Zoe Lofgren
U.S. Representative, California district 18 (CA18)
Latest disclosure August 10, 2026: Annual report (FD Original) for 2025, filing 10074949.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10074949.
As of August 10, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| PIMIX | Collins/Lofgren Family Trust ⇒ PIMCO Income Fund Insti Class (PIMIX) MF | Joint | $250,001 - $500,000 | p. 2 |
| VOTE | Collins/Lofgren Family Trust ⇒ TCW Transform 500 ETF (VOTE) EF | Joint | $250,001 - $500,000 | p. 2 |
| PIMIX | John Marshall Collins Rollover IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) MF | Spouse | $250,001 - $500,000 | p. 3 |
| VOTE | John Marshall Collins Rollover IRA ⇒ TCW Transform 500 ETF (VOTE) EF | Spouse | $250,001 - $500,000 | p. 3 |
| none | Deskworks Inc. PS | Spouse | $100,001 - $250,000 | p. 1 |
| FLCNX | Fidelity 457 Deferred Compensation ⇒ Fidelity Contrafund K6 (FLCNX) MF | Member | $100,001 - $250,000 | p. 3 |
| none | Fidelity 457 Deferred Compensation ⇒ MissionSquare PLUS R13 Fund MF | Member | $100,001 - $250,000 | p. 3 |
| VEMPX | Fidelity 457 Deferred Compensation ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX) MF | Member | $100,001 - $250,000 | p. 3 |
| ACWX | Collins/Lofgren Family Trust ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) EF | Joint | $50,001 - $100,000 | p. 2 |
| RERGX | Fidelity 457 Deferred Compensation ⇒ EuroPacific Growth Fund Cl R-6 (RERGX) MF | Member | $50,001 - $100,000 | p. 3 |
| VIIIX | Fidelity 457 Deferred Compensation ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) MF | Member | $50,001 - $100,000 | p. 3 |
| ACWX | John Marshall Collins Rollover IRA ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) EF | Spouse | $50,001 - $100,000 | p. 3 |
| IEMG | Collins/Lofgren Family Trust ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF | Joint | $15,001 - $50,000 | p. 2 |
| IJR | Collins/Lofgren Family Trust ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | Joint | $15,001 - $50,000 | p. 2 |
| IEMG | John Marshall Collins Rollover IRA ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF | Spouse | $15,001 - $50,000 | p. 3 |
| IJR | John Marshall Collins Rollover IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | Spouse | $15,001 - $50,000 | p. 3 |
| ACWX | Zoe Lofgren Trad IRA ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) EF | Member | $1,001 - $15,000 | p. 3 |
| PIMIX | Zoe Lofgren Trad IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) MF | Member | $1,001 - $15,000 | p. 4 |
| VOTE | Zoe Lofgren Trad IRA ⇒ TCW Transform 500 ETF (VOTE) EF | Member | $1,001 - $15,000 | p. 4 |
| IJR | Zoe Lofgren Trad IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | Member | $1 - $1,000 | p. 3 |
| none | Collins/Lofgren Family Trust ⇒ California State Public Works Board Lease Revenue Bonds, Ser. D GS | Joint | None | p. 1 |
| ETILX | Collins/Lofgren Family Trust ⇒ Eventide Gilead Fund Institutional Class (ETILX) MF | Joint | None | p. 2 |
| GUNR | Collins/Lofgren Family Trust ⇒ FlexShares Global Upstream Natural Resources Index Fund ETF (GUNR) EF | Joint | None | p. 2 |
| IQLT | Collins/Lofgren Family Trust ⇒ iShares MSCI Intl Quality Factor ETF (IQLT) EF | Joint | None | p. 2 |
| PFF | Collins/Lofgren Family Trust ⇒ iShares Preferred and Income Securities ETF (PFF) EF | Joint | None | p. 2 |
| REET | Collins/Lofgren Family Trust ⇒ iShares Trust iShares Global REIT ETF (REET) EF | Joint | None | p. 2 |
| none | Collins/Lofgren Family Trust ⇒ Lynwood Unified School District GO Bonds GS | Joint | None | p. 2 |
| TOLZ | Collins/Lofgren Family Trust ⇒ ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) EF | Joint | None | p. 2 |
| HYMB | Collins/Lofgren Family Trust ⇒ SPDR Nuveen Bloomberg High Yield Municipal Bond ETF (HYMB) EF | Joint | None | p. 2 |
| VSS | Collins/Lofgren Family Trust ⇒ Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS) EF | Joint | None | p. 3 |
6 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
1 row(s) on this report give no value band (for example “Undetermined”) and are left out.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| none | Lynwood Unified School District GO Bonds GS | Joint | S | December 11, 2025 | $100,001 - $250,000 | January 6, 2026 filing 20033738, p. 1 |
| none | California State Public Works Board Lease Revenue Bonds, Ser. D GS | Joint | S | December 11, 2025 | $1,001 - $15,000 | January 6, 2026 filing 20033738, p. 1 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- August 10, 2026 Annual report (FD Original) (2025), filing 10074949 itemised above
- April 1, 2026 Extension request (2025), filing 30026814
- January 6, 2026 Periodic transaction report (2026), filing 20033738 itemised above
- May 9, 2025 Annual report (FD Original) (2024), filing 10066636
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