Derek T Kan
Genapsys Common Shares × 1 Schwab International Equity ETF × 1 SCHWAB US AGGREGATE BONDETF × 1 Schwab US Small-Cap ETF × 1 SCHWAB US TIPS ETF × 1 SPDR S&P 500 HIGH DIVIDEND ETF × 1 view in graph
6trades · $322.5K est.
$573Kest. assets · Termination
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Schwab US Small-Cap ETF | Sell | $15K – $50K | — | Aug 31, 2020 | filing ↗ |
| SCHWAB US TIPS ETF | Buy | $50K – $100K | — | Aug 31, 2020 | filing ↗ |
| SCHWAB US AGGREGATE BONDETF | Buy | $50K – $100K | — | Aug 31, 2020 | filing ↗ |
| SPDR S&P 500 HIGH DIVIDEND ETF | Sell | $50K – $100K | — | Aug 31, 2020 | filing ↗ |
| Schwab International Equity ETF | Sell | $15K – $50K | — | Aug 31, 2020 | filing ↗ |
| Genapsys Common Shares | Sell | $15K – $50K | — | May 18, 2020 | filing ↗ |
Asset holdings
Termination · filed —All positions
8 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Bain & Company 401k: Vanguard Target Retirement 2045 Trust II | Self | $15K – $50K | — |
| Charles Schwab 529 College Savings Plan (Kansas): Schwab Aggressive Age-Based Portfolio | — | $1K – $15K | — |
| U.S. Bank Account (cash) | — | $100K – $250K | — |
| Charles Schwab Brokerage Account | — | — | — |
| U.S. Brokerage (cash account) | — | $15K – $50K | — |
| Ishares Core 5 10 YR USD | — | $100K – $250K | — |
| Schwab US Aggregate Bondetf | — | $50K – $100K | — |
| Schwab US Tips ETF | — | $50K – $100K | — |
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.