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Congress
Robert Menendez
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$87.53
BGSAX · 2026-10-09 · USD
Stock price change
+$12.57
+16.77% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$11.7K
As of 2026-10-09
Estimated gain / loss
+$1,676.89
+16.77%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Lowenstein Sandler - Vanguard - 401(K) ⇒ Vanguard Target Retirement 2050 Fund (VFIFX) [MF] | $100K – $250K |
| Voya Financial - The Morning Consult LLC 401(K) ⇒ VOYA INDEX SOLUTION 2055 PORTFOLIO CL Z (VSZHX) [MF] . | $50K – $100K |
| Artsy - 401(K) ⇒ Vanguard Target Retirement 2055 Fund (VFFVX) [MF] | $50K – $100K |
| Chase Bank [BA] | $15K – $50K |
| Art.sy, Inc. [PS] | $15K – $50K |
| Charles Schwab - Brokerage #2 ⇒ Charles Schwab Cash [BA] | $15K – $50K |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental Emerging Markets Equity ETF (FNDE) [EF] | $15K – $50K |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental U.S. Large Company ETF (FNDX) [EF] | $15K – $50K |
| Charles Schwab - Brokerage #2 ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) [EF] | $15K – $50K |
| Peek - 401(K) ⇒ | $15K – $50K |
| Peek - 401(K) ⇒ Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) [MF] | $15K – $50K |
| Charles Schwab - Brokerage #2 ⇒ Schwab International Equity ETF (SCHF) [EF] | $15K – $50K |
| Betterment Brokerage ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $15K – $50K |
| Betterment Brokerage ⇒ Vanguard Total Stock Market ETF (VTI) [EF] | $15K – $50K |
| Betterment - IRA ⇒ Vanguard Total Stock Market ETF (VTI) [EF] | $15K – $50K |
| Charles Schwab [BA] | $1K – $15K |
| Betterment - IRA ⇒ State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF] | $1K – $15K |
| Betterment - IRA ⇒ State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) | $1K – $15K |
| Betterment Brokerage ⇒ State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF] | $1K – $15K |
| Betterment Brokerage ⇒ Vanguard Mid-Cap Value ETF (VOE) [EF] | $1K – $15K |
| Betterment Brokerage ⇒ Vanguard Total International Bond ETF (BNDX) [EF] | $1K – $15K |
| Charles Schwab - Brokerage ⇒ Charles Schwab Bank [BA] | $1K – $15K |
| Charles Schwab - Brokerage ⇒ Schwab Emerging Markets Equity ETF (SCHE) [EF] | $1K – $15K |
| Charles Schwab - Brokerage ⇒ Schwab Fundamental Emerging Markets Equity ETF (FNDE) [EF] | $1K – $15K |
| Charles Schwab - Brokerage ⇒ Schwab Fundamental International Equity ETF (FNDF) [EF] | $1K – $15K |
| Charles Schwab - Brokerage ⇒ Schwab Fundamental International Small Equity ETF (FNDC) [EF] | $1K – $15K |
| Charles Schwab - Brokerage ⇒ Schwab Fundamental U.S. Large Company ETF (FNDX) [EF] | $1K – $15K |
| Charles Schwab - Brokerage ⇒ Schwab Fundamental U.S. Small Company ETF (FNDA) [EF] | $1K – $15K |
| Charles Schwab - Brokerage ⇒ | $1K – $15K |
| Charles Schwab - Brokerage ⇒ Schwab U.S. Small-Cap ETF (SCHA) [EF] | $1K – $15K |
| Charles Schwab - Brokerage ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #1 ⇒ BlackRock Science and Technology Opportunities Portf Investor A (BGSAX) [MF] | $1K – $15K |
| Charles Schwab - Brokerage #1 ⇒ Nuveen Flagship New Jersey Muni Bd Fd Cl A (NNJAX) [MF] | $1K – $15K |
| Charles Schwab - Brokerage #1 ⇒ Nuveen High Yield Municipal Bd Fd Class A (NHMAX) [MF] | $1K – $15K |
| Charles Schwab - Brokerage #1 ⇒ Schwab U.S. Small-Cap ETF (SCHA) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Invesco RAFI Developed Markets ex-U.S. ETF (PXF) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab Emerging Markets Equity ETF (SCHE) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental International Equity ETF (FNDF) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental International Small Equity ETF (FNDC) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental U.S. Small Company ETF (FNDA) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab U.S. Small-Cap ETF (SCHA) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Xtrackers International Real Estate ETF (HAUZ) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Charles Schwab Bank [BA] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab 5-10 Year Corporate Bond ETF (SCHI) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Emerging Markets Equity ETF (SCHE) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Fundamental Emerging Markets Equity ETF (FNDE) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Fundamental International Equity ETF (FNDF) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Fundamental International Small Equity ETF (FNDC) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Fundamental U.S. Large Company ETF (FNDX) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Fundamental U.S. Small Company ETF (FNDA) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Intermediate-Term U.S. Treasury ETF (SCHR) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab International Small-Cap Equity ETF (SCHC) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab U.S. Small-Cap ETF (SCHA) [EF] | $1K – $15K |
| Betterment Brokerage ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF] | $1K – $15K |
| Peek - 401(K) ⇒ Vanguard Total International Bond Index Fd Admiral Shs (VTABX) [MF] | $1K – $15K |
| Peek - 401(K) ⇒ Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) [MF] | $1K – $15K |
| Peek - 401(K) ⇒ Vanguard Real Estate Index Fund Admiral Shares (VGSLX) [MF] | $1K – $15K |
| Lowenstein Sandler - Vanguard - 401(K) ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX) [MF] | $1K – $15K |
| Lowenstein Sandler - Vanguard - 401(K) ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) [MF] | $1K – $15K |
| Lowenstein Sandler - Vanguard - 401(K) ⇒ Vanguard Information Technology Index Fund Admiral Shs (VITAX) [MF] | $1K – $15K |
| Lowenstein Sandler - Vanguard - 401(K) ⇒ Columbia Dividend Income Fund Class I3 (CDDYX) [MF] | $1K – $15K |
| Betterment Brokerage ⇒ iShares National Muni Bond ETF (MUB) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab International Equity ETF (SCHF) [EF] | $1K – $15K |
| Charles Schwab - Brokerage ⇒ Schwab International Equity ETF (SCHF) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab U.S. REIT ETF (SCHH) [EF] | $1K – $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab U.S. Large-Cap ETF (SCHX) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab U.S. Large-Cap ETF (SCHX) [EF] | $1K – $15K |
| Charles Schwab - Brokerage ⇒ Schwab U.S. Large-Cap ETF (SCHX) [EF] | $1K – $15K |
| Betterment Brokerage ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM) [EF] | $1K – $15K |
| Betterment - IRA ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #1 ⇒ Vanguard Small-Cap ETF (VB) [EF] | $1K – $15K |
| Betterment Brokerage ⇒ Vanguard Small-Cap ETF (VB) [EF] | $1K – $15K |
| Betterment Brokerage ⇒ Vanguard Small-Cap Value ETF (VBR) [EF] | $1K – $15K |
| Betterment - IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $1K – $15K |
| Betterment Brokerage ⇒ Vanguard Global ex-U.S. Real Estate ETF (VNQI) [EF] | $1K – $15K |
| Betterment Brokerage ⇒ Vanguard Mid-Cap ETF (VO) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $1K – $15K |
| Betterment Brokerage ⇒ Vanguard Value ETF (VTV) [EF] | $1K – $15K |
| Betterment Brokerage ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $1K – $15K |
| Betterment - IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF] | $1K – $15K |
| Charles Schwab - Brokerage #2 ⇒ Vanguard Small-Cap ETF (VB) [EF] | $1 – $1K |
| Charles Schwab - Brokerage #2 ⇒ Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) [EF] | Not specified |
| Charles Schwab - IRA Contributory ⇒ Vanguard Mortgage-Backed Securities ETF (VMBS) [EF] | Not specified |
| Betterment - IRA ⇒ Vanguard Value ETF (VTV) [EF] | Not specified |