House · Democrat · CA-36 · in the House since 2015 · Latest annual report · lieu.house.gov
From the annual report filed Aug 13, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Apartment [RP] | $1M – $5M | Self |
| One unit of office space in Monterey Park CA [RP] | $250K – $500K | Self |
| Wells Fargo PMA Bank Accounts [BA] | $100K – $250K | Self |
| Fidelity 500 Index Fund (FXAIX) [MF] | $15K – $50K | Self |
| Kinecta Account for Betty Lieu [BA] | $15K – $50K | Self |
No trades reported.
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Jul 16, 2025 | One unit of office space in Monterey Park CA | Sale · Real estate | $250K – $500K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Jul 17, 2024 | The Income Fund of America - Class 529-F-2 (FAIFX) | Sale · Mutual fund | $1K – $15K | Self | 2024 Annual Report filed Aug 5, 2025 |
| Jul 17, 2024 | The Growth Fund of America - Class 529-F-2 (FAFGX) | Sale · Mutual fund | $15K – $50K | Self | 2024 Annual Report filed Aug 5, 2025 |
| Jul 17, 2024 | American Funds - American High Income Trust Class R-1 Shares (RITAX) | Sale · Mutual fund | $1K – $15K | Self | 2024 Annual Report filed Aug 5, 2025 |
| Jul 17, 2024 | Capital World Growth and Income Fund - Class 529-F-2 (FCWGX) | Sale · Mutual fund | $1K – $15K | Self | 2024 Annual Report filed Aug 5, 2025 |
From Ted Lieu's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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