—
Net Worth Est.
$6.51MTrade volume
$0Total trades
-----Last Traded
----Pensions
$2.72M
Real Property
$2.63M
Bank Accounts, Money Market Accounts and CDs
$1.17M
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Savings Plus Large Cap Index Fund-Calif. State Employees Savings Plus House Funds [PE]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Savings Plus Large Cap Index Fund-Calif. State Employees Savings Plus House Funds [PE]Pensions | $500,001 - $1,000,000 | Tax-Deferred | 2023 | ||
- The Correa Reynoso Family Trust - Real Property [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2023 | |
- Pacific Premier [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | $2,501 - $5,000 | Interest | 2023 | |
- Hotchkis and Wiley Mid-Cap Value [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2023 | ||
- Jose Luis Correa Separate Property Trust [RP]Real Property | $250,001 - $500,000 | 2023 | |||
- Savings House Plus Funds Large Cap Fund-Calif. State Employees [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2023 | ||
- Jose Luis Correa Separate Property Trust [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2023 | |
- The Correa Reynoso Family Trust - Real property [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2023 | |
- The Correa-Reynoso Family Trust - Real Propety [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2023 | |
- Jose Luis Correa Separate Property Trust [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2023 | |
- Vanguard Target Retiret Trust Plus 2 [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2023 | ||
- Interest Income Fund-SCPMG Retirement Plan Trust [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Vanguard Int'l Growth Adm [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Vanguard Instl Stk Mkt Idx 1 [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Citibank Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2023 | |
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2023 | |
- Robeco Boston Partners Small/Mid-Cap Value Fund [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Chase Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- Savings Plus House Funds Bond Fund-Cal State Employees [PE]Pensions | $15,001 - $50,000 | 2023 | |||
- Savings Plus House Funds Short Term Investment Fund- Calif. State Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Savings Plus House Funds Short Term Investment Fund Cash -Calif. State Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Orange County Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2023 |
a County of Orange 401(a) Plan-Nationwide Fixed Acct. County of Orange State Value Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Savings Plus House Funds International Fund -Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- County of Orange 457 Defined Contribution Plan [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Northern Trust TIPS Index Fund; Non-lending Tier [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Saving Plus House Large Cap Fund- Calif. State Employees [PE]Pensions | $1,001 - $15,000 | 2023 | |||
- Savings Plus House Funds Bond Index Fund-Cal State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
b 457(b) OBRA-PST Plan-Nation [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Savings plus House Funds International Index Fund-Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Savings Plus house Funds Small Cap Fund-Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Savings Plus House Funds Mid Cap Fund- Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Savings Plus House Funds Mid Cap Index Fund-Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Savings Plus House Funds Small Cap Index Fund - Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Savings Plus House FundsLarge Cap Index Fund- Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- UC Savings Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Wellington Diversified Inflation Hedges [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- CBRE Clarion Securities [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Orange County Employees Retirement System Defined Benefit Plan [PE]Pensions | Undetermined | Tax-Deferred | 2023 | ||
- SCPMG (So.Cal.Permanente Medical Group [DB]Defined Benefit Pension | Undetermined | JT | 2023 | ||
- Savings Plus Large Cap Index Fund-Calif. State Employees Savings Plus House Funds [PE]Pensions | $500,001 - $1,000,000 | Tax-Deferred | 2022 | ||
- The Correa Reynoso Family Trust - Real Property [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2022 | |
- Vanguard Target Retiret Trust Plus 2 [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2022 | ||
- The Correa Reynoso Family Trust - Real property [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2022 | |
- Savings House Plus Funds Large Cap Fund-Calif. State Employees [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2022 | ||
- Pacific Premier [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $1,001 - $2,500 | Interest | 2022 | |
- Jose Luis Correa Separate Property Trust [RP]Real Property | $250,001 - $500,000 | 2022 | |||
- Hotchkis and Wiley Mid-Cap Value [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2022 | ||
- Jose Luis Correa Separate Property Trust [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2022 | |
- The Correa-Reynoso Family Trust - Real Propety [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2022 | |
- Jose Luis Correa Separate Property Trust [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2022 | |
- Vanguard Instl Stk Mkt Idx 1 [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Interest Income Fund-SCPMG Retirement Plan Trust [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Vanguard Int'l Growth Adm [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2022 | |
- Citibank Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2022 | |
- Robeco Boston Partners Small/Mid-Cap Value Fund [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Chase Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
a County of Orange 401(a) Plan-Nationwide Fixed Acct. County of Orange State Value Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Savings Plus House Funds Short Term Investment Fund- Calif. State Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Savings Plus House Funds Bond Fund-Cal State Employees [PE]Pensions | $15,001 - $50,000 | 2022 | |||
- Savings Plus House Funds Short Term Investment Fund Cash -Calif. State Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Savings Plus House Funds Small Cap Index Fund - Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Savings Plus House FundsLarge Cap Index Fund- Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- County of Orange 457 Defined Contribution Plan [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Saving Plus House Large Cap Fund- Calif. State Employees [PE]Pensions | $1,001 - $15,000 | 2022 | |||
- Savings Plus House Funds Bond Index Fund-Cal State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Savings Plus House Funds International Fund -Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Savings plus House Funds International Index Fund-Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Savings Plus House Funds Mid Cap Fund- Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Savings Plus House Funds Mid Cap Index Fund-Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Savings Plus house Funds Small Cap Fund-Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
b 457(b) OBRA-PST Plan-Nation [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- UC Savings Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Northern Trust TIPS Index Fund; Non-lending Tier [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wellington Diversified Inflation Hedges [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- CBRE Clarion Securities [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2022 | ||
- SCPMG (So.Cal.Permanente Medical Group [DB]Defined Benefit Pension | Undetermined | JT | 2022 | ||
- Orange County Employees Retirement System Defined Benefit Plan [PE]Pensions | Undetermined | Tax-Deferred | 2022 | ||
- Savings Plus Large Cap Index Fund-Calif. State Employees Savings Plus House Funds [PE]Pensions | $500,001 - $1,000,000 | Tax-Deferred | 2021 | ||
- The Correa Reynoso Family Trust - Real Property [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2021 | |
- Pacific Premier [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $1,001 - $2,500 | Interest | 2021 | |
- Jose Luis Correa Separate Property Trust [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2021 | |
- Jose Luis Correa Separate Property Trust [RP]Real Property | $250,001 - $500,000 | 2021 | |||
- Savings House Plus Funds Large Cap Fund-Calif. State Employees [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2021 | ||
- The Correa Reynoso Family Trust - Real property [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2021 | |
- The Correa-Reynoso Family Trust - Real Propety [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2021 | |
- Hotchkis and Wiley Mid-Cap Value [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2021 | ||
- Jose Luis Correa Separate Property Trust [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2021 | |
- Vanguard Target Retiret Trust Plus 2 [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2021 | ||
- Interest Income Fund-SCPMG Retirement Plan Trust [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Vanguard Instl Stk Mkt Idx 1 [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Vanguard Int'l Growth Adm [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2021 | |
- Citibank Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2021 | |
- Robeco Boston Partners Small/Mid-Cap Value Fund [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
a County of Orange 401(a) Plan-Nationwide Fixed Acct. County of Orange State Value Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Savings Plus House Funds Short Term Investment Fund- Calif. State Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Savings Plus House Funds Short Term Investment Fund Cash -Calif. State Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Chase Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- Savings Plus House Funds Bond Fund-Cal State Employees [PE]Pensions | $15,001 - $50,000 | 2021 | |||
b 457(b) OBRA-PST Plan-Nation [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- County of Orange 457 Defined Contribution Plan [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Northern Trust TIPS Index Fund; Non-lending Tier [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Saving Plus House Large Cap Fund- Calif. State Employees [PE]Pensions | $1,001 - $15,000 | 2021 | |||
- Savings Plus House Funds Bond Index Fund-Cal State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Savings Plus House Funds International Fund -Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Savings plus House Funds International Index Fund-Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Savings Plus House Funds Mid Cap Fund- Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Savings Plus House Funds Mid Cap Index Fund-Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Savings Plus house Funds Small Cap Fund-Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Savings Plus House Funds Small Cap Index Fund - Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Savings Plus House FundsLarge Cap Index Fund- Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wellington Diversified Inflation Hedges [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- UC Savings Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- CBRE Clarion Securities [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2021 | ||
- Orange County Employees Retirement System Defined Benefit Plan [PE]Pensions | Undetermined | Tax-Deferred | 2021 | ||
- SCPMG (So.Cal.Permanente Medical Group [DB]Defined Benefit Pension | Undetermined | JT | 2021 | ||
- Savings Plus Large Cap Index Fund-Calif. State Employees Savings Plus House Funds [PE]Pensions | $500,001 - $1,000,000 | Tax-Deferred | 2020 | ||
- The Correa Reynoso Family Trust - Real Property [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2020 | |
- Savings House Plus Funds Large Cap Fund-Calif. State Employees [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2020 | ||
- Jose Luis Correa Separate Property Trust [RP]Real Property | $250,001 - $500,000 | 2020 | |||
- The Correa Reynoso Family Trust - Real property [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2020 | |
- The Correa-Reynoso Family Trust - Real Propety [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2020 | |
- Hotchkis and Wiley Mid-Cap Value [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2020 | ||
- Jose Luis Correa Separate Property Trust [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2020 | |
- Vanguard Target Retiret Trust Plus 2 [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2020 | ||
- Jose Luis Correa Separate Property Trust [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2020 | |
- Pacific Premier [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $1,001 - $2,500 | Interest | 2020 | |
- Interest Income Fund-SCPMG Retirement Plan Trust [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Vanguard Instl Stk Mkt Idx 1 [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Vanguard Int'l Growth Adm [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2020 | |
- Citibank Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2020 | |
- Robeco Boston Partners Small/Mid-Cap Value Fund [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Savings Plus House Funds Short Term Investment Fund Cash -Calif. State Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
a County of Orange 401(a) Plan-Nationwide Fixed Acct. County of Orange State Value Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Chase Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- Savings Plus House Funds Bond Fund-Cal State Employees [PE]Pensions | $15,001 - $50,000 | 2020 | |||
- Savings Plus House Funds Short Term Investment Fund- Calif. State Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
b 457(b) OBRA-PST Plan-Nation [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- County of Orange 457 Defined Contribution Plan [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Northern Trust TIPS Index Fund; Non-lending Tier [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Saving Plus House Large Cap Fund- Calif. State Employees [PE]Pensions | $1,001 - $15,000 | 2020 | |||
- Savings Plus House Funds Bond Index Fund-Cal State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Savings Plus House Funds International Fund -Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Savings plus House Funds International Index Fund-Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Savings Plus House Funds Mid Cap Fund- Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Savings Plus House Funds Mid Cap Index Fund-Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Savings Plus house Funds Small Cap Fund-Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Savings Plus House Funds Small Cap Index Fund - Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Savings Plus House FundsLarge Cap Index Fund- Calif. State Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- UC Savings Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wellington Diversified Inflation Hedges [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- CBRE Clarion Securities [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2020 | ||
- SCPMG (So.Cal.Permanente Medical Group [DB]Defined Benefit Pension | Undetermined | JT | 2020 | ||
- Orange County Employees Retirement System Defined Benefit Plan [PE]Pensions | Undetermined | Tax-Deferred | 2020 | ||
- The Correa Reynoso Family Trust - Real Property [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2019 | |
- savings Plus Large Cap Index Fund-Calif. state Employees savings Plus House Funds [PE]Pensions | $500,001 - $1,000,000 | Tax-Deferred | 2019 | ||
- Emilia Holding Co. LLC [RP]Real Property | $250,001 - $500,000 | 2019 | |||
- Emilia Holding Company, LLC [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2019 | |
- Hotchkis and Wiley Mid-Cap Value [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2019 | ||
- The Correa Reynoso Family Trust - Real property [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2019 | |
- Vanguard Target Retiret Trust Plus 2 [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2019 | ||
- Pacific Premier [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $1,001 - $2,500 | Interest | 2019 | |
- Emilia Holding Co. LLC [RP]Real Property | $250,001 - $500,000 | 2019 | |||
- savings House Plus Funds Large Cap Fund-Calif. state Employees [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2019 | ||
- The Correa-Reynoso Family Trust - Real Propety [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2019 | |
- Interest Income Fund-sCPMG Retirement Plan Trust [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- Vanguard Instl stk Mkt Idx 1 [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- Vanguard Int'l Growth Adm [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- Robeco Boston Partners small/Mid-Cap Value Fund [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Citibank Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2019 | |
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2019 | |
- savings Plus House Funds short Term Investment Fund- Calif. state Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- savings Plus House Funds Bond Fund-Cal state Employees [PE]Pensions | $15,001 - $50,000 | 2019 | |||
- savings Plus House Funds short Term Investment Fund Cash -Calif. state Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Chase Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
a County of Orange 401(a) Plan-Nationwide Fixed Acct. County of Orange state Value Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- UC savings Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
b 457(b) OBRA-PsT Plan ⇒ 457(b) OBRA-PsT savings Plus Calif. state Employees [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
b 457(b) OBRA-PsT Plan-Nation [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- County of Orange 457 Defined Contribution Plan [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- John Hancock Disciplined Value Intl A [PE]Pensions | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains | 2019 | |
- John Hancock Fund Large Cap Core FD A [PE]Pensions | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains | 2019 | |
- John Hancock New Opportunities A [PE]Pensions | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains | 2019 | |
- John Hancock strategic Growth A [PE]Pensions | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains | 2019 | |
- Northern Trust TIPs Index Fund; Non-lending Tier [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- saving Plus House Large Cap Fund- Calif. state Employees [PE]Pensions | $1,001 - $15,000 | 2019 | |||
- savings Plus House Funds Bond Index Fund-Cal state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- savings Plus House Funds International Fund -Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- savings plus House Funds International Index Fund-Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- savings Plus House Funds Mid Cap Fund- Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- savings Plus House Funds Mid Cap Index Fund-Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- savings Plus house Funds small Cap Fund-Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- savings Plus House Funds small Cap Index Fund - Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- savings Plus House FundsLarge Cap Index Fund- Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wellington Diversified Inflation Hedges [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- CBRE Clarion securities [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2019 | ||
- Dreyfus 696 General MMKT CIB [PE]Pensions | $1 - $1,000 | $201 - $1,000 | Capital Gains | 2019 | |
- Orange County Employees Retirement system Defined Benefit Plan [PE]Pensions | Undetermined | Tax-Deferred | 2019 | ||
- sCPMG (so.Cal.Permanente Medical Group [DB]Defined Benefit Pension | Undetermined | JT | 2019 | ||
- savings Plus Large Cap Index Fund-Calif. state Employees savings Plus House Funds [PE]Pensions | $500,001 - $1,000,000 | Tax-Deferred | 2018 | ||
- The Correa Reynoso Family Trust - Real Property [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2018 | |
- savings House Plus Funds Large Cap Fund-Calif. state Employees [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2018 | ||
- The Correa Reynoso Family Trust - Real property [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2018 | |
- Vanguard Target Retiret Trust Plus 2 [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2018 | ||
- Emilia Holding Co. LLC [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2018 | |
- Emilia Holding Co. LLC [RP]Real Property | $250,001 - $500,000 | 2018 | |||
- Emilia Holding Company, LLC [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2018 | |
- Pacific Premier [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $1,001 - $2,500 | Interest | 2018 | |
- The Correa-Reynoso Family Trust - Real Propety [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2018 | |
- Hotchkis and Wiley Mid-Cap Value [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2018 | ||
- Vanguard Int'l Growth Adm [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2018 | ||
- Vanguard Instl stk Mkt Idx 1 [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2018 | ||
- Interest Income Fund-sCPMG Retirement Plan Trust [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2018 | ||
- Citibank Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2018 | |
- Robeco Boston Partners small/Mid-Cap Value Fund [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2018 | |
- savings Plus House Funds Bond Fund-Cal state Employees [PE]Pensions | $15,001 - $50,000 | 2018 | |||
- Chase Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
a County of Orange 401(a) Plan-Nationwide Fixed Acct. County of Orange state Value Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- savings Plus House Funds short Term Investment Fund Cash -Calif. state Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- savings Plus House Funds short Term Investment Fund- Calif. state Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- savings Plus House Funds Mid Cap Index Fund-Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
b 457(b) OBRA-PsT Plan ⇒ 457(b) OBRA-PsT savings Plus Calif. state Employees [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- savings Plus house Funds small Cap Fund-Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- savings Plus House Funds small Cap Index Fund - Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- savings Plus House FundsLarge Cap Index Fund- Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- savings plus House Funds International Index Fund-Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- savings Plus House Funds International Fund -Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- savings Plus House Funds Bond Index Fund-Cal state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- saving Plus House Large Cap Fund- Calif. state Employees [PE]Pensions | $1,001 - $15,000 | 2018 | |||
- UC savings Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- John Hancock New Opportunities A [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- John Hancock strategic Growth A [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- savings Plus House Funds Mid Cap Fund- Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
b 457(b) OBRA-PsT Plan-Nation [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Northern Trust TIPs Index Fund; Non-lending Tier [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Wellington Diversified Inflation Hedges [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- County of Orange 457 Defined Contribution Plan [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- John Hancock Disciplined Value Intl A [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- John Hancock Fund Large Cap Core FD A [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- CBRE Clarion securities [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2018 | ||
- Dreyfus 696 General MMKT CIB [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2018 | ||
- Orange County Employees Retirement system Defined Benefit Plan [PE]Pensions | Undetermined | Tax-Deferred | 2018 | ||
- sCPMG (so.Cal.Permanente Medical Group [DB]Defined Benefit Pension | Undetermined | JT | 2018 | ||
- savings Plus Large Cap Index Fund-Calif. state Employees savings Plus House Funds [PE]Pensions | $500,001 - $1,000,000 | Tax-Deferred | 2017 | ||
- The Correa Reynoso Family Trust - Real Property [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2017 | |
- Hotchkis and Wiley Mid-Cap Value [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2017 | ||
- Emilia Holding Co. LLC [RP]Real Property | $250,001 - $500,000 | 2017 | |||
- Pacific Premier [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $1,001 - $2,500 | Interest | 2017 | |
- Emilia Holding Company, LLC [RP]Real Property | $250,001 - $500,000 | 2017 | |||
- Emilia Holding Co. LLC [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2017 | |
- The Correa Reynoso Family Trust - Real property [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2017 | |
- The Correa-Reynoso Family Trust - Real Propety [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2017 | |
- Vanguard Target Retiret Trust Plus 2 [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2017 | ||
- savings House Plus Funds Large Cap Fund-Calif. state Employees [PE]Pensions | $250,001 - $500,000 | Tax-Deferred | 2017 | ||
- Vanguard Instl stk Mkt Idx 1 [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- Vanguard Int'l Growth Adm [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- Interest Income Fund-sCPMG Retirement Plan Trust [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- Citibank Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2017 | |
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2017 | |
- Robeco Boston Partners small/Mid-Cap Value Fund [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
a County of Orange 401(a) Plan-Nationwide Fixed Acct. County of Orange state Value Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- savings Plus House Funds short Term Investment Fund Cash -Calif. state Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- savings Plus House Funds short Term Investment Fund- Calif. state Employees [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- savings Plus House Funds Bond Fund-Cal state Employees [PE]Pensions | $15,001 - $50,000 | 2017 | |||
- Chase Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- UC savings Fund [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- County of Orange 457 Defined Contribution Plan [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- John Hancock Disciplined Value Intl A [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- John Hancock New Opportunities A [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- John Hancock strategic Growth A [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Northern Trust TIPs Index Fund; Non-lending Tier [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- saving Plus House Large Cap Fund- Calif. state Employees [PE]Pensions | $1,001 - $15,000 | 2017 | |||
- savings Plus House Funds Bond Index Fund-Cal state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- savings Plus House Funds International Fund -Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- savings plus House Funds International Index Fund-Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- savings Plus House Funds Mid Cap Fund- Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- savings Plus House Funds Mid Cap Index Fund-Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- savings Plus house Funds small Cap Fund-Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- savings Plus House Funds small Cap Index Fund - Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- savings Plus House FundsLarge Cap Index Fund- Calif. state Employees [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Wellington Diversified Inflation Hedges [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- John Hancock Fund Large Cap Core FD A [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
b 457(b) OBRA-PsT Plan ⇒ 457(b) OBRA-PsT savings Plus Calif. state Employees [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
b 457(b) OBRA-PsT Plan-Nation [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- CBRE Clarion securities [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2017 | ||
- Dreyfus 696 General MMKT CIB [PE]Pensions | $1 - $1,000 | Tax-Deferred | 2017 | ||
- sCPMG (so.Cal.Permanente Medical Group [DB]Defined Benefit Pension | Undetermined | JT | 2017 | ||
- Orange County Employees Retirement system Defined Benefit Plan [PE]Pensions | Undetermined | Tax-Deferred | 2017 |
Subscribe for Real-time updates, search & complete access