(J) (Cash Deposit/Savings) US Bank #4 Fresno, CA, US (Mortgage Account) |
$1,001-$15,000 |
None (or less than $201) |
(J) (Cash Deposit/Savings) US Bank #3 Fresno, CA, US Investment/Retirement (Retirement/College/Investment Accounts) |
$500,001-$1,000,000 |
$15,001-$50,000 |
(J) (Cash Deposit/Savings) US Bank #2 Fresno CA, US Checking/Savings (Checking/Savings) |
$100,001-$250,000 |
$1,001-$15,000 |
(Cash Deposit/Savings) US Bank #1 San Carlos, CA, US SEP IRA (SEP IRA) |
$1,001-$15,000 |
$5,001-$15,000 |
(IRE) Commercial Fresno, CA, US (SANBAD Investments, LLC commercial Building) |
$100,001-$250,000 |
$5,001-$15,000 |
(J) (IRE) Multi Family Fresno, CA, US (Birch Commons Solar, LLC apartments and Rock Ranch, LLC) |
$100,001-$250,000 |
$5,001-$15,000 |
(J) (IRE) Unimproved Land Fresno, CA< US (Bungalows at Fig Garden, LLC Unimproved real property parcel) |
$50,001-$100,000 |
None (or less than $201) |
(J) (Trust) Ewell Family Trust |
$100,001-$250,000 |
$5001-$15,000 |
(S) (Mutual Fund) DODGX Dodge & Cox STK FD |
$1,001-$15,000 |
None (or less than $201) |
(S) (Mutual Fund) Hgoix Hartford Growth |
$1,001-$15,001 |
None (or less than $201) |
(S) (Mutual Fund) MHYIX Mainstay FD High Yield |
$1,001-$15,002 |
None (or less than $201) |
(S) (Mutual Fund) BLRYX Brookfireld Invt Funds |
$1,001-$15,003 |
None (or less than $201) |
(S) (Mutual Fund) SMCFX Smallcap Worls FD |
$1,001-$15,004 |
None (or less than $201) |
(S)(Mutual Fund) TGBAX Templeton Income TR |
$1,001-$15,005 |
None (or less than $201) |
(Mutual Fund) EMRYX Van Eck Funds |
$1,001-$15,006 |
None (or less than $201) |
(Mutual Fund) TQMIX AMG Timesquare MID |
$1,001-$15,007 |
None (or less than $201) |
(J) (ETF) Industrial Select |
$1,001-$15,008 |
None (or less than $201) |
(J) (ETF) Ishares Russell 2000 |
$15,001-$50,000 |
$201-$1,000 |
(J) (ETF) Ishares Core S&P; Midcap |
$1,001-$15,000 |
$201-$1,000 |
(J) (ETF) Ishares Core S&P 500 |
$15,001-$50,000 |
$201-$1,000 |
(J) (ETF Ishares Core U.S. |
$15,001-$50,000 |
$201-$1,000 |
(J) (ETF) Ishares S&P Midcap |
$1,001-$15,000 |
None (or less than $201) |
(J) (ETF) Powershares EM MAR |
$1,001-$15,000 |
$201-$1,000 |
(J) (ETF) Sector SPDR TR |
$1,001-$15,000 |
$201-$1,000 |
(J) (ETF) Select Sector SPDR |
$1,001-$15,000 |
None (or less than $201) |
(J) (ETF) SPDR Bloomber |
$1,001-$15,000 |
$201-$1,000 |
(J) (ETF) SPDR Dow Jones |
$15,001-$50,000 |
$201-$1,000 |
(J) (ETF) Vanguard FTSE |
$15,001-$50,000 |
$201-$1,000 |
(J) (ETF) Vanguard Intl Equity |
$15,001-$50,000 |
$201-$1,000 |
(DC)(ETF) Franklin MGD TR Rising |
$1,001-$15,000 |
None (or less than $201) |
(J) (IRA) Wells Fargo (401K Savings plan, no income is received) |
|
|
(Mutual Fund) CBEAX-Wells Fargo C&B Large Cap Value Fund Class A (Retirement/College/Investment Accounts) |
$100,001-$250,000 |
$2,501-$5,000 |
(S) Oracle (401k) Vanguard |
|
|
(Mutual Fund) VASGX-Vanguard Lifestrategy Growth Fund |
$50,001-$100,000 |
$2,501-$5,000 |
(J) (Trust) Ewell Family Trust (Family Trust) |
|
|
(Cash) (Family Trust) |
$100,001-$250,000 |
$15,001-$50,000 |