Sara Jacobs — 2025 financial disclosure
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House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| SJJ Charitable Remainder Unitrust | $5,000,001 - $25,000,000 · Capital Gains, Dividends, Interest · $100,001 - $1,000,000 |
| Investment Property | $1,000,001 - $5,000,000 · Rent · $100,001 - $1,000,000 |
| Bank of America, NA | $1 - $1,000 · Tax-Deferred |
| iShares MSCI Global Sustainable Development Goals ETF (SDG) | $1,001 - $15,000 · Tax-Deferred |
| ALPS/Smith Total Return Bond Fund Class I (SMTHX) | None · Capital Gains, Dividends · $201 - $1,000 |
| AMCAP Fund, Class F-2 Shares (AMCFX) | None · Capital Gains · $1,001 - $2,500 |
| Angel Oak Multi-Strategy Income Fd Inst Shs (ANGIX) | None · Capital Gains, Dividends · $201 - $1,000 |
| Artisan High Income Fund Advisor Shares (APDFX) | None · Capital Gains, Dividends · $201 - $1,000 |
| Bank of America, N.A. | None · None |
| Baron Real Estate Fd Insti Shs (BREIX) | None · Capital Gains · $201 - $1,000 |
| Capital Group Growth ETF Capital Group Growth ETF (CGGR) | None · Capital Gains · $1,001 - $2,500 |
| Credit Suisse Strategic Income Fd Cl I (CSOIX) | None · None |
| DWS RREEF Real Assets Fund - Class Institutional (AAAZX) | None · Capital Gains · $1,001 - $2,500 |
| Eaton Vance Richard Bernstein Equity Strategy Fund Cl I (ERBIX) | None · Capital Gains · $1,001 - $2,500 |
| EuroPacific Growth Fund, Class F-2 Shs (AEPFX) | None · Capital Gains · $201 - $1,000 |
| FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares (FTHSX) | None · Capital Gains · $1,001 - $2,500 |
| Hotchkis & Wiley Value Opportunities Fund Class I (HWAIX) | None · Capital Gains · $2,501 - $5,000 |
| Invesco Core Plus Bond Fund Class Y (CPBYX) | None · Dividends · $201 - $1,000 |
| Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) | None · Capital Gains · $1,001 - $2,500 |
| Invesco FTSE RAFI Emerging Markets ETF (PXH) | None · Capital Gains · $201 - $1,000 |
| iShares Core Dividend Growth ETF (DGRO) | None · Capital Gains, Dividends · $2,501 - $5,000 |
| iShares Core MSCI Total International Stock ETF (IXUS) | None · Capital Gains · $5,001 - $15,000 |
| JPMorgan Core Plus Bond Fund I Class (HLIPX) | None · Dividends · $201 - $1,000 |
| Kopernik Global All-Cap Fund- Institutional Class (KGGIX) | None · None |
| Lord Abbett Inv. Tr. Income Fund Cl I (LAUYX) | None · None |
| PIMCO Mortgage Opportunities and Bond Fund Class I-2 (PMZPX) | None · None |
| Vanguard Div Appreciation ETF (VIG) | None · Capital Gains · $2,501 - $5,000 |
| Vanguard International Dividend Appreciation ETF (VIGI) | None · Capital Gains · $1,001 - $2,500 |
| Vanguard Total Stock Market ETF (VTI) | None · Capital Gains · $15,001 - $50,000 |
| Washington Mutual Investors Fund Cl F-2 Shs (WMFFX) | None · Capital Gains · $1,001 - $2,500 |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW) | None · Capital Gains, Dividends · $5,001 - $15,000 |
| Bank of America, N.A. | $1,001 - $15,000 · Interest · $1 - $200 |
| QUALCOMM Incorporated (QCOM) | $1,000,001 - $5,000,000 · Dividends · $15,001 - $50,000 |
| Investment Property | $1,000,001 - $5,000,000 · Rent · $15,001 - $50,000 |
| Bank of America, N.A. | $50,001 - $100,000 · Interest · $1 - $200 |
| Bank of America, N.A. | $50,001 - $100,000 · Interest · $201 - $1,000 |
| Beldore Capital Fund LLC | $5,000,001 - $25,000,000 · Partnership Income · $100,001 - $1,000,000 |
| Belgard Capital Fund LLC Class I | $5,000,001 - $25,000,000 · Partnership Income · $100,001 - $1,000,000 |
| Clearfork Capital Fund LLC | $5,000,001 - $25,000,000 · Partnership Income · $100,001 - $1,000,000 |
| QUALCOMM Incorporated (QCOM) | $5,000,001 - $25,000,000 · Dividends · $100,001 - $1,000,000 |
| … | 3 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Democrat |
| state | CA |
| office | Representative, CA-51 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10074394 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10074394.pdf |
| scraped at | 2026-07-27T10:30:24.929Z |
| asset count | 43 |
| bioguide id | J000305 |
| filing date | 2026-06-26 |
| filing year | 2025 |
| member last | Jacobs |
| member name | Sara Jacobs |
| report type | Annual |
| member first | Sara |
| content parsed | true |
| report subtype | Annual Report |
| state district | 51 |
| liability count | 2 |
assets (43)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | SJJ Charitable Remainder Unitrust | OT | 1 | Charitable Remainder Unitrust | Capital Gains, Dividends, Interest | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | — |
| — | — | New York, NY, US | Investment Property | RP | 2 | — | Rent | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | — |
| — | — | — | Bank of America, NA | BA | 3 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | iShares MSCI Global Sustainable Development Goals ETF (SDG) | EF | 4 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | ALPS/Smith Total Return Bond Fund Class I (SMTHX) | MF | 5 | — | Capital Gains, Dividends | None | $201 - $1,000 | — |
| — | — | — | AMCAP Fund, Class F-2 Shares (AMCFX) | MF | 6 | — | Capital Gains | None | $1,001 - $2,500 | — |
| — | — | — | Angel Oak Multi-Strategy Income Fd Inst Shs (ANGIX) | MF | 7 | — | Capital Gains, Dividends | None | $201 - $1,000 | — |
| — | — | — | Artisan High Income Fund Advisor Shares (APDFX) | MF | 8 | — | Capital Gains, Dividends | None | $201 - $1,000 | — |
| — | — | — | Bank of America, N.A. | BA | 9 | — | None | None | — | — |
| — | — | — | Baron Real Estate Fd Insti Shs (BREIX) | MF | 10 | — | Capital Gains | None | $201 - $1,000 | — |
| — | — | — | Capital Group Growth ETF Capital Group Growth ETF (CGGR) | EF | 11 | — | Capital Gains | None | $1,001 - $2,500 | — |
| — | — | — | Credit Suisse Strategic Income Fd Cl I (CSOIX) | MF | 12 | Sold for a loss in 2025 | None | None | — | — |
| — | — | — | DWS RREEF Real Assets Fund - Class Institutional (AAAZX) | MF | 13 | — | Capital Gains | None | $1,001 - $2,500 | — |
| — | — | — | Eaton Vance Richard Bernstein Equity Strategy Fund Cl I (ERBIX) | MF | 14 | — | Capital Gains | None | $1,001 - $2,500 | — |
| — | — | — | EuroPacific Growth Fund, Class F-2 Shs (AEPFX) | MF | 15 | — | Capital Gains | None | $201 - $1,000 | — |
| — | — | — | FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares (FTHSX) | MF | 16 | — | Capital Gains | None | $1,001 - $2,500 | — |
| — | — | — | Hotchkis & Wiley Value Opportunities Fund Class I (HWAIX) | MF | 17 | — | Capital Gains | None | $2,501 - $5,000 | — |
| — | — | — | Invesco Core Plus Bond Fund Class Y (CPBYX) | MF | 18 | Overall loss in 2025 | Dividends | None | $201 - $1,000 | — |
| — | — | — | Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) | EF | 19 | — | Capital Gains | None | $1,001 - $2,500 | — |
| — | — | — | Invesco FTSE RAFI Emerging Markets ETF (PXH) | EF | 20 | — | Capital Gains | None | $201 - $1,000 | — |
| — | — | — | iShares Core Dividend Growth ETF (DGRO) | EF | 21 | — | Capital Gains, Dividends | None | $2,501 - $5,000 | — |
| — | — | — | iShares Core MSCI Total International Stock ETF (IXUS) | EF | 22 | — | Capital Gains | None | $5,001 - $15,000 | — |
| — | — | — | JPMorgan Core Plus Bond Fund I Class (HLIPX) | MF | 23 | Sold for a loss in 2025 | Dividends | None | $201 - $1,000 | — |
| — | — | — | Kopernik Global All-Cap Fund- Institutional Class (KGGIX) | MF | 24 | Sold for a loss in 2025 | None | None | — | — |
| — | — | — | Lord Abbett Inv. Tr. Income Fund Cl I (LAUYX) | MF | 25 | Sold for a loss in 2025 | None | None | — | — |
| — | — | — | PIMCO Mortgage Opportunities and Bond Fund Class I-2 (PMZPX) | MF | 26 | Sold for a loss in 2025 | None | None | — | — |
| — | — | — | Vanguard Div Appreciation ETF (VIG) | EF | 27 | — | Capital Gains | None | $2,501 - $5,000 | — |
| — | — | — | Vanguard International Dividend Appreciation ETF (VIGI) | EF | 28 | — | Capital Gains | None | $1,001 - $2,500 | — |
| — | — | — | Vanguard Total Stock Market ETF (VTI) | EF | 29 | — | Capital Gains | None | $15,001 - $50,000 | — |
| — | — | — | Washington Mutual Investors Fund Cl F-2 Shs (WMFFX) | MF | 30 | — | Capital Gains | None | $1,001 - $2,500 | — |
| — | — | — | WisdomTree U.S. Quality Dividend Growth Fund (DGRW) | EF | 31 | — | Capital Gains, Dividends | None | $5,001 - $15,000 | — |
| — | — | — | Bank of America, N.A. | BA | 32 | — | Interest | $1,001 - $15,000 | $1 - $200 | — |
| — | — | — | QUALCOMM Incorporated (QCOM) | ST | 33 | — | Dividends | $1,000,001 - $5,000,000 | $15,001 - $50,000 | — |
| — | — | Washington, DC, US | Investment Property | RP | 34 | — | Rent | $1,000,001 - $5,000,000 | $15,001 - $50,000 | — |
| — | — | — | Bank of America, N.A. | BA | 35 | — | Interest | $50,001 - $100,000 | $1 - $200 | — |
| — | — | — | Bank of America, N.A. | BA | 36 | — | Interest | $50,001 - $100,000 | $201 - $1,000 | — |
| — | — | — | Beldore Capital Fund LLC | HE | 37 | — | Partnership Income | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | — |
| — | — | — | Belgard Capital Fund LLC Class I | HE | 38 | — | Partnership Income | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | — |
| — | — | — | Clearfork Capital Fund LLC | HE | 39 | — | Partnership Income | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | — |
| — | — | — | QUALCOMM Incorporated (QCOM) | ST | 40 | — | Dividends | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | — |
| — | — | — | Northwestern Mutual Survivorship Universal Life | WU | 41 | — | None | $500,001 - $1,000,000 | — | — |
| — | — | — | Bank of America - Checking Account | BA | 42 | — | None | $100,001 - $250,000 | — | — |
| — | — | — | BlackRock Liquidity Funds Treasury Trust - Institutional (TTTXX) | MF | 43 | — | Dividends | $1,001 - $15,000 | $1,001 - $2,500 | — |
liabilities (2)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| — | — | Bank of America, N.A. | May 2013 | — | — | 1 | $250,001 - $500,000 | Mortgage on Washington, DC investment property |
| — | — | Merrill Lynch | April 2023 | — | — | 2 | $1,000,001 - $5,000,000 | Line of Credit |