Lisa Blunt Rochester

Senator · DE · Democrat

No published transactions from periodic transaction reports since 2020. Holdings from 9 annual reports are below.

Current committees: Senate Committee on Banking, Housing, and Urban Affairs; Senate Committee on Commerce, Science, and Transportation; Senate Committee on Environment and Public Works; Senate Committee on Health, Education, Labor, and Pensions.

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2020 report.

92 assets with a value on the report filed 2021-08-10. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

Asset	Type	Owner	Value (as filed)
Charles R Rochester Jr Estate - Cash	Other	Member	$1,001 - $15,000
Amount owed to the filer (debtor not shown)	Other	Member	$100,001 - $250,000
AMERICAN FUNDS EUROPACIFIC GROWTH AEPFX	Fund	Member	$15,001 - $50,000
BLMBG BARCLAYS HIGH YIELD (JNK) BOND ETF	Fund	Member	None
DODGE & COX FUNDS INCOME DODIX	Fund	Member	$50,001 - $100,000
ISHARES 1 3 YR TREAS BD ETF	Fund	Member	None
iShares Barclays 1-3 Year Credit Bond Fd	Fund	Member	None
iShares Core MSCI EAFE ETF	Fund	Member	$15,001 - $50,000
iShares Core MSCI Emerging Markets ETF	Fund	Member	$15,001 - $50,000
ISHARES CORE S&P MCP ETF	Fund	Member	$15,001 - $50,000
iShares Core S&P Small-Cap ETF	Fund	Member	$15,001 - $50,000
IAUishares Gold Trust	Fund	Member	None
iShares Intermediate Government/Credit Bond ETF	Fund	Member	None
ISHARES INTRM TR CRP ETF	Fund	Member	None
ISHARES MBS ETF	Fund	Member	None
iShares MSCI EAFE ETF	Fund	Member	None
iShares Russell 1000 ETF	Fund	Member	None
iShares Russell Mid-Cap ETF	Fund	Member	None
JPMORGAN FUNDS EMRG MKTS EQTY JMIEX	Fund	Member	$15,001 - $50,000
Money Market	Other	Member	$15,001 - $50,000
SPDR DoubleLine Total Return Tactical ETF	Fund	Member	None
SPYSPDR S&P 500	Fund	Member	None
Vanguard FTSE Developed Markets ETF	Fund	Member	None
Vanguard FTSE Emerging Markets ETF	Fund	Member	None
Vanguard Growth ETF	Fund	Member	$15,001 - $50,000
VANGUARD HIGH YIELD CORP ADMIRAL VWEAX	Fund	Member	$15,001 - $50,000
Vanguard S&P 500 ETF	Fund	Member	$100,001 - $250,000
Vanguard Small-Cap ETF	Fund	Member	None
Vanguard Total Bond Market ETF	Fund	Member	$50,001 - $100,000
Vanguard Value ETF	Fund	Member	$15,001 - $50,000
WCM FOCUSED INTL GROWTH WCMIX	Fund	Member	$15,001 - $50,000
AMERICAN FUNDS EUROPACIFIC GROWTH AEPFX	Fund	Member	$250,001 - $500,000
DODGE & COX FUNDS INCOME DODIX	Fund	Member	$1,000,001 - $5,000,000
iShares 1-3 Year Treasury Bond ETF	Fund	Member	None
iShares Core MSCI EAFE ETF	Fund	Member	None
iShares Core MSCI Emerging Markets ETF	Fund	Member	$250,001 - $500,000
iShares Core S&P Mid-Cap ETF	Fund	Member	$100,001 - $250,000
iShares Core S&P Small-Cap ETF	Fund	Member	$250,001 - $500,000
IAUishares Gold Trust	Fund	Member	None
iShares Intermediate Government/Credit Bond ETF	Fund	Member	None
iShares MBS ETF	Fund	Member	None
iShares MSCI EAFE ETF	Fund	Member	None
ISHARES RUS 1000 ETF	Fund	Member	$50,001 - $100,000
iShares Russell Mid-Cap ETF	Fund	Member	$100,001 - $250,000
ISHARES TRUST INTRM TR CRP ETF	Fund	Member	None
ISHARES TRUST SH TR	Fund	Member	None
JPMORGAN FUNDS EMRG MKTS EQTY JMIEX	Fund	Member	$250,001 - $500,000
Money Market	Other	Member	$100,001 - $250,000
SPDR Barclays High Yield Bond ETF	Fund	Member	None
SPYSPDR TR S&P 500 ETF TR	Fund	Member	$1,000,001 - $5,000,000
SSGA ACTIVE ETF TRUST SPDR TR TACTIC	Fund	Member	None
Vanguard FTSE Developed Markets ETF	Fund	Member	$250,001 - $500,000
Vanguard FTSE Emerging Markets ETF	Fund	Member	None
Vanguard Growth ETF	Fund	Member	$100,001 - $250,000
VANGUARD HIGH YIELD CORP ADMIRAL VWEAX	Fund	Member	$100,001 - $250,000
Vanguard Small-Cap ETF	Fund	Member	None
Vanguard Total Bond Market ETF	Fund	Member	$1,000,001 - $5,000,000
Vanguard Value ETF	Fund	Member	$100,001 - $250,000
WCM FOCUSED INTL GROWTH WCMIX	Fund	Member	$250,001 - $500,000
iShares 1-3 Year Treasury Bond ETF	Fund	Member	None
iShares 5-10 Year Investment Grade Corporate Bond ETF	Fund	Member	None
iShares Barclays 1-3 Year Credit Bond Fd	Fund	Member	None
iShares Cohen & Steers REIT ETF	Fund	Member	None
iShares Core MSCI EAFE ETF	Stock	Member	$1,001 - $15,000
iShares Core MSCI Emerging Markets ETF	Fund	Member	$1,001 - $15,000
iShares Core S&P Mid-Cap ETF	Fund	Member	$1,001 - $15,000
iShares Core S&P Small-Cap ETF	Fund	Member	$1,001 - $15,000
iShares Core U.S. Aggregate Bond ETF	Fund	Member	$1,001 - $15,000
IAUiShares Gold Trust Shares of the iShares Gold Trust	Fund	Member	None
iShares MSCI All Country World Minimum Volatility Index Fund	Fund	Member	None
iShares MSCI EAFE ETF	Fund	Member	None
iShares MSCI USA Minimum Volatility ETF	Fund	Member	None
iShares Russell Mid-Cap ETF	Fund	Member	None
ISHARES TRUST RUS 1000	Fund	Member	None
ISHARES TRYST MBS	Fund	Member	None
Money Market	Other	Member	$1,001 - $15,000
SPDR Bloomberg Barclays High Yield Bond ETF	Fund	Member	$1,001 - $15,000
SPDR DoubleLine Total Return Tactical ETF	Fund	Member	None
SPYSPDR S&P 500 TRUST	Fund	Member	None
VANGUARD FTSE DEV MKT	Fund	Member	None
VANGUARD FTSE EMERG MKT	Fund	Member	None
Vanguard Growth ETF	Fund	Member	$1,001 - $15,000
Vanguard S&P 500 ETF	Fund	Member	$1,001 - $15,000
Vanguard Small-Cap ETF	Fund	Member	None
Vanguard Total Bond Market ETF	Fund	Member	$1,001 - $15,000
Vanguard Value ETF	Fund	Member	$1,001 - $15,000
M&T Bank Account	Other	Member	$1,001 - $15,000
Money Market	Other	Member	$100,001 - $250,000
Santander Bank Account	Other	Member	$1,001 - $15,000
Seton Villa Rental Home	Other	Member	$100,001 - $250,000
Tosk, Inc.	Other	Member	$15,001 - $50,000
Wells Fargo Bank Accounts	Other	Member	$1,001 - $15,000

How reports are read: holdings methodology.