Trade Volume by Year
No trades on record.
Top Traded Sectors
No sector data.
Recent Trades
No trades on record for this member.
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Robert Menendez reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
How the headline is drawn. The midpoint of the assets’ brackets less the midpoint of the debts’, the arithmetic OpenSecrets used for its net-worth rankings and NOTUS uses today, so it lands where other estimates of Robert Menendez’s wealth land. The two ranges below overlap, so the floor of this estimate is below zero: a member must list the mortgage on their home and need not list the home, which is how a filing ends up here. Read it as an estimate, not a bound.
By Kind of Asset
- Exchange-traded funds68 lines$684K
- Mutual funds15 lines$470K
- Bank accounts, money market accounts & CDs5 lines$89K
- Stock (not publicly traded)1 line$33K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| VFIFX Vanguard Target Retirement 2050 Fund (VFIFX) | Mutual funds | — | $100,001 - $250,000 |
| VFFVX Vanguard Target Retirement 2055 Fund (VFFVX) | Mutual funds | Spouse | $50,001 - $100,000 |
| VSZHX VOYA INDEX SOLUTION 2055 PORTFOLIO CL Z (VSZHX) | Mutual funds | Spouse | $50,001 - $100,000 |
| Art.sy, Inc. | Stock (not publicly traded) | Spouse | $15,001 - $50,000 |
| Charles Schwab Cash | Bank accounts, money market accounts & CDs | — | $15,001 - $50,000 |
| Chase Bank | Bank accounts, money market accounts & CDs | Spouse | $15,001 - $50,000 |
| FNDE Schwab Fundamental Emerging Markets Equity ETF (FNDE) | Exchange-traded funds | — | $15,001 - $50,000 |
| FNDX Schwab Fundamental U.S. Large Company ETF (FNDX) | Exchange-traded funds | — | $15,001 - $50,000 |
| SCHF Schwab International Equity ETF (SCHF) | Exchange-traded funds | — | $15,001 - $50,000 |
| VEA Vanguard FTSE Developed Markets ETF (VEA) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| VTEB Vanguard Tax-Exempt Bond ETF (VTEB) | Exchange-traded funds | — | $15,001 - $50,000 |
| VTIAX Vanguard Total International Stock Index Fd Admiral (VTIAX) | Mutual funds | Spouse | $15,001 - $50,000 |
| VTI Vanguard Total Stock Market ETF (VTI) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| VTI Vanguard Total Stock Market ETF (VTI) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| VTSAX Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) | Mutual funds | Spouse | $15,001 - $50,000 |
| BGSAX BlackRock Science and Technology Opportunities Portf Investor A (BGSAX) | Mutual funds | — | $1,001 - $15,000 |
| Charles Schwab | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| Charles Schwab Bank | Bank accounts, money market accounts & CDs | Joint | $1,001 - $15,000 |
| Charles Schwab Bank | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| CDDYX Columbia Dividend Income Fund Class I3 (CDDYX) | Mutual funds | — | $1,001 - $15,000 |
| PXF Invesco RAFI Developed Markets ex-U.S. ETF (PXF) | Exchange-traded funds | — | $1,001 - $15,000 |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| MUB iShares National Muni Bond ETF (MUB) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| NNJAX Nuveen Flagship New Jersey Muni Bd Fd Cl A (NNJAX) | Mutual funds | — | $1,001 - $15,000 |
| NHMAX Nuveen High Yield Municipal Bd Fd Class A (NHMAX) | Mutual funds | — | $1,001 - $15,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Jul 13, 2026 · 89 assets, 1 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed Jul 14, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 13, 2024Filing ↗
- Amendment · 2023House Clerk · filed Aug 13, 2024Filing ↗
- New Filer · 2023House Clerk · filed Jun 13, 2023Filing ↗
- Amendment · 2022House Clerk · filed Jun 13, 2023Filing ↗
- Other · 2021House Clerk · filed May 8, 2022Filing ↗