
Net Worth Est.
$3.47MTrade volume
$0Total trades
-----Last Traded
----Real Property
$3M
Exchange Traded Funds (ETF)
$282.5K
Mutual Funds
$150K
Bank Accounts, Money Market Accounts and CDs
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
- 826 Stonegate Drive [RP]Real Property | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2023 | |
- American Century Investments ⇒ American Century Growth Fund - TWCGX [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- State of California Savings Plus Program ⇒ SPP Target Date 2030 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- City of South San Francisco Deferred Compensation Plan ⇒ Great-West Guaranteed Government Fund [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- San Mateo County Retirement Plan ⇒ Vanguard Institutional Target Retirement 2045 [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Mission Square Deferred Compensation Plan ⇒ MissionSquare Retirement Target 2040 Fund - ICMA-RC [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Bank of America Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- Merrill Lynch College Savings Plan D2 ⇒ Blackrock Equity Index Direct [5P]529 Prepaid Tuition Plan | None | Tax-Deferred | 2023 | ||
- California Public Employees Retirement System (CalPERS) [PE]Pensions | Undetermined | Tax-Deferred | 2023 | ||
- San Mateo County Employee's Retirement Association (SAMCERA) [PE]Pensions | Undetermined | SP | Tax-Deferred | 2023 | |
- California Public Employees Retirement System (CalPERS) [PE]Pensions | Undetermined | SP | Tax-Deferred | 2023 | |
- Merrill Lynch College Savings Plan D1 ⇒ Blackrock Equity Index Direct [5P]529 Prepaid Tuition Plan | None | Tax-Deferred | 2023 |
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