Trade with Congress

Zoe Lofgren

DemocratDemocratRepresentative · CA-18currently serving

467 disclosed transactions · Nov 20, 2013 – Dec 11, 2025

Watch Zoe Lofgren

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$1.1M – $8.6M
Traded, all time
467 transactions · turnover, not holdings
-21.7%
Portfolio vs S&P 500
13 positions · 56% of securities priced
99%
Household trades
spouse, joint or child
1.7%
Filed late
avg 25 days to disclose

Committees

  • Science, Space, and TechnologyRanking Member
  • the Judiciary
    • Courts, Intellectual Property, Artificial Intelligence, and the Internet
    • Immigration Integrity, Security, and Enforcement
    • The Administrative State, Regulatory Reform, and Antitrust

What they hold

Zoe Lofgren

Stock portfolio

$1.1M – $2.8M in disclosed securities · D-CA · House · 2024 filing

FDRXX
ACWX
Misc
  • VOTE28%
  • FDRXX9.2%
  • GVI9.2%
  • FLCNX8.8%
  • VEMPX8.8%
  • ACWX5.8%
  • IQLT5.4%
  • RERGX3.8%
  • Misc21%
Securities only — not net worth. Real property and private businesses are most of congressional wealth and have no ticker. Shares are of the midpoint of each disclosed bracket; because holdings are reported in ranges rather than amounts, positions in the same bracket appear equal. Source: 2024 annual disclosure. tradewithcongress.org

Disclosed assets

From the annual financial disclosure. Assets only — liabilities are not included.

$2.4M – $8.7M
Disclosed assets, 2024
40 holdings · filed May 9, 2025
Asset mix, 2024
  • Real estate1$3.0M 54%
  • Securities34$2.2M 39%
  • Cash3$216K 4%
  • Private2$208K 4%
Reported range by year2019–2024
$8.7M$4.4M$02019: $1.8M–$5.2M across 107 holdings2020: $2.0M–$4.8M across 38 holdings2021: $1.8M–$5.4M across 122 holdings2022: $2.0M–$5.8M across 125 holdings2023: $2.4M–$8.5M across 44 holdings2024: $2.4M–$8.7M across 40 holdings201920202021202220232024

Band is the reported range; the line is its midpoint.

Disclosed portfolio vs the market

What the annual reports say they held, valued from Aug 10, 2023.

-21.7%
vs the S&P 500
Portfolio +58.3% · S&P 500 +80.0% · 13 positions
18713583S&P 500LofgrenAug 10, 2023Aug 10, 2026

What they trade

Most traded

UNPUNP3 trades · $45K – $150KSCTY3 trades · $52K – $130KAMATAMAT4 trades · $18K – $95KBACBAC3 trades · $17K – $80KMAMA6 trades · $6K – $90KVZVZ6 trades · $6K – $90KVV6 trades · $6K – $90KZTSZTS6 trades · $6K – $90KAEPAEP5 trades · $5K – $75KCTASCTAS5 trades · $5K – $75K

Transactions

2 · last 12 months
AssetTypeAmountTradedDisclosed
—
California State Public Works Board Lease Revenue Bonds, Ser. D
Selljoint$1K – $15KDec 11, 2025Jan 6, 2026
—
Lynwood Unified School District GO Bonds
Selljoint$100K – $250KDec 11, 2025Jan 6, 2026