—
Net Worth Est.
$10.04MTrade volume
$0Total trades
-----Last Traded
----Bank Accounts, Money Market Accounts and CDs
$3.82M
Ownership Interest
$3M
Government Securities and Agency Debt
$1.75M
Exchange Traded Funds (ETF)
$867.51K
Mutual Funds
$581.51K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Shawn Steel Law Firm [OL]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Shawn Steel Law Firm [OL]Ownership Interest | $1,000,001 - $5,000,000 | SP | $1,000,001 - $5,000,000 | Law Firm | 2023 |
- Bank of Hope MMA #0467 [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- Bank of Hope savings #3844 [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | JT | $201 - $1,000 | Interest | 2023 |
- Leander TX ISD 5% due 8/15/24 - 521841WF9 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- Tulare County Calif 5% due 2/1/4 - 89915CAJ9 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- San Francisco CO CA Cop 5% due 4/1/28 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- San Diego CA Trans 5% due 4/1/29 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- Massachusetts St 5% due 1/1/25 - 57582RWF9 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- CA Infra & E Dev BK 13034ATG5 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- CA Infra & E Dev Bk 5% due 7/1/33 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- MFS International Intrin MINIX [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Dividends | 2023 |
- East Bay CA Regl 5% due 9/01/27 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- California Health F 5% due 11/15/26 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- CA State GO UTX 5% due 11/1/28 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- IShares Core S & P US IUSG [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Turlock CA IRR Dist 5% due 1/1/25 - 900190JT7 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- San Diego CA PFA SW 5% due 5/15/27 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- Glenmede Quant US Large GTLLX [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
- California St Dept 5% due 12/1/25 - 13067WRS3 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- Schwab US Small Cap ETF SCHA [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Schwab US Large Cap ETF SCHX [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2023 |
- KS ST Dept Trans 5% due 9/1/24 - 485424SA4 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2023 |
- S Steel IRA ⇒ iShares MSCI EAFE Small Cap ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Baird Core Plus Bond Ins BCOIX [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Vanguard Inflation-Protected VAIPX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Vanguard Short-Term Inve VFSUX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Select Str Financial XLF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Vanguard International G VWILX [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Vanguard Information VGT [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Vanguard Equity-Income A VEIRX [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
- SPDR Fund Consumer XLY [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2023 |
- Select Str Financial XLF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
SFNNX Schwab Fundamental International Lg Company Idx Fd Insti Shs (SFNNX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Schwab Government Money Market Funds SWGXX [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2023 |
- Schwab International SCHF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Invesco S & P 500 Equal RSP [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Charles Schwab Money Market Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2023 |
- Fidelity MSCI Comm SRV FCOM [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2023 |
- Invesco S & P Invesco S & P RYF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Invesco S & P Smallcap Low XSLV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Investco S & P 500 Low SPLV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- IShares MSCI EAF Min Vol EFAV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- IShares MSCI EAFE Small SCZ [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Janus Henderson Global L JFNIX [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
- S Steel IRA ⇒ Janus Henderson Global Life Sciences JFNIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Pimco Income Instl PIMIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
SWVXX S Steel IRA ⇒ Schwab Value Advantage Money Fund (SWVXX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ SPDR Fund Consumer Discre Sel XLY [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ SPDR S & P 500 ETF SPY [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Technology Select Sector XLK [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Janus Henderson Global Real Estate JERIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Energy Select Sector XLE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Schwab Government Money Market Fund SWGXX [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Schwab US Large Cap ETF SCHX [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Schwab FDMTL Intl LG CO SFNNX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Select Sector Industrial XLI [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Select Sector UTI Select XLU [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Energy Select Sector XLE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Invesco S & P Emerging EELV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
PEIFX PIMCO RAE Emerging Markets Fund Class INSTL (PEIFX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
- S Steel IRA ⇒ Columbia Dividend Income CDDRX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Fidelity MSCI Comm SRV FCOM [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
FIDGX S Steel IRA ⇒ Fidelity Small Cap Growth Fund Class Z (FIDGX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
HOPE Hope Bancorp, Inc. (HOPE) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
- S Steel IRA ⇒ SPDR Fund Consumer Staples XLP [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Lord Abbett Short Duration LLDYX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ MFS International Intrin MINIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ MFS New Discovery Value NDVIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Select Sector Industrial XLI [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
- SPDR Fund Materials XLB [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
SBUX Starbucks Corporation (SBUX) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) [EF]Exchange Traded Funds (ETF) | None | JT | $201 - $1,000 | Dividends | 2023 |
- Iowa Fin Auth Rev 46246K3X8 [GS]Government Securities and Agency Debt | None | JT | $2,501 - $5,000 | Interest | 2023 |
- Janus Henderson Global E HFQIX [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2023 |
- Invesco Developing Market ODVYX [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2023 |
- S Steel IRA ⇒ SPDR Fund Materials XLB [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
- California Legislative Pension [PE]Pensions | Undetermined | Tax-Deferred | 2023 | ||
- S Steel IRA ⇒ Invesco International SM OSMYX [MF]Mutual Funds | None | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Invesco Developing Market ODVYX [MF]Mutual Funds | None | SP | Tax-Deferred | 2023 | |
- S Steel IRA ⇒ Wisdomtree Intl Smallcp DLS [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
- NM FA ST Trans 64711RLX2 [GS]Government Securities and Agency Debt | None | JT | $2,501 - $5,000 | Interest | 2023 |
- Mineral interest rights, Odessa, TX [OT]Other | Undetermined | SP | $15,001 - $50,000 | Oil royalty | 2023 |
- S Steel IRA ⇒ Fidelity Small Cap Growth FCPGX [MF]Mutual Funds | None | SP | Tax-Deferred | 2023 | |
- Shawn Steel Law Firm [OL]Ownership Interest | $1,000,001 - $5,000,000 | SP | $1,000,001 - $5,000,000 | Law Firm | 2022 |
- Bank of Hope savings #3844 [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | JT | $1 - $200 | Interest | 2022 |
- Leander TX ISD 521841WF9 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2022 |
- Massachusetts St 57582RWF9 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2022 |
- California Health F 13032UQD3 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2022 |
- Tulare County Calif 89915CAJ9 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2022 |
- IShares Core S & P US IUSG [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Baird Core Plus Bond Ins BCOIX [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- CA Infra & E Dev BK 13034ATG5 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2022 |
- Schwab Government Money Market Fund SWGXX [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2022 |
- Schwab US Large Cap ETF SCHX [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Glenmede Quant US Large GTLLX [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
- California St Dept 13067WRS3 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2022 |
- Iowa Fin Auth Rev 46246K3X8 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2022 |
- Turlock CA IRR Dist 900190JT7 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2022 |
- KS ST Dept Trans 485424SA4 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2022 |
- MFS International Intrin MINIX [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Dividends | 2022 |
- NM FA ST Trans 64711RLX2 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2022 |
- Schwab US Small Cap ETF SCHA [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- Vanguard Inflation-Protected VAIPX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Vanguard Equity-Income A VEIRX [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
- SPDR S & P 500 ETF SPY [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Invesco S & P Smallcap Low XSLV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Investco S & P 500 Low SPLV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Invesco S & P 500 Equal RSP [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Fidelity MSCI Comm SRV FCOM [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2022 |
- Lord Abbett Short Duration LLDYX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- SPDR Fund Materials XLB [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Pimco Income Instl PIMIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Select Str Financial XLF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- IShares MSCI EAF Min Vol EFAV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- Bank of Hope MMA #0467 [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2022 |
- Schwab Government Money Market Funds SWGXX [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2022 |
- Schwab International SCHF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- IShares MSCI EAFE Small SCZ [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- Janus Henderson Global E HFQIX [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2022 |
- Invesco FTSE Rafi US PRFZ [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2022 |
- SPDR Fund Consumer XLY [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2022 |
- Invesco Developing Market ODVYX [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2022 |
- Invesco S & P Invesco S & P RYF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Janus Henderson Global L JFNIX [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
- Vanguard Short-Term Inve VFSUX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Vanguard International G VWILX [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Vanguard Information VGT [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Wisdomtree Intl Smallcp DLS [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- SPDR Fund Materials XLB [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Invesco International SM OSMYX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Columbia Dividend Income CDDRX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Energy Select Sector XLE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Energy Select Sector XLE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Fidelity MSCI Comm SRV FCOM [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Small Cap Growth FCPGX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
HOPE Hope Bancorp, Inc. (HOPE) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- Invesco Developing Market ODVYX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Invesco S & P Emerging EELV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- Janus Henderson Global Life Sciences JFNIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Janus Henderson Global Real Estate JERIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- MFS International Intrin MINIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- MFS New Discovery Value NDVIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Schwab FDMTL Intl LG CO SFNNX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Schwab Government Money Market Fund SWGXX [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Schwab US Large Cap ETF SCHX [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Select Sector Industrial XLI [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- Select Sector Industrial XLI [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Select Sector UTI Select XLU [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Select Str Financial XLF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- SPDR Fund Consumer Discre Sel XLY [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- SPDR Fund Consumer Staples XLP [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
SBUX Starbucks Corporation (SBUX) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- Technology Select Sector XLK [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- iShares MSCI EAFE Small Cap ETF [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | SP | Tax-Deferred | 2022 | |
- California Legislative Pension [PE]Pensions | Undetermined | Tax-Deferred | 2022 | ||
- Salt River PRJ AZ 79574CBM4 [GS]Government Securities and Agency Debt | None | JT | Interest | 2022 | |
- Mineral interest rights, Odessa, TX [OT]Other | Undetermined | SP | $15,001 - $50,000 | Oil royalty | 2022 |
- OR ST Trans Hwy Tax 68607DSS5 [GS]Government Securities and Agency Debt | None | JT | $2,501 - $5,000 | Interest | 2022 |
- Wisconsin State 97705MJE6 [GS]Government Securities and Agency Debt | None | JT | $2,501 - $5,000 | Interest | 2022 |
- Klein TX ISD 498531JQ6 [GS]Government Securities and Agency Debt | None | JT | $2,501 - $5,000 | Interest | 2022 |
- Bank of Hope savings #3844 [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | $1 - $200 | Interest | 2021 |
- Massachusetts St 57582RWF9 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- California Health F 13032UQD3 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- Bank of Hope checking #0137 [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | 2021 | ||
- Leander TX ISD 521841WF9 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- Tulare County Calif 89915CAJ9 [GS]Government Securities and Agency Debt | $100,001 - $250,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- Schwab US Small Cap ETF SCHA [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Baird Core Plus Bond Ins BCOIX [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- KS ST Dept Trans 485424SA4 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- Wisconsin State 97705MJE6 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- Glenmede Quant US Large GTLLX [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Dividends | 2021 |
- CA Infra & E Dev BK 13034ATG5 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- California St Dept 13067WRS3 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- CBB savings #2846 [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1,001 - $2,500 | Interest | 2021 |
- Iowa Fin Auth Rev 46246K3X8 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- IShares Core S & P US IUSG [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Turlock CA IRR Dist 900190JT7 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- Klein TX ISD 498531JQ6 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- MFS International Intrin MINIX [MF]Mutual Funds | $50,001 - $100,000 | JT | $5,001 - $15,000 | Dividends | 2021 |
- NM FA ST Trans 64711RLX2 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- OR ST Trans Hwy Tax 68607DSS5 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- Salt River PRJ AZ 79574CBM4 [GS]Government Securities and Agency Debt | $50,001 - $100,000 | JT | $2,501 - $5,000 | Interest | 2021 |
- Schwab US Large Cap ETF SCHX [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Schwab Government Money Market Fund SWGXX [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2021 |
- Vanguard Information VGT [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Vanguard International G VWILX [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Invesco S & P Invesco S & P RYF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Pimco Income Instl PIMIX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Invesco S & P Smallcap Low XSLV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Investco S & P 500 Low SPLV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Schwab Government Money Market Fund SWGXX [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Janus Henderson Global E HFQIX [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Schwab Government Money Market Funds SWGXX [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2021 |
- Schwab International SCHF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Bank of Hope MMA #0467 [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2021 |
- Fidelity MSCI Comm SRV FCOM [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Janus Henderson Global L JFNIX [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2021 |
- IShares MSCI EAF Min Vol EFAV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Invesco Developing Market ODVYX [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Vanguard Inflation-Protected VAIPX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- IShares MSCI EAFE Small SCZ [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Invesco FTSE Rafi US PRFZ [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2021 |
- SPDR Fund Materials XLB [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Invesco S & P 500 Equal RSP [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- SPDR S & P 500 ETF SPY [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- SPDR Fund Consumer XLY [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2021 |
- Select Str Financial XLF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Vanguard Short-Term Inve VFSUX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Lord Abbett Short Duration LLDYX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Vanguard Equity-Income A VEIRX [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2021 |
SBUX Starbucks Corporation (SBUX) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
- SPDR Fund Consumer Staples XLP [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Columbia Dividend Income CDDRX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Energy Select Sector XLE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Energy Select Sector XLE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Fidelity MSCI Comm SRV FCOM [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Small Cap Growth FCPGX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
HOPE Hope Bancorp, Inc. (HOPE) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
- Invesco Developing Market ODVYX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Invesco International SM OSMYX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Invesco S & P Emerging EELV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2021 |
- IShares MSCI EAFE Small SCZ [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Janus Henderson Global Life Sciences JFNIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Janus Henderson Global Real Estate JERIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- MFS International Intrin MINIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- MFS New Discovery Value NDVIX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Schwab FDMTL Intl LG CO SFNNX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Select Str Financial XLF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- SPDR Fund Consumer Discre Sel XLY [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Wisdomtree Intl Smallcp DLS [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Schwab US Large Cap ETF SCHX [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Select Sector Industrial XLI [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
- Select Sector Industrial XLI [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Select Sector UTI Select XLU [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- SPDR Fund Materials XLB [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Technology Select Sector XLK [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Energy NW WA Elec R 29270CXR1 [GS]Government Securities and Agency Debt | None | JT | $2,501 - $5,000 | Interest | 2021 |
- AZ HLTH FAC Auth 040507QH1 [GS]Government Securities and Agency Debt | None | JT | $1,001 - $2,500 | Interest | 2021 |
- Mineral interest rights, Odessa, TX [OT]Other | Undetermined | SP | $15,001 - $50,000 | Oil royalty | 2021 |
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