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Congress
Zoe Lofgren
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
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.98
+35.93% over the displayed dates
Chart dates
2025-10-13 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 13, 2025Oct 9, 2026
Starting investment
$10K
2025-10-13 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,592.83
+35.93%
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 |
|---|---|
| Residential Rental Property [RP] | $1M – $5M |
| Collins/Lofgren Family Trust ⇒ PIMCO Income Fund Insti Class (PIMIX) [MF] | $250K – $500K |
| John Marshall Collins Rollover IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) [MF] | $250K – $500K |
| John Marshall Collins Rollover IRA ⇒ TCW Transform 500 ETF (VOTE) [EF] | $250K – $500K |
| Deskworks Inc. [PS] | $100K – $250K |
| First Citizens Bank [BA] | $100K – $250K |
| Fidelity 457 Deferred Compensation ⇒ Fidelity Contrafund K6 (FLCNX) [MF] | $100K – $250K |
| Fidelity 457 Deferred Compensation ⇒ MissionSquare PLUS R13 Fund [MF] | $100K – $250K |
| Fidelity 457 Deferred Compensation ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX) [MF] | $100K – $250K |
| Collins/Lofgren Family Trust ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) [EF] | $50K – $100K |
| Fidelity 457 Deferred Compensation ⇒ EuroPacific Growth Fund Cl R-6 (RERGX) [MF] | $50K – $100K |
| Fidelity 457 Deferred Compensation ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) [MF] | $50K – $100K |
| John Marshall Collins Rollover IRA ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) [EF] | $50K – $100K |
| John Marshall Collins Rollover IRA ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | $15K – $50K |
| Collins/Lofgren Family Trust ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | $15K – $50K |
| John Marshall Collins Rollover IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) [EF] | $15K – $50K |
| Collins/Lofgren Family Trust ⇒ iShares Core S&P Small-Cap ETF (IJR) [EF] | $15K – $50K |
| Collins/Lofgren Family Trust ⇒ Cash [BA] | $1K – $15K |
| Collins/Lofgren Family Trust ⇒ Fidelity Government Cash Reserves (FDRXX) [BA] | $1K – $15K |
| John Marshall Collins Rollover IRA ⇒ Fidelity Government Cash Reserves (FDRXX) [BA] | $1K – $15K |
| Zoe Lofgren Trad IRA ⇒ | $1K – $15K |
| Zoe Lofgren Trad IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) [MF] | $1K – $15K |
| Zoe Lofgren Trad IRA ⇒ TCW Transform 500 ETF (VOTE) [EF] . | $1K – $15K |
| Zoe Lofgren Trad IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) [EF] | $1 – $1K |
| California Public Employee Retirement System [DB] | Not specified |
| John Marshall Collins PC, 100% Interest [OL] | Not specified |
| Collins/Lofgren Family Trust ⇒ California State Public Works Board Lease Revenue Bonds, Ser. D [GS] | Not specified |
| Collins/Lofgren Family Trust ⇒ Eventide Gilead Fund Institutional Class (ETILX) [MF] | Not specified |
| Collins/Lofgren Family Trust ⇒ FlexShares Global Upstream Natural Resources Index Fund ETF (GUNR) [EF] | Not specified |
| Collins/Lofgren Family Trust ⇒ iShares MSCI Intl Quality Factor ETF (IQLT) [EF] | Not specified |
| Collins/Lofgren Family Trust ⇒ iShares Trust iShares Global REIT ETF (REET) [EF] | Not specified |
| Collins/Lofgren Family Trust ⇒ Lynwood Unified School District GO Bonds [GS] | Not specified |
| Collins/Lofgren Family Trust ⇒ ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) [EF] | Not specified |
| Collins/Lofgren Family Trust ⇒ SPDR Nuveen Bloomberg High Yield Municipal Bond ETF (HYMB) [EF] | Not specified |
| Collins/Lofgren Family Trust ⇒ | Not specified |
| TCW Transform 500 ETF (VOTE) [EF] | Not specified |
| Collins/Lofgren Family Trust ⇒ Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS) [EF] | Not specified |
| Collins/Lofgren Family Trust ⇒ iShares Preferred and Income Securities ETF (PFF) [EF] | Not specified |