Ask me anything.

Congress.wiki Alpha

Color Theme:

About How Congress Works Support Us Roadmap Privacy Policy Terms of Service

This is not an official government website.

Copyright © 2026 PLEJ LC. All rights reserved.

Zach Beecher - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Zach Beecher

NJ-11

Filed January 7, 2026

View Original Document

Transactions

0

Assets

70

Liabilities

0

Details

Report Title: Financial Disclosure Report
Signed By: Zach Beecher
Signed Date: January 6, 2026

Assets

70 assets

American Express HYSA

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($1,001 - $2,500)

Value

$15,001 - $50,000

Americas Frontier 401(k) ⇒ Vanguard Information Technology Index Fund Admiral Shs (VITAX)

Mutual Funds

SelfIncome: Dividends

Value

Not disclosed

Americas Frontier 401(k) ⇒ Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)

Mutual Funds

SelfIncome: Dividends($201 - $1,000)

Value

Not disclosed

Baron Focused Growth Fund Inst Shs (BFGIX)

Mutual Funds

Spouse

Value

$1,001 - $15,000

Cullen Emerging Markets High Dividend Fd Cl I (CEMFX)

Mutual Funds

SpouseIncome: Dividends

Value

Not disclosed

Federated Hermes U.S. Strategic Dividend ETF (FDV)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

First Trust Rising Dividend Achievers ETF (RDVY)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Goldman Sachs GQG Partners International Opportunities Fund - Investor Shares (GSINX)

Mutual Funds

SpouseIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

IRA ⇒ Baron Focused Growth Fund Inst Shs (BFGIX)

Mutual Funds

Self

Value

$1,001 - $15,000

IRA ⇒ Federated Hermes U.S. Strategic Dividend ETF (FDV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

IRA ⇒ First Trust Rising Dividend Achievers ETF (RDVY)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

IRA ⇒ Goldman Sachs GQG Partners International Opportunities Fund - Investor Shares (GSINX)

Mutual Funds

SelfIncome: Capital Gains, Dividends($201 - $1,000)

Value

$1,001 - $15,000

IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

IRA ⇒ John Hancock Multifactor Mid Cap ETF (JHMM)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

IRA ⇒ JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

IRA ⇒ Optimum Fixed Income Fund Class I (OIFIX)

Mutual Funds

SelfIncome: Dividends

Value

$1,001 - $15,000

IRA ⇒ Optimum International Equity Fund Class I (OIIEX)

Mutual Funds

SelfIncome: Dividends

Value

$1,001 - $15,000

IRA ⇒ Optimum Large Cap Growth Fund Class I (OILGX)

Mutual Funds

SelfIncome: Capital Gains

Value

$1,001 - $15,000

IRA ⇒ Optimum Large Cap Value Fund Class I (OILVX)

Mutual Funds

SelfIncome: Capital Gains, Dividends

Value

$1,001 - $15,000

IRA ⇒ SPDR Gold Shares (GLD)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

IRA ⇒ SPDR S&P 500 (SPY)

Exchange Traded Funds (ETF)

Self

Value

$15,001 - $50,000

IRA ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

IRA ⇒ State Street SPDR S&P 600 Small Cap Value ETF (SLYV)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

John Hancock Multifactor Mid Cap ETF (JHMM)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

JPMorgan Equity Premium Income Fund Class I (JEPIX)

Mutual Funds

SpouseIncome: Dividends

Value

Not disclosed

JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1,001 - $2,500)

Value

$1,001 - $15,000

MFS Mid Cap Value Fund - Class I (MCVIX)

Mutual Funds

SpouseIncome: Capital Gains, Dividends

Value

Not disclosed

Non-Retirement ⇒ 17333HMD3 (Structured Note, CitiGroup)

Corporate Securities (Bonds and Notes)

SelfIncome: Interest($2,501 - $5,000)

Value

$15,001 - $50,000

Non-Retirement ⇒ 48134TQW7 (Structured Note, JPMorgan Chase)

Corporate Securities (Bonds and Notes)

SelfIncome: Interest

Value

Not disclosed

Non-Retirement ⇒ 61771WMA3 (Structured Note, Morgan Stanley)

Corporate Securities (Bonds and Notes)

SelfIncome: Interest($1 - $200)

Value

Not disclosed

Non-Retirement ⇒ Cullen Emerging Markets High Dividend Fd Cl I (CEMFX)

Mutual Funds

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Non-Retirement ⇒ Federated Hermes U.S. Strategic Dividend ETF (FDV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Non-Retirement ⇒ First Trust Rising Dividend Achievers ETF (RDVY)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1,000)

Value

$100,001 - $250,000

Non-Retirement ⇒ First Trust Smith Unconstrained Bond ETF (UCON)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($5,001 - $15,000)

Value

$100,001 - $250,000

Non-Retirement ⇒ Goldman Sachs GQG Partners International Opportunities Fund - Investor Shares (GSINX)

Mutual Funds

SelfIncome: Capital Gains, Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

Non-Retirement ⇒ Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1,000)

Value

$100,001 - $250,000

Non-Retirement ⇒ JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($5,001 - $15,000)

Value

$50,001 - $100,000

Non-Retirement ⇒ Lord Abbett Investment Trust Core Fixed Income Fund Class I (LCRYX)

Mutual Funds

SelfIncome: Dividends

Value

Not disclosed

Non-Retirement ⇒ MFS Mid Cap Value Fund - Class I (MCVIX)

Mutual Funds

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Non-Retirement ⇒ SPDR S&P 500 (SPY)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Non-Retirement ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Non-Retirement ⇒ State Street SPDR S&P 600 Small Cap Value ETF (SLYV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Partner Commitment - Frontier Fund I Alpha, L.P.

Debts Owed to the Filer

Self

Value

$1,001 - $15,000

ROTH ⇒ Baron Focused Growth Fund Inst Shs (BFGIX)

Mutual Funds

Self

Value

$1,001 - $15,000

ROTH ⇒ Federated Hermes U.S. Strategic Dividend ETF (FDV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

ROTH ⇒ First Trust Rising Dividend Achievers ETF (RDVY)

Exchange Traded Funds (ETF)

Self

Value

$15,001 - $50,000

ROTH ⇒ Goldman Sachs GQG Partners International Opportunities Fund - Investor Shares (GSINX)

Mutual Funds

SelfIncome: Capital Gains, Dividends($201 - $1,000)

Value

$1,001 - $15,000

ROTH ⇒ Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

ROTH ⇒ John Hancock Multifactor Mid Cap ETF (JHMM)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

ROTH ⇒ JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

ROTH ⇒ Optimum Fixed Income Fund Class I (OIFIX)

Mutual Funds

SelfIncome: Dividends

Value

$1,001 - $15,000

ROTH ⇒ Optimum International Equity Fund Class I (OIIEX)

Mutual Funds

SelfIncome: Dividends

Value

$1,001 - $15,000

ROTH ⇒ Optimum Large Cap Growth Fund Class I (OILGX)

Mutual Funds

SelfIncome: Capital Gains

Value

$1,001 - $15,000

ROTH ⇒ Optimum Large Cap Value Fund Class I (OILVX)

Mutual Funds

SelfIncome: Capital Gains, Dividends

Value

$1,001 - $15,000

ROTH ⇒ SPDR Gold Shares (GLD)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

ROTH ⇒ SPDR S&P 500 (SPY)

Exchange Traded Funds (ETF)

Self

Value

$15,001 - $50,000

ROTH ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

ROTH ⇒ State Street SPDR S&P 600 Small Cap Value ETF (SLYV)

Exchange Traded Funds (ETF)

Self

Value

$1,001 - $15,000

SPDR Gold Shares (GLD)

Exchange Traded Funds (ETF)

Spouse

Value

$1,001 - $15,000

SPDR S&P 500 (SPY)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street SPDR S&P 600 Small Cap Value ETF (SLYV)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

The Growth Fund of America Class 529-A Shares (CGFAX)

Mutual Funds

Dependent

Value

$15,001 - $50,000

USAA Classic Checking

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest

Value

$15,001 - $50,000

Walt Disney Company (DIS)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Willowtree 401k Profit Sharing Plan ⇒ Artisan International Growth Trust - T1

Other

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Willowtree 401k Profit Sharing Plan ⇒ Fidelity 500 Index Fund (FXAIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Willowtree 401k Profit Sharing Plan ⇒ Fidelity Extended Market Index Fund (FSMAX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Willowtree 401k Profit Sharing Plan ⇒ FSS Small Cap Growth Fund Cl R6 (FSMLX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000