This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Jon J. Rychalski
Veterans Affairs (joined: Dec. 21, 2017)
Chief Financial Officer | Financial Disclosure »
Employment Assets
| Description | Value | Income |
|---|---|---|
| U.S. money market account (cash) | $1,001 - $15,000 | None (or less than $201) |
| Voya Large Cap Value C (IEDCX) | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| The United States Life Insurance Company in the City of New York Whole Life Insurance | $15,001 - $50,000 | None (or less than $201) |
| The United States Life Insurance Company in the City of New York Whole Life Insurance | $15,001 - $50,000 | None (or less than $201) |
| UTMA | ||
| First Trust North American Energy Infrastructure ETF (EMLP) | $1,001 - $15,000 | None (or less than $201) |
| iShares Edge MSCI USA Qlty Factor ETF (QUAL) | $1,001 - $15,000 | None (or less than $201) |
| Schwab US Dvd Equity ETF (SCHD) | $1,001 - $15,000 | None (or less than $201) |
| iShares Edge MSCI Min Vol EAFE (EFAV) | $1,001 - $15,000 | None (or less than $201) |
| iShares TIPS Bond ETF (TIP) | $1,001 - $15,000 | None (or less than $201) |
| SPRD Gold Shares (GLD) | $1,001 - $15,000 | None (or less than $201) |
| WisdomTree Japan Hedged Equity ETF (DXJ) | $1,001 - $15,000 | None (or less than $201) |
| Eaton Vance Short Duration Strat Inc I (ESIIX) | $1,001 - $15,000 | None (or less than $201) |
| Hancock Horizon Quant Long/Short Inv (HHQAX) | $1,001 - $15,000 | None (or less than $201) |
| Janus Henderson Venture I (JVTIX) | $1,001 - $15,000 | None (or less than $201) |
| Putnam Equity Spectrum Y (PYSYX) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Wellesley Income Inv (VWINX) | $1,001 - $15,000 | None (or less than $201) |
| U.S. money market account (cash) | $1,001 - $15,000 | None (or less than $201) |
| iShares Core MSCI Emerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) |
| Cohen & Steers Real Estate Securities I (CSDIX) | $1,001 - $15,000 | None (or less than $201) |
| AQR Managed Futures Strategy I (AQMIX) | $1,001 - $15,000 | None (or less than $201) |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| USAA Federal Savings Bank | Credit Card | $10,001 - $15,000 | 6.0% | 2016 |
| PennyMac Loan Services | Mortgage on Personal Residence | $250,001 - $500,000 | 3.00 | 2011 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| iShares Edge MSCI USA Quality Factor ETF (QUAL) | $1,001 - $15,000 | None (or less than $201) | |
| Schwab US Dividend Equity ETF (SCHD) | $1,001 - $15,000 | None (or less than $201) | |
| AQR Managed Futures Strategy I (AQMIX) | $1,001 - $15,000 | None (or less than $201) | |
| Cohen and Steers Real Estate Securities I (CSDIX) | $1,001 - $15,000 | None (or less than $201) | |
| Oppenheimer Developing Markets Y (ODVYX) | $1,001 - $15,000 | None (or less than $201) | |
| Vanguard Wellesley Income Inv (VWINX) | $1,001 - $15,000 | None (or less than $201) | |
| Virtus Vontobel Emerging Markets Opp I (HIEMX) | $1,001 - $15,000 | None (or less than $201) | |
| SPDR Gold Shares (GLD) | $1,001 - $15,000 | None (or less than $201) | |
| U.S. money market account (cash) | $1,001 - $15,000 | None (or less than $201) | |
| iShares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) | |
| iShares Core Total USD Bond ETF (IUSB) | $1,001 - $15,000 | None (or less than $201) | |
| iShares Core S&P Mid-cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Jon J. Rychalski? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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