House · Republican · NY-21 · in the House since 2015 · Latest annual report · stefanik.house.gov
From the annual report filed Aug 4, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Residential Rental Property (Washington DC) | $250K – $500K | Self |
| American Funds 2045 Target Retirement (AAHTX) | $50K – $100K | Spouse |
| Vanguard New York Target Enrollment 2041 | $15K – $50K | Child |
| Newtown Bank Health Savings Account | $1K – $15K | Spouse |
| Goldman Sachs Marcus Online Savings Acct | $1K – $15K | 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 |
|---|---|---|---|---|---|
| Date not readable in the scan | Schwab Market Growth (SWGHX) | Type not readable in the scan | $1K – $15K | Spouse | 2020 Annual Report filed Aug 13, 2021 |
| Date not readable in the scan | JPMRGN Dvrsfd RT US MidCap ETF (JPME) | Buy | $1K – $15K | Spouse | 2020 Annual Report filed Aug 13, 2021 |
| Date not readable in the scan | Invesco Russell 1000 Dyn Multifactor ETF (OMFL) | Buy | $1K – $15K | Spouse | 2020 Annual Report filed Aug 13, 2021 |
| Date not readable in the scan | JPMRGN Dvrsfd US SmCap ETF (JPSE) | Buy | $1K – $15K | Spouse | 2020 Annual Report filed Aug 13, 2021 |
| Date not readable in the scan | JPMorgan Dvrsfd Rtrn Intml ETF (JPIN) | Buy | $1K – $15K | Spouse | 2020 Annual Report filed Aug 13, 2021 |
From Elise M. Stefanik'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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