AAPL is about 88% of the disclosed dollars
By the midpoints of the disclosed ranges, 16 AAPL trades add up to about $10.6M of $12.1M. 2 of the 2 trades over $1M were in AAPL.
Kim Schrier (WA-8) disclosed a net worth range between $8M and $31.7M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
By the midpoints of the disclosed ranges, 16 AAPL trades add up to about $10.6M of $12.1M. 2 of the 2 trades over $1M were in AAPL.
27 stock trades made in Q4 '21 and Q1 '22, against 1 in Q2 '21 and Q3 '21. Recent quarters can still grow as late reports arrive.
The median trade was disclosed 21 days after it was made, and 1 of 41 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-15 | $8M – $31.7M |
| 2024 | 2025-05-15 | $7.7M – $31.3M |
| 2023 | 2024-05-10 | $7.1M – $30M |
| 2022 | 2023-05-15 | $6.8M – $29.2M |
| 2021 | 2022-05-16 | $7.8M – $22.2M |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2022-03-22 | AAPL ST · Apple Inc. (AAPL) | Sell | JT Inherited IRA | $250K - $500K | 2022-04-21 | 30d |
| 2022-03-22 | TSLA ST · Tesla, Inc. (TSLA) | Sell | SP David's IRA | $250K - $500K | 2022-04-21 | 30d |
| 2022-03-22 | AAPL ST · Apple Inc. (AAPL) | Sell | JT Gowing Family Trust Primary Account | $500K - $1M | 2022-04-21 | 30d |
| 2022-03-22 | TSLA ST · Tesla, Inc. (TSLA) | Sell | JT Gowing Family Trust Primary Account | $250K - $500K | 2022-04-21 | 30d |
| 2021-11-15 | AAPL ST · Apple Inc. (AAPl) | Sell | JT Gowing Family Trust Secondary Account | $250K - $500K | 2021-12-07 | 22d |
| 2021-10-28 | ABT ST · Abbott laboratories (AbT) | Sell | JT Inherited IRA | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | GOOGL ST · Alphabet Inc. - Class A (gOOgl) | Sell | JT Inherited IRA | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | AAPL ST · Apple Inc. (AAPl) | Buy | JT Inherited IRA | $250K - $500K | 2021-11-18 | 21d |
| 2021-10-28 | BDX ST · becton, Dickinson and Company (bDX) | Sell | JT Inherited IRA | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | BMY ST · bristol-Myers Squibb Company (bMY) | Sell | JT Inherited IRA | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | BEP ST · brookfield Renewable Partners l.P. (bEP) | Sell | JT Inherited IRA | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | CSCO ST · Cisco Systems, Inc. (CSCO) | Sell | JT Inherited IRA | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | CLF ST · Cleveland-Cliffs Inc. (ClF) | Sell | JT Inherited IRA | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | COST ST · Costco Wholesale Corporation (COST) | Sell | JT Inherited IRA | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | CVS ST · CVS Health Corporation (CVS) | Sell | JT Inherited IRA | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | DCI ST · Donaldson Company, Inc. (DCI) | Sell | JT Inherited IRA | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | EWBC ST · East West bancorp, Inc. (EWbC) | Sell | JT Inherited IRA | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | ETN ST · Eaton Corporation, PlC Ordinary Shares (ETN) | Sell | JT Inherited IRA | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | HON ST · Honeywell International Inc. (HON) | Sell | JT Inherited IRA | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | IBM ST · International business Machines Corporation (IbM) | Sell | JT Inherited IRA | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | J ST · Jacobs Engineering group Inc. (J) | Sell | JT Inherited IRA | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | JPM ST · JP Morgan Chase & Co. (JPM) | Sell | JT Inherited IRA | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | LOW ST · lowe's Companies, Inc. (lOW) | Sell | JT Inherited IRA | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | LUMN ST · lumen Technologies, Inc. (luMN) | Sell | JT Inherited IRA | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | MSB ST · Mesabi Trust (MSb) | Sell | JT Inherited IRA | $1K - $15K | 2021-11-18 | 21d |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No open positions could be reconstructed from this member's disclosed trades.
The assets Kim Schrier itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Trust ⇒ The Gowing Schrier Qualified Blind Trust | EQ |
$100K - $1M
QBT Income
|
$5M - $25M |
| David's IRA ⇒ Vanguard ESG U.S. Stock ETF (ESGV) | EF |
Tax-Deferred
|
$500K - $1M |
| Commonspirit 401(k) with Franciscan Health ⇒ Vanguard ESG International Stock ETF (VSGX) | EF |
Tax-Deferred
|
$250K - $500K |
| Erisa 403b with Franciscan Health ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) | MF |
Tax-Deferred
|
$250K - $500K |
| Kim's 403b - Pre-2009 ⇒ Fidelity 500 Index Fund (FXAIX) | MF |
Tax-Deferred
|
$250K - $500K |
| Commonspirit 401(k) with Franciscan Health ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) | EF |
Tax-Deferred
|
$100K - $250K |
| David's IRA ⇒ Vanguard ESG International Stock ETF (VSGX) | EF |
Tax-Deferred
|
$100K - $250K |
| David's IRA ⇒ Vanguard Total Bond Market ETF (BND) | EF |
Tax-Deferred
|
$100K - $250K |
| David's IRA ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) | EF |
Tax-Deferred
|
$100K - $250K |
| Erisa 403b with Franciscan Health ⇒ Vanguard Developed Markets Index Admiral (VTMGX) | MF |
Tax-Deferred
|
$100K - $250K |
| Inherited IRA ⇒ Vanguard ESG International Stock ETF (VSGX) | EF |
Tax-Deferred
|
$100K - $250K |
| Inherited IRA ⇒ Vanguard ESG U.S. Stock ETF (ESGV) | EF |
Tax-Deferred
|
$100K - $250K |
| Kim's 403b - Pre-2009 ⇒ Fidelity International Index Fund (FSPSX) | MF |
Tax-Deferred
|
$100K - $250K |
| Samuel Gowing Trust ⇒ Vanguard ESG U.S. Stock ETF (ESGV) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Wells Fargo Bank ⇒ Wells Fargo - Checking | BA | — | $100K - $250K |
| Commonspirit 401(k) with Franciscan Health ⇒ Vanguard ESG U.S. Stock ETF (ESGV) | EF |
Tax-Deferred
|
$50K - $100K |
| David's IRA ⇒ Vanguard Real Estate ETF (VNQ) | EF |
Tax-Deferred
|
$50K - $100K |
| David's IRA ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) | EF |
Tax-Deferred
|
$50K - $100K |
| Erisa 403b with Franciscan Health ⇒ Vanguard Small-Cap Growth Index Fd Admiral (VSGAX) | MF |
Tax-Deferred
|
$50K - $100K |
| Inherited IRA ⇒ Vanguard Total Bond Market ETF (BND) | EF |
Tax-Deferred
|
$50K - $100K |
| Inherited IRA ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) | EF |
Tax-Deferred
|
$50K - $100K |
| Kim's 403b - Pre-2009 ⇒ Fidelity U.S. Bond Index Fund (FXNAX) | MF |
Tax-Deferred
|
$50K - $100K |
| Kim's Roth IRA - 2014 ⇒ Vanguard ESG International Stock ETF (VSGX) | EF |
Tax-Deferred
|
$50K - $100K |
| Kim's Roth IRA - 2014 ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) | EF |
Tax-Deferred
|
$50K - $100K |
| Samuel Gowing Trust ⇒ DFA International Social Core Equity Portfolio Instl Class (DSCLX) | MF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Samuel Gowing Trust ⇒ NVIDIA Corporation - Common Stock (NVDA) | ST | — | $50K - $100K |
| Schwab Brokerage ⇒ NVIDIA Corporation - Common Stock (NVDA) | ST | — | $50K - $100K |
| Commonspirit 401(k) with Franciscan Health ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) | EF |
Tax-Deferred
|
$15K - $50K |
| David's IRA ⇒ Vanguard Intermediate-Term Treasury ETF (VGIT) | EF |
Tax-Deferred
|
$15K - $50K |
| Erisa 403b with Franciscan Health ⇒ Vanguard Intermediate-Term Investment Grade Fund Admiral Shrs (VFIDX) | MF |
Tax-Deferred
|
$15K - $50K |
| Inherited IRA ⇒ Vanguard Real Estate ETF (VNQ) | EF |
Tax-Deferred
|
$15K - $50K |
| Samuel Gowing Trust ⇒ Vanguard ESG International Stock ETF (VSGX) | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Samuel Gowing Trust ⇒ Vanguard Total Bond Market ETF (BND) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Samuel Gowing Trust ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| David's IRA ⇒ T.D Bank USA NA | BA |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ T.D Bank USA NA | BA |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ Vanguard Intermediate-Term Treasury ETF (VGIT) | EF |
Tax-Deferred
|
$1K - $15K |
| Inherited IRA ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) | EF |
Tax-Deferred
|
$1K - $15K |
| Kim's Roth IRA - 2014 ⇒ T.D Bank USA NA | BA |
Tax-Deferred
|
$1K - $15K |
| Samuel Gowing Trust ⇒ SPDR Portfolio Aggregate Bond ETF (SPAB) | EF | — | $1K - $15K |
| Samuel Gowing Trust ⇒ T.D Bank USA NA | BA | — | $1K - $15K |
| Samuel Gowing Trust ⇒ Vanguard Intermediate-Term Treasury ETF (VGIT) | EF | — | $1K - $15K |
| Samuel Gowing Trust ⇒ Vanguard Real Estate ETF (VNQ) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Samuel Gowing Trust ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Stanford Health Care Retirement Savings Plan ⇒ Fidelity Freedom Index 2030 Fund - Premier II Class (FAUYX) | MF |
Tax-Deferred
|
$1K - $15K |
| Commonspirit 401(k) with Franciscan Health ⇒ Fidelity Cash Reserves (FDRXX) | MF |
Tax-Deferred
|
$1 - $1K |
| Commonspirit 401(k) with Franciscan Health ⇒ Vanguard Intermediate-Term Corporate Bond ETF (VCIT) | EF |
Tax-Deferred
|
$1 - $1K |
| Commonspirit 401(k) with Franciscan Health ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | EF |
Tax-Deferred
|
$1 - $1K |
| Erisa 403b with Franciscan Health ⇒ Fidelity Cash Reserves (FDRXX) | MF |
Tax-Deferred
|
$1 - $1K |
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
The latest annual report lists no liability with a disclosed value bracket.