—
Net Worth Est.
$29.34MTrade volume
$0Total trades
-----Last Traded
----Bank Accounts, Money Market Accounts and CDs
$16M
Mutual Funds
$4.34M
Ownership Interest
$3M
Other
$3M
Pensions
$3M
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![CITIBANK SAVINGS II [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - CITIBANK SAVINGS II [BA]Bank Accounts, Money Market Accounts and CDs | $5,000,001 - $25,000,000 | JT | $5,001 - $15,000 | Interest | 2021 |
- ORINDA LLC [OT]Other | $1,000,001 - $5,000,000 | JT | 2021 | ||
401K C SCHWAB (401K) VANGUARD TOTAL STOCK MRKT [MF]Mutual Funds | $1,000,001 - $5,000,000 | SP | Tax-Deferred | 2021 | |
- LATHAM & WATKINS LLP CASH BALANCE PLAN [PE]Pensions | $1,000,001 - $5,000,000 | SP | Tax-Deferred | 2021 | |
- LATHAM & WATKINS LLP EQUITY OWNERSHIP LAW FIRM [OL]Ownership Interest | $1,000,001 - $5,000,000 | SP | Partnership Draw Not Applicable | 2021 | |
- CITIBANK SAVINGS [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | JT | $201 - $1,000 | Interest | 2021 |
VINIX C SCHWAB (401K) Vanguard Institutional Index (VINIX) [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2021 | |
VFIAX VANGUARD (IRA) 500 INDEX FND ADMIRAL FND (VFIAX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- CITIBANK(CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2021 |
VTSPX C SCHWAB (401K) VANGUARD SHT-TRM INFL-PROT (VTSPX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
401K JP MORGAN (401K) T ROWE PRICE RETIREMENT 2030 [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
IRA VANGUARD (IRA) GROWTH INDEX FND ADMIRAL [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
401k C Schwab & Co Inc (401k) Dodge & Cox Stock Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
VTMNX C SCHWAB (401K) VANGUARD DEVELPD MRKTS INDX I (VTMNX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2021 | ||
HAINX C Schwab & Co Inc (401K) Harbor Capital APRC INSTL FUND (HAINX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
VTMGX VANGUARD (IRA) DEVEL MARKETS INDX ADMIRAL FUND (VTMGX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
VPACX C SCHWAB VANGUARD PACIFIC STOCK INDX FUND (VPACX) [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2021 | ||
DFIEX C SCHWAB (401K) DFA INTERNATIONAL CORE EQUITY I (DFIEX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
SWANX C SCHWAB CORE EQUITY FUND (SWANX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains | 2021 |
VFINX C SCHWAB VANGUARD 500 INDEX FUND (VFINX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
AQEAX Ameriprise Columbia Fund (AQEAX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2021 | |
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2021 | ||
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2021 | ||
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2021 | ||
- WELLS FARGO (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2021 | ||
- CITIBANK N.A (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $5,000,001 - $25,000,000 | JT | $5,001 - $15,000 | Interest | 2020 |
- ORINDA LLC [OT]Other | $1,000,001 - $5,000,000 | JT | 2020 | ||
- LATHAM & WATKINS LLP, EQUITY OWNERSHIP - LAW FIRM [OL]Ownership Interest | $1,000,001 - $5,000,000 | SP | PARTNERSHIP Not DRAW Applicable | 2020 | |
- LATHAM & WATKINS LLP CASH BALANCE PLAN [PE]Pensions | $1,000,001 - $5,000,000 | SP | Tax-Deferred | 2020 | |
VINIX C SCHWAB (401K) VANGUARD INSTITUIONAL INDEX (VINIX) [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2020 | |
- CITIBANK N.A (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | $1 - $200 | Interest | 2020 |
VSMPX C SCHWAB (401K) VANGUARD TOTAL BOND MRKT INDEX I (VBTIX) [MF] C SCHWAB (401K) VANGUARD TOTAL STOCK MRKT SP Spouse/DC Over Tax-Deferred INDX (VSMPX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- CITIBANK (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2020 |
VFIAX VANGUARD (IRA) 500 INDEX FND ADMIRAL FND (VFIAX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
VTSPX C SCHWAB (401K) VANGUARD SHT-TRM INFL-PROT (VTSPX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
VIGAX VANGUARD (IRA) GROWTH INDEX FND ADMIRAL FND (VIGAX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
TRRCX JP MORGAN (401K) T ROWE PRICE RETIREMENT 2030 FND (TRRCX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
VTMGX VANGUARD (IRA) DEVEL MARKETS INDX ADMIRAL FND (VTMGX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2020 | ||
VPACX C SCHWAB VANGUARD PACIFIC STOCK INDX FUND (VPACX) [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2020 |
DODGX C SCHWAB & CO INC (401K) DODGE & COX STOCK FUND (DODGX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
VTMNX C SCHWAB (401K) VANGUARD DEVLPD MRKTS INDX I (VTMNX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
HAINX C SCHWAB (401K) HARBOR CAPITAL APRC INSTL FUND (HAINX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
VFINX C SCHWAB VANGUARD 500 INDEX FUND (VFINX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
SWANX C SCHWAB CORE EQUITY FUND (SWANX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
DFIEX SCHWAB (401K) DFA INTERNATIONAL CORE EQUITY I (DFIEX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
AQEAX AMERIPRISE COLUMBIA FUND (AQEAX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2020 | ||
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2020 | ||
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2020 | ||
- WELLS FARGO (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2020 | ||
- CITIBANK N.A (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | JT | $5,001 - $15,000 | Interest | 2019 |
- LATHAM & WATKINS LLP CASH BALANCE PLAN [PE]Pensions | $1,000,001 - $5,000,000 | SP | Tax-Deferred | 2019 | |
- LATHAM & WATKINS LLP, EQUITY OWNERSHIP - LAW FIRM [OL]Ownership Interest | $1,000,001 - $5,000,000 | SP | PARTNERSHIP Not DRAW Applicable | 2019 | |
- ORINDA LLC [OT]Other | $1,000,001 - $5,000,000 | JT | 2019 | ||
VSMPX C SCHWAB (401K) VANGUARD TOTAL STOCK MRKT INDX (VSMPX) [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2019 | |
VINIX C SCHWAB (401K) VANGUARD INSTITUIONAL INDEX (VINIX) [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2019 | |
VBTIX C SCHWAB (401K) VANGUARD TOTAL BOND MRKT INDEX I (VBTIX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2019 | |
- CITIBANK (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2019 |
- CITIBANK N.A (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2019 |
VTSPX C SCHWAB (401K) VANGUARD SHT-TRM INFL-PROT (VTSPX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
TRRCX JP MORGAN (401K) T ROWE PRICE RETIREMENT 2030 FND (TRRCX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
VFIAX VANGUARD (IRA) 500 INDEX FND ADMIRAL FND (VFIAX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
VTMGX VANGUARD (IRA) DEVEL MARKETS INDX ADMIRAL FND (VTMGX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
VIGAX VANGUARD (IRA) GROWTH INDEX FND ADMIRAL FND (VIGAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
VTMNX C SCHWAB (401K) VANGUARD DEVLPD MRKTS INDX I (VTMNX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2019 | ||
SWANX C SCHWAB CORE EQUITY FUND (SWANX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
VFINX C SCHWAB VANGUARD 500 INDEX FUND (VFINX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
VPACX C SCHWAB VANGUARD PACIFIC STOCK INDX FUND (VPACX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2019 |
DFIEX SCHWAB (401K) DFA INTERNATIONAL CORE EQUITY I (DFIEX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2019 | ||
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2019 | ||
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2019 | ||
- WELLS FARGO (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2019 | ||
AQEAX AMERIPRISE COLUMBIA FUND (AQEAX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2019 |
DODGX C SCHWAB & CO INC (401K) DODGE & COX STOCK FUND (DODGX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
HAINX C SCHWAB (401K) HARBOR CAPITAL APRC INSTL FUND (HAINX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- ORINDA LLC [OT]Other | $1,000,001 - $5,000,000 | JT | 2018 | ||
- LATHAM & WATKINS LLP, EQUITY OWNERSHIP - LAW FIRM [OL]Ownership Interest | $1,000,001 - $5,000,000 | SP | PARTNERSHIP Not DRAW Applicable | 2018 | |
- LATHAM & WATKINS LLP CASH BALANCE PLAN [PE]Pensions | $1,000,001 - $5,000,000 | SP | Tax-Deferred | 2018 | |
- CITIBANK N.A (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | JT | $5,001 - $15,000 | Interest | 2018 |
VINIX C SCHWAB (401K) VANGUARD INSTITUIONAL INDEX (VINIX) [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2018 | |
VSMPX C SCHWAB (401K) VANGUARD TOTAL STOCK MRKT INDX (VSMPX) [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2018 | |
VBTIX C SCHWAB (401K) VANGUARD TOTAL BOND MRKT INDEX I (VBTIX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2018 | |
- CITIBANK N.A (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2018 |
- CITIBANK (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2018 |
VTSPX C SCHWAB (401K) VANGUARD SHT-TRM INFL-PROT (VTSPX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2018 | |
VFIAX VANGUARD (IRA) 500 INDEX FND ADMIRAL FND (VFIAX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2018 | |
TRRCX JP MORGAN (401K) T ROWE PRICE RETIREMENT 2030 FND (TRRCX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
VTSMX C SCHWAB VANGUARD TOTAL STOCK MKT INDX FUND (VTSMX) [MF]Mutual Funds | $50,001 - $100,000 | DC | $1,001 - $2,500 | Dividends | 2018 |
VTMNX C SCHWAB (401K) VANGUARD DEVLPD MRKTS INDX I (VTMNX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
VTMGX VANGUARD (IRA) DEVEL MARKETS INDX ADMIRAL FND (VTMGX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
VIGAX VANGUARD (IRA) GROWTH INDEX FND ADMIRAL FND (VIGAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2018 | ||
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2018 | ||
- WELLS FARGO (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2018 | ||
SWANX C SCHWAB CORE EQUITY FUND (SWANX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
VFINX C SCHWAB VANGUARD 500 INDEX FUND (VFINX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2018 |
VPACX C SCHWAB VANGUARD PACIFIC STOCK INDX FUND (VPACX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2018 |
HAINX C SCHWAB (401K) HARBOR CAPITAL APRC INSTL FUND (HAINX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
DODGX C SCHWAB & CO INC (401K) DODGE & COX STOCK FUND (DODGX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
AQEAX AMERIPRISE COLUMBIA FUND (AQEAX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2018 |
DFIEX SCHWAB (401K) DFA INTERNATIONAL CORE EQUITY I (DFIEX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2018 | ||
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2018 | ||
- CITIBANK N.A (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | JT | $2,501 - $5,000 | Interest | 2017 |
- ORINDA LLC [OT]Other | $1,000,001 - $5,000,000 | JT | 2017 | ||
VINIX C SCHWAB (401K) VANGUARD INSTITUIONAL INDEX (VINIX) [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2017 | |
- LATHAM & WATKINS LLP CASH BALANCE PLAN [PE]Pensions | $500,001 - $1,000,000 | SP | Tax-Deferred | 2017 | |
- LATHAM & WATKINS LLP, EQUITY OWNERSHIP - LAW FIRM [OL]Ownership Interest | $500,001 - $1,000,000 | SP | PARTNERSHIP Not DRAW Applicable | 2017 | |
VSMPX C SCHWAB (401K) VANGUARD TOTAL STOCK MRKT INDX (VSMPX) [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2017 | |
VBTIX C SCHWAB (401K) VANGUARD TOTAL BOND MRKT INDEX I (VBTIX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2017 | |
- CITIBANK N.A (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2017 |
TRRCX JP MORGAN (401K) T ROWE PRICE RETIREMENT 2030 FND (TRRCX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
VTSMX C SCHWAB VANGUARD TOTAL STOCK MKT INDX FUND (VTSMX) [MF]Mutual Funds | $50,001 - $100,000 | DC | $1,001 - $2,500 | Dividends | 2017 |
VFIAX VANGUARD (IRA) 500 INDEX FND ADMIRAL FND (VFIAX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
VTSPX C SCHWAB (401K) VANGUARD SHT-TRM INFL-PROT (VTSPX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
VTMNX C SCHWAB (401K) VANGUARD DEVLPD MRKTS INDX I (VTMNX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
VIGAX VANGUARD (IRA) GROWTH INDEX FND ADMIRAL FND (VIGAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
VTMGX VANGUARD (IRA) DEVEL MARKETS INDX ADMIRAL FND (VTMGX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2017 | ||
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2017 | ||
AQEAX AMERIPRISE COLUMBIA FUND (AQEAX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2017 |
DODGX C SCHWAB & CO INC (401K) DODGE & COX STOCK FUND (DODGX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
HAINX C SCHWAB (401K) HARBOR CAPITAL APRC INSTL FUND (HAINX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
SWANX C SCHWAB CORE EQUITY FUND (SWANX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2017 |
VFINX C SCHWAB VANGUARD 500 INDEX FUND (VFINX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2017 |
VPACX C SCHWAB VANGUARD PACIFIC STOCK INDX FUND (VPACX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $201 - $1,000 | Capital Gains, Dividends | 2017 |
DFIEX SCHWAB (401K) DFA INTERNATIONAL CORE EQUITY I (DFIEX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2017 | ||
- WELLS FARGO (CHECKING) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2017 | ||
- WELLS FARGO (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2017 | ||
- CITIBANK (SAVINGS) [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | 2017 |
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