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Erica Lee - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Erica Lee

CA-07

Filed December 31, 2025

View Original Document

Transactions

0

Assets

43

Liabilities

0

Details

Report Title: Financial Disclosure Report (Candidate Report)
Submission Method: Electronic
Signed By: Erica Lee
Signed Date: December 30, 2025

Assets

43 assets

BlackRock GA Enhanced Equity Fund - Institutional (BIEEX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

BlackRock GA Enhanced Equity Fund - Institutional (BIEEX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

First Eagle Gold Fund Class I (FEGIX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

First Eagle Gold Fund Class I (FEGIX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Invesco S&P 500 Equal Weight ETF (RSP)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Invesco S&P 500 Equal Weight ETF (RSP)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Invesco S&P 500 Quality ETF (SPHQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Invesco S&P 500 Quality ETF (SPHQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Invesco S&P 500 Quality ETF (SPHQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Core Dividend Growth ETF (DGRO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Core Dividend Growth ETF (DGRO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Core MSCI Europe ETF (IEUR)

Exchange Traded Funds (ETF)

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

Value

$1,001 - $15,000

iShares Core MSCI Europe ETF (IEUR)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Currency Hedged MSCI EAFE ETF (HEFA)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Currency Hedged MSCI EAFE ETF (HEFA)

Exchange Traded Funds (ETF)

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

Value

$1,001 - $15,000

iShares Currency Hedged MSCI EAFE ETF (HEFA)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

iShares MSCI EAFE Growth ETF (EFG)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares MSCI Emerging Markets ex China ETF (EMXC)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

iShares MSCI USA Momentum Factor ETF (MTUM)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

iShares S&P 100 Fund (OEF)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

iShares S&P 500 Value ETF (IVE)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares U.S. Equity Factor Rotation Active ETF (DYNF)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares U.S. Technology ETF (IYW)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

State Street Communication Services Select Sector SPDR ETF (XLC)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Communication Services Select Sector SPDR ETF (XLC)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

State Street Consumer Discretionary Select Sector SPDR ETF (XLY)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Consumer Discretionary Select Sector SPDR ETF (XLY)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

State Street Financial Select Sector SPDR ETF (XLF)

Exchange Traded Funds (ETF)

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

Value

$1,001 - $15,000

State Street Financial Select Sector SPDR ETF (XLF)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Health Care Select Sector SPDR ETF (XLV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Health Care Select Sector SPDR ETF (XLV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Industrial Select Sector SPDR ETF (XLI)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

State Street Industrial Select Sector SPDR ETF (XLI)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street SPDR S&P Aerospace & Defense ETF (XAR)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street SPDR S&P Aerospace & Defense ETF (XAR)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Technology Select Sector SPDR ETF (XLK)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

State Street Technology Select Sector SPDR ETF (XLK)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard FTSE Emerging Markets ETF (VWO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard International High Dividend Yield ETF (VYMI)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000