Congressional stock trades · Member
Michelle Steel
Former representative · CA-45 · Republican
No published transactions from periodic transaction reports since 2020. Holdings from 3 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2023 report.
83 assets with a value on the report filed 2024-08-08, 2 of them shares or options of a listed company. 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) |
|---|---|---|---|
| Bank of Hope MMA #0467 | Other | Joint | $1,000,001 - $5,000,000 |
| Bank of Hope savings #3844 | Other | Joint | $500,001 - $1,000,000 |
| CA Infra & E Dev BK 13034ATG5 | Bond | Joint | $100,001 - $250,000 |
| CA Infra & E Dev Bk 5% due 7/1/33 | Bond | Joint | $100,001 - $250,000 |
| CA State GO UTX 5% due 11/1/28 | Bond | Joint | $50,001 - $100,000 |
| California Health F 5% due 11/15/26 | Bond | Joint | $50,001 - $100,000 |
| California Legislative Pension | Other | Member | Undetermined |
| California St Dept 5% due 12/1/25 - 13067WRS3 | Bond | Joint | $50,001 - $100,000 |
| Charles Schwab Money Market Account | Other | Joint | $15,001 - $50,000 |
| East Bay CA Regl 5% due 9/01/27 | Bond | Joint | $50,001 - $100,000 |
| Energy Select Sector XLE | Fund | Joint | $1,001 - $15,000 |
| Fidelity MSCI Comm SRV FCOM | Fund | Joint | $15,001 - $50,000 |
| Glenmede Quant US Large GTLLX | Fund | Joint | $50,001 - $100,000 |
| HOPEHope Bancorp, Inc. | Stock | Joint | $1,001 - $15,000 |
| Invesco Developing Market ODVYX | Fund | Joint | None |
| Invesco FTSE RAFI US 1500 Small-Mid ETF | Fund | Joint | None |
| Invesco S & P 500 Equal RSP | Fund | Joint | $15,001 - $50,000 |
| Invesco S & P Emerging EELV | Fund | Joint | $1,001 - $15,000 |
| Invesco S & P Invesco S & P RYF | Fund | Joint | $15,001 - $50,000 |
| Invesco S & P Smallcap Low XSLV | Fund | Joint | $15,001 - $50,000 |
| Investco S & P 500 Low SPLV | Fund | Joint | $15,001 - $50,000 |
| Iowa Fin Auth Rev 46246K3X8 | Bond | Joint | None |
| IShares Core S & P US IUSG | Fund | Joint | $50,001 - $100,000 |
| IShares MSCI EAF Min Vol EFAV | Fund | Joint | $15,001 - $50,000 |
| IShares MSCI EAFE Small SCZ | Fund | Joint | $15,001 - $50,000 |
| Janus Henderson Global E HFQIX | Fund | Joint | None |
| Janus Henderson Global L JFNIX | Fund | Joint | $15,001 - $50,000 |
| KS ST Dept Trans 5% due 9/1/24 - 485424SA4 | Bond | Joint | $50,001 - $100,000 |
| Leander TX ISD 5% due 8/15/24 - 521841WF9 | Bond | Joint | $100,001 - $250,000 |
| Massachusetts St 5% due 1/1/25 - 57582RWF9 | Bond | Joint | $100,001 - $250,000 |
| MFS International Intrin MINIX | Fund | Joint | $50,001 - $100,000 |
| Mineral interest rights, Odessa, TX | Other | Spouse | Undetermined |
| NM FA ST Trans 64711RLX2 | Bond | Joint | None |
| PIMCO RAE Emerging Markets Fund Class INSTL | Fund | Joint | $1,001 - $15,000 |
| Baird Core Plus Bond Ins BCOIX | Fund | Spouse | $50,001 - $100,000 |
| Columbia Dividend Income CDDRX | Fund | Spouse | $1,001 - $15,000 |
| Energy Select Sector XLE | Fund | Spouse | $1,001 - $15,000 |
| Fidelity MSCI Comm SRV FCOM | Fund | Spouse | $1,001 - $15,000 |
| Fidelity Small Cap Growth FCPGX | Fund | Spouse | None |
| Fidelity Small Cap Growth Fund Class Z | Fund | Spouse | $1,001 - $15,000 |
| Invesco Developing Market ODVYX | Fund | Spouse | None |
| Invesco International SM OSMYX | Fund | Spouse | None |
| iShares MSCI EAFE Small Cap ETF | Fund | Spouse | $50,001 - $100,000 |
| Janus Henderson Global Life Sciences JFNIX | Fund | Spouse | $15,001 - $50,000 |
| Janus Henderson Global Real Estate JERIX | Fund | Spouse | $1,001 - $15,000 |
| Lord Abbett Short Duration LLDYX | Fund | Spouse | $1,001 - $15,000 |
| MFS International Intrin MINIX | Fund | Spouse | $1,001 - $15,000 |
| MFS New Discovery Value NDVIX | Fund | Spouse | $1,001 - $15,000 |
| Pimco Income Instl PIMIX | Fund | Spouse | $15,001 - $50,000 |
| Schwab FDMTL Intl LG CO SFNNX | Fund | Spouse | $1,001 - $15,000 |
| Schwab Government Money Market Fund SWGXX | Other | Spouse | $1,001 - $15,000 |
| Schwab US Large Cap ETF SCHX | Fund | Spouse | $1,001 - $15,000 |
| Schwab Value Advantage Money Fund | Fund | Spouse | $15,001 - $50,000 |
| Select Sector Industrial XLI | Fund | Spouse | $1,001 - $15,000 |
| Select Sector UTI Select XLU | Fund | Spouse | $1,001 - $15,000 |
| Select Str Financial XLF | Fund | Spouse | $15,001 - $50,000 |
| SPDR Fund Consumer Discre Sel XLY | Fund | Spouse | $15,001 - $50,000 |
| SPDR Fund Consumer Staples XLP | Fund | Spouse | $1,001 - $15,000 |
| SPDR Fund Materials XLB | Fund | Spouse | None |
| SPDR S & P 500 ETF SPY | Fund | Spouse | $15,001 - $50,000 |
| Technology Select Sector XLK | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Inflation-Protected VAIPX | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Short-Term Inve VFSUX | Fund | Spouse | $15,001 - $50,000 |
| Wisdomtree Intl Smallcp DLS | Fund | Spouse | None |
| San Diego CA PFA SW 5% due 5/15/27 | Bond | Joint | $50,001 - $100,000 |
| San Diego CA Trans 5% due 4/1/29 | Bond | Joint | $100,001 - $250,000 |
| San Francisco CO CA Cop 5% due 4/1/28 | Bond | Joint | $100,001 - $250,000 |
| Schwab Fundamental International Lg Company Idx Fd Insti Shs | Fund | Joint | $15,001 - $50,000 |
| Schwab Government Money Market Funds SWGXX | Other | Joint | $15,001 - $50,000 |
| Schwab International SCHF | Fund | Joint | $15,001 - $50,000 |
| Schwab US Large Cap ETF SCHX | Fund | Joint | $50,001 - $100,000 |
| Schwab US Small Cap ETF SCHA | Fund | Joint | $50,001 - $100,000 |
| Select Sector Industrial XLI | Fund | Joint | $1,001 - $15,000 |
| Select Str Financial XLF | Fund | Joint | $15,001 - $50,000 |
| Shawn Steel Law Firm | Other | Spouse | $1,000,001 - $5,000,000 |
| SPDR Fund Consumer XLY | Fund | Joint | $15,001 - $50,000 |
| SPDR Fund Materials XLB | Fund | Joint | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Joint | $1,001 - $15,000 |
| Tulare County Calif 5% due 2/1/4 - 89915CAJ9 | Bond | Joint | $100,001 - $250,000 |
| Turlock CA IRR Dist 5% due 1/1/25 - 900190JT7 | Bond | Joint | $50,001 - $100,000 |
| Vanguard Equity-Income A VEIRX | Fund | Joint | $15,001 - $50,000 |
| Vanguard Information VGT | Fund | Joint | $15,001 - $50,000 |
| Vanguard International G VWILX | Fund | Joint | $15,001 - $50,000 |
How reports are read: holdings methodology.