House · Democrat · NJ-8 · in the House since 2023 · Latest annual report · menendez.house.gov
From the annual report filed Jul 13, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Vanguard Target Retirement 2050 Fund (VFIFX) [MF] | $100K – $250K | Self |
| Vanguard Target Retirement 2055 Fund (VFFVX) [MF] | $50K – $100K | Spouse |
| VOYA INDEX SOLUTION 2055 PORTFOLIO CL Z (VSZHX) [MF] | $50K – $100K | Spouse |
| Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) [MF] | $15K – $50K | Spouse |
| Schwab Fundamental Emerging Markets Equity ETF (FNDE) [EF] | $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 |
|---|---|---|---|---|---|
| Nov 7, 2025 | Vanguard FTSE Developed Markets ETF (VEA) | Buy · ETF | $1K – $15K | Spouse | 2025 Annual Report filed Jul 13, 2026 |
| Nov 3, 2025 | Vanguard S&P 500 ETF (VOO) | Partial sale · ETF | $1K – $15K | Self | 2025 Annual Report filed Jul 13, 2026 |
| Nov 3, 2025 | Vanguard Tax-Exempt Bond ETF (VTEB) | Partial sale · ETF | $1K – $15K | Self | 2025 Annual Report filed Jul 13, 2026 |
| Nov 3, 2025 | Schwab Fundamental U.S. Large Company ETF (FNDX) | Partial sale · ETF | $1K – $15K | Self | 2025 Annual Report filed Jul 13, 2026 |
| Nov 3, 2025 | Schwab Fundamental Emerging Markets Equity ETF (FNDE) | Partial sale · ETF | $1K – $15K | Self | 2025 Annual Report filed Jul 13, 2026 |
From Robert Menendez'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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