Julie Su
TRRDX × 1 TRRJX × 1 TRRKX × 1 Valic Company 1 Large Cap Stock Index Fund × 1 Valic Company 1 Mid Cap Index Fund × 1 Valic Company 1 Small Cap Index Fund × 1 view in graph
7trades · $270K est.
$4.8Mest. assets · Termination
Since nomination
Nominee 278 (02/18/2021) vs TerminationDivested
8 positions · $531K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| 2020/2021 Enrollment Portfolio Passive | Other assets | — | $100K – $250K |
| Passive Age-Based Portfolio 18 & Over | Other assets | — | $100K – $250K |
| Valic Company 1 Large Cap Stock Index Fund | Employment assets | Self | $50K – $100K |
| Valic Company 1 Mid Cap Index Fund | Employment assets | Self | $15K – $50K |
| Valic Company 1 Small Cap Index Fund | Employment assets | Self | $15K – $50K |
| Valic Company 1 Global & International Equity Fund | Employment assets | Self | $15K – $50K |
| Government Money Market 1 | Employment assets | Self | $1K – $15K |
| Core Bond Fund | Employment assets | Self | Under $1K |
Held at termination
6 positions · $1.4M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Savings Plus Plan Target Date 2030 | Employment assets | Self | $100K – $250K | $500K – $1M |
| Passive Diversified Equity Investment Portfolio | Other assets | — | $250K – $500K | $100K – $250K |
| Passive Diversified Equity Investment Portfolio | Other assets | — | $250K – $500K | $100K – $250K |
| Savings Plus Plan Target Date 2030 | Employment assets | Self | $100K – $250K | $100K – $250K |
| U.S. bank (cash) | Other assets | — | $100K – $250K | $50K – $100K |
| Passive Diversified Equity Investment Portfolio | Other assets | — | $15K – $50K | $50K – $100K |
New positions
9 positions · $3.4M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Residential real estate (Cerritos, CA) | Other assets | — | $1M – $5M |
| Enrollment Year Portfolio Passive | Other assets | — | $50K – $100K |
| Enrollment Year Portfolio Passive | Other assets | — | $50K – $100K |
| T Rowe Price Retirement 2040 Fund TRRDX | Other assets | — | $50K – $100K |
| T Rowe Price Retirement 2035 Fund TRRJX | Other assets | — | $50K – $100K |
| T Rowe Price Retirement 2045 Fund TRRKX | Other assets | — | $50K – $100K |
| T Rowe Price Retirement 2045 Fund TRRJX | Other assets | — | $1K – $15K |
| BNY Mellon S&P 500 Index Fund PEOPX | Other assets | — | $1K – $15K |
| Schwab Target 2065 Index Fund SWYJX | Other assets | — | $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
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Valic Copmany 1 Global & International Equity Fund | Sell | $15K – $50K | — | Jan 15, 2022 | filing ↗ |
| Valic Company 1 Small Cap Index Fund | Sell | $15K – $50K | — | Jan 15, 2022 | filing ↗ |
| Valic Company 1 Mid Cap Index Fund | Sell | $15K – $50K | — | Jan 15, 2022 | filing ↗ |
| Valic Company 1 Large Cap Stock Index Fund | Sell | $50K – $100K | — | Jan 15, 2022 | filing ↗ |
| TRRKX T Rowe Price Retirement 2045 Fund | Buy | $15K – $50K | — | Jan 15, 2022 | filing ↗ |
| TRRJX T Rowe Price Retirement 2035 Fund | Buy | $15K – $50K | — | Jan 15, 2022 | filing ↗ |
| TRRDX T Rowe Price Retirement 2040 Fund | Buy | $15K – $50K | — | Jan 15, 2022 | filing ↗ |
Asset holdings
Termination · filed —All positions
25 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| State of California, Defined Benefit Plan (value not readily ascertainable) eligible for $3,200/mo at age 60 | Self | — | — |
| State of California Defined Contribution Plans | Self | — | — |
| State of California 457(b) Plan | Self | — | — |
| Savings Plus Plan Target Date 2030 | Self | $100K – $250K | — |
| State of California 401(k) Plan | Self | — | — |
| Savings Plus Plan Target Date 2030 | Self | $500K – $1M | — |
| CA (ScholarShare) College Savings Plans | — | — | — |
| Individual 529 Plan #1 | — | — | — |
| Passive Diversified Equity Investment Portfolio | — | $100K – $250K | — |
| Enrollment Year Portfolio Passive | — | $50K – $100K | — |
| Individual 529 Plan #2 | — | — | Cash payments · $132.5K |
| Passive Diversified Equity Investment Portfolio | — | $100K – $250K | — |
| Enrollment Year Portfolio Passive | — | $50K – $100K | — |
| Individual 529 Plan #3 | — | — | — |
| Passive Diversified Equity Investment Portfolio | — | $50K – $100K | — |
| U.S. bank (cash) | — | $50K – $100K | — |
| Roth IRA | — | — | — |
| BNY Mellon S&P 500 Index Fund PEOPX | — | $1K – $15K | — |
| Schwab Target 2065 Index Fund SWYJX | — | $1K – $15K | — |
| T Rowe Price Retirement 2045 Fund TRRJX | — | $1K – $15K | — |
| Residential real estate (Cerritos, CA) | — | $1M – $5M | Rent or Royalties · $50K – $100K |
| Brokerage Account | — | — | — |
| T Rowe Price Retirement 2040 Fund TRRDX | — | $50K – $100K | $2.5K – $5K |
| T Rowe Price Retirement 2035 Fund TRRJX | — | $50K – $100K | $2.5K – $5K |
| T Rowe Price Retirement 2045 Fund TRRKX | — | $50K – $100K | $2.5K – $5K |
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.