John Marshall Collins Rollover IRA, Zoe Lofgren Trad IRA | Mutual Fund | ≈ $758.0K | 12.9% | Joint, Self, Spouse |
VOTETCW Transform 500 ETF (VOTE)in Collins/Lofgren Family Trust, John Marshall Collins Rollover IRA, Zoe Lofgren Trad IRA | Exchange Traded Fund | ≈ $758.0K | 12.9% | Joint, Self, Spouse |
Deskworks Inc. | Stock (private) | $100,001 - $250,000 | 3.0% | Spouse |
First Citizens Bank | Bank Deposit | $100,001 - $250,000 | 3.0% | Joint |
FLCNXFidelity Contrafund K6 (FLCNX)in Fidelity 457 Deferred Compensation | Mutual Fund | $100,001 - $250,000 | 3.0% | Self |
MissionSquare PLUS R13 Fundin Fidelity 457 Deferred Compensation | Mutual Fund | $100,001 - $250,000 | 3.0% | Self |
VEMPXVanguard Extended Market Index Fund Insti Plus (VEMPX)in Fidelity 457 Deferred Compensation | Mutual Fund | $100,001 - $250,000 | 3.0% | Self |
ACWXiShares MSCI ACWI ex U.S. ETF (ACWX)in Collins/Lofgren Family Trust, John Marshall Collins Rollover IRA, Zoe Lofgren Trad IRA | Exchange Traded Fund | ≈ $158.0K | 2.7% | Joint, Self, Spouse |
RERGXEuroPacific Growth Fund Cl R-6 (RERGX)in Fidelity 457 Deferred Compensation | Mutual Fund | $50,001 - $100,000 | 1.3% | Self |
VIIIXVanguard Institutional Index Fund Institutional Plus Shares (VIIIX)in Fidelity 457 Deferred Compensation | Mutual Fund | $50,001 - $100,000 | 1.3% | Self |
IJRiShares Core S&P Small-Cap ETF (IJR)in Collins/Lofgren Family Trust, John Marshall Collins Rollover IRA, Zoe Lofgren Trad IRA | Exchange Traded Fund | ≈ $65.5K | 1.1% | Joint, Self, Spouse |
IEMGiShares Core MSCI Emerging Markets ETF (IEMG)in Collins/Lofgren Family Trust, John Marshall Collins Rollover IRA | Exchange Traded Fund | ≈ $65.0K | 1.1% | Joint, Spouse |
FDRXXFidelity Government Cash Reserves (FDRXX)in Collins/Lofgren Family Trust, John Marshall Collins Rollover IRA | Bank Deposit | ≈ $16.0K | 0.3% | Joint, Spouse |
Cashin Collins/Lofgren Family Trust | Bank Deposit | $1,001 - $15,000 | 0.1% | Joint |
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out. 1 asset is valued "undetermined" and not counted.
Their most-traded tickers
What they hold it in
Stock
83
Corporate Bond
36
Government Security
2
Fund / ETF
1
Stock (private)
1
Every disclosed trade
123 rows. Sort any column; Source opens the filed PDF.
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