Xavier Becerra
CSIEX × 11 OLGAX × 9 GTSGX × 9 University of California, 401(a) plan: UC Pathway Fund 2030 × 9 JAENX × 9 OIEIX × 8 view in graph
182trades · $3M est.
$8.3Mest. assets · Termination
Since nomination
Nominee 278 (01/18/2021) vs TerminationDivested
47 positions · $801.5K est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| T. Rowe Price Government Money Fund PRRXX | Spouse's assets | Spouse | $100K – $250K |
| Wells Fargo Short Duration Government Bond Fund - Class R6 MSDRX | Spouse's assets | Spouse | $50K – $100K |
| T. Rowe Price Stable Value N | Spouse's assets | Spouse | $50K – $100K |
| Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Class GTLLX | Spouse's assets | Spouse | $15K – $50K |
| New York Life Stable Value Guaranteed Interest Account | Spouse's assets | Spouse | $15K – $50K |
| iShares U.S. Aggregate Bond Index Fund - Class K WFBIX | Spouse's assets | Spouse | $15K – $50K |
| Fidelity Freedom Blend 2025 Fund - Class K FHBEX | Spouse's assets | Spouse | $15K – $50K |
| Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Class GTLLX | Other assets | — | $15K – $50K |
| Parnassus Mid Cap Fund - Investor Class PARMX | Other assets | — | $15K – $50K |
| Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Class GTLLX | Employment assets | Self | $1K – $15K |
| Parnassus Mid Cap Fund - Investor Class PARMX | Employment assets | Self | $1K – $15K |
| T. Rowe Price Global Stock Fund PRGSX | Employment assets | Self | $1K – $15K |
| PIMCO Total Return Fund - Institutional Class PTTRX | Spouse's assets | Spouse | $1K – $15K |
| Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Class GTLLX | Spouse's assets | Spouse | $1K – $15K |
| Parnassus Mid Cap Fund - Investor Class PARMX | Spouse's assets | Spouse | $1K – $15K |
| T. Rowe Price Global Stock Fund PRGSX | Spouse's assets | Spouse | $1K – $15K |
| American Funds Capital World Growth & Income Fund CWGFX | Spouse's assets | Spouse | $1K – $15K |
| PIMCO Total Return Fund - Class R PTRRX | Spouse's assets | Spouse | $1K – $15K |
| iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB | Spouse's assets | Spouse | $1K – $15K |
| PIMCO Enhanced Short Maturity Active ETF MINT | Spouse's assets | Spouse | $1K – $15K |
Held at termination
52 positions · $7.3M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Residential Real Estate, Los Angeles, CA | Other assets | — | $500K – $1M | $1M – $5M |
| Residential Real Estate, Monterey Park, CA | Other assets | — | $250K – $500K | $500K – $1M |
| Residential Real Estate, Sacramento, CA | Other assets | — | $250K – $500K | $500K – $1M |
| Residential Real Estate, Sacramento, CA | Other assets | — | $250K – $500K | $500K – $1M |
| TIAA Traditional | Spouse's assets | Spouse | $100K – $250K | $250K – $500K |
| U.S. brokerage money market account (cash) | Other assets | — | $500K – $1M | $100K – $250K |
| TIAA Traditional | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| TIAA Traditional | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| Savings Plus Program Target Date Fund 2020 | Employment assets | Self | $50K – $100K | $100K – $250K |
| UC Pathway Fund 2030 | Spouse's assets | Spouse | $1K – $15K | $100K – $250K |
| Savings Plus Program Target Date Fund 2020, Pre-Tax | Employment assets | Self | $50K – $100K | $50K – $100K |
| Vanguard Treasury Money Market Fund - Investor Class VUSXX | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| TIAA-CREF Money Market Fund - Institutional Class TCIXX | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| U.S. credit union (cash) | Other assets | — | $100K – $250K | $15K – $50K |
| JPMorgan Large Cap Growth Fund - Class A OLGAX | Other assets | — | $15K – $50K | $15K – $50K |
| American Funds Washington Mutual Investors Fund - Class F1 WSHFX | Other assets | — | $15K – $50K | $15K – $50K |
| JPMorgan Equity Income Fund - Class A OIEIX | Other assets | — | $15K – $50K | $15K – $50K |
| Janus Henderson Enterprise Fund - Class T JAENX | Other assets | — | $15K – $50K | $15K – $50K |
| iShares U.S. Real Estate ETF IYR | Other assets | — | $15K – $50K | $15K – $50K |
| iShares U.S. Real Estate ETF IYR | Spouse's assets | Spouse | $1K – $15K | $15K – $50K |
New positions
30 positions · $1M est. · largest 20 shown| Asset | Account | Owner | Latest value |
|---|---|---|---|
| UC Pathway Fund 2035 | Spouse's assets | Spouse | $100K – $250K |
| UC Pathway Fund 2035 | Spouse's assets | Spouse | $100K – $250K |
| Vanguard Target Retirement 2030 Fund VTHRX | Spouse's assets | Spouse | $100K – $250K |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Spouse's assets | Spouse | $50K – $100K |
| Vanguard Target Retirement 2035 Fund VTTHX | Spouse's assets | Spouse | $50K – $100K |
| Empower Annuity Insurance Co. Guaranteed Long-Term Fund | Spouse's assets | Spouse | $15K – $50K |
| Vanguard Target Retirement 2030 Fund VTHRX | Spouse's assets | Spouse | $15K – $50K |
| Fidelity Freedom 2035 Fund Class K Shares FSNUX | Spouse's assets | Spouse | $15K – $50K |
| Fidelity Freedom 2035 Fund Class K Shares FSNUX | Spouse's assets | Spouse | $15K – $50K |
| Calvert Equity Fund Class A Shares CSIEX | Other assets | — | $15K – $50K |
| T Rowe PriceGlobal Stock Fund Class I Shares TRGLX | Other assets | — | $15K – $50K |
| Madison Mid Cap Fund Class Y Shares GTSGX | Other assets | — | $15K – $50K |
| Calvert Equity Fund Class A Shares CSIEX | Spouse's assets | Spouse | $1K – $15K |
| Calvert Equity Fund - Class A CSIEX | Employment assets | Self | $1K – $15K |
| Calvert Equity Fund - Class A CSIEX | Spouse's assets | Spouse | $1K – $15K |
| T Rowe PriceGlobal Stock Fund Class I Shares TRGLX | Spouse's assets | Spouse | $1K – $15K |
| T. Rowe Price Global Stock Fund - I Class TRGLX | Employment assets | Self | $1K – $15K |
| T. Rowe Price Global Stock Fund - I Class TRGLX | Spouse's assets | Spouse | $1K – $15K |
| Madison Mid Cap Fund Class Y Shares GTSGX | Employment assets | Self | $1K – $15K |
| Madison Mid Cap Fund Class Y Shares GTSGX | Spouse's assets | Spouse | $1K – $15K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
latest 100 of 182| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Spouse’s UC 457(b) plan: UC Pathway 2035 | Buy | $1K – $15K | — | Jan 2, 2025 | filing ↗ |
| Spouse’s UC 403(b) plan: UC Pathway 2035 | Buy | $1K – $15K | — | Jan 2, 2025 | filing ↗ |
| Spouse’s UC 401(a) plan: UC Pathway 2030 | Buy | $1K – $15K | — | Jan 2, 2025 | filing ↗ |
| Spouse’s UC 403(b) plan: UC Pathway 2035 | Buy | $1K – $15K | — | Nov 27, 2024 | filing ↗ |
| Spouse’s UC 401(a) plan: UC Pathway 2030 | Buy | $1K – $15K | — | Nov 27, 2024 | filing ↗ |
| Spouse’s UC 403(b) plan: UC Pathway 2035 | Buy | $1K – $15K | — | Nov 1, 2024 | filing ↗ |
| FSNUX Spouse’s Washington Hospital Center 403(b) plan: Fidelity Freedom 2035 Fund Class K Shares | Buy | $15K – $50K | — | Jul 12, 2024 | filing ↗ |
| Spouse’s Washington Hospital Center 403(b) plan: Empower Annuity Insurance Co. Guaranteed Long-Term Fund | Sell | $15K – $50K | — | Jul 12, 2024 | filing ↗ |
| Spouse’s Washington Hospital Center 403(b) plan: Empower Annuity Insurance Co. Guaranteed Long-Term Fund | Buy | $15K – $50K | — | Jul 12, 2024 | filing ↗ |
| Spouse’s Washington Hospital Center 403(b) plan: Principal Fixed Account (Washington Hospital Center MedStar GIBC) | Sell | $15K – $50K | — | Jul 12, 2024 | filing ↗ |
| FSNUX Spouse’s Washington Hospital Center deferred compensation savings plan: Fidelity Freedom 2035 Fund Class K Shares | Buy | $15K – $50K | — | Jul 12, 2024 | filing ↗ |
| WFBIX Spouse’s Washington Hospital Center deferred compensation savings plan: iShares US Aggregate Bond Index Fund Class K Shares | Sell | $15K – $50K | — | Jul 12, 2024 | filing ↗ |
| VTHRX Spouse’s USC Medical Center 403(b) plan: Vanguard Target Retirement 2030 Fund Investor Class Shares | Buy | $50K – $100K | — | Jul 12, 2024 | filing ↗ |
| Spouse’s USC Medical Center 403(b) plan: Allspring Short Duration Government Bond Fund Class R6 | Sell | $50K – $100K | — | Jul 12, 2024 | filing ↗ |
| Spouse’s UC 457(b) plan: UC Pathway 2035 | Buy | $100K – $250K | — | Jul 12, 2024 | filing ↗ |
| Spouse’s UC 457(b) plan: UC Pathway 2020 | Sell | $100K – $250K | — | Jul 12, 2024 | filing ↗ |
| Spouse’s UC 403(b) plan: UC Pathway 2035 | Buy | $100K – $250K | — | Jul 12, 2024 | filing ↗ |
| Spouse’s UC 403(b) plan: UC Pathway 2020 | Sell | $100K – $250K | — | Jul 12, 2024 | filing ↗ |
| CSIEX U.S. Brokerage Account: Calvert Equity Fund Class A Shares | Buy | $1K – $15K | — | May 7, 2024 | filing ↗ |
| JAENX U.S. Brokerage Account: Janus Henderson Enterprise Fund Class T Shares | Buy | $1K – $15K | — | May 7, 2024 | filing ↗ |
| OIEIX U.S. Brokerage Account: JPMorgan Equity Income Fund Class A Shares | Buy | $1K – $15K | — | May 7, 2024 | filing ↗ |
| WSHFX U.S. Brokerage Account: Washington Mutual Investors Fund Class F1 Shares | Buy | $1K – $15K | — | May 7, 2024 | filing ↗ |
| GTSGX Spouse’s IRA #2: Madison Mid Cap Fund Class Y Shares | Sell | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| BILS Spouse’s IRA #2: SPDR Bloomberg 3-12 Month T-Bill ETF SPDR Bloomberg 3-12 Month T-Bill ETF | Buy | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| BIL Spouse’s IRA #2: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | Buy | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| CSIEX Spouse’s IRA #2: Calvert Equity Fund Class A Shares | Sell | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| IYR Spouse’s IRA #2: iShares US Real Estate ETF | Buy | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| JAENX Spouse’s IRA #2: Janus Henderson Enterprise Fund Class T Shares | Sell | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| OIEIX Spouse’s IRA #2: JPMorgan Equity Income Fund Class A Shares | Sell | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| WSHFX Spouse’s IRA #2: Washington Mutual Investors Fund Class F1 Shares | Sell | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| OLGAX Spouse’s IRA #2: JPMorgan Large Cap Growth Fund Class A Shares | Sell | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| CORP Spouse’s IRA #2: PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | Buy | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| BOND Spouse’s IRA #2: PIMCO Active Bond Exchange-Traded Fund | Buy | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| EAFAX Spouse’s IRA #2: Eaton Vance Floating-Rate Advantage Fund Class A Shares | Buy | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| GTSGX Spouse’s IRA #1: Madison Mid Cap Fund Class Y Shares | Sell | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| BILS Spouse’s IRA #1: SPDR Bloomberg 3-12 Month T-Bill ETF SPDR Bloomberg 3-12 Month T-Bill ETF | Buy | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| BIL Spouse’s IRA #1: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | Buy | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| CSIEX Spouse’s IRA #1: Calvert Equity Fund Class A Shares | Sell | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| IYR Spouse’s IRA #1: iShares US Real Estate ETF | Buy | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| WSHFX Spouse’s IRA #1: Washington Mutual Investors Fund Class F1 Shares | Sell | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| OLGAX Spouse’s IRA #1: JPMorgan Large Cap Growth Fund Class A Shares | Sell | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| CORP Spouse’s IRA #1: PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | Buy | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| BOND Spouse’s IRA #1: PIMCO Active Bond Exchange-Traded Fund | Buy | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| EAFAX Spouse’s IRA #1: Eaton Vance Floating-Rate Advantage Fund Class A Shares | Buy | $1K – $15K | — | Feb 27, 2024 | filing ↗ |
| BIL Filer’s IRA: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | Buy | $1K – $15K | — | Feb 26, 2024 | filing ↗ |
| BOND Filer’s IRA: PIMCO Active Bond Exchange- Traded Fund | Buy | $1K – $15K | — | Feb 26, 2024 | filing ↗ |
| OLGAX Filer’s IRA: JPMorgan Large Cap Growth Fund Class A Shares | Sell | $1K – $15K | — | Feb 26, 2024 | filing ↗ |
| TRGLX U.S. Brokerage Account: T Rowe PriceGlobal Stock Fund Class I Shares | Buy | $1K – $15K | — | Jan 12, 2024 | filing ↗ |
| GTSGX U.S. Brokerage Account: Madison Mid Cap Fund Class Y Shares | Buy | $1K – $15K | — | Jan 11, 2024 | filing ↗ |
| CSIEX U.S. Brokerage Account: Calvert Equity Fund Class A Shares | Buy | $1K – $15K | — | Jan 11, 2024 | filing ↗ |
| CWGFX U.S. Brokerage Account: Capital World Growth & Income Fund Class F1 Shares | Buy | $1K – $15K | — | Jan 11, 2024 | filing ↗ |
| NPFFX U.S. Brokerage Account: New Perspective Fund Class F1 Shares | Buy | $1K – $15K | — | Jan 11, 2024 | filing ↗ |
| JAENX U.S. Brokerage Account: Janus Henderson Enterprise Fund Class T Shares | Buy | $1K – $15K | — | Jan 11, 2024 | filing ↗ |
| OIEIX U.S. Brokerage Account: JPMorgan Equity Income Fund Class A Shares | Buy | $1K – $15K | — | Jan 11, 2024 | filing ↗ |
| WSHFX U.S. Brokerage Account: Washington Mutual Investors Fund Class F1 Shares | Buy | $1K – $15K | — | Jan 11, 2024 | filing ↗ |
| OLGAX U.S. Brokerage Account: JPMorgan Large Cap Growth Fund Class A Shares | Buy | $1K – $15K | — | Jan 11, 2024 | filing ↗ |
| Spouse’s UC 403(b) plan: UC Pathway 2020 | Buy | $1K – $15K | — | Jan 2, 2024 | filing ↗ |
| NPFFX U.S. Brokerage Account: Perspective Fund Class F1 Shares | Buy | $1K – $15K | — | Aug 10, 2023 | filing ↗ |
| TRGLX U.S. Brokerage Account: T Rowe PriceGlobal Stock Fund Class I Shares | Buy | $1K – $15K | — | Aug 10, 2023 | filing ↗ |
| CWGFX U.S. Brokerage Account: American Funds Capital World Growth & Income Fund Class F1 Shares | Buy | $1K – $15K | — | Aug 10, 2023 | filing ↗ |
| OIEIX U.S. Brokerage Account: JPMorgan Equity Income Fund Class A Shares | Buy | $1K – $15K | — | Aug 10, 2023 | filing ↗ |
| WSHFX U.S. Brokerage Account: American Funds Washington Mutual Investors Fund Class F1 Shares | Buy | $1K – $15K | — | Aug 10, 2023 | filing ↗ |
| OLGAX U.S. Brokerage Account: JPMorgan Large Cap Growth Fund Class A Shares | Buy | $1K – $15K | — | Aug 10, 2023 | filing ↗ |
| CSIEX U.S. Brokerage Account: Calvert Equity Fund Class A Shares | Buy | $1K – $15K | — | Aug 10, 2023 | filing ↗ |
| OIEIX Spouse's IRA #2: JPMorgan Equity Income Fund Class A Shares | Sell | $1K – $15K | — | May 24, 2023 | filing ↗ |
| GTSGX Spouse's IRA #2: Madison Mid Cap Fund Class Y Shares | Buy | $1K – $15K | — | May 24, 2023 | filing ↗ |
| JAENX Spouse's IRA #2: Janus Henderson Enterprise Fund Class T Shares | Buy | $1K – $15K | — | May 24, 2023 | filing ↗ |
| CSIEX Spouse's IRA #2: Calvert Equity Fund Class A Shares | Sell | $1K – $15K | — | May 24, 2023 | filing ↗ |
| WSHFX Spouse's IRA #2: American Funds Washington Mutual Investors Fund Class F1 Shares | Sell | $1K – $15K | — | May 24, 2023 | filing ↗ |
| OLGAX Spouse's IRA #2: JPMorgan Large Cap Growth Fund Class A Shares | Sell | $1K – $15K | — | May 24, 2023 | filing ↗ |
| EAFAX Spouse's IRA #2: Eaton Vance Floating-Rate Advantage Fund Class A Shares | Sell | $1K – $15K | — | May 24, 2023 | filing ↗ |
| IYR Spouse's IRA #2: iShares US Real Estate ETF | Buy | $1K – $15K | — | May 24, 2023 | filing ↗ |
| BILS Spouse's IRA #2: SPDR Bloomberg Barclays 3-12 Month T-Bill ETF | Buy | $1K – $15K | — | May 24, 2023 | filing ↗ |
| BIL Spouse's IRA #2: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | Buy | $1K – $15K | — | May 24, 2023 | filing ↗ |
| JAENX Spouse's IRA #1: Janus Henderson Enterprise Fund Class T Shares | Buy | $1K – $15K | — | May 11, 2023 | filing ↗ |
| EAFAX Spouse's IRA #1: Eaton Vance Floating-Rate Advantage Fund Class A Shares | Sell | $1K – $15K | — | May 11, 2023 | filing ↗ |
| GTSGX Spouse's IRA #1: Madison Mid Cap Fund Class Y Shares | Buy | $1K – $15K | — | May 11, 2023 | filing ↗ |
| BIL Spouse's IRA #1: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | Buy | $1K – $15K | — | May 11, 2023 | filing ↗ |
| Spouse's GW University 403(b) plan | Buy | $1K – $15K | — | Mar 22, 2023 | filing ↗ |
| Spouse's GW University 403(b) plan | Sell | $1K – $15K | — | Mar 22, 2023 | filing ↗ |
| GTSGX Spouse's IRA #2: Madison Mid Cap Fund Class Y Shares | Buy | $1K – $15K | — | Feb 24, 2023 | filing ↗ |
| GTSGX Spouse's IRA #1: Madison Mid Cap Fund Class Y Shares | Buy | $1K – $15K | — | Feb 24, 2023 | filing ↗ |
| GTSGX Filer's IRA: Madison Mid Cap Fund Class Y Shares | Buy | $1K – $15K | — | Feb 24, 2023 | filing ↗ |
| PARMX Spouse's IRA #2: Parnassus Mid Cap Fund Investor Class Shares | Sell | $1K – $15K | — | Feb 23, 2023 | filing ↗ |
| PARMX Spouse's IRA #1: Parnassus Mid Cap Fund Investor Class Shares | Sell | $1K – $15K | — | Feb 23, 2023 | filing ↗ |
| PARMX Filer's IRA: Parnassus Mid Cap Fund Investor Class Shares | Sell | $1K – $15K | — | Feb 23, 2023 | filing ↗ |
| JAENX U.S. Brokerage Account: Janus Henderson Enterprise Fund Class T Shares | Sell | $1K – $15K | — | Jan 25, 2023 | filing ↗ |
| BILS Spouse's IRA #2: SPDR Bloomberg Barclays 3-12 Month T-Bill ETF | Buy | $1K – $15K | — | Jan 25, 2023 | filing ↗ |
| IGSB Spouse's IRA #2: iShares 1-5 Year Investment Grade Corporate Bond ETF | Sell | $1K – $15K | — | Jan 25, 2023 | filing ↗ |
| BILS Spouse's IRA #1: SPDR Bloomberg Barclays 3-12 Month T-Bill ETF | Buy | $1K – $15K | — | Jan 25, 2023 | filing ↗ |
| IGSB Spouse's IRA #1: iShares 1-5 Year Investment Grade Corporate Bond ETF | Sell | $1K – $15K | — | Jan 25, 2023 | filing ↗ |
| MINT Spouse's IRA #2: PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | Sell | $1K – $15K | — | Jan 24, 2023 | filing ↗ |
| BIL Spouse's IRA #2: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | Buy | $1K – $15K | — | Jan 24, 2023 | filing ↗ |
| BIL Spouse's IRA #1: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | Buy | $1K – $15K | — | Jan 24, 2023 | filing ↗ |
| Spouse's Washington Hospital Center 403(b) Empower Annuity Ins Co. Guaranteed LT Fund plan | Buy | $15K – $50K | — | Jan 6, 2023 | filing ↗ |
| Spouse's Washington Hospital Center 403(b) GIBC plan | Sell | $15K – $50K | — | Jan 6, 2023 | filing ↗ |
| VTHRX Spouse's USC Medical Center 457(b) plan: Vanguard Target Retirement 2030 Fund | Buy | $15K – $50K | — | Sep 19, 2022 | filing ↗ |
| Spouse's USC Medical Center 457(b) plan: New York Life Stable Value Guaranteed Interest Account | Sell | $15K – $50K | — | Sep 19, 2022 | filing ↗ |
| TRGLX U.S. Brokerage Account #1: T. Rowe Price Global Stock Fund - I Class | Buy | $1K – $15K | — | Jul 15, 2022 | filing ↗ |
| PRGSX U.S. Brokerage Account #1: T. Rowe Price Global Stock Fund - Investor Class | Sell | $1K – $15K | — | Jul 15, 2022 | filing ↗ |
Asset holdings
Termination · filed —All positions
104 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| California Public Employees' Retirement System (CalPERS) Pension, 401(a) defined benefit plan (value not readily ascertainable) | Self | — | — |
| State of California, 457(b) plan | Self | — | — |
| Savings Plus Program Target Date Fund 2020, Pre-Tax | Self | $50K – $100K | — |
| State of California, 401(k) plan | Self | — | — |
| Savings Plus Program Target Date Fund 2020 | Self | $100K – $250K | — |
| Filer's IRA | Self | — | — |
| JPMorgan Large Cap Growth Fund - Class A OLGAX | Self | $1K – $15K | — |
| American Funds Washington Mutual Investors Fund - Class F1 WSHFX | Self | $1K – $15K | — |
| JPMorgan Equity Income Fund - Class A OIEIX | Self | $1K – $15K | — |
| Janus Henderson Enterprise Fund - Class T JAENX | Self | $1K – $15K | — |
| American Funds New Perspective Fund - Class F-1 NPFFX | Self | $1K – $15K | — |
| American Funds Capital World Growth & Income Fund - Class F1 CWGFX | Self | $1K – $15K | — |
| iShares U.S. Real Estate ETF IYR | Self | $1K – $15K | — |
| U.S. brokerage money market account (cash) | Self | $1K – $15K | — |
| Calvert Equity Fund - Class A CSIEX | Self | $1K – $15K | — |
| T. Rowe Price Global Stock Fund - I Class TRGLX | Self | $1K – $15K | — |
| Madison Mid Cap Fund Class Y Shares GTSGX | Self | $1K – $15K | — |
| Eaton Vance Floating-Rate Advantage Fund Class A Shares EAFAX | Self | $1K – $15K | — |
| PIMCO Active Bond Exchange-Traded Fund BOND | Self | $1K – $15K | — |
| PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP | Self | $1K – $15K | — |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF BIL | Self | $1K – $15K | — |
| SPDR Bloomberg 3-12 Month T-Bill ETF SPDR Bloomberg 3-12 Month T-Bill ETF BILS | Self | $1K – $15K | — |
| California Health Care Foundation (health care philanthropy) | Spouse | — | Director Fees |
| University of California, Davis | Spouse | — | Salary |
| University of California, 401(a) plan | Spouse | — | — |
| UC Pathway Fund 2030 | Spouse | $100K – $250K | — |
| University of California, 403(b) plan | Spouse | — | — |
| UC Pathway Fund 2035 | Spouse | $100K – $250K | — |
| University of California, 457(b) plan | Spouse | — | — |
| UC Pathway Fund 2035 | Spouse | $100K – $250K | — |
| George Washington University Retirement Plan for Faculty & Staff, 401(a) plan | Spouse | — | — |
| TIAA Traditional | Spouse | $100K – $250K | — |
| George Washington University Supplemental Retirement Plan, 403(b) plan | Spouse | — | — |
| TIAA-CREF Money Market Fund - Institutional Class TCIXX | Spouse | $50K – $100K | — |
| USC Medical Center, 457(b) plan | Spouse | — | — |
| Vanguard Target Retirement 2030 Fund VTHRX | Spouse | $15K – $50K | — |
| USC Medical Center, 401(a) plan | Spouse | — | — |
| TIAA Traditional | Spouse | $250K – $500K | — |
| USC Medical Center, 403(b) plan | Spouse | — | — |
| TIAA Traditional | Spouse | $100K – $250K | — |
| Vanguard Target Retirement 2030 Fund Investor Class Shares VTHRX | Spouse | $50K – $100K | — |
| Valley Medical Group, 401(k) plan | Spouse | — | — |
| Vanguard Treasury Money Market Fund - Investor Class VUSXX | Spouse | $50K – $100K | — |
| Virginia Hospital Center, 403(b) plan | Spouse | — | — |
| Vanguard Target Retirement 2030 Fund VTHRX | Spouse | $100K – $250K | — |
| Virginia Hospital Center, 401(k) plan | Spouse | — | — |
| Vanguard Target Retirement 2035 Fund VTTHX | Spouse | $50K – $100K | — |
| Washington Hospital Center, deferred compensation savings plan | Spouse | — | — |
| Fidelity Freedom 2035 Fund Class K Shares FSNUX | Spouse | $15K – $50K | — |
| Washington Hospital Center, 403(b) plan | Spouse | — | — |
| Empower Annuity Insurance Co. Guaranteed Long-Term Fund | Spouse | $15K – $50K | — |
| Fidelity Freedom 2035 Fund Class K Shares FSNUX | Spouse | $15K – $50K | — |
| Spouse's IRA #1 | Spouse | — | — |
| Eaton Vance Floating-Rate Advantage Fund - Class A EAFAX | Spouse | $1K – $15K | — |
| PIMCO Active Bond Exchange-Traded Fund BOND | Spouse | $1K – $15K | — |
| PIMCO Investment Grade Corporate Bond Index ETF CORP | Spouse | $1K – $15K | — |
| JPMorgan Large Cap Growth Fund - Class A OLGAX | Spouse | $1K – $15K | — |
| American Funds Washington Mutual Investors Fund - Class F1 WSHFX | Spouse | $1K – $15K | — |
| JPMorgan Equity Income Fund - Class A OIEIX | Spouse | $1K – $15K | — |
| Janus Hernderson Enterprise Fund - Class T JAENX | Spouse | $1K – $15K | — |
| American Funds New Perspective Fund - Class F-1 NPFFX | Spouse | $1K – $15K | — |
| American Funds Capital World Growth & Income Fund - Class F-1 CWGFX | Spouse | $1K – $15K | — |
| iShares U.S. Real Estate ETF IYR | Spouse | $1K – $15K | — |
| U.S. brokerage money market account (cash) | Spouse | $1K – $15K | — |
| Calvert Equity Fund - Class A CSIEX | Spouse | $1K – $15K | — |
| T. Rowe Price Global Stock Fund - I Class TRGLX | Spouse | $1K – $15K | — |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF BIL | Spouse | $1K – $15K | — |
| SPDR Bloomberg 3-12 Month T-Bill ETF BILS | Spouse | $1K – $15K | — |
| Madison Mid Cap Fund Class Y Shares GTSGX | Spouse | $1K – $15K | — |
| Spouse's IRA #2 | Spouse | — | — |
| Eaton Vance Floating-Rate Advantage Fund - Class A EAFAX | Spouse | $1K – $15K | — |
| PIMCO Active Bond Exchange-Traded Fund BOND | Spouse | $1K – $15K | — |
| PIMCO Investment Grade Corporate Bond Index ETF CORP | Spouse | $1K – $15K | — |
| JPMorgan Large Cap Growth Fund - Class A OLGAX | Spouse | $1K – $15K | — |
| American Funds Washington Mutual Investors Fund - Class F1 WSHFX | Spouse | $1K – $15K | — |
| JPMorgan Equity Income Fund - Class A OIEIX | Spouse | $1K – $15K | — |
| Janus Henderson Enterprise Fund - Class T JAENX | Spouse | $1K – $15K | — |
| American Funds New Perspective Fund - Class F-1 NPFFX | Spouse | $1K – $15K | — |
| American Funds Capital World Growth & Income Fund - Class F-1 CWGFX | Spouse | $1K – $15K | — |
| iShares U.S. Real Estate ETF IYR | Spouse | $15K – $50K | — |
| U.S. brokerage money market account (cash) | Spouse | $1K – $15K | — |
| Calvert Equity Fund Class A Shares CSIEX | Spouse | $1K – $15K | — |
| T Rowe PriceGlobal Stock Fund Class I Shares TRGLX | Spouse | $1K – $15K | — |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF BIL | Spouse | $1K – $15K | — |
| SPDR Bloomberg 3-12 Month T-Bill ETF BILS | Spouse | $1K – $15K | — |
| Madison Mid Cap Fund Class Y Shares GTSGX | Spouse | $1K – $15K | — |
| U.S. Brokerage Account | — | — | — |
| Eaton Vance Floating-Rate Advantage Fund - Class A EAFAX | — | $15K – $50K | $2.5K – $5K |
| JPMorgan Large Cap Growth Fund - Class A OLGAX | — | $15K – $50K | $201 – $1K |
| American Funds Washington Mutual Investors Fund - Class F1 WSHFX | — | $15K – $50K | $2.5K – $5K |
| JPMorgan Equity Income Fund - Class A OIEIX | — | $15K – $50K | $1K – $2.5K |
| Janus Henderson Enterprise Fund - Class T JAENX | — | $15K – $50K | $1K – $2.5K |
| American Funds New Perspective Fund - Class F-1 NPFFX | — | $15K – $50K | $201 – $1K |
| American Funds Capital World Growth & Income Fund - Class F-1 CWGFX | — | $15K – $50K | $1K – $2.5K |
| iShares U.S. Real Estate ETF IYR | — | $15K – $50K | $201 – $1K |
| U.S. brokerage money market account (cash) | — | $100K – $250K | $201 – $1K |
| Calvert Equity Fund Class A Shares CSIEX | — | $15K – $50K | $2.5K – $5K |
| T Rowe PriceGlobal Stock Fund Class I Shares TRGLX | — | $15K – $50K | $1K – $2.5K |
| Madison Mid Cap Fund Class Y Shares GTSGX | — | $15K – $50K | $1K – $2.5K |
| U.S. credit union (cash) | — | $15K – $50K | $1K – $2.5K |
| Residential Real Estate, Monterey Park, CA | — | $500K – $1M | Rent or Royalties · $15K – $50K |
| Residential Real Estate, Los Angeles, CA | — | $1M – $5M | Rent or Royalties · $50K – $100K |
| Residential Real Estate, Sacramento, CA | — | $500K – $1M | Rent or Royalties · $15K – $50K |
| Residential Real Estate, Sacramento, CA | — | $500K – $1M | Rent or Royalties · $15K – $50K |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.