—
Net Worth Est.
$3.85MTrade volume
$0Total trades
-----Last Traded
----Real Property
$3.38M
Bank Accounts, Money Market Accounts and CDs
$211K
Mutual Funds
$195.51K
529 Prepaid Tuition Plan
$56.5K
Government Securities and Agency Debt
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Apartment [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Apartment [RP]Real Property | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2023 | |
- Office space in Monterey Park CA [RP]Real Property | $250,001 - $500,000 | 2023 | |||
- Kinecta Account for Brenna Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Dividends | 2023 | |
- Wells Fargo Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- SD Window [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
- SSGA S&P 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2023 | |
- The Growth Fund of America [MF]Mutual Funds | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- The Growth Fund of America-529A [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- Kinecta Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Dividends | 2023 | |
- Kinecta Account for Betty Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- US Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- Wells Fargo PMA Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- The Income Fund of America-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- U.S. Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- PIMCO Investment Grade Credit [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- 3159 / Equity Index Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- Alight Money Market [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- American High-Income Trust-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2023 | |
- Capital World Growth & Income [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- Capital World Growth and Income-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2023 | |
- Invesco Stable Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- Mondrian International Value [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- Nationwide Core Plus Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- Northern Trust Govt Short Term Investment Fund [GS]Government Securities and Agency Debt | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2023 | |
- PIMCO Diversified Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- 3148/Large Cap Growth Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- Vanguard Target Retirement 2030 [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2023 | |
- Washington Mutual Investors Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- Wells Fargo Account for Brennan Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- Wells Fargo Checking for Brennan Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- UBS International Sustainable Equity [MF]Mutual Funds | $1 - $1,000 | $201 - $1,000 | Capital Gains, Dividends | 2023 | |
- Pudential Core Plus Bond Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- Virtus NFJ Dividend Value Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- PACE Global Fixed Income Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
- Apartment [RP]Real Property | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2022 | |
- Office space in Monterey Park CA [RP]Real Property | $250,001 - $500,000 | 2022 | |||
- Kinecta Account for Brenna Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Dividends | 2022 | |
- US Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- SD Window [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2022 | |
- Wells Fargo Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- SSGA S&P 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
- The Growth Fund of America [MF]Mutual Funds | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- The Growth Fund of America-529A [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- Kinecta Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Dividends | 2022 | |
- Kinecta Account for Betty Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Wells Fargo PMA Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- The Income Fund of America-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- U.S. Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- PIMCO Investment Grade Credit [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- 3159 / Equity Index Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- Alight Money Market [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- American High-Income Trust-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
- Capital World Growth & Income [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- Capital World Growth and Income-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
- Invesco Stable Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- Mondrian International Value [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- Nationwide Core Plus Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- Northern Trust Govt Short Term Investment Fund [GS]Government Securities and Agency Debt | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2022 | |
- PIMCO Diversified Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- 3148/Large Cap Growth Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- Vanguard Target Retirement 2030 [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
- Washington Mutual Investors Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- Wells Fargo Account for Brennan Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- Wells Fargo Checking for Brennan Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- UBS International Sustainable Equity [MF]Mutual Funds | $1 - $1,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
- Pudential Core Plus Bond Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- PACE Global Fixed Income Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- Virtus NFJ Dividend Value Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
- Condominium for Rent [RP]Real Property | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2021 | |
- Office space in Monterey Park CA [RP]Real Property | $250,001 - $500,000 | 2021 | |||
- Wells Fargo PMA Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2021 | |
- SD Window [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
- SSGA S&P 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Kinecta Account for Brenna Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Dividends | 2021 | |
- Kinecta Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Dividends | 2021 | |
- The Growth Fund of America-529A [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Nationwide Core Plus Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Northern Trust Govt Short Term Investment Fund [GS]Government Securities and Agency Debt | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2021 | |
- PIMCO Diversified Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- 3148/Large Cap Growth Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- The Growth Fund of America [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- PIMCO Investment Grade Credit [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- 3159 / Equity Index Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Alight Money Market [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- American High-Income Trust-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Capital World Growth & Income [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Capital World Growth and Income-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Invesco Stable Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Mondrian International Value [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Washington Mutual Investors Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Wells Fargo Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- Wells Fargo Account for Brennan Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- Wells Fargo Checking for Brennan Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- The Income Fund of America-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- U.S. Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- US Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- Vanguard Target Retirement 2030 [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Pudential Core Plus Bond Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Virtus NFJ Dividend Value Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- PACE Global Fixed Income Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- UBS International Sustainable Equity [MF]Mutual Funds | $1 - $1,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Condominium for Rent [RP]Real Property | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2020 | |
- Condominium for Rent [RP]Real Property | $100,001 - $250,000 | $2,501 - $5,000 | Rent | 2020 | |
- Wells Fargo PMA Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2020 | |
- Kinecta Account for Brenna Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Dividends | 2020 | |
- The Growth Fund of America-529A [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- US Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- Kinecta Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Dividends | 2020 | |
- SD Window [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2020 | |
- 3159 / Equity Index Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Alight Money Market [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- American High-Income Trust-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Capital World Growth & Income [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Capital World Growth and Income-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- SSGA Large Cap Equity [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- SSGA S&P 500 Index Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Vanguard Target Retirement 2030 [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Washington Mutual Investors Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Wells Fargo Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- Wells Fargo Account for Brennan Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- 3148/Large Cap Growth Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- U.S. Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Invesco Stable Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- The Growth Fund of America [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Nationwide Core Plus Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Northern Trust Govt Short Term Investment Fund [GS]Government Securities and Agency Debt | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2020 | |
- PIMCO Diversified Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- PIMCO Investment Grade Credit [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- The Income Fund of America-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- UBS International Sustainable Equity [MF]Mutual Funds | $1 - $1,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Pudential Core Plus Bond Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- PACE Global Fixed Income Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Wells Fargo Checking for Brennan Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2020 | |
- Virtus NFJ Dividend Value Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Mondrian International Value [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- UBS Target Retirement 2030 [MF]Mutual Funds | None | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Condominium for Rent [RP]Real Property | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2019 | |
- Condominium for Rent [RP]Real Property | $100,001 - $250,000 | $2,501 - $5,000 | Rent | 2019 | |
- Wells Fargo PMA Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2019 | |
- Kinecta Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Dividends | 2019 | |
- Kinecta Account for Brenna Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Dividends | 2019 | |
- SD Window [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2019 | |
- US Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
- The Growth Fund of America-529A [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Northern Trust Govt Short Term Investment Fund [GS]Government Securities and Agency Debt | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2019 | |
- PIMCO Investment Grade Credit [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- 3159 / Equity Index Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Alight Money Market [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- American High-Income Trust-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- Capital World Growth & Income [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Capital World Growth and Income-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- Invesco Stable Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Nationwide Core Plus Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- 3148/Large Cap Growth Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- SSGA Large Cap Equity [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- SSGA S&P 500 Index Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- The Growth Fund of America [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- The Income Fund of America-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- U.S. Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- UBS Target Retirement 2030 [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Vanguard Target Retirement 2030 [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- Washington Mutual Investors Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Wells Fargo Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- Wells Fargo Account for Brennan Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- PIMCO Diversified Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Mondrian International Value [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Allianz NFJ Dividend Value Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- UBS International Sustainable Equity [MF]Mutual Funds | $1 - $1,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- Pudential Core Plus Bond Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- PACE Global Fixed Income Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Vanguard Target Retirement 2040 [MF]Mutual Funds | None | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Eagle Large Cap Value Equity [MF]Mutual Funds | None | $1 - $200 | Capital Gains, Dividends | 2019 | |
- PIMCO All Asset Fund [MF]Mutual Funds | None | $1 - $200 | Capital Gains, Dividends | 2019 | |
- Artisan International Growth Equity Fund [MF]Mutual Funds | None | $1 - $200 | Capital Gains, Dividends | 2019 | |
- TimesSquare SMID CAP Growth [MF]Mutual Funds | None | $201 - $1,000 | Dividends, Interest | 2019 | |
- Rothschild SMID CAP Value [MF]Mutual Funds | None | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
- Condominium for Rent [RP]Real Property | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2018 | |
- Wells Fargo PMA Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2018 | |
- Condominium for Rent [RP]Real Property | $100,001 - $250,000 | $2,501 - $5,000 | Rent | 2018 | |
- Wells Fargo Account for Brennan Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
- Wells Fargo Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
- US Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
- The Growth Fund of America-529A [5P]529 Prepaid Tuition Plan | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- HSBC Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
- Invesco Stable Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- Kinecta Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
- Kinecta Account for Brenna Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
- Nationwide Core Plus Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- PIMCO Diversified Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- PIMCO Investment Grade Credit [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- 3159 / Equity Index Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- American High-Income Trust-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
- Capital World Growth & Income [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- Capital World Growth and Income-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
- Eagle Large Cap Value Equity [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- Hewitt Money Market [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
- The Growth Fund of America [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- The Income Fund of America-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- TimesSquare SMID CAP Growth [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends, Interest | 2018 | |
- U.S. Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- UBS Target Retirement 2030 [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- Vanguard Target Retirement 2030 [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
- Washington Mutual Investors Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- 3148/Large Cap Growth Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- Rothschild SMID CAP Value [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
- SSGA Large Cap Equity [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- SSGA S&P 500 Index Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
- Pudential Core Plus Bond Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- Allianz NFJ Dividend Value Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- UBS International Sustainable Equity [MF]Mutual Funds | $1 - $1,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
- Mondrian International Value [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- PACE Global Fixed Income Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- PIMCO All Asset Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- Artisan International Growth Equity Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- Vanguard Target Retirement 2040 [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2018 | |
- Condominium for Rent [RP]Real Property | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2017 | |
- Condominium for Rent [RP]Real Property | $100,001 - $250,000 | $2,501 - $5,000 | Rent | 2017 | |
- Wells Fargo PMA Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2017 | |
- Wells Fargo Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- Wells Fargo Account for Brennan Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- US Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- Hewitt Money Market [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
- Invesco Stable Value Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- Kinecta Account for Austin Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- Kinecta Account for Brenna Lieu [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- Nationwide Core Plus Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- PIMCO Investment Grade Corporate [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- 3159 / Equity Index Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- American High-Income Trust-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- Capital World Growth & Income [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- Capital World Growth and Income-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- Eagle Large Cap Value Equity [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- SSGA S&P 500 Index Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- The Growth Fund of America [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- The Growth Fund of America-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- The Income Fund of America-529A [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- TimesSquare SMID CAP Growth [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2017 | |
- U.S. Government Securities Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- UBS Target Retirement 2030 [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- Vanguard Target Retirement 2030 [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- Washington Mutual Investors Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- PIMCO Diversified Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- 3148/Large Cap Growth Fund - A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- Rothschild SMID CAP Value [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- SSGA Large Cap Growth [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- PIMCO All Asset Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- Artisan International Growth Equity Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- Vanguard Target Retirement 2040 [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- Pudential Core Plus Bond Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- Allianz NFJ Dividend Value Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- UBS International Sustainable Equity [MF]Mutual Funds | $1 - $1,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- Mondrian International Value [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- UBS Total Return [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- PACE Global Fixed Income Fund [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
- Condominium for Rent | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2016 | |
- Condominium for Rent | $100,001 - $250,000 | $2,501 - $5,000 | Rent | 2016 | |
- Wells Fargo PMA Bank Accounts | $100,001 - $250,000 | $1 - $200 | Interest | 2016 | |
- Wells Fargo Account for Austin Lieu | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
- Wells Fargo Account for Brennan Lieu | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
- US Bank Account | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
- Kinecta Account for Austin Lieu | $15,001 - $50,000 | $1 - $200 | Dividends | 2016 | |
- Kinecta Account for Brenna Lieu | $15,001 - $50,000 | $1 - $200 | Dividends | 2016 | |
- UBS SMID CAP Value | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- UBS Stable Value | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- UBS Target Retirement 2030 | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- American High-Income Trust-529A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- Capital World Growth & Income | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- Capital World Growth and Income-529A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- 3159 / Equity Index Fund - A | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- 3148/Large Cap Growth Fund - A | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- U.S. Government Securities Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- Washington Mutual Investors Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- Nationwide High Yield Bond Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- Vanguard Target Retirement 2035 | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- PIMCO Convertible Fund Institutional | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- PIMCO Diversified Income Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- PIMCO Investment Grade Corporate | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- The Growth Fund of America | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- The Growth Fund of America-529A | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- The Income Fund of America-529A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- UBS S&P 500 Index | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- UBS SMID CAP Growth | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2016 | |
- UBS Target Retirement 2040 | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- Vanguard Prime Money Mkt | $1 - $1,000 | 2016 | |||
- Allianz NFJ Dividend Value Fund | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- PACE International Fixed Income Fund | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- UBS All Asset | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- UBS Core Plus Bond Fund | $1 - $1,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- UBS Global Sustainable Equity | $1 - $1,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
- UBS International Growth | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- UBS International Value | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- UBS Large Cap Growth | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- UBS Large Cap Value | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- UBS Total Return | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
- Home in Torrance | $500,001 - $1,000,000 | 2015 | |||
- Condominium for Rent | $100,001 - $250,000 | $2,501 - $5,000 | Rent | 2015 | |
- Wells Fargo PMA Bank Accounts | $100,001 - $250,000 | $1 - $200 | Interest | 2015 | |
- Kinecta Account for Brenna Lieu | $50,001 - $100,000 | $1 - $200 | Dividends | 2015 | |
- Kinecta Account for Austin Lieu | $15,001 - $50,000 | $1 - $200 | Dividends | 2015 | |
- Wells Fargo Account for Austin Lieu | $15,001 - $50,000 | $1 - $200 | Interest | 2015 | |
- US Bank Account | $15,001 - $50,000 | $1 - $200 | Interest | 2015 | |
- Wells Fargo Account for Brennan Lieu | $15,001 - $50,000 | $201 - $1,000 | Interest | 2015 | |
- PIMCO Diversified Income Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- PIMCO Investment Grade Corporate | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- The Growth Fund of America | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- The Growth Fund of America-529A | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- The Income Fund of America-529A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- U.S. Government Securities Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- American High-Income Trust-529A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- Capital World Growth and Income-529A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- UBS S&P 500 Index | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- UBS SMID CAP Value | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- UBS SMID CAP Growth | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2015 | |
- UBS Stable Value | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- UBS Target Retirement 2030 | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- Nationwide High Yield Bond Fund | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- 3159 / Equity Index Fund - A | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- Vanguard Target Retirement 2035 | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- PIMCO Convertible Fund Institutional | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- 3148/Large Cap Growth Fund - A | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- UBS All Asset | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- Allianz NFJ Dividend Value Fund | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- PACE International Fixed Income Fund | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- UBS Core Plus Bond Fund | $1 - $1,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- UBS Global Sustainable Equity | $1 - $1,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- UBS International Growth | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- UBS International Value | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- UBS Large Cap Growth | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- UBS Large Cap Value | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- UBS Target Retirement 2040 | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- UBS Total Return | $1 - $1,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
- Vanguard Prime Money Mkt | $1 - $1,000 | 2015 |
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