Lisa Blunt Rochester — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| American Funds 529 | -- |
| FCFGX - American Funds College 2039 Fund Class 529-F-2 | $1,001 - $15,000 · None · None (or less than $201) |
| Santander | $1,001 - $15,000 · Interest · None (or less than $201) |
| Wells Fargo | $15,001 - $50,000 · Interest · None (or less than $201) |
| Charles Schwab Roth IRA | -- |
| DFISX - Dfa International Small Company Portfolio | $15,001 - $50,000 · None · None (or less than $201) |
| IEMG - iShares Core MSCI Emerging Markets ETF | $15,001 - $50,000 · None · None (or less than $201) |
| VEA - Vanguard FTSE Developed Markets ETF | $15,001 - $50,000 · None · None (or less than $201) |
| Charles Schwab | $1,001 - $15,000 · None · None (or less than $201) |
| Charles Schwab IRA | -- |
| XLRE - S&P 500 Real Estate Sector SPDR | $100,001 - $250,000 · None · None (or less than $201) |
| VEA - Vanguard FTSE Developed Markets ETF | $100,001 - $250,000 · None · None (or less than $201) |
| SPMD - SPDR Mid Cap Portfolio ETF | $50,001 - $100,000 · None · None (or less than $201) |
| IEMG - iShares Core MSCI Emerging Markets ETF | $15,001 - $50,000 · None · None (or less than $201) |
| VCIT - Vanguard Intermediate-Term Corporate Bond ETF | $100,001 - $250,000 · None · None (or less than $201) |
| VGIT - Vanguard Intermediate-Term Treasury ETF | $50,001 - $100,000 · None · None (or less than $201) |
| Charles Schwab | $15,001 - $50,000 · None · None (or less than $201) |
| DFAS - Dimensional U.S. Small Cap ETF | $1,001 - $15,000 · None · None (or less than $201) |
| BSV - Vanguard Short-Term Bond Index Fund - ETF Shares | $100,001 - $250,000 · None · None (or less than $201) |
| Lisa Blunt Rochester Revocable Trust | -- |
| DC Home | $500,001 - $1,000,000 · None · None (or less than $201) |
| Charles Schwab | $100,001 - $250,000 · Interest · $201 - $1,000 |
| Charles Schwab Revocable Trust | -- |
| Charles Schwab | $50,001 - $100,000 · Interest · None (or less than $201) |
| AGG - iShares Core U.S. Aggregate Bond ETF | $1,000,001 - $5,000,000 · Dividends · $15,001 - $50,000 |
| SPSB - SPDR Short Term Corporate Bond Portfolio ETF | $100,001 - $250,000 · Dividends · $5,001 - $15,000 |
| IEI - iShares 3-7 Year Treasury Bond ETF | $50,001 - $100,000 · Dividends, Capital Gains · $5,001 - $15,000 |
| VCIT - Vanguard Intermediate-Term Corporate Bond ETF | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| VGIT - Vanguard Intermediate-Term Treasury ETF | $15,001 - $50,000 · Dividends, Capital Gains · None (or less than $201) |
| SPY - SPDR S&P 500 | $1,000,001 - $5,000,000 · Dividends · $15,001 - $50,000 |
| VEA - Vanguard FTSE Developed Markets ETF | $500,001 - $1,000,000 · Dividends · $15,001 - $50,000 |
| IEMG - iShares Core MSCI Emerging Markets ETF | $250,001 - $500,000 · Dividends, Capital Gains · $5,001 - $15,000 |
| IWR - iShares Russell Mid-Cap ETF | $250,001 - $500,000 · Dividends · $2,501 - $5,000 |
| IJR - iShares Core S&P Small-Cap ETF | $100,001 - $250,000 · Dividends · $2,501 - $5,000 |
| AVDV - Avantis International Small Cap Value ETF | $100,001 - $250,000 · Dividends · $5,001 - $15,000 |
| VUG - Vanguard Growth ETF | $50,001 - $100,000 · Dividends, Capital Gains · $15,001 - $50,000 |
| IJH - iShares Core S&P Mid-Cap ETF | $100,001 - $250,000 · Dividends · $1,001 - $2,500 |
| DFSCX - Dfa U.S. Micro Cap Portfolio | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| XLRE - The Real Estate Select Sector SPDR Fund | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| DFSVX - U.S. SMALL CAP VALUE PORTFOLIO - U.S. SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS | $50,001 - $100,000 · Dividends · $201 - $1,000 |
| … | 18 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Democrat |
| state | DE |
| office | Blunt Rochester, Lisa (Senator) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-a1efffdb-c810-48e4-ac20-08c77313fc71 |
| report url | https://efdsearch.senate.gov/search/view/annual/a1efffdb-c810-48e4-ac20-08c77313fc71/ |
| scraped at | 2026-06-15T10:30:08.044Z |
| asset count | 58 |
| bioguide id | B001303 |
| filing date | 2026-05-15 |
| filing year | 2025 |
| member last | Blunt Rochester |
| member name | Lisa Blunt Rochester |
| report type | Annual |
| member first | Lisa |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 2 |
assets (58)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Self | — | — | American Funds 529 | Education Savings Plans | 1 | Institution: American Funds | — | -- | — | 529 College Savings Plan |
| Self | — | — | FCFGX - American Funds College 2039 Fund Class 529-F-2 | Mutual Funds | 1.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | Wilmington, DE | Santander | Bank Deposit | 2 | Type: Checking, Savings | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | Wilmington, DE | Wells Fargo | Bank Deposit | 3 | Type: Checking, Savings | Interest | $15,001 - $50,000 | None (or less than $201) | — |
| Self | — | — | Charles Schwab Roth IRA | Retirement Plans | 4 | — | — | -- | — | IRA |
| Self | — | — | DFISX - Dfa International Small Company Portfolio | Mutual Funds | 4.1 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | IEMG - iShares Core MSCI Emerging Markets ETF | Mutual Funds | 4.2 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VEA - Vanguard FTSE Developed Markets ETF | Mutual Funds | 4.3 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | Wilmington, DE | Charles Schwab | Bank Deposit | 4.4 | Type: Brokerage Sweep Account | None | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | Charles Schwab IRA | Retirement Plans | 5 | — | — | -- | — | IRA |
| Self | — | — | XLRE - S&P 500 Real Estate Sector SPDR | Mutual Funds | 5.1 | — | None | $100,001 - $250,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VEA - Vanguard FTSE Developed Markets ETF | Mutual Funds | 5.2 | — | None | $100,001 - $250,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | SPMD - SPDR Mid Cap Portfolio ETF | Mutual Funds | 5.3 | — | None | $50,001 - $100,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | IEMG - iShares Core MSCI Emerging Markets ETF | Mutual Funds | 5.4 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VCIT - Vanguard Intermediate-Term Corporate Bond ETF | Mutual Funds | 5.5 | — | None | $100,001 - $250,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VGIT - Vanguard Intermediate-Term Treasury ETF | Mutual Funds | 5.6 | — | None | $50,001 - $100,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | Wilmington, DE | Charles Schwab | Bank Deposit | 5.7 | Type: Brokerage Sweep Account | None | $15,001 - $50,000 | None (or less than $201) | — |
| Self | — | — | DFAS - Dimensional U.S. Small Cap ETF | Mutual Funds | 5.8 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | BSV - Vanguard Short-Term Bond Index Fund - ETF Shares | Mutual Funds | 5.9 | — | None | $100,001 - $250,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | Lisa Blunt Rochester Revocable Trust | Trust | 6 | — | — | -- | — | General Trust |
| Self | — | — | DC Home | Real Estate | 6.1 | Co-op (Washington, DC) | None | $500,001 - $1,000,000 | None (or less than $201) | Residential |
| Self | — | Wilmington, DE | Charles Schwab | Bank Deposit | 6.2 | Type: Brokerage Sweep Account | Interest | $100,001 - $250,000 | $201 - $1,000 | — |
| Self | — | — | Charles Schwab Revocable Trust | Brokerage/Managed Account | 6.3 | — | — | -- | — | — |
| Self | — | Wilmington, DE | Charles Schwab | Bank Deposit | 6.3.1 | Type: Brokerage Sweep Account | Interest | $50,001 - $100,000 | None (or less than $201) | — |
| Self | — | — | AGG - iShares Core U.S. Aggregate Bond ETF | Mutual Funds | 6.3.2 | — | Dividends | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Exchange Traded Fund/Note |
| Self | — | — | SPSB - SPDR Short Term Corporate Bond Portfolio ETF | Mutual Funds | 6.3.3 | — | Dividends | $100,001 - $250,000 | $5,001 - $15,000 | Exchange Traded Fund/Note |
| Self | — | — | IEI - iShares 3-7 Year Treasury Bond ETF | Mutual Funds | 6.3.4 | — | Dividends, Capital Gains | $50,001 - $100,000 | $5,001 - $15,000 | Exchange Traded Fund/Note |
| Self | — | — | VCIT - Vanguard Intermediate-Term Corporate Bond ETF | Mutual Funds | 6.3.5 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Self | — | — | VGIT - Vanguard Intermediate-Term Treasury ETF | Mutual Funds | 6.3.6 | — | Dividends, Capital Gains | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | SPY - SPDR S&P 500 | Mutual Funds | 6.3.7 | — | Dividends | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Exchange Traded Fund/Note |
| Self | — | — | VEA - Vanguard FTSE Developed Markets ETF | Mutual Funds | 6.3.8 | — | Dividends | $500,001 - $1,000,000 | $15,001 - $50,000 | Exchange Traded Fund/Note |
| Self | — | — | IEMG - iShares Core MSCI Emerging Markets ETF | Mutual Funds | 6.3.9 | — | Dividends, Capital Gains | $250,001 - $500,000 | $5,001 - $15,000 | Exchange Traded Fund/Note |
| Self | — | — | IWR - iShares Russell Mid-Cap ETF | Mutual Funds | 6.3.10 | — | Dividends | $250,001 - $500,000 | $2,501 - $5,000 | Exchange Traded Fund/Note |
| Self | — | — | IJR - iShares Core S&P Small-Cap ETF | Mutual Funds | 6.3.11 | — | Dividends | $100,001 - $250,000 | $2,501 - $5,000 | Exchange Traded Fund/Note |
| Self | — | — | AVDV - Avantis International Small Cap Value ETF | Mutual Funds | 6.3.12 | — | Dividends | $100,001 - $250,000 | $5,001 - $15,000 | Exchange Traded Fund/Note |
| Self | — | — | VUG - Vanguard Growth ETF | Mutual Funds | 6.3.13 | — | Dividends, Capital Gains | $50,001 - $100,000 | $15,001 - $50,000 | Exchange Traded Fund/Note |
| Self | — | — | IJH - iShares Core S&P Mid-Cap ETF | Mutual Funds | 6.3.14 | — | Dividends | $100,001 - $250,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Self | — | — | DFSCX - Dfa U.S. Micro Cap Portfolio | Mutual Funds | 6.3.15 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | Mutual Fund |
| Self | — | — | XLRE - The Real Estate Select Sector SPDR Fund | Mutual Funds | 6.3.16 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | DFSVX - U.S. SMALL CAP VALUE PORTFOLIO - U.S. SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS | Mutual Funds | 6.3.17 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | Mutual Fund |
| Self | — | — | DFAS - Dimensional U.S. Small Cap ETF | Mutual Funds | 6.3.18 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | AVUV - Avantis U.S. Small Cap Value ETF | Mutual Funds | 6.3.19 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | Tosk | Corporate Securities | 6.4 | Company: Tosk, Inc. (Wilmington, DE) Description: Biopharmaceutical company. | None | $15,001 - $50,000 | None (or less than $201) | Non-Public Stock |
| Self | — | — | Schneider Electric Pension | Retirement Plans | 7 | — | None | Unascertainable | None (or less than $201) | Defined Benefit Pension Plan |
| Self | — | — | Delaware Pension | Retirement Plans | 8 | — | None | Unascertainable | None (or less than $201) | Defined Benefit Pension Plan |
| Self | — | — | Donor Advised Fund | Brokerage/Managed Account | 9 | — | — | -- | — | — |
| Self | — | Wilmington, DE | Charles Schwab | Bank Deposit | 9.1 | Type: Brokerage Sweep Account | None | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | BND - Vanguard Total Bond Market ETF | Mutual Funds | 9.2 | — | None | $100,001 - $250,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | XLRE - S&P 500 Real Estate Sector SPDR | Mutual Funds | 9.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | VEA - Vanguard FTSE Developed Markets ETF | Mutual Funds | 9.4 | — | None | $50,001 - $100,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | SPMD - SPDR Mid Cap Portfolio ETF | Mutual Funds | 9.5 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | AVUV - Avantis U.S. Small Cap Value ETF | Mutual Funds | 9.6 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | IEMG - iShares Core MSCI Emerging Markets ETF | Mutual Funds | 9.7 | — | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | AVDV - Avantis International Small Cap Value ETF | Mutual Funds | 9.8 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | Delaware Community Foundation | Brokerage/Managed Account | 9.9 | — | — | -- | — | — |
| Self | — | — | Delaware Community Foundation Flagship Long-Term Pool | Equity Index-Linked Note | 9.9.1 | — | None | $250,001 - $500,000 | None (or less than $201) | — |
| Self | — | — | BSV - Vanguard Short-Term Bond Index Fund - ETF Shares | Mutual Funds | 9.10 | — | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | SPYM - Tradr 2X Long SPY Monthly ETF | Mutual Funds | 9.11 | — | None | $100,001 - $250,000 | None (or less than $201) | Exchange Traded Fund/Note |
liabilities (2)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| Self | n/a | Fulton Bank | 2017 | Wilmington, DE | 4.125% (30 years) | 1 | $250,001 - $500,000 | Mortgage |
| Self | n/a | First Home Mortgage | 2025 | Englewood, CO | 6.99% (30 years) | 2 | $250,001 - $500,000 | Mortgage |