90 assets, filed Aug 12, 2026 (FD Original).
ABL Space Systems
Private stock option
$250,000
Alhambra CA USD SCH
Government security · Spouse
$250,001 - $500,000
Allocate Alpha Fund II LP
Other · Spouse
$100,001 - $250,000
Allocate Premier Access Fund
Other · Spouse
$250,001 - $500,000
American Funds 2025 Trgt Date Retire
Mutual fund
$500,001 - $1,000,000
Anaheim CA Hsg Elec Util
Government security · Spouse
$50,001 - $100,000
BAC
Bank of America · Bank/brokerage account · Spouse
$50,001 - $100,000
BAC
Bank of America · Bank/brokerage account
$250,001 - $500,000
Broadview Hghts OH GO UTX
Government security · Spouse
$50,001 - $100,000
CA Infra & Dev Bk Comb Util
Government security · Spouse
$500,001 - $1,000,000
CA ST UNIV PUB EDUC
Government security · Spouse
$250,001 - $500,000
CA ST UNIV PUB EDUC
Government security · Spouse
$100,001 - $250,000
Cameron Investment Corp
Other · Spouse
$1,001 - $15,000
CGDV
Capital Group Dividend Value ETF · Exchange-traded fund
$100,001 - $250,000
CGDV
Capital Group Dividend Value ETF · Exchange-traded fund · Spouse
$500,001 - $1,000,000
Charles Schwab Cash Account
Bank/brokerage account
$100,001 - $250,000
AWEIX
Class · Mutual fund
$1,000,000
AWEIX
Class · Mutual fund
$5,000,000
Coinfund Liquid Opportunities Onshore
Other · Spouse
$100,001 - $250,000
Columbia Mgmt Advisors - City of San Diego Mngd
$1,001 - $15,000
SPYG
ETF (SPYG) [EF] StepStone Tactical Growth Fund III, LP · Hedge fund · Spouse
$250,001 - $500,000
East Bay MUD SYS CA
Government security · Spouse
None
Enterprise CA Elem Sch Dist Rfdg
Government security · Spouse
$500,001 - $1,000,000
Foothill-DeAnza CCD CA Educ
Government security · Spouse
$500,001 - $1,000,000
GV Christi LLC
Other liability · Spouse
$50,001 - $100,000
GV Livingston LLC
Other liability · Spouse
$15,001 - $50,000
GV Pines Apartments, LLC
Other · Spouse
$100,001 - $250,000
Inc Fund [MF] Dublin CA Unified Sch Dist
Government security · Spouse
$500,001 - $1,000,000
Inverted Capital I LP
Other · Spouse
$100,001 - $250,000
Kent Street Group LLC
Other · Spouse
$15,001 - $50,000
Los Angeles CA FINL SCH
Government security · Spouse
None
Los Angeles CA GO UTX
Government security · Spouse
$500,001 - $1,000,000
Los Angeles CA IMPTSch
Government security · Spouse
$500,001 - $1,000,000
Los Angeles CA Wtr Swr Util
Government security · Spouse
$500,001 - $1,000,000
Los Angeles County Excise Tax
Government security · Spouse
$250,001 - $500,000
Los Angeles, CA Dept. of Water & Power
Government security · Spouse
$500,001 - $1,000,000
Lynett Capital Partners II LP
Other · Spouse
$100,001 - $250,000
Lynett Capital Partners III, LP
Other · Spouse
$500,001 - $1,000,000
MMIIX
MFS Municipal High Income Fd Cl I · Mutual fund
None
MMIIX
MFS Municipal High Income Fd Cl I · Mutual fund · Spouse
None
Mammoth CA USD IMPT SCH
Government security · Spouse
None
Manufacturers Drive LLC
Other · Spouse
$500,001 - $1,000,000
Mariposa CTY, CA IMPT SCH
Government security · Spouse
$100,001 - $250,000
Motesto CA Waste
Government security · Spouse
$100,001 - $250,000
Novato CA USD IMPT SCH
Government security · Spouse
$50,001 - $100,000
Oceanside CA IMPT SCH
Government security · Spouse
$500,001 - $1,000,000
Palmdale CA Sch
Government security · Spouse
$100,001 - $250,000
Paris TX, GO LTX
Government security · Spouse
$250,001 - $500,000
Pasadena CA Area CC Educ
Government security · Spouse
$250,001 - $500,000
Pittsburg CA Wtr Util
Government security · Spouse
$250,001 - $500,000
Rancho Corte Madera, Inc.
Other liability
$1,000,001 - $5,000,000
Regeneration VC Fund 1 LP
Hedge fund · Spouse
$250,001 - $500,000
Riverside CA Sewer Util
Government security · Spouse
None
SPDR Series Trust SPDR Portfolio S&P 500 Growth
· Spouse
None
SPDR Series Trust SPDR Portfolio S&P 500 Growth
None
Sacramento CA WTR UTIL
Government security · Spouse
None
Sacramento Muni Util Dist
Government security · Spouse
$250,001 - $500,000
San Carlos CA SD Impt Sch
Government security · Spouse
$500,001 - $1,000,000
San Diego CA Trans Excise Tax
Government security · Spouse
$100,001 - $250,000
San Diego CA UNI GO UTX
Government security · Spouse
$250,001 - $500,000
San Diego CA WTR UTIL
Government security · Spouse
$50,001 - $100,000
San Diego, CA IMPT SCH
Government security · Spouse
$50,001 - $100,000
San Francisco CA Bay Mass Tran
Government security · Spouse
$50,001 - $100,000
San Francisco CA Sewer Util
Government security · Spouse
None
San Jose CA Uni Sch
Government security · Spouse
$500,001 - $1,000,000
San Juan, CA USD
Government security · Spouse
$500,001 - $1,000,000
Santa Clara CN CA HLTH
Government security · Spouse
None
SWKXX
Shares · Mutual fund
$250,000
SWKXX
Shares · Mutual fund
$250,000
SCAXX
Shares · Mutual fund
$1,000,000
SCOXX
Shares · Mutual fund
$1,000,000
Sinclair & Rush
Other liability · Spouse
$250,001 - $500,000
Solano CA CCD Educ
Government security · Spouse
$250,001 - $500,000
Torch Capital III LP
Other · Spouse
$50,001 - $100,000
UNIV CA PUB EDUC
Government security · Spouse
$50,001 - $100,000
Upper Sta Clr JPA Wtr Util
Government security · Spouse
$100,001 - $250,000
Valo Ventures GP II, LP
Other · Spouse
$100,001 - $250,000
VEA
Vanguard FTSE Developed Markets ETF · Exchange-traded fund
$500,001 - $1,000,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund
$15,001 - $50,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$50,001 - $100,000
VB
Vanguard Small-Cap ETF · Exchange-traded fund
$15,001 - $50,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund
$50,001 - $100,000
VTV
Vanguard Value ETF · Exchange-traded fund · Spouse
$250,001 - $500,000
Visalia CA Uni IMPT SCH
Government security · Spouse
$500,001 - $1,000,000
Winward Academy, LLC
Other liability
$1,001 - $15,000
IVV
iShares Core S&P 500 ETF · Exchange-traded fund
$1,000,001 - $5,000,000
IWF
iShares Russell 1000 Growth Fund · Exchange-traded fund
$500,001 - $1,000,000
IWM
iShares Russell 2000 Index Fund · Exchange-traded fund
$250,001 - $500,000
IWR
iShares Russell Mid-Cap ETF · Stock (public)
$1,000,001 - $5,000,000
IWP
iShares Russell Midcap Growth ETF · Exchange-traded fund
$500,001 - $1,000,000