—
Net Worth Est.
$481.52KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$406.51K
Bank Accounts, Money Market Accounts and CDs
$75K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
JNRFX Janus IRA ⇒ Janus Henderson Research Fund - D Shares (JNRFX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
![Bank of America [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2023 | ||
CGPCX Morgan Stanley 529, DC2, account 1 ⇒ American Funds Growth Portfolio Class 529-C (CGPCX) [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
CLBCX Morgan Stanley 529, DC1, account 2 ⇒ American Balanced Fund, Class 529-C Shares (CLBCX) [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
CLBCX Morgan Stanley 529, DC2, account 1 ⇒ American Balanced Fund, Class 529-C Shares (CLBCX) [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
JNGLX Janus IRA ⇒ Janus Henderson Global Life Sciences Fund - D Shares (JNGLX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
JANRX Janus IRA ⇒ Janus Henderson Global Select Fund - D Shares (JANRX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
CEUAX Citigroup Global Markets, Inc. 529 Plan ⇒ EuroPacific Growth Fund, Class 529-A Shares (CEUAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CNWAX Citigroup Global Markets, Inc. 529 Plan ⇒ New World Fund, Inc., Class 529-A Shares (CNWAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CSPAX Citigroup Global Markets, Inc. 529 Plan ⇒ SMALLCAP World Fund, Inc., Class 529-A Shares (CSPAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CFAAX Citigroup Global Markets, Inc. 529 Plan ⇒ The Bond Fund of America, Class 529-A Shares (CFAAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CGFAX Citigroup Global Markets, Inc. 529 Plan ⇒ The Growth Fund of America Class 529-A Shares (CGFAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CIMAX Citigroup Global Markets, Inc. 529 Plan ⇒ The Income Fund of America, Class 529-A Shares (CIMAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CICAX Citigroup Global Markets, Inc. 529 Plan ⇒ The Investment Company of America, Class 529-A Shares (CICAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CIMAX Morgan Stanley 529, DC1, account 1 ⇒ The Income Fund of America, Class 529-A Shares (CIMAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CICAX Morgan Stanley 529, DC1, account 1 ⇒ The Investment Company of America, Class 529-A Shares (CICAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CWIAX Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Growth and Income Fund Class 529-A Shares (CWIAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CFNAX Citigroup Global Markets, Inc. 529 Plan ⇒ Fundamental Investors, Class 529-A Shares (CFNAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CIRAX Citigroup Global Markets, Inc. 529 Plan ⇒ Capital Income Builder Class 529-A Shares (CIRAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CGPCX Morgan Stanley 529, DC1, account 2 ⇒ American Funds Growth Portfolio Class 529-C (CGPCX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CIRAX Morgan Stanley 529, DC1, account 1 ⇒ Capital Income Builder Class 529-A Shares (CIRAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CWIAX Morgan Stanley 529, DC1, account 1 ⇒ Capital World Growth and Income Fund Class 529-A Shares (CWIAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CEUAX Morgan Stanley 529, DC1, account 1 ⇒ EuroPacific Growth Fund, Class 529-A Shares (CEUAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CFNAX Morgan Stanley 529, DC1, account 1 ⇒ Fundamental Investors, Class 529-A Shares (CFNAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CNWAX Morgan Stanley 529, DC1, account 1 ⇒ New World Fund, Inc., Class 529-A Shares (CNWAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CSPAX Morgan Stanley 529, DC1, account 1 ⇒ SMALLCAP World Fund, Inc., Class 529-A Shares (CSPAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CFAAX Morgan Stanley 529, DC1, account 1 ⇒ The Bond Fund of America, Class 529-A Shares (CFAAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CGFAX Morgan Stanley 529, DC1, account 1 ⇒ The Growth Fund of America Class 529-A Shares (CGFAX) [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2023 | |
CCWAX Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Bond Fund, Class 529-A Shares (CCWAX) [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2023 | |
CCWAX Morgan Stanley 529, DC1, account 1 ⇒ Capital World Bond Fund, Class 529-A Shares (CCWAX) [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2023 | |
- CalPERS pension [PE]Pensions | Undetermined | SP | 2023 | ||
- CalPERS pension [PE]Pensions | Undetermined | 2023 | |||
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | 2023 | |||
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | SP | 2023 | ||
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | 2022 | ||
- Janus IRA ⇒ Janus Research Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Janus IRA ⇒ Janus Global Select Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Janus IRA ⇒ Janus Global Life Sciences Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ EuroPacific Growth Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Fundamental Investors Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Growth Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Income Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Investment Company of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ New World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ SMALLCAP World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ The Bond Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Fundamental Investors Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Capital World Growth & Income Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital Income Builder Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Growth & Income Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC1, account 1 ⇒ New World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC1, account 1 ⇒ SMALLCAP World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC1, account 1 ⇒ The Bond Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC1, account 2 ⇒ American Funds Growth Portfolio Class 529 [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC2, account 1 ⇒ American Funds Growth Portfolio Class 529 [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC1, account 1 ⇒ EuroPacific Growth Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Capital Income Builder Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Growth Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Income Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Investment Company of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Bond Fund Class 529A [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2022 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Capital World Bond Fund Class 529A [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2022 | |
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | SP | 2022 | ||
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | 2022 | |||
- CalPERS pension [PE]Pensions | Undetermined | SP | 2022 | ||
- CalPERS pension [PE]Pensions | Undetermined | 2022 | |||
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2021 | ||
- Janus IRA ⇒ Janus Research Fund D Shares [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Janus IRA ⇒ Janus Global Select Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Janus IRA ⇒ Janus Global Life Sciences Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC1, account 2 ⇒ American Funds Growth Portfolio Class 529 [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC2, account 1 ⇒ American Funds Growth Portfolio Class 529 [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital Income Builder Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Growth & Income Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ EuroPacific Growth Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Fundamental Investors Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Growth Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Income Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Investment Company of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ New World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ SMALLCAP World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ The Bond Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC1, account 1 ⇒ New World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC1, account 1 ⇒ SMALLCAP World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC1, account 1 ⇒ The Bond Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Bond Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Capital Income Builder Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Capital World Bond Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Capital World Growth & Income Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC1, account 1 ⇒ EuroPacific Growth Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Fundamental Investors Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Growth Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Income Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Morgan Stanley 529, DC1, account 1 ⇒ Investment Company of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | 2021 | |||
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | SP | 2021 | ||
- CalPERS pension [PE]Pensions | Undetermined | 2021 | |||
- CalPERS pension [PE]Pensions | Undetermined | SP | 2021 | ||
- Janus IRA ⇒ Janus Research Fund D Shares [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2020 | ||
- Janus IRA ⇒ Janus Global Select Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Janus IRA ⇒ Janus Global Life Sciences Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Fundamental Investors Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Growth Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Income Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Investment Company of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ New World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ SMALLCAP World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ The Bond Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Capital Income Builder Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Capital World Bond Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Capital World Growth & Income Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ EuroPacific Growth Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ EuroPacific Growth Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Fundamental Investors Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Growth Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Income Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Investment Company of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ New World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ SMALLCAP World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ The Bond Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital Income Builder Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Bond Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Growth & Income Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- CalPERS pension [PE]Pensions | Undetermined | SP | 2020 | ||
- CalPERS pension [PE]Pensions | Undetermined | 2020 | |||
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | SP | 2020 | ||
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | 2020 | |||
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2019 | ||
- Janus IRA ⇒ Janus Global Select Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Janus IRA ⇒ Janus Research Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Janus IRA ⇒ Janus Global Life Sciences Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Growth Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Capital Income Builder Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Capital World Growth & Income Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ EuroPacific Growth Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Fundamental Investors Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Income Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Investment Company of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ New World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ SMALLCAP World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ The Bond Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital Income Builder Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Growth Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Income Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Investment Company of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ New World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ SMALLCAP World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ The Bond Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Growth & Income Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ EuroPacific Growth Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Fundamental Investors Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Bond Fund Class 529A [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2019 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Capital World Bond Fund Class 529A [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2019 | |
- CalPERS pension [PE]Pensions | Undetermined | SP | 2019 | ||
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | SP | 2019 | ||
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | 2019 | |||
- CalPERS pension [PE]Pensions | Undetermined | 2019 | |||
- Janus IRA ⇒ Janus Research Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2018 |
- Janus IRA ⇒ Janus Global Select Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Janus IRA ⇒ Janus Global Life Sciences Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Income Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Investment Company of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Income Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ New World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ SMALLCAP World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Investment Company of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ The Bond Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Capital World Growth & Income Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ New World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ SMALLCAP World Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ EuroPacific Growth Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ The Bond Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital Income Builder Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Fundamental Investors Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Growth & Income Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Fundamental Investors Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ EuroPacific Growth Fund Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Capital Income Builder Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Growth Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Growth Fund of America Class 529A [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Income Fund of America Class 529C [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Capital World Bond Fund Class 529A [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Fundamental Investors Class 529C [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Growth Fund of America Class 529C [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Investment Company of America Class 529C [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2018 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ SMALLCAP World Fund Class 529C [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Bond Fund Class 529A [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Fundamental Investors Class 529C [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Growth Fund of America Class 529C [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Income Fund of America Class 529C [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Investment Company of America Class 529C [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2018 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ SMALLCAP World Fund Class 529C [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2018 | |
- CalPERS Pension [PE]Pensions | Undetermined | SP | 2018 | ||
- CalPERS pension [PE]Pensions | Undetermined | 2018 | |||
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | SP | 2018 | ||
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | 2018 | |||
- Bank of America [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
- Janus IRA ⇒ Janus Research Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Janus IRA ⇒ Janus Global Life Sciences Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Janus IRA ⇒ Janus Global Select Fund D Shares [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Growth Fund of America [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Income Fund of America [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Investment Company of America [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ New World Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ SMALLCAP World Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ The Bond Fund of America [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Capital Income Builder [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital Income Builder [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ The Bond Fund of America [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Capital World Growth & Income [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ EuroPacific Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Fundamental Investors [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ New World Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ SMALLCAP World Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Growth & Income [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ EuroPacific Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Fundamental Investors [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Growth Fund of America [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Income Fund of America [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Investment Company of America [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2017 | |
- Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Bond Fund [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2017 | |
- American Funds CollegeAmerica 529 Savings Plan ⇒ Capital World Bond Fund [MF]Mutual Funds | $1 - $1,000 | DC | Tax-Deferred | 2017 | |
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | 2017 | |||
- CalPERS pension [PE]Pensions | Undetermined | 2017 | |||
- CalPERS Pension [PE]Pensions | Undetermined | SP | 2017 | ||
- Alameda County Employees' Retirement Association Pension [PE]Pensions | Undetermined | SP | 2017 |
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