Andy Levin
Andy Levin (MI-9) disclosed a net worth range between $360.1K and $2.8M in their 2021 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
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.
Disclosed net worth band, 2021 to 2021
| Year | Filed | Net worth band |
|---|---|---|
| 2021 | 2022-05-16 | $360.1K – $2.8M |
Recent stock trades
No stock trade has been disclosed for this member, so there is no reconstructed portfolio and no performance estimate. Periodic transaction reports cover securities trades only — the assets above are the member's full disclosed holdings.
Assets and liabilities
Disclosed assets
The assets Andy Levin itemised in their 2021 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 |
|---|---|---|---|
| Lean and Green Michigan, LLC, 100% Interest | OL |
$100K - $1M
Ordinary / Business
|
$500K - $1M |
| Genisys Credit Union | BA |
$1 - $200
Interest
|
$250K - $500K |
| Schwab Brokerage | BA |
Interest
|
$100K - $250K |
| Schwab Solo 401k ⇒ US Treasury STRIPs | GS |
Tax-Deferred
|
$100K - $250K |
| Spindrift Partnership, LLP | RP |
$2.5K - $5K
Rent
|
$100K - $250K |
| 403B ⇒ TIAA Traditional | MF |
Tax-Deferred
|
$50K - $100K |
| 529 College Savings Plan ⇒ 2022/2023 Enrollment Option | MF |
Tax-Deferred
|
$50K - $100K |
| Ally | BA |
$201 - $1K
Interest
|
$50K - $100K |
| Schwab IRA Rollover ⇒ US Treasury STRIPs | GS |
Tax-Deferred
|
$50K - $100K |
| 529 College Savings Plan ⇒ Moderate Allocation Option | MF |
Tax-Deferred
|
$15K - $50K |
| Schwab Inherited IRA ⇒ American Fund Amcap | MF |
Tax-Deferred
|
$15K - $50K |
| Schwab Inherited IRA ⇒ American Fund Balanced | MF |
Tax-Deferred
|
$15K - $50K |
| Schwab Roth IRA ⇒ Vanguard Mid Cap ETF | EF |
Tax-Deferred
|
$15K - $50K |
| Schwab Roth IRA ⇒ Vanguard Small Cap Growth ETF | EF |
Tax-Deferred
|
$15K - $50K |
| Schwab Roth IRA ⇒ Vanguard Small Cap Value ETF | EF |
Tax-Deferred
|
$15K - $50K |
| 403B ⇒ Cref Stock R3 | MF |
Tax-Deferred
|
$1K - $15K |
| Schwab IRA ⇒ Invesco Nasdaq 100 ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab IRA ⇒ Invesco Nasdaq 100 ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab IRA ⇒ T. Rowe Price Emrg Europe | MF |
Tax-Deferred
|
$1K - $15K |
| Schwab IRA ⇒ Vanguard Dividend Appreciation ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab IRA ⇒ Vanguard FTSE Emerging Markets ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab IRA ⇒ Vanguard Mid Cap ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab IRA ⇒ Vanguard Real Estate | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab IRA ⇒ Vanguard Real Estate | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab IRA ⇒ Vanguard S&P 500 ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab IRA ⇒ Vanguard S&P 500 ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab IRA ⇒ Vanguard Small Cap ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab IRA ⇒ Vanguard Small Cap ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab Inherited IRA ⇒ American Fund Capital | MF |
Tax-Deferred
|
$1K - $15K |
| Schwab Roth IRA ⇒ Vanguard Dividend Appreciation ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab Roth IRA ⇒ Vanguard Dividend Appreciation ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab Roth IRA ⇒ Vanguard S&P 500 ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Series I Savings Bond | GS |
Interest
|
$1K - $15K |
| Series I Savings Bond | GS |
Interest
|
$1K - $15K |
| UTMA ⇒ Cash | BA |
$1 - $200
Interest
|
$1K - $15K |
| 403B ⇒ TIAA Access Lifecycle Fund 2025 | MF |
Tax-Deferred
|
$1 - $1K |
| 403B ⇒ TIAA Real Estate | MF |
Tax-Deferred
|
$1 - $1K |
| Emigrant Direct | BA |
Interest
|
$1 - $1K |
| Emigrant Direct | BA |
Interest
|
$1 - $1K |
| Schwab IRA Rollover ⇒ Cash | IH |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA Rollover ⇒ Dimensional US Core Equity ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA Rollover ⇒ Schwab US Large Cap ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA ⇒ Cash | IH |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA ⇒ Cash | IH |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA ⇒ Cash | IH |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA ⇒ Schwab US Large Cap ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA ⇒ Vanguard Dividend Appreciation ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA ⇒ Vanguard FTSE All World Ex US | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA ⇒ Vanguard FTSE All World Ex US | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA ⇒ Vanguard FTSE Developed Mkts ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA ⇒ Vanguard FTSE Developed Mkts ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA ⇒ Vanguard FTSE Emerging Markets ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA ⇒ Vanguard FTSE Emerging Markets ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab IRA ⇒ Vanguard Mid Cap ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab Inherited IRA ⇒ Cash | IH |
Tax-Deferred
|
$1 - $1K |
| Schwab Roth IRA ⇒ Cash | IH |
Tax-Deferred
|
$1 - $1K |
| Schwab Roth IRA ⇒ Cash | IH |
Tax-Deferred
|
$1 - $1K |
| Schwab Roth IRA ⇒ Dimensional US Core Equity ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab Roth IRA ⇒ SPDR Blmbrg Barclay Intl Trsry | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab Roth IRA ⇒ SPDR Blmbrg Intl Crp | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab Roth IRA ⇒ Vanguard FTSE All World Ex US | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab Roth IRA ⇒ Vanguard FTSE Developed Mkts ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab Roth IRA ⇒ Vanguard FTSE Emerging Markets ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab Roth IRA ⇒ Vanguard Mid Cap ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab Roth IRA ⇒ Vanguard Real Estate | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab Roth IRA ⇒ Vanguard Small Cap ETF | EF |
Tax-Deferred
|
$1 - $1K |
| Schwab Solo 401k ⇒ Cash | IH |
Tax-Deferred
|
$1 - $1K |
| Schwab Solo 401k ⇒ Schwab US Large Cap ETF | EF |
Tax-Deferred
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2021 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Home Mortgage (Congressional Federal Credit Union) | $250K - $500K |
| Home Mortgage (Congressional Federal Credit Union) | $250K - $500K |