—
Net Worth Est.
$13.65MTrade volume
$0Total trades
-----Last Traded
----Real Property
$9.75M
Mutual Funds
$2.65M
Exchange Traded Funds (ETF)
$886.51K
Bank Accounts, Money Market Accounts and CDs
$188.5K
Stocks
$175K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Rental Property P Street, Sacramento, CA [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Rental Property P Street, Sacramento, CA [RP]Real Property | $1,000,001 - $5,000,000 | JT | $50,001 - $100,000 | Rent | 2023 |
- Rental Property U Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2023 |
- Rental Property V Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2023 |
- Rental Property U Street, Sacramento CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2023 |
- Rental Property 32nd Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2023 |
- Rental Property 36th Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2023 |
- Rental Property 39th Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2023 |
- Rental Property 43rd Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2023 |
- Rental Property 4th St DC [RP]Real Property | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Rent | 2023 |
- Rental Property Broadway, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2023 |
- Schwab Value Advantage [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Interest | 2023 |
- VANGUARD CA INTERM-TERM TRE [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
- American Century CA [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
- TPMG Moderate Account 1 [MF]Mutual Funds | $250,001 - $500,000 | SP | 2023 | ||
- TPMG Conservative [MF]Mutual Funds | $250,001 - $500,000 | SP | 2023 | ||
DIS Walt Disney Company (DIS) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Schwab Fixed Income Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2023 |
- iShares Core S&P Small Cap ETF-Account 1 [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2023 | |
- TPMG Mod- Account 2 [MF]Mutual Funds | $100,001 - $250,000 | SP | 2023 | ||
- Schwab Muni Money Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Sector SPDR Tech Select [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Sector SPDR Financial [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
VEU Vanguard FTSE All World Ex US ETF (VEU) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2023 |
- iShares MSCI Growth [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Oppenheimer Global S [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Invesco MSCI EAFI Small [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- iShares 500 S&P Growth [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Schwab Fundamental INL [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
- Schwab International [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Wells Fargo Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2023 |
- Energy Select Sector SPDR [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- FIDELITY MSCI COMM SRV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Invesco FTSE RAFI US [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Invesco Variable Rate [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Wells Fargo Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2023 |
- iShares Nasdaq Biotechnology [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2023 |
- iShares TR MSCI EAFE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- PGIM HIGH YIELD Z [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- REAL ESTATE SELECT SCTR [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
- Schwab Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Schwab Government Money Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Interest | 2023 |
- SPDR Bloomberg Emerging MRKT [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Vanguard High Yeild Corp [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- WASATCH ULTRA GROWTH INS [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Elk Grove Commerce Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- Ishares Global Clean [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
- Vanguard Health Care [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
- ABERDEEN STNDRD PHYSCL [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $50,001 - $100,000 | Capital Gains, Dividends | 2023 |
- Sector SPDR Industrial Select [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
- Schwab US Dividend [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Golden One Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- Ishares ESG AWARE MSCI [MF]Mutual Funds | None | JT | $15,001 - $50,000 | Dividends | 2023 |
- INVESCO DEVELOPING MARKE [MF]Mutual Funds | None | JT | $15,001 - $50,000 | Dividends | 2023 |
- Promissory Note Colonial Mutual [DO]Debts Owed to the Filer | None | JT | $100,001 - $1,000,000 | Interest, Loan Paid Off | 2023 |
- Vanguard SHRT-Term INFL [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Dividends | 2023 |
- Rental Property P Street, Sacramento, CA [RP]Real Property | $1,000,001 - $5,000,000 | JT | $50,001 - $100,000 | Rent | 2022 |
- Rental Property V Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2022 |
- Rental Property 36th Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2022 |
- Rental Property 39th Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2022 |
- Rental Property 43rd Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2022 |
- Rental Property 4th St DC [RP]Real Property | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Rent | 2022 |
- Rental Property Broadway, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2022 |
- Rental Property 32nd Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2022 |
- Rental Property U Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2022 |
- Rental Property U Street, Sacramento CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2022 |
- TPMG Moderate Account 1 [MF]Mutual Funds | $250,001 - $500,000 | SP | 2022 | ||
- TPMG Conservative [MF]Mutual Funds | $250,001 - $500,000 | SP | 2022 | ||
- American Century CA [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
- VANGUARD CA INTERM-TERM TRE [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
- Promissory Note Colonial Mutual [DO]Debts Owed to the Filer | $250,001 - $500,000 | JT | $15,001 - $50,000 | Interest | 2022 |
- Schwab Muni Money Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Dividends | 2022 |
DIS Walt Disney Company (DIS) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- Schwab Fixed Income Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2022 |
- Schwab Value Advantage [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2022 |
- iShares Core S&P Small Cap ETF-Account 1 [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2022 | |
- TPMG Mod- Account 2 [MF]Mutual Funds | $100,001 - $250,000 | SP | 2022 | ||
- iShares MSCI Growth [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Energy Select Sector SPDR [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- Invesco MSCI EAFI Small [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- iShares 500 S&P Growth [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2022 |
- Oppenheimer Global S [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- REAL ESTATE SELECT SCTR [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
- ABERDEEN STNDRD PHYSCL [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- Vanguard SHRT-Term INFL [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- iShares TR MSCI EAFE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- iShares Nasdaq Biotechnology [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2022 |
- Ishares ESG AWARE MSCI [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Sector SPDR Financial [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- Sector SPDR Tech Select [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- SPDR Bloomberg Emerging MRKT [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Invesco Variable Rate [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- INVESCO DEVELOPING MARKE [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Vanguard High Yeild Corp [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- Wells Fargo Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2022 |
- WASATCH ULTRA GROWTH INS [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Wells Fargo Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2022 |
- FIDELITY MSCI COMM SRV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- PGIM HIGH YIELD Z [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Schwab International [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- Ishares Global Clean [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Schwab Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Schwab Fundamental INL [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
- Schwab Government Money Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2022 |
- Golden One Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2022 |
- Invesco FTSE RAFI US [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- Vanguard Health Care [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- Sector SPDR Industrial Select [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- Elk Grove Commerce Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2022 |
- Schwab US Dividend [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
- WCM INTERNATIONAL SMALL [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Dividends | 2022 |
- Vanguard Interm-Term Tre [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Dividends | 2022 |
- Safe Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | None | JT | 2022 | ||
- Ishares MSCI Emerging Markets [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2022 |
- Morgan Stanley Intl [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Dividends | 2022 |
- Goldman Sachs High Yield [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2022 |
- Vanguard GLBL EX US [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2022 |
- Rental Property P Street, Sacramento, CA [RP]Real Property | $1,000,001 - $5,000,000 | JT | $50,001 - $100,000 | Rent | 2021 |
- Rental Property 36th Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2021 |
- Rental Property 32nd Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2021 |
- Rental Property 43rd Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2021 |
- Rental Property U Street, Sacramento CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2021 |
- Rental Property Broadway, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2021 |
- Rental Property 4th St DC [RP]Real Property | $500,001 - $1,000,000 | JT | Rent | 2021 | |
- Rental Property 39th Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2021 |
- Rental Property V Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2021 |
- Rental Property U Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2021 |
- American Century CA [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2021 |
- Promissory Note Colonial Mutual [DO]Debts Owed to the Filer | $250,001 - $500,000 | JT | $15,001 - $50,000 | Interest | 2021 |
- TPMG Moderate Account 1 [MF]Mutual Funds | $250,001 - $500,000 | SP | 2021 | ||
- TPMG Conservative [MF]Mutual Funds | $250,001 - $500,000 | SP | 2021 | ||
DIS Walt Disney Company (DIS) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Goldman Sachs High Yield [MF]Mutual Funds | $100,001 - $250,000 | JT | $201 - $1,000 | Dividends | 2021 |
- iShares 500 S&P Growth [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2021 |
- iShares Core S&P Small Cap ETF-Account 1 [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2021 | |
- Schwab Fixed Income Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2021 |
- Schwab Muni Money Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Dividends | 2021 |
- TPMG Mod- Account 2 [MF]Mutual Funds | $100,001 - $250,000 | SP | 2021 | ||
- VANGUARD CA INTERM-TERM TRE [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2021 |
- Vanguard Interm-Term Tre [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- REAL ESTATE SELECT SCTR [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Schwab Value Advantage [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2021 |
- Morgan Stanley Intl [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2021 |
- Oppenheimer Global S [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- WCM INTERNATIONAL SMALL [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2021 |
- SPDR Bloomberg Emerging MRKT [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Invesco MSCI EAFI Small [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- ABERDEEN STNDRD PHYSCL [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- iShares MSCI Growth [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2021 |
- INVESCO DEVELOPING MARKE [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2021 |
- SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- FIDELITY MSCI COMM SRV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Wells Fargo Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2021 |
- iShares TR MSCI EAFE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- iShares Nasdaq Biotechnology [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2021 |
- Ishares MSCI Emerging Markets [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2021 |
- Invesco Variable Rate [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Invesco FTSE RAFI US [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2021 |
- Schwab Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Schwab Government Money Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2021 |
- Wells Fargo Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2021 |
- Sector SPDR Financial [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $5,001 - $15,000 | Dividends | 2021 |
- Sector SPDR Tech Select [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $50,001 - $100,000 | Dividends | 2021 |
- Vanguard GLBL EX US [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Vanguard High Yeild Corp [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- WASATCH ULTRA GROWTH INS [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- PGIM HIGH YIELD Z [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Elk Grove Commerce Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2021 |
- Golden One Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2021 |
- Sector SPDR Industrial Select [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
- Vanguard Health Care [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
- Safe Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2021 |
- Kraneshares CSI China [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- T Rowe Price Overseas [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Dividends | 2021 |
- VANGUARD LONG-TERM TREAS [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Dividends | 2021 |
- Schwab Treasury Inflation Protected Sec Index [MF]Mutual Funds | None | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- Rental Property P Street, Sacramento, CA [RP]Real Property | $1,000,001 - $5,000,000 | JT | $50,001 - $100,000 | Rent | 2020 |
- Rental Property 4th St DC [RP]Real Property | $500,001 - $1,000,000 | JT | Rent | 2020 | |
- Rental Property U Street, Sacramento CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2020 |
- Rental Property Broadway, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2020 |
- Rental Property 43rd Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2020 |
- Rental Property 39th Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2020 |
- Rental Property 36th Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2020 |
- Rental Property V Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2020 |
- TPMG Conservative [MF]Mutual Funds | $250,001 - $500,000 | SP | 2020 | ||
- Rental Property 32nd Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2020 |
- Rental Property U Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2020 |
- Promissory Note Colonial Mutual [DO]Debts Owed to the Filer | $250,001 - $500,000 | JT | $15,001 - $50,000 | Interest | 2020 |
- TPMG Moderate Account 1 [MF]Mutual Funds | $250,001 - $500,000 | SP | 2020 | ||
- American Century CA [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2020 |
- ABERDEEN STNDRD PHYSCL [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- iShares Core S&P-Account 1 [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2020 | |
- VANGUARD INTERM-TERM TRE [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2020 |
- iShares S&P Growth [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2020 |
- TPMG Mod- Account 2 [MF]Mutual Funds | $100,001 - $250,000 | SP | 2020 | ||
DIS Walt Disney Company (DIS) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- Schwab Fixed Income Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | $2,501 - $5,000 | Dividends | 2020 |
- Invesco MSCI EAFI Small [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- iShares MSCI Growth [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2020 |
- Oppenheimer Global S [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- REAL ESTATE SELECT SCTR [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- Schwab Muni Money Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2020 |
- Schwab Treasury [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- Schwab Value Advantage [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2020 |
- WCM INTERNATIONAL SMALL [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2020 |
- VANGUARD LONG-TERM TREAS [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- Morgan Stanley Intl [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2020 |
- INVESCO DEVELOPING MARKE [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2020 |
- Sector SPDR Tech Select [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $15,001 - $50,000 | Dividends | 2020 |
- iShares TR MSCI EAFE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- iShares Nasdaq Biotechnology [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2020 |
- Invesco Variable Rate [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- FIDELITY MSCI COMM SRV [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- Schwab Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- Schwab Money Market Funds [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2020 |
- Vanguard High Yeild Corp [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- Sector SPDR Financial [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $5,001 - $15,000 | Dividends | 2020 |
- SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- T Rowe Price Overseas [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- Kraneshares CSI China [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2020 |
- PGIM HIGH YIELD Z [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- WASATCH ULTRA GROWTH INS [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- Wells Fargo Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2020 |
- Wells Fargo Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2020 |
- Invesco FTSE RAFI US [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
- Sector SPDR Industrial Select [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
- Vanguard Health Care [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
- Elk Grove Commerce Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
- Safe Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
- Golden One Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
- iShares Core S&P- Account 3 [EF]Exchange Traded Funds (ETF) | None | JT | $15,001 - $50,000 | Dividends | 2020 |
- Goldman Sachs High Yield [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2020 |
- Invesco Optimum Yeild [EF]Exchange Traded Funds (ETF) | None | JT | $1 - $200 | Dividends | 2020 |
- Invesco International [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2020 |
- FMI Intl Fund [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Dividends | 2020 |
- Vanguard GLBL EX US [MF]Mutual Funds | None | JT | $5,001 - $15,000 | Dividends | 2020 |
- Schwab Fundamental INL [EF]Exchange Traded Funds (ETF) | None | JT | $201 - $1,000 | Dividends | 2020 |
- Schwab Fundamental Intl [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2020 |
- Ashmore Emerging MKTS Short [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2020 |
- Vaneck Vietnam Vectors [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2020 |
- India Fund [BA]Bank Accounts, Money Market Accounts and CDs | None | JT | $1 - $200 | Dividends | 2020 |
- Vanguard Real Estate [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2020 |
- Sector SPDR Materials Fund [EF]Exchange Traded Funds (ETF) | None | JT | $2,501 - $5,000 | Dividends | 2020 |
- Vangard FTSE Emerging [EF]Exchange Traded Funds (ETF) | None | JT | $1 - $200 | Dividends | 2020 |
- Vanguard Energy Fund [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2020 |
- Oppenheimer Developing [MF]Mutual Funds | None | JT | $5,001 - $15,000 | Dividends | 2020 |
- SPDR Fund Consumer [MF]Mutual Funds | None | JT | $5,001 - $15,000 | Dividends | 2020 |
- Ishares MSCI Emerging Markets [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Dividends | 2020 |
- iShares Core S&P-Account 2 [EF]Exchange Traded Funds (ETF) | None | JT | $5,001 - $15,000 | Dividends | 2020 |
- Rental Property P Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $50,001 - $100,000 | Rent | 2019 |
- Promissory Note Colonial Mutual [DO]Debts Owed to the Filer | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Interest | 2019 |
- Rental Property 36th Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- Rental Property 32nd Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- TPMG Moderate Account 1 [MF]Mutual Funds | $250,001 - $500,000 | SP | 2019 | ||
- Rental Property V Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- Rental Property U Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- Rental Property 43rd Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- Rental Property 39th Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- Rental Property U Street, Sacramento CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- Rental Property Broadway, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- American Century CA [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
- Rental Property # 2 39th Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- TPMG Conservative [MF]Mutual Funds | $250,001 - $500,000 | SP | 2019 | ||
- Goldman Sachs High Yield [MF]Mutual Funds | $100,001 - $250,000 | JT | $1 - $200 | Dividends | 2019 |
- TPMG Mod- Account 2 [MF]Mutual Funds | $100,001 - $250,000 | SP | 2019 | ||
- Invesco Optimum Yeild [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- iShares Core S&P-Account 1 [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2019 | |
- iShares S&P Growth [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
- Fixed Income Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | 2019 | ||
- iShares Core S&P- Account 3 [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Ishares MSCI Emerging Markets [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
- iShares MSCI Growth [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2019 |
- iShares TR MSCI EAFE [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Morgan Stanley Intl [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
- Oppenheimer Developing [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2019 |
- Oppenheimer Global S [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Schwab Fundamental Intl [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Schwab Money Market Funds [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2019 |
- Schwab Muni Money Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2019 |
- Sector SPDR Financial [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Sector SPDR Tech Select [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2019 |
- T Rowe Price Overseas [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
- Wells Fargo Checking [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Dividends, Interest | 2019 |
DIS Walt Disney Company (DIS) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Vanguard Real Estate [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2019 |
- Vangard FTSE Emerging [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2019 |
- Schwab Value Advantage [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Interest | 2019 |
- Schwab Treasury [MF]Mutual Funds | $15,001 - $50,000 | JT | Dividends | 2019 | |
- Invesco MSCI EAFI Small [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
- Schwab Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
- Schwab Fundamental INL [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- FMI Intl Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Kraneshares CSI China [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2019 |
- Ashmore Emerging MKTS Short [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
- SPDR Fund Consumer [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
- SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
- iShares Nasdaq Biotechnology [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2019 |
- iShares Core S&P-Account 2 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2019 |
- Invesco Variable Rate [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Vanguard Energy Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Vanguard GLBL EX US [MF]Mutual Funds | $15,001 - $50,000 | JT | $5,001 - $15,000 | Dividends | 2019 |
- Vanguard High Yeild Corp [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Invesco International [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2019 |
- Golden One Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- Vanguard Health Care [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Invesco FTSE RAFI US [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Elk Grove Commerce Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- Vaneck Vietnam Vectors [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- India Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2019 |
- Wells Fargo Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- Sector SPDR Industrial Select [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Safe Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- Sector SPDR Materials Fund [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2019 |
- Guggenheim ETF [EF]Exchange Traded Funds (ETF) | None | JT | $201 - $1,000 | Dividends | 2019 |
- Metropolis Investment Total [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2019 |
- Oppenheimer S [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2019 |
- SPDR S&P Regional Banking [EF]Exchange Traded Funds (ETF) | None | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2019 |
- Powershares Variable [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2019 |
- Oakmark International Fund Class [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- Scout International Fund- Account 2 [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2019 |
- Scout International Fund-Account 1 [EF]Exchange Traded Funds (ETF) | None | JT | 2019 | ||
- Scout Small Cap [MF]Mutual Funds | None | $1 - $200 | Dividends | 2019 | |
- Invesco Convertable [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- Harding Loevner Emerging [MF]Mutual Funds | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2019 |
- Guggenheim ETF- Account 1 [EF]Exchange Traded Funds (ETF) | None | $1,001 - $2,500 | Capital Gains, Dividends | 2019 | |
- Rental Property P Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $50,001 - $100,000 | Rent | 2018 |
- Promissory Note Colonial Mutual [DO]Debts Owed to the Filer | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Interest | 2018 |
- Rental Property 43rd Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2018 |
- American Century CA [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2018 |
- TPMG Conservative [MF]Mutual Funds | $250,001 - $500,000 | SP | 2018 | ||
- Rental Property V Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2018 |
- Rental Property U Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2018 |
- Rental Property U Street, Sacramento CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2018 |
- Rental Property # 2 39th Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $5,001 - $15,000 | Rent | 2018 |
- Rental Property 32nd Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2018 |
- Rental Property Broadway, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2018 |
- TPMG Moderate Account 1 [MF]Mutual Funds | $250,001 - $500,000 | SP | 2018 | ||
- Rental Property 39th Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2018 |
- Rental Property 36th Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2018 |
- iShares S&P Growth [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- Fixed Income Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | 2018 | ||
- iShares Core S&P-Account 1 [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $1,001 - $2,500 | Dividends | 2018 | |
- TPMG Mod- Account 2 [MF]Mutual Funds | $100,001 - $250,000 | SP | 2018 | ||
- Schwab Value Advantage [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $201 - $1,000 | Interest | 2018 |
- Goldman Sachs High Yield [MF]Mutual Funds | $100,001 - $250,000 | JT | $1 - $200 | Dividends | 2018 |
- Invesco Optimum Yeild [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Guggenheim ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- Guggenheim ETF- Account 1 [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2018 | |
- iShares Core S&P- Account 3 [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- Schwab Fundamental Intl [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- Schwab Muni Money Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Sector SPDR Tech Select [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Oakmark International Fund Class [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Oppenheimer Developing [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2018 |
DIS Walt Disney Company (DIS) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- Vangard FTSE Emerging [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2018 |
- Wells Fargo Checking [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Dividends, Interest | 2018 |
- Ishares MSCI Emerging Markets [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2018 |
- FMI Intl Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- Ashmore Emerging MKTS Short [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Sector SPDR Industrial Select [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2018 |
- Scout Small Cap [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2018 | |
- Scout International Fund- Account 2 [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2018 |
- Schwab Money Market Funds [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2018 |
- Schwab Fundamental INL [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- Invesco Convertable [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Schwab Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Schwab Treasury [MF]Mutual Funds | $15,001 - $50,000 | JT | Dividends | 2018 | |
- iShares MSCI Growth [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Kraneshares CSI China [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2018 |
- Powershares Variable [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Vanguard GLBL EX US [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Vanguard High Yeild Corp [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- Oppenheimer S [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2018 |
- iShares Core S&P-Account 2 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2018 |
- iShares TR MSCI EAFE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- SPDR S&P Regional Banking [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2018 |
- Scout International Fund-Account 1 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | 2018 | ||
- Sector SPDR Financial [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- iShares Nasdaq Biotechnology [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2018 |
- Metropolis Investment Total [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Vanguard Energy Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Elk Grove Commerce Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
- Safe Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
- Harding Loevner Emerging [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2018 |
- India Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Vanguard Health Care [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2018 |
- Wells Fargo Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
- Golden One Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
- Sector SPDR Materials Fund [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Vaneck Vietnam Vectors [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2018 |
- Oppenheimer Global S [MF]Mutual Funds | $1 - $1,000 | JT | $1 - $200 | Dividends | 2018 |
- Fidelity New MKTS Income [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2018 |
- Vanguard Inflation [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2018 |
- iShares MSCI Japan [EF]Exchange Traded Funds (ETF) | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Vanguard CA Inter Term- Account 2 [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Dividends | 2018 |
- Baird Core Plus Bond [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Vangard CA Inter Term- Account 1 [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Dividends | 2018 |
- Vanguard Interm Term Tax [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2018 |
- T Rowe Price Global [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2018 |
- Promissory Note Colonial Mutual [DO]Debts Owed to the Filer | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Interest | 2017 |
- Rental Property P Street, Sacramento, CA [RP]Real Property | $500,001 - $1,000,000 | JT | $50,001 - $100,000 | Rent | 2017 |
- TPMG Moderate Account 1 [MF]Mutual Funds | $250,001 - $500,000 | SP | 2017 | ||
- Rental Property 43rd Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2017 |
- Rental Property V Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2017 |
- TPMG Conservative [MF]Mutual Funds | $250,001 - $500,000 | SP | 2017 | ||
- Rental Property Broadway, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2017 |
- Rental Property 39th Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2017 |
- Rental Property 36th Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2017 |
- Rental Property 32nd Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2017 |
- Remtal Property U Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2017 |
- Rental Property # 2 39th Street, Sacramento, CA [RP]Real Property | $250,001 - $500,000 | JT | $5,001 - $15,000 | Rent | 2017 |
- Rental Property U Street, Sacramento CA [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2017 |
- iShares Core S&P-Account 1 [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $1 - $200 | Dividends | 2017 | |
- Fixed Income Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | 2017 | ||
- BGI US Equity-Account 2 [MF]Mutual Funds | $100,001 - $250,000 | SP | 2017 | ||
- iShares S&P Growth [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- TPMG Mod- Account 2 [MF]Mutual Funds | $100,001 - $250,000 | SP | 2017 | ||
- Vangard CA Inter Term [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- Vanguard CA Inter Term [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2017 |
- Schwab Muni Money Fund [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Schwab Fundamental Intl [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- Capital Guardian- Account 2 [MF]Mutual Funds | $50,001 - $100,000 | SP | 2017 | ||
- Capital Guardian- Account 1 [MF]Mutual Funds | $50,001 - $100,000 | SP | 2017 | ||
- BGI US Equity Account 1 [MF]Mutual Funds | $50,001 - $100,000 | SP | 2017 | ||
- Fidelity New MKTS Income [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- FMI Intl Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- Vangard FTSE Emerging [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2017 |
- Ishares MSCI Emerging Markets [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- SPDR S&P Regional Banking [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- Guggenheim ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- iShares Core S&P- Account 3 [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- Sector SPDR Tech Select [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Wells Fargo Checking [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Dividends, Interest | 2017 |
DIS Walt Disney Company (DIS) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- Guggenheim ETF- Account 1 [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Oppenheimer S [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2017 |
- Vanguard Energy Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Baird Core Plus Bond [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- Oppenheimer Developing [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2017 |
- Schwab Money Market Funds [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2017 |
- Invesco Convertable [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- iShares Core S&P-Account 2 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2017 |
- iShares MSCI Growth [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2017 |
- iShares TR MSCI EAFE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Metropolis Investment Total [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Oakmark International Fund Class [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Schwab Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Schwab Fundamental Intl [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Scout International Fund- Account 2 [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2017 |
- Scout International Fund-Account 1 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | 2017 | ||
- Scout Small Cap [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- Sector SPDR Financial [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Sector SPDR Industrial Select [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- T Rowe Price Global [RE]Real Estate | $15,001 - $50,000 | $1 - $200 | Dividends | 2017 | |
- Vanguard GLBL EX US [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Vanguard High Yeild Corp [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- Vanguard Inflation [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Vanguard Interm Term Tax [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Powershares Variable [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Elk Grove Commerce Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- Sector SPDR Materials Fund [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2017 |
- iShares MSCI Japan [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2017 |
- India Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2017 |
- Safe Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- Harding Loevner Emerging [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2017 |
- Vanguard Health Care [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2017 |
- Wells Fargo Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- Vaneck Vietnam Vectors [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2017 |
- Golden One Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2017 |
- Oppenheimer Global S [MF]Mutual Funds | $1 - $1,000 | JT | $1 - $200 | Dividends | 2017 |
- iShares MSCI CDA [EF]Exchange Traded Funds (ETF) | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- EG Shares [EF]Exchange Traded Funds (ETF) | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- UBS Global Asset [MF]Mutual Funds | None | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- American Cent Inter [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- amg yacktman focus [MF]Mutual Funds | None | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- Sector SPDR Energy Select [EF]Exchange Traded Funds (ETF) | None | $2,501 - $5,000 | Capital Gains, Dividends | 2017 | |
- SPDR S&P International Dividend [EF]Exchange Traded Funds (ETF) | None | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- Janus Balanced Fund [EF]Exchange Traded Funds (ETF) | None | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- First Trust Morningstar Dividend [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- Schwab 529 Plan [MF]Mutual Funds | None | JT | 2017 | ||
- iShares Nasdaq Biotechnology [EF]Exchange Traded Funds (ETF) | None | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- iShares SPDR Industrial Select [EF]Exchange Traded Funds (ETF) | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- Parnassus Core Equity [MF]Mutual Funds | None | $5,001 - $15,000 | Capital Gains | 2017 | |
- iShares S&P Value [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Capital Gains | 2017 |
- Parnassus Core Equity Fund [MF]Mutual Funds | None | JT | $15,001 - $50,000 | Capital Gains | 2017 |
- Pimco Total Return [MF]Mutual Funds | None | JT | $1 - $200 | Capital Gains, Dividends | 2017 |
- Promissory Note Colonial Mutual | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Interest | 2016 |
- 2717 P Street, Sacramento, CA | $500,001 - $1,000,000 | JT | $50,001 - $100,000 | Rent | 2016 |
- 4640 U Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2016 |
- 5924 U Street, Sacramento CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2016 |
- 2231 36th Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2016 |
- 2101 39th Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2016 |
- 1524 32nd Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2016 |
- TPMG Moderate Account 1 | $250,001 - $500,000 | SP | 2016 | ||
- TPMG Conservative | $250,001 - $500,000 | SP | 2016 | ||
- 6211 Broadway, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2016 |
- 4601 V Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2016 |
- UBS Global Asset | $100,001 - $250,000 | SP | 2016 | ||
- Vangard CA Inter Term | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
- BGI US Equity-Account 2 | $100,001 - $250,000 | SP | 2016 | ||
- Fixed Income Fund | $100,001 - $250,000 | SP | 2016 | ||
- TPMG Mod- Account 2 | $100,001 - $250,000 | SP | 2016 | ||
- 2536 39th Street, Sacramento, CA | $100,001 - $250,000 | JT | $5,001 - $15,000 | Rent | 2016 |
- 2642 43rd Street, Sacramento, CA | $100,001 - $250,000 | JT | $15,001 - $50,000 | Rent | 2016 |
- Wells Fargo Checking | $50,001 - $100,000 | JT | $1 - $200 | Dividends, Interest | 2016 |
- Guggenheim ETF | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2016 |
- Schwab 529 Plan | $50,001 - $100,000 | JT | 2016 | ||
- iShares Core S&P- Account 3 | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
- Schwab Fundamental Intl | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
- Schwab Muni Money Fund | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2016 |
- SPDR S&P Regional Banking | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2016 |
DIS Walt Disney Company (DIS) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
- Guggenheim ETF- Account 1 | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2016 | |
- BGI US Equity Account 1 | $50,001 - $100,000 | SP | 2016 | ||
- amg yacktman focus | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2016 |
- Capital Guardian- Account 1 | $50,001 - $100,000 | SP | 2016 | ||
- Capital Guardian- Account 2 | $50,001 - $100,000 | SP | 2016 | ||
- iShares S&P Growth | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
- Janus Balanced Fund | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Parnassus Core Equity Fund | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2016 |
- Vangard FTSE Emerging | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2016 |
- Invesco Convertable | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Parnassus Core Equity | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Sector SPDR Financial | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Sector SPDR Industrial Select | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Sector SPDR Tech Select | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2016 |
- T Rowe Price Global | $15,001 - $50,000 | $1 - $200 | Dividends | 2016 | |
- iShares MSCI Growth | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2016 |
- Ishares MSCI Emerging Markets | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- First Trust Morningstar Dividend | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2016 |
- iShares TR MSCI EAFE | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Metropolis Investment Total | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Oakmark International Fund Class | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Oppenheimer Developing | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2016 |
- Oppenheimer S | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2016 |
- Powershares Variabke | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
- iShares Nasdaq Biotechnology | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2016 |
- Schwab Checking | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Baird Core Plus Bond | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2016 |
- Schwab Money Market Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2016 |
- American Cent Inter | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2016 |
- Scout International Fund- Account 2 | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2016 |
- Scout International Fund-Account 1 | $15,001 - $50,000 | JT | 2016 | ||
- Scout Small Cap | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
- Sector SPDR Energy Select | $15,001 - $50,000 | $1 - $200 | Dividends | 2016 | |
- iShares Core S&P-Account 1 | $15,001 - $50,000 | $1 - $200 | Dividends | 2016 | |
- iShares Core S&P-Account 2 | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2016 |
- iShares MSCI CDA | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2016 |
- Sector SPDR Materials Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2016 |
- iShares SPDR Industrial Select | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2016 |
- EG Shares | $1,001 - $15,000 | JT | 2016 | ||
- Golden One Credit Union | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
- Harding Loevner Emerging | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2016 |
- India Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2016 |
- Wells Fargo Savings | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
- iShares MSCI Japan | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2016 |
- Elk Grove Commerce Bank | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
- SPDR S&P International Dividend | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2016 |
- iShares S&P 500 Value | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2016 |
- Safe Credit Union | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2016 |
- Pimco Total Return | $1 - $1,000 | JT | $1 - $200 | Dividends | 2016 |
- Oppenheimer Global S | $1 - $1,000 | JT | $1 - $200 | Dividends | 2016 |
- 6337 Rampart, Sacramento, cA | None | JT | $5,001 - $15,000 | Rent | 2016 |
- 2717 P Street, Sacramento, CA | $500,001 - $1,000,000 | JT | $50,001 - $100,000 | Rent | 2015 |
- Promissory Note Colonial Mutual | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Interest | 2015 |
- 6337 Rampart, Sacramento, cA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2015 |
- 2101 39th Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2015 |
- 2231 36th Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2015 |
- 4601 V Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2015 |
- 1524 32nd Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2015 |
- 4640 U Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2015 |
- 6211 Broadway, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2015 |
- Vangard CA Inter Term | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- 2642 43rd Street, Sacramento, CA | $100,001 - $250,000 | JT | $5,001 - $15,000 | Rent | 2015 |
- TPMG Moderate Account 1 | $100,001 - $250,000 | SP | 2015 | ||
- UBS Global Asset | $100,001 - $250,000 | SP | 2015 | ||
- BGI US Equity-Account 2 | $100,001 - $250,000 | SP | 2015 | ||
- 2536 39th Street, Sacramento, CA | $100,001 - $250,000 | JT | $5,001 - $15,000 | Rent | 2015 |
- Fixed Income Fund | $100,001 - $250,000 | SP | 2015 | ||
- TPMG Conservative | $100,001 - $250,000 | SP | 2015 | ||
- Vangard FTSE Emerging | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2015 |
- Schwab 529 Plan | $50,001 - $100,000 | JT | 2015 | ||
- Janus Balanced Fund | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2015 |
- iShares Core S&P- Account 3 | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- Guggenheim ETF- Account 1 | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2015 | |
- Guggenheim ETF | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2015 |
- Sector SPDR Tech Select | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2015 |
DIS Walt Disney Company (DIS) | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- Parnassus Core Equity Fund | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2015 |
- TPMG Mod- Account 2 | $50,001 - $100,000 | SP | 2015 | ||
- Capital Guardian- Account 2 | $50,001 - $100,000 | SP | 2015 | ||
- Schwab Muni Money Fund | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2015 |
- amg yacktman focus | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2015 |
- iShares S&P Growth | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- Capital Guardian- Account 1 | $50,001 - $100,000 | SP | 2015 | ||
- Schwab Fundamental Intl | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- BGI US Equity Account 1 | $50,001 - $100,000 | SP | 2015 | ||
- Wells Fargo Checking | $50,001 - $100,000 | JT | $1 - $200 | Dividends, Interest | 2015 |
- T Rowe Price Global | $15,001 - $50,000 | $1 - $200 | Dividends | 2015 | |
- First Trust Morningstar Dividend | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2015 |
- American Cent Inter | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- iShares Core S&P-Account 1 | $15,001 - $50,000 | $1 - $200 | Dividends | 2015 | |
- iShares Core S&P-Account 2 | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2015 |
- iShares MSCI CDA | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2015 |
- Ishares MSCI Emerging Markets | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- iShares MSCI Growth | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2015 |
- iShares Nasdaq Biotechnology | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2015 |
- Oppenheimer S | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2015 |
- Parnassus Core Equity | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- Powershares Variabke | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- Schwab Checking | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- Scout International Fund- Account 2 | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2015 |
- Scout International Fund-Account 1 | $15,001 - $50,000 | JT | 2015 | ||
- Scout Small Cap | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
- Sector SPDR Energy Select | $15,001 - $50,000 | $1 - $200 | Dividends | 2015 | |
- Sector SPDR Financial | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- Sector SPDR Industrial Select | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- SPDR S&P Regional Banking | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- Wells Fargo Savings | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2015 |
- iShares TR MSCI EAFE | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- Metropolis Investment Total | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- Oakmark International Fund Class | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- Oppenheimer Developing | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2015 |
- Baird Core Plus Bond | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2015 |
- Invesco Convertable | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2015 |
- Schwab Money Market Funds | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
- iShares SPDR Industrial Select | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2015 |
- Safe Credit Union | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
- Sector SPDR Materials Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2015 |
- Golden One Credit Union | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
- SPDR S&P International Dividend | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2015 |
- iShares MSCI Japan | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2015 |
- Harding Loevner Emerging | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2015 |
- India Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2015 |
- EG Shares | $1,001 - $15,000 | JT | 2015 | ||
- Elk Grove Commerce Bank | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
- iShares S&P 500 Value | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2015 |
- Pimco Total Return | $1 - $1,000 | JT | $1 - $200 | Dividends | 2015 |
- Oppenheimer Global S | $1 - $1,000 | JT | $1 - $200 | Dividends | 2015 |
- Promissory Note Colonial Mutual | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Interest | 2014 |
- 6211 Broadway, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2014 |
- 6337 Rampart, Sacramento, cA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2014 |
- 2101 39th Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2014 |
- 2717 P Street, Sacramento, CA | $250,001 - $500,000 | JT | $50,001 - $100,000 | Rent | 2014 |
- 4640 U Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2014 |
- 2231 36th Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2014 |
- 1524 32nd Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2014 |
- 4601 V Street, Sacramento, CA | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2014 |
- 2642 43rd Street, Sacramento, CA | $100,001 - $250,000 | JT | $5,001 - $15,000 | Rent | 2014 |
- 2536 39th Street, Sacramento, CA | $100,001 - $250,000 | JT | $5,001 - $15,000 | Rent | 2014 |
- BGI US Equity | $100,001 - $250,000 | SP | 2014 | ||
- UBS Global Asset | $100,001 - $250,000 | SP | 2014 | ||
- iShares Core S&P | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- iShares S&P Growth | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Janus Balanced Fund | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Capital Guardian | $50,001 - $100,000 | SP | 2014 | ||
- Guggenheim | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2014 | |
- Sector SPDR Tech Select | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2014 |
- TPMG Conservative | $50,001 - $100,000 | SP | 2014 | ||
- TPMG Mod | $50,001 - $100,000 | SP | 2014 | ||
- TPMG Moderate | $50,001 - $100,000 | SP | 2014 | ||
- Vangard CA Inter Term | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2014 |
- Wells Fargo Checking | $50,001 - $100,000 | JT | $1 - $200 | Dividends, Interest | 2014 |
- Parnassus Core Equity Fund | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2014 |
- amg yacktman focus | $50,001 - $100,000 | JT | $1 - $200 | Dividends | 2014 |
- Capital Guardian | $50,001 - $100,000 | SP | 2014 | ||
- Fixed Income Fund | $50,001 - $100,000 | SP | 2014 | ||
- SPDR S&P Regional Banking | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- iShares MSCI Growth | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2014 |
- iShares Nasdaq Biotechnology | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2014 |
- Baird Core Plus Bond | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2014 |
- Safe Credit Union | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2014 |
- Schwab Checking | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Scout International Fund | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2014 |
- Scout Small Cap | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- Sector SPDR Energy Select | $15,001 - $50,000 | $1 - $200 | Dividends | 2014 | |
- Sector SPDR Financial | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Sector SPDR Industrial Select | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Guggenheim ETF | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2014 |
- Invesco Convertable | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- iShares Core S&P | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2014 |
- American Cent Inter | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- iShares Core S&P | $15,001 - $50,000 | $1 - $200 | Dividends | 2014 | |
- iShares MSCI CDA | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2014 |
- iShares TR MSCI EAFE | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Metropolis Investment Total | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Oakmark International Fund Class | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Oppenheimer Developing | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2014 |
- T Rowe Price Global | $15,001 - $50,000 | $1 - $200 | Dividends | 2014 | |
- First Trust Morningstar Dividend | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2014 |
- Parnassus Core Equity | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Vangard FTSE Emerging | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2014 |
- Wells Fargo Savings | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2014 |
- BGI US Equity | $15,001 - $50,000 | SP | 2014 | ||
- Scout International Fund | $15,001 - $50,000 | JT | 2014 | ||
- Elk Grove Commerce Bank | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2014 |
- iShares S&P 500 Value | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2014 |
- iShares MSCI Japan | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2014 |
- Harding Loevner Emerging | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2014 |
- Oppenheimer S | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2014 |
- Schwab | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2014 |
- India Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2014 |
- Sector SPDR Materials Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2014 |
- Golden One Credit Union | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2014 |
- SPDR S&P International Dividend | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2014 |
- EG Shares | $1,001 - $15,000 | JT | 2014 | ||
- iShares SPDR Industrial Select | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2014 |
- Pimco Total Return | $1 - $1,000 | JT | $1 - $200 | Dividends | 2014 |
- Oppenheimer Global S | $1 - $1,000 | JT | $1 - $200 | Dividends | 2014 |
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