—
Net Worth Est.
$6.89MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$3.38M
Real Property
$3.38M
Collectibles
$107.5K
Bank Accounts, Money Market Accounts and CDs
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Vanguard IRA II ⇒ Vanguard Target Retirement 2035 [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Vanguard IRA II ⇒ Vanguard Target Retirement 2035 [MF]Mutual Funds | $1,000,001 - $5,000,000 | Tax-Deferred | 2023 | ||
- Rental Property in San Diego [RP]Real Property | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2023 | |
- Property in Julian [RP]Real Property | $250,001 - $500,000 | 2023 | |||
VTTHX Vanguard IRA ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2023 | ||
- Vintage vehicle 2 [CO]Collectibles | $50,001 - $100,000 | 2023 | |||
- Cabrillo Credit Union Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- Vintage vehicle 1 [CO]Collectibles | $15,001 - $50,000 | 2023 | |||
- San Diego City Employees Retirement System Defined Benefit Pension Plan [DB]Defined Benefit Pension | Undetermined | $15,001 - $50,000 | See Schedule C | 2023 | |
- Rental Property in San Diego [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2022 | |
- Vanguard IRA II ⇒ Vanguard Target Retirement 2035 [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2022 | ||
- Property in Julian [RP]Real Property | $250,001 - $500,000 | 2022 | |||
- Vanguard IRA ⇒ Vanguard Target Retirement 2040 [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2022 | ||
- Vintage vehicle 2 [CO]Collectibles | $50,001 - $100,000 | 2022 | |||
- Cabrillo Credit Union Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Vintage vehicle 1 [CO]Collectibles | $15,001 - $50,000 | 2022 | |||
- Vanguard IRA ⇒ Vanguard Federal Money Market Fund [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
- Vanguard IRA II ⇒ Vanguard Federal Money Market Fund [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
- San Diego City Employees Retirement System Defined Benefit Pension Plan [DB]Defined Benefit Pension | Undetermined | $15,001 - $50,000 | See Schedule C | 2022 | |
- Vanguard IRA II ⇒ Vanguard Target Retirement 2035 [MF]Mutual Funds | $1,000,001 - $5,000,000 | Tax-Deferred | 2021 | ||
- Rental Property in San Diego [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2021 | |
- Property in Julian [RP]Real Property | $250,001 - $500,000 | 2021 | |||
- Vanguard IRA ⇒ Vanguard Target Retirement 2040 [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2021 | ||
- Vintage vehicle 2 [CO]Collectibles | $50,001 - $100,000 | 2021 | |||
- Cabrillo Credit Union Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- Vintage vehicle 1 [CO]Collectibles | $15,001 - $50,000 | 2021 | |||
- Vanguard IRA ⇒ Vanguard Federal Money Market Fund [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- San Diego City Employees Retirement System Defined Benefit Pension Plan [DB]Defined Benefit Pension | Undetermined | $15,001 - $50,000 | See Schedule C | 2021 | |
- Vanguard IRA II ⇒ Vanguard Federal Money Market Fund [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Vanguard IRA II ⇒ Vanguard Federal Money Market Fund [MF]Mutual Funds | $1,000,001 - $5,000,000 | Tax-Deferred | 2020 | ||
- Rental Property in San Diego [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2020 | |
- Vanguard IRA ⇒ Vanguard Federal Money Market Fund [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2020 | ||
- Property in Julian [RP]Real Property | $250,001 - $500,000 | 2020 | |||
- Vintage vehicle 2 [CO]Collectibles | $50,001 - $100,000 | 2020 | |||
- Vintage vehicle 1 [CO]Collectibles | $15,001 - $50,000 | 2020 | |||
- Cabrillo Credit Union Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- San Diego City Employees Retirement System Defined Benefit Pension Plan [DB]Defined Benefit Pension | Undetermined | $15,001 - $50,000 | See Schedule C | 2020 | |
- Vanguard IRA II ⇒ Vanguard Target Retirement 2035 Investor Class [MF]Mutual Funds | $1,000,001 - $5,000,000 | Tax-Deferred | 2019 | ||
- Rental Property in San Diego [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2019 | |
- Vanguard IRA ⇒ Vanguard Target Retirement 2035 Investor Class [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2019 | ||
- Property in Julian [RP]Real Property | $250,001 - $500,000 | 2019 | |||
- Cabrillo Credit Union Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2019 | |
- Vintage vehicle 2 [CO]Collectibles | $50,001 - $100,000 | 2019 | |||
- Vintage vehicle 1 [CO]Collectibles | $15,001 - $50,000 | 2019 | |||
- San Diego City Employees Retirement System Defined Benefit Pension Plan [DB]Defined Benefit Pension | Undetermined | $15,001 - $50,000 | See Schedule C | 2019 | |
- Rental Property in Sacramento [RP]Real Property | None | $100,001 - $1,000,000 | Capital Gains, Rent | 2019 | |
- California Scholar Share 529 Plan ⇒ Age Based Portfolio 15 [5P]529 Prepaid Tuition Plan | None | Tax-Deferred | 2019 | ||
- Investment Property in San Diego [RP]Real Property | $500,001 - $1,000,000 | 2018 | |||
- Residential Rental Property [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2018 | |
- Vanguard IRA II ⇒ Vanguard Target Retirement 2035 Investor Class [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2018 | ||
- Property in Julian [RP]Real Property | $250,001 - $500,000 | 2018 | |||
- Vanguard IRA ⇒ Vanguard Target Retirement 2035 Investor Class [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2018 | ||
- Vintage vehicle 2 [CO]Collectibles | $50,001 - $100,000 | 2018 | |||
- Vintage vehicle 1 [CO]Collectibles | $15,001 - $50,000 | 2018 | |||
- California Scholar Share 529 Plan ⇒ Age Based Portfolio 15 [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Cabrillo Credit Union Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
- San Diego City Employees Retirement System Defined Benefit Pension Plan [DB]Defined Benefit Pension | Undetermined | $15,001 - $50,000 | See Schedule C | 2018 | |
- Residential Rental Property [RP]Real Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2017 | |
- Investment Property in San Diego [RP]Real Property | $500,001 - $1,000,000 | 2017 | |||
- Vanguard IRA II ⇒ Vanguard Target Retirement 2035 Investor Class [MF]Mutual Funds | $500,001 - $1,000,000 | Tax-Deferred | 2017 | ||
- Vanguard IRA ⇒ Vanguard Target Retirement 2035 Investor Class [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2017 | ||
- Vintage vehicle 2 [CO]Collectibles | $50,001 - $100,000 | 2017 | |||
- Vintage vehicle 1 [CO]Collectibles | $15,001 - $50,000 | 2017 | |||
- Cabrillo Credit Union Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- JP Morgan Chase Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
- California Scholar Share 529 Plan ⇒ Age Based Portfolio 13-14 [5P]529 Prepaid Tuition Plan | $1 - $1,000 | $15,001 - $50,000 | Distribution | 2017 | |
PCEMX Vanguard IRA ⇒ PACE International Emerging Markets Equity Investments Class P (PCEMX) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
PCGLX Vanguard IRA ⇒ PACE International Fixed Income Investment Class P (PCGLX) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
PCLCX Vanguard IRA ⇒ PACE Large Co Growth Equity Investments Class P (PCLCX) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
PCLVX Vanguard IRA ⇒ PACE Large Co Value Equity Investments Class P (PCLVX) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
PCSGX Vanguard IRA ⇒ PACE Small / Medium Co. Growth Equity Investments Class P (PCSGX) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
PCSVX Vanguard IRA ⇒ PACE Small / Medium Co. Value Equity Investments Class P (PCSVX) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
PCSIX Vanguard IRA ⇒ PACE Strategic Fixed Income Investments Class P (PCSIX) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
VMMXX Vanguard IRA ⇒ Vanguard Prime Money Market Investor Class (VMMXX) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- San Diego City Employees Retirement System Defined Benefit Pension Plan [DB]Defined Benefit Pension | Undetermined | $15,001 - $50,000 | See Schedule C | 2017 | |
k Liberty Mutual 401(k) ⇒ Liberty Mutual Retirement Target Date 2045 [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains | 2017 | |
ARYRX Employer 403(b) ⇒ American Century One Choice 2035 Portfolio Fund (ARYRX) [MF]Mutual Funds | None | $5,001 - $15,000 | Capital Gains | 2017 | |
- California Scholar Share 529 Plan ⇒ Passive Moderate Growth Portfolio [5P]529 Prepaid Tuition Plan | None | $2,501 - $5,000 | Distribution | 2017 | |
PCIEX Vanguard IRA ⇒ PACE International Equity Investments Class P (PCIEX) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- Personal Residence | $1,000,001 - $5,000,000 | 2016 | |||
ARYRX Employer 403(b) ⇒ American Century One Choice 2035 Portfolio Fund (ARYRX) | $500,001 - $1,000,000 | Tax-Deferred | 2016 | ||
- Residential Rental Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2016 | |
- Investment Property in San Diego | $500,001 - $1,000,000 | 2016 | |||
k Liberty Mutual 401(k) ⇒ Liberty Mutual Retirement Target Date 2045 | $100,001 - $250,000 | Tax-Deferred | 2016 | ||
- Vintage vehicle 2 | $50,001 - $100,000 | 2016 | |||
- Cabrillo Credit Union Accounts | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
PCIEX Vanguard IRA ⇒ PACE International Equity Investments Class P (PCIEX) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- Vintage vehicle 1 | $15,001 - $50,000 | 2016 | |||
PCLCX Vanguard IRA ⇒ PACE Large Co Growth Equity Investments Class P (PCLCX) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
PCLVX Vanguard IRA ⇒ PACE Large Co Value Equity Investments Class P (PCLVX) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
PCSGX Vanguard IRA ⇒ PACE Small / Medium Co. Growth Equity Investments Class P (PCSGX) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
PCSVX Vanguard IRA ⇒ PACE Small / Medium Co. Value Equity Investments Class P (PCSVX) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
PCSIX Vanguard IRA ⇒ PACE Strategic Fixed Income Investments Class P (PCSIX) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- California Scholar Share 529 Plan ⇒ Passive Moderate Growth Portfolio | $1,001 - $15,000 | $15,001 - $50,000 | Distribution | 2016 | |
PCGLX Vanguard IRA ⇒ PACE International Fixed Income Investment Class P (PCGLX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
VMMXX Vanguard IRA ⇒ Vanguard Prime Money Market Investor Class (VMMXX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- JP Morgan Chase Bank Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
PCEMX Vanguard IRA ⇒ PACE International Emerging Markets Equity Investments Class P (PCEMX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- California Scholar Share 529 Plan ⇒ Age Based Portfolio 13-14 | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Vanguard IRA ⇒ Vanguard Prime Money Market Fund | $1 - $1,000 | Tax-Deferred | 2016 | ||
- Sun Life Variable Annuity ⇒ Lord Abbett Series Growth Opportunities Portfolio | None | 2016 | |||
- Sun Life Variable Annuity ⇒ MFS VIT III Global Real Estate Portfolio Service Class | None | 2016 | |||
- Sun Life Variable Annuity ⇒ Oppenheimer Main Street Fund | None | 2016 | |||
- Sun Life Variable Annuity ⇒ MFS VIT I Value Series Initial Class | None | 2016 | |||
- Sun Life Variable Annuity ⇒ MFS VIT I New Discovery Series Service Class | None | 2016 | |||
- Sun Life Variable Annuity ⇒ MFS Research International Portfolio S Class | None | 2016 | |||
- Sun Life Variable Annuity ⇒ MFS Government Securities Portfolio S Class | None | 2016 | |||
- San Diego City Employees Retirement System Defined Benefit Pension Plan | Undetermined | $15,001 - $50,000 | See Schedule C | 2016 | |
- Sun Life Variable Annuity ⇒ MFS VIT III Limited Maturity Portfolio Initial Class | None | 2016 | |||
- Sun Life Variable Annuity ⇒ MFS VIT III Mid Cap Value Portfolio Initial Class | None | 2016 | |||
- Sun Life Variable Annuity ⇒ Templeton Foreign Securities Fund | None | 2016 | |||
ARYRX Employer 403(b) ⇒ American Century One Choice 2035 Portfolio Fund (ARYRX) | $500,001 - $1,000,000 | Tax-Deferred | 2015 | ||
- Residential Rental Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2015 | |
- Personal Residence | $500,001 - $1,000,000 | 2015 | |||
- Candidate Loan owed by Friends of Juan Vargas | $100,001 - $250,000 | 2015 | |||
k Liberty Mutual 401(k) ⇒ Liberty Mutual Retirement Target Date 2045 | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Vintage vehicle 2 | $50,001 - $100,000 | 2015 | |||
PCIEX Vanguard IRA ⇒ PACE International Equity Investments Class P (PCIEX) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- California Scholar Share 529 Plan ⇒ Passive Moderate Growth Portfolio | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
PCLCX Vanguard IRA ⇒ PACE Large Co Growth Equity Investments Class P (PCLCX) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
PCLVX Vanguard IRA ⇒ PACE Large Co Value Equity Investments Class P (PCLVX) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Vintage vehicle 1 | $15,001 - $50,000 | 2015 | |||
- Candidate Loan owed by Vargas for Congress | $15,001 - $50,000 | 2015 | |||
PCSIX Vanguard IRA ⇒ PACE Strategic Fixed Income Investments Class P (PCSIX) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Sun Life Variable Annuity ⇒ Lord Abbett Series Growth Opportunities Portfolio | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Sun Life Variable Annuity ⇒ MFS Government Securities Portfolio S Class | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Sun Life Variable Annuity ⇒ MFS Research International Portfolio S Class | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
PCEMX Vanguard IRA ⇒ PACE International Emerging Markets Equity Investments Class P (PCEMX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
PCGLX Vanguard IRA ⇒ PACE International Fixed Income Investment Class P (PCGLX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
PCSGX Vanguard IRA ⇒ PACE Small / Medium Co. Growth Equity Investments Class P (PCSGX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Cabrillo Credit Union Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
- California Scholar Share 529 Plan ⇒ Age Based Portfolio 11-12 | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Sun Life Variable Annuity ⇒ MFS VIT I New Discovery Series Service Class | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Sun Life Variable Annuity ⇒ Oppenheimer Main Street Fund | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Sun Life Variable Annuity ⇒ Templeton Foreign Securities Fund | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
PCSVX Vanguard IRA ⇒ PACE Small / Medium Co. Value Equity Investments Class P (PCSVX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Vanguard IRA ⇒ Vanguard Prime Money Market Fund | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Sun Life Variable Annuity ⇒ MFS VIT III Limited Maturity Portfolio Initial Class | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- JP Morgan Chase Bank Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
- Sun Life Variable Annuity ⇒ MFS VIT III Global Real Estate Portfolio Service Class | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Sun Life Variable Annuity ⇒ MFS VIT I Value Series Initial Class | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Sun Life Variable Annuity ⇒ MFS VIT III Mid Cap Value Portfolio Initial Class | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- San Diego City Employees Retirement System Defined Benefit Pension Plan | Undetermined | $15,001 - $50,000 | See Schedule C | 2015 | |
- Residential Rental Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2014 | |
- Personal Residence | $500,001 - $1,000,000 | 2014 | |||
ARYRX Employer 403(b) ⇒ American Century One Choice 2035 Portfolio Fund (ARYRX) | $500,001 - $1,000,000 | Tax-Deferred | 2014 | ||
- Candidate Loan owed by Friends of Juan Vargas | $100,001 - $250,000 | 2014 | |||
- Vintage vehicle 2 | $50,001 - $100,000 | 2014 | |||
k Liberty Mutual 401(k) ⇒ Liberty Mutual Retirement Target Date 2045 | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
PCSGX UBS IRA ⇒ PACE Small / Medium Co. Growth Equity Investments Class P (PCSGX) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
PCIEX UBS IRA ⇒ PACE International Equity Investments Class P (PCIEX) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
PCLCX UBS IRA ⇒ PACE Large Co Growth Equity Investments Class P (PCLCX) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
PCLVX UBS IRA ⇒ PACE Large Co Value Equity Investments Class P (PCLVX) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- Vintage vehicle 1 | $15,001 - $50,000 | 2014 | |||
- Candidate Loan owed by Vargas for Congress | $15,001 - $50,000 | 2014 | |||
- California Scholar Share 529 Plan ⇒ Age Based Portfolio 18 & Over | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
PCGLX UBS IRA ⇒ PACE International Fixed Income Investment Class P (PCGLX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Sun Life Variable Annuity ⇒ MFS VIT I New Discovery Series Service Class | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
PCEXX UBS IRA ⇒ PACE Money Market Investments Fund Class P (PCEXX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Sun Life Variable Annuity ⇒ MFS VIT I Value Series Initial Class | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
PCSVX UBS IRA ⇒ PACE Small / Medium Co. Value Equity Investments Class P (PCSVX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
PCSIX UBS IRA ⇒ PACE Strategic Fixed Income Investments Class P (PCSIX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Sun Life Variable Annuity ⇒ MFS VIT III Limited Maturity Portfolio Initial Class | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Sun Life Variable Annuity ⇒ Lord Abbett Series Growth Opportunities Portfolio | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Cabrillo Credit Union Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
- California Scholar Share 529 Plan ⇒ Age Based Portfolio 11-12 | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Sun Life Variable Annuity ⇒ MFS Research International Portfolio S Class | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Sun Life Variable Annuity ⇒ MFS Government Securities Portfolio S Class | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Sun Life Variable Annuity ⇒ MFS VIT III Global Real Estate Portfolio Service Class | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Sun Life Variable Annuity ⇒ MFS VIT III Mid Cap Value Portfolio Initial Class | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Sun Life Variable Annuity ⇒ Oppenheimer Main Street Fund | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Sun Life Variable Annuity ⇒ Templeton Foreign Securities Fund | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
PCEMX UBS IRA ⇒ PACE International Emerging Markets Equity Investments Class P (PCEMX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- JP Morgan Chase Bank Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
- San Diego City Employees Retirement System Defined Benefit Pension Plan | Undetermined | $15,001 - $50,000 | See Schedule C | 2014 | |
- Personal Residence | $500,001 - $1,000,000 | 2013 | |||
b 403(b) Fidelity Advisor Freedom 2035 | $500,001 - $1,000,000 | Tax-Deferred | 2013 | ||
- Residential Rental Property | $500,001 - $1,000,000 | $15,001 - $50,000 | Rent | 2013 | |
k 401(k) Liberty Mutual Retirement Target Date 2045 | $50,001 - $100,000 | Tax-Deferred | 2013 | ||
- Cabrillo Credit Union Accounts | $15,001 - $50,000 | $1 - $200 | Interest | 2013 | |
PCSVX IRA PACE Small / Medium Co. Value Equity Investments (PCSVX) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
PCSGX IRA PACE Small / Medium Co. Growth Equity Investments Class P (PCSGX) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
PCLVX IRA PACE Large Co Value Equity Investments Class P (PCLVX) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
PCIEX IRA PACE International Equity Investments Class P (PCIEX) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
PCLCX IRA PACE Large Co Growth Equity Investments Class P (PCLCX) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- 529 California Scholar Share Age Based Portfolio 17 | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- Sun Life Variable Annuity Templeton Foreign Securities Fund | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- 529 California Scholar Share Age Based Portfolio 9-10 | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
PCEMX IRA PACE International Emerging Markets Equity Fund Class P (PCEMX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
PCGLX IRA PACE International Fixed Income Investment Class P (PCGLX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- Sun Life Variable Annuity MFS New Discovery Portfolio S Class | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- Sun Life Variable Annuity MFS Research International Portfolio S Class | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- Sun Life Variable Annuity MFS VIT I Value Series Initial Class | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- Sun Life Variable Annuity MFS VIT III Global Real Estate Portfolio Service Class | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- Sun Life Variable Annuity MFS VIT III Limited Maturity Portfolio Initial Class | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- Sun Life Variable Annuity MFS VIT III Mid Cap Value Portfolio Initial Class | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- Sun Life Variable Annuity Oppenheimer Main Street Fund | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
PCSIX IRA PACE Strategic Fixed Income Investments Class P (PCSIX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- Sun Life Variable Annuity Lord Abbett Series Growth Opportunities Portfolio | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- Sun Life Variable Annuity MFS Government Securities Portfolio S Class | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
FBIDX Fidelity Spartan U.S. Bond Index FD Investor (FBIDX) | None | CL | $201 - $1,000 | Capital Gains, Dividends | 2013 |
FSTVX Fidelity Spartan Total Market Index Advantage Class (FSTVX) | None | $2,501 - $5,000 | Capital Gains, Dividends | 2013 | |
FSIIX Fidelity Spartan International Index Investor Class (FSIIX) | None | Dividends | 2013 | ||
k 401(k) Wells Fargo Government Money Market Fund | None | Tax-Deferred | 2013 | ||
- 529 California Scholar Share Age Based Portfolio 16 | None | Tax-Deferred | 2013 | ||
k 401(k) Galliard Short Term Bond Fund | None | Tax-Deferred | 2013 | ||
- San Diego City Employees Retirement System Defined Benefit Pension Plan | Undetermined | $15,001 - $50,000 | See Schedule C | 2013 |
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