“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · (no PTR trades after report date)
Estimated total: $8.3M–open-ended (some lines have no upper bound) across 51 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Judy Chu holds an estimated 51 positions worth $8.3M–open-ended (some lines have no upper bound) in total. The largest estimated holding is VEU ($1.1M–$5.1M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| VEU Vanguard- Eng Chu Family Trust ⇒ Vanguard FTSE All World Ex | Fund/ETF | $1.1M–$5.1M | High | Report |
| VTI Vanguard- Eng Chu Family Trust ⇒ Vanguard Total Stock Market | Fund/ETF | $515K–$1.1M | High | Report |
| Rental Property #1, 32.8% | Real estate | $500K–$1M | High | Report |
| Rental Property #2, 32.8% | Real estate | $500K–$1M | High | Report |
| Rental Property #3, 32.8% | Real estate | $500K–$1M | High | Report |
| Rental Property #4, 32.8% | Real estate | $500K–$1M | High | Report |
| VCADX Vanguard- Eng Chu Family Trust ⇒ Vanguard California Interme | Fund/ETF | $500K–$1M | High | Report |
| ESGV Vanguard- Eng Chu Family Trust ⇒ Vanguard ESG U.S. Stock ETF | Fund/ETF | $500K–$1M | High | Report |
| VUG Vanguard- Eng Chu Family Trust ⇒ Vanguard Growth ETF (VUG) | Fund/ETF | $500K–$1M | High | Report |
| VXF Vanguard- Eng Chu Family Trust ⇒ Vanguard Extended Market ET | Fund/ETF | $265K–$550K | High | Report |
| VWLUX Vanguard- Eng Chu Family Trust ⇒ Vanguard Long-Term Tax-Exem | Fund/ETF | $265K–$550K | High | Report |
| East West Bank Certificate of Deposit | Cash | $250K–$500K | High | Report |
| United Pacific Bank Certificate of Deposit | Cash | $250K–$500K | High | Report |
| VMLUX Vanguard- Eng Chu Family Trust ⇒ Vanguard Limited-Term Tax-E | Fund/ETF | $250K–$500K | High | Report |
| VWNAX Vanguard- Eng Chu Family Trust ⇒ Vanguard Windsor II Fund Ad | Fund/ETF | $250K–$500K | High | Report |
| Vanguard-JM Chu Irrevocable Trust II ⇒ Vanguard-JM Chu Irrev | Cash | $250K–$500K | High | Report |
| ASTH Astrana Health Inc. - Common Stock (ASTH) | Stock | $100K–$250K | High | Report |
| Community Commerce Bank Certificate of Deposit | Cash | $100K–$250K | High | Report |
| Fidelity Charitable Account- Judy Chu Fund | Cash | $100K–$250K | High | Report |
| Preferred Bank Certificate of Deposit | Cash | $100K–$250K | High | Report |
| Chu-Lim Investments LLC ⇒ Chu Lim Investments LLC 32.8% | Cash | $100K–$250K | High | Report |
| Savings Plus ⇒ 401K Large Cap Index Fund | Pension | $100K–$250K | High | Report |
| Savings Plus ⇒ 401K Small Mid-Cap Fund | Pension | $100K–$250K | High | Report |
| Savings Plus ⇒ 457 Large Cap Index Fund | Pension | $100K–$250K | High | Report |
| VO Vanguard- Eng Chu Family Trust ⇒ Vanguard Mid-Cap ETF (VO) | Fund/ETF | $100K–$250K | High | Report |
| VTV Vanguard- Eng Chu Family Trust ⇒ Vanguard Value ETF (VTV) | Fund/ETF | $100K–$250K | High | Report |
| Citibank Savings Acct | Cash | $50K–$100K | High | Report |
| Savings Plus ⇒ 457 Small Mid-Cap Fund | Pension | $50K–$100K | High | Report |
| VSGX Vanguard- Eng Chu Family Trust ⇒ Vanguard ESG International | Fund/ETF | $50K–$100K | High | Report |
| VBTLX Vanguard IRA ⇒ Vanguard Total Bond Market Index Fund Admiral | Pension | $50K–$100K | High | Report |
| VIG Vanguard-JM Chu Irrevocable Trust II ⇒ Vanguard Div Apprecia | Fund/ETF | $50K–$100K | High | Report |
| Citibank- J.M. Chu Irrevocable Trust II | Cash | $15K–$50K | High | Report |
| Savings Plus ⇒ 401K Asset Allocation Fund | Pension | $15K–$50K | High | Report |
| Savings Plus ⇒ 401K International Fund | Pension | $15K–$50K | High | Report |
| Savings Plus ⇒ 401K Socially Responsible Fund | Pension | $15K–$50K | High | Report |
| Savings Plus ⇒ 457 Socially Responsible Fund | Pension | $15K–$50K | High | Report |
| Savings Plus ⇒ 457 Asset Allocation | Pension | $15K–$50K | High | Report |
| Vanguard- Eng Chu Family Trust ⇒ Vanguard Federal Money Mark | Cash | $15K–$50K | High | Report |
| BNDX Vanguard IRA ⇒ Vanguard Total International Bond Index ETF ( | Pension | $15K–$50K | High | Report |
| VXUS Vanguard-JM Chu Irrevocable Trust II ⇒ Vanguard Total Intern | Pension | $15K–$50K | High | Report |
| VFTAX Vanguard-JM Chu Irrevocable Trust II ⇒ Vanguard-JM Chu Irrev | Fund/ETF | $15K–$50K | High | Report |
| VWIUX Vanguard-JM Chu Irrevocable Trust II ⇒ Vanguard-JM Chu Irrev | Fund/ETF | $15K–$50K | High | Report |
| Vanguard-JM Chu Irrevocable Trust II ⇒ Vanguard-JM Chu Irrev | Fund/ETF | $15K–$50K | High | Report |
| New Omni Bank Savings Account | Cash | $1K–$15K | High | Report |
| Wells Fargo Bank Checking Account | Cash | $1K–$15K | High | Report |
| Wells Fargo Bank Savings Account | Cash | $1K–$15K | High | Report |
| Savings Plus ⇒ 401K Short Term Investment Fund- Cash | Pension | $1K–$15K | High | Report |
| Savings Plus ⇒ 457 International Fund | Pension | $1K–$15K | High | Report |
| Savings Plus ⇒ 457 Short Term Investment Fund- Cash | Pension | $1K–$15K | High | Report |
| California Public Employees Retirement System | Pension | $0–open-ended | Low | Report |
| California State Teachers Retirement System | Pension | $0–open-ended | Low | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.