$5.84M
Net Worth Est.
None disclosed
Trade Volume
0
Recent Trades
None disclosed
Last Trade
Current Member
No
Years Active
2017 - 2021
Age
62
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Kamala Harris Net Worth & Stock Portfolio
Democrat
Former Vice President & Senator (CA)
Financial Disclosures
Trades: 0
Disclosed Assets: 743
Last Trade: none disclosed
Portfolio Lab
Backtest a hypothetical portfolio built from disclosed holdings (illustrative only; reporting delays and value ranges apply; past performance is not indicative of future results).
This portfolio monitors the publicly disclosed assets and transactions of Kamala Harris, compiled from official congressional financial filings under the STOCK Act. It currently tracks 743 disclosed assets and investment accounts.
Financial holdings and assets from Kamala Harris's portfolio, compiled from official public records. Net worth estimates represent valuation range midpoints.
By value, the largest disclosed asset types are Funds and ETFs, Other Securities, and Bank Accounts.
Filing Sources & Methodology: Data compiled from official public filings with the U.S. House Clerk and U.S. Senate Financial Disclosures (eFD) pursuant to the STOCK Act (Pub. L. 112–105).
Disclosures are reported with a statutory 30–45 day delay and in broad valuation ranges; net worth and growth metrics represent midpoint approximations for research and informational purposes only. Not investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future results.
Estimated Net Worth
$5.84M
Disclosed Portfolio
Disclosure period
2016 - 2019
Report years
Net Worth Growth
+56.1%
vs +44.3% S&P 500
Disclosed Positions
743
Disclosed Assets
Latest report
FY2019
Filed May 13, 2020
Portfolio Performance vs S&P 500
Cumulative disclosure net worth growth of Kamala Harris vs S&P 500 Index (SPY) for 2016–2019.
Kamala Harris: +56.1%
S&P 500: +44.3%
Kamala Harris has a net worth of $5.84M
per our latest estimates. Estimates are calculated based on the midpoints of disclosed asset valuations.
Net Worth Trajectory
Note: the latest point is the current net worth estimate; earlier points come from annual reports (range midpoints), so the last step is not a like-for-like change.
$5.84M
Current Net Worth Est.
Top Holdings / Asset Types
Disclosed Holdings
| Asset / Holding | Asset Type | Disclosed Amount Range | Owner | Report Year | Filed Date |
|---|---|---|---|---|---|
| Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2019 | May 13, 2020 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 | |
Whitwell Jacoby Emhoff LLP SEP
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2019 | May 13, 2020 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2019 | May 13, 2020 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $250,001 - $500,000 | Self | 2019 | May 13, 2020 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2019 | May 13, 2020 |
|
Venable LLP Capital Account
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2019 | May 13, 2020 |
|
Vanguard Target Retirement 2030 Trust II
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2019 | May 13, 2020 |
Vanguard Growth Index Fund ETF Shares
VUG
|
Mutual Funds, Exchange Traded Fund/Note | $250,001 - $500,000 | Spouse | 2019 | May 13, 2020 |
Vanguard Value Index Fund ETF Shares
VTV
|
Mutual Funds, Exchange Traded Fund/Note | $250,001 - $500,000 | Spouse | 2019 | May 13, 2020 |
Vanguard Industrials Index Fund ETF Shares
VIS
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
Vanguard Information Technology Index Fund ETF Shares
VGT
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
Vanguard Consumer Staples Index Fund ETF Shares
VDC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
VCSH
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
VCSH
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2019 | May 13, 2020 |
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
VCIT
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
VCIT
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
Vanguard Small-Cap Value Index Fund ETF Shares
VBR
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2019 | May 13, 2020 |
Vanguard Small-Cap Growth Index Fund ETF Shares
VBK
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2019 | May 13, 2020 |
Vanguard Materials Index Fund ETF Shares
VAW
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
|
Target Date Fund 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2019 | May 13, 2020 |
BlackRock Liquidity Funds - T-Fund
TSTXX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
BlackRock Liquidity Funds - T-Fund
TSTXX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | May 13, 2020 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
|
State of California Savings Plus 457(b) Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2019 | May 13, 2020 |
|
San Francisco Employees Retirement System (SFERS) Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2019 | May 13, 2020 |
|
SFDCP Target Date 2035
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2019 | May 13, 2020 |
|
SFDCP Target Date 2030
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2019 | May 13, 2020 |
|
SFDCP Target Date 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2019 | May 13, 2020 |
|
SFDCP Stable Value Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2019 | May 13, 2020 |
|
SFDCP Lg Cap Eq - S&P 500
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2019 | May 13, 2020 |
|
SFDCP Large Cap Growth Eq
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2019 | May 13, 2020 |
Invesco Preferred ETF
PGX
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2019 | May 13, 2020 |
|
Merrill Lynch - IRRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2019 | May 13, 2020 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2019 | May 13, 2020 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
|
Legislators' Retirement System Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2019 | May 13, 2020 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2019 | May 13, 2020 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2019 | May 13, 2020 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2019 | May 13, 2020 |
iShares Core MSCI EAFE ETF
IEFA
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
iShares Core MSCI EAFE ETF
IEFA
|
Mutual Funds, Exchange Traded Fund/Note | $100,001 - $250,000 | Spouse | 2019 | May 13, 2020 |
iShares Nasdaq Biotechnology ETF
IBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
|
First Republic Bank
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
First Trust Dow Jones Internet Index Fund
FDN
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 |
|
DLA Piper LLP - Profit Sharing & 401(k) Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2019 | May 13, 2020 |
|
DLA Piper LLP
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2019 | May 13, 2020 |
|
City & County of San Francisco 457(b) Deferred Compensation Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2019 | May 13, 2020 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2019 | May 13, 2020 | |
Vanguard Materials Index Fund ETF Shares
VAW
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2018 | May 15, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 | |
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
City & County of San Francisco 457(b) Deferred Compensation Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2018 | May 15, 2019 |
|
DLA Piper LLP
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2018 | May 15, 2019 |
|
DLA Piper LLP - Profit Sharing & 401(k) Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2018 | May 15, 2019 |
VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF
EMLC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
First Trust Dow Jones Internet Index Fund
FDN
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
First Republic Bank
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
iShares Nasdaq Biotechnology ETF
IBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
iShares Core MSCI EAFE ETF
IEFA
|
Mutual Funds, Exchange Traded Fund/Note | $100,001 - $250,000 | Spouse | 2018 | May 15, 2019 |
iShares Core MSCI EAFE ETF
IEFA
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2018 | May 15, 2019 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2018 | May 15, 2019 |
|
Merrill Lynch - IRRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2018 | May 15, 2019 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
Invesco Preferred ETF
PGX
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
SFDCP International Equity
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2018 | May 15, 2019 |
|
SFDCP Large Cap Growth Eq
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2018 | May 15, 2019 |
|
SFDCP Lg Cap Eq - S&P 500
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | May 15, 2019 |
|
SFDCP Mid Cap Core
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2018 | May 15, 2019 |
|
SFDCP Real Estate
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | May 15, 2019 |
|
SFDCP Target Date 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | May 15, 2019 |
|
San Francisco Employees Retirement System (SFERS) Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2018 | May 15, 2019 |
|
State of California Savings Plus 457(b) Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2018 | May 15, 2019 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
Target Date Fund 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2018 | May 15, 2019 |
Vanguard Materials Index Fund ETF Shares
VAW
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
Vanguard Small-Cap Growth Index Fund ETF Shares
VBK
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
Vanguard Small-Cap Value Index Fund ETF Shares
VBR
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
Vanguard Consumer Staples Index Fund ETF Shares
VDC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
Vanguard Information Technology Index Fund ETF Shares
VGT
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
Vanguard Industrials Index Fund ETF Shares
VIS
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
Vanguard Value Index Fund ETF Shares
VTV
|
Mutual Funds, Exchange Traded Fund/Note | $250,001 - $500,000 | Spouse | 2018 | May 15, 2019 |
Vanguard Growth Index Fund ETF Shares
VUG
|
Mutual Funds, Exchange Traded Fund/Note | $100,001 - $250,000 | Spouse | 2018 | May 15, 2019 |
|
Vanguard Target Retirement 2030 Trust II
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
Venable LLP Capital Account
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2018 | May 15, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2018 | May 15, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $250,001 - $500,000 | Self | 2018 | May 15, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
Whitwell Jacoby Emhoff LLP SEP
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2018 | May 15, 2019 |
| Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2018 | May 15, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2018 | Jun 12, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 | |
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | Jun 12, 2019 |
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
|
City & County of San Francisco 457(b) Deferred Compensation Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2018 | Jun 12, 2019 |
|
DLA Piper LLP
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2018 | Jun 12, 2019 |
|
DLA Piper LLP - Profit Sharing & 401(k) Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2018 | Jun 12, 2019 |
VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF
EMLC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
First Trust Dow Jones Internet Index Fund
FDN
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
|
First Republic Bank
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
iShares Nasdaq Biotechnology ETF
IBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
iShares Core MSCI EAFE ETF
IEFA
|
Mutual Funds, Exchange Traded Fund/Note | $100,001 - $250,000 | Spouse | 2018 | Jun 12, 2019 |
iShares Core MSCI EAFE ETF
IEFA
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | Jun 12, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2018 | Jun 12, 2019 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | Jun 12, 2019 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2018 | Jun 12, 2019 |
|
Merrill Lynch - IRRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2018 | Jun 12, 2019 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2018 | Jun 12, 2019 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
Invesco Preferred ETF
PGX
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
|
SFDCP International Equity
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2018 | Jun 12, 2019 |
|
SFDCP Large Cap Growth Eq
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2018 | Jun 12, 2019 |
|
SFDCP Lg Cap Eq - S&P 500
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Jun 12, 2019 |
|
SFDCP Mid Cap Core
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2018 | Jun 12, 2019 |
|
SFDCP Real Estate
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Jun 12, 2019 |
|
SFDCP Target Date 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Jun 12, 2019 |
|
San Francisco Employees Retirement System (SFERS) Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2018 | Jun 12, 2019 |
|
State of California Savings Plus 457(b) Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2018 | Jun 12, 2019 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
|
Target Date Fund 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2018 | Jun 12, 2019 |
Vanguard Materials Index Fund ETF Shares
VAW
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
Vanguard Small-Cap Growth Index Fund ETF Shares
VBK
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | Jun 12, 2019 |
Vanguard Small-Cap Value Index Fund ETF Shares
VBR
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | Jun 12, 2019 |
Vanguard Consumer Staples Index Fund ETF Shares
VDC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
Vanguard Information Technology Index Fund ETF Shares
VGT
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
Vanguard Industrials Index Fund ETF Shares
VIS
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 |
Vanguard Value Index Fund ETF Shares
VTV
|
Mutual Funds, Exchange Traded Fund/Note | $250,001 - $500,000 | Spouse | 2018 | Jun 12, 2019 |
Vanguard Growth Index Fund ETF Shares
VUG
|
Mutual Funds, Exchange Traded Fund/Note | $100,001 - $250,000 | Spouse | 2018 | Jun 12, 2019 |
|
Vanguard Target Retirement 2030 Trust II
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | Jun 12, 2019 |
|
Venable LLP Capital Account
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2018 | Jun 12, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2018 | Jun 12, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $250,001 - $500,000 | Self | 2018 | Jun 12, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2018 | Jun 12, 2019 |
|
Whitwell Jacoby Emhoff LLP SEP
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2018 | Jun 12, 2019 |
| Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2018 | Jun 12, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jun 12, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2018 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 | |
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | Jul 08, 2019 |
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
|
City & County of San Francisco 457(b) Deferred Compensation Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2018 | Jul 08, 2019 |
|
DLA Piper LLP
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2018 | Jul 08, 2019 |
|
DLA Piper LLP - Profit Sharing & 401(k) Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2018 | Jul 08, 2019 |
VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF
EMLC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
First Trust Dow Jones Internet Index Fund
FDN
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
|
First Republic Bank
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
iShares Nasdaq Biotechnology ETF
IBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
iShares Core MSCI EAFE ETF
IEFA
|
Mutual Funds, Exchange Traded Fund/Note | $100,001 - $250,000 | Spouse | 2018 | Jul 08, 2019 |
iShares Core MSCI EAFE ETF
IEFA
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | Jul 08, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2018 | Jul 08, 2019 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | Jul 08, 2019 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
|
Legislators' Retirement System Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2018 | Jul 08, 2019 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2018 | Jul 08, 2019 |
|
Merrill Lynch - IRRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2018 | Jul 08, 2019 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2018 | Jul 08, 2019 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
Invesco Preferred ETF
PGX
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
|
SFDCP International Equity
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2018 | Jul 08, 2019 |
|
SFDCP Large Cap Growth Eq
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2018 | Jul 08, 2019 |
|
SFDCP Lg Cap Eq - S&P 500
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Jul 08, 2019 |
|
SFDCP Mid Cap Core
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2018 | Jul 08, 2019 |
|
SFDCP Real Estate
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Jul 08, 2019 |
|
SFDCP Target Date 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Jul 08, 2019 |
|
San Francisco Employees Retirement System (SFERS) Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2018 | Jul 08, 2019 |
|
State of California Savings Plus 457(b) Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2018 | Jul 08, 2019 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
|
Target Date Fund 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2018 | Jul 08, 2019 |
Vanguard Small-Cap Growth Index Fund ETF Shares
VBK
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | Jul 08, 2019 |
Vanguard Small-Cap Value Index Fund ETF Shares
VBR
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2018 | Jul 08, 2019 |
Vanguard Consumer Staples Index Fund ETF Shares
VDC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
Vanguard Information Technology Index Fund ETF Shares
VGT
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
Vanguard Industrials Index Fund ETF Shares
VIS
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 |
Vanguard Value Index Fund ETF Shares
VTV
|
Mutual Funds, Exchange Traded Fund/Note | $250,001 - $500,000 | Spouse | 2018 | Jul 08, 2019 |
Vanguard Growth Index Fund ETF Shares
VUG
|
Mutual Funds, Exchange Traded Fund/Note | $100,001 - $250,000 | Spouse | 2018 | Jul 08, 2019 |
|
Vanguard Target Retirement 2030 Trust II
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | Jul 08, 2019 |
|
Venable LLP Capital Account
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2018 | Jul 08, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2018 | Jul 08, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $250,001 - $500,000 | Self | 2018 | Jul 08, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2018 | Jul 08, 2019 |
|
Whitwell Jacoby Emhoff LLP SEP
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2018 | Jul 08, 2019 |
| Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2018 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2018 | Jul 08, 2019 | |
Vanguard Growth Index Fund ETF Shares
VUG
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | May 15, 2018 |
|
Venable LLP Capital Account
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2017 | May 15, 2018 |
|
WEMIX-Wells Fargo Advantage Emerging Gr Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | May 15, 2018 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2017 | May 15, 2018 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $250,001 - $500,000 | Self | 2017 | May 15, 2018 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Spouse | 2017 | May 15, 2018 |
|
Whitwell Jacoby Emhoff LLP SEP
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2017 | May 15, 2018 |
| Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | May 15, 2018 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 | |
|
WEMIX-Wells Fargo Advantage Emerging Gr Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jul 08, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2017 | Jul 08, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $250,001 - $500,000 | Self | 2017 | Jul 08, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Spouse | 2017 | Jul 08, 2019 |
|
Whitwell Jacoby Emhoff LLP SEP
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2017 | Jul 08, 2019 |
| Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 | |
|
AEPFX-American Funds Europacific Growth F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jun 12, 2019 |
|
ANOIX-American Century Small Cap Growth Inv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jun 12, 2019 |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2017 | Jun 12, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 | |
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
|
Charles Schwab IRA Rollover
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2017 | Jun 12, 2019 |
|
City & County of San Francisco 457(b) Deferred Compensation Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2017 | Jun 12, 2019 |
|
DLA Piper LLP Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI EAFE ETF
EFA
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jun 12, 2019 |
VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF
EMLC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI Pacific ex Japan ETF
EPP
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI Pacific ex Japan ETF
EPP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI Canada ETF
EWC
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI Canada ETF
EWC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI Sweden ETF
EWD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI Japan ETF
EWJ
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI Japan ETF
EWJ
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI Switzerland ETF
EWL
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI Switzerland ETF
EWL
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI United Kingdom ETF
EWU
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI United Kingdom ETF
EWU
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI Eurozone ETF
EZU
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MSCI Eurozone ETF
EZU
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
First Trust Dow Jones Internet Index Fund
FDN
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
|
First Republic Bank
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
|
HGOIX-Hartford Growth Opportunities I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jun 12, 2019 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares Nasdaq Biotechnology ETF
IBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jun 12, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2017 | Jun 12, 2019 |
VanEck Intermediate Muni ETF
ITM
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jun 12, 2019 |
|
IWD-iShares Russell 1000 Value (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jun 12, 2019 |
|
IWF-iShares Russell 1000 Growth (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jun 12, 2019 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2017 | Jun 12, 2019 |
|
MEIIX-MFS Value I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jun 12, 2019 |
|
ML Bank Deposit Program
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Spouse | 2017 | Jun 12, 2019 |
|
MTLIX-MFS Municipal Limited Maturity I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jun 12, 2019 |
|
Merrill Lynch - Emhoff Family Trust
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2017 | Jun 12, 2019 |
|
Merrill Lynch - IRRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2017 | Jun 12, 2019 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
Invesco Preferred ETF
PGX
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
|
SFDCP International Equity
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2017 | Jun 12, 2019 |
|
SFDCP Large Cap Growth Eq
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2017 | Jun 12, 2019 |
|
SFDCP Lg Cap Eq - S&P 500
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | Jun 12, 2019 |
|
SFDCP Mid Cap Core
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2017 | Jun 12, 2019 |
|
SFDCP Real Estate
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | Jun 12, 2019 |
|
SFDCP Target Date 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2017 | Jun 12, 2019 |
First Trust Cloud Computing ETF
SKYY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
|
San Francisco Employees Retirement System (SFERS) Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2017 | Jun 12, 2019 |
|
State of California Savings Plus 457(b) Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2017 | Jun 12, 2019 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
T. Rowe Price Institutional Large Cap Core Growth Fund
TPLGX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
|
Target Date Fund 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2017 | Jun 12, 2019 |
|
UBVSX-Undiscovered Mgrs Behavioral Value Sel (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jun 12, 2019 |
Vanguard Materials Index Fund ETF Shares
VAW
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jun 12, 2019 |
Vanguard Small-Cap Growth Index Fund ETF Shares
VBK
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
Vanguard Small-Cap Value Index Fund ETF Shares
VBR
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jun 12, 2019 |
Vanguard Consumer Staples Index Fund ETF Shares
VDC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
Vanguard Information Technology Index Fund ETF Shares
VGT
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
|
VIEIX-Vanguard Extended Market Index Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
Vanguard Industrials Index Fund ETF Shares
VIS
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
VRIVX - Vanguard Instl Trgt Retire 2025 Instl
VRIVX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 |
Vanguard Value Index Fund ETF Shares
VTV
|
Mutual Funds, Exchange Traded Fund/Note | $250,001 - $500,000 | Spouse | 2017 | Jun 12, 2019 |
Vanguard Growth Index Fund ETF Shares
VUG
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jun 12, 2019 |
Vanguard Growth Index Fund ETF Shares
VUG
|
Mutual Funds, Exchange Traded Fund/Note | $100,001 - $250,000 | Spouse | 2017 | Jun 12, 2019 |
|
Venable LLP Capital Account
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2017 | Jun 12, 2019 |
|
WEMIX-Wells Fargo Advantage Emerging Gr Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jun 12, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2017 | Jun 12, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $250,001 - $500,000 | Self | 2017 | Jun 12, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Spouse | 2017 | Jun 12, 2019 |
|
Whitwell Jacoby Emhoff LLP SEP
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2017 | Jun 12, 2019 |
| Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jun 12, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jun 12, 2019 | |
|
AEPFX-American Funds Europacific Growth F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jul 08, 2019 |
|
ANOIX-American Century Small Cap Growth Inv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jul 08, 2019 |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2017 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 | |
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
|
Charles Schwab IRA Rollover
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2017 | Jul 08, 2019 |
|
City & County of San Francisco 457(b) Deferred Compensation Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2017 | Jul 08, 2019 |
|
DLA Piper LLP Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI EAFE ETF
EFA
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jul 08, 2019 |
VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF
EMLC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI Pacific ex Japan ETF
EPP
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI Pacific ex Japan ETF
EPP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI Canada ETF
EWC
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI Canada ETF
EWC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI Sweden ETF
EWD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI Japan ETF
EWJ
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI Japan ETF
EWJ
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI Switzerland ETF
EWL
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI Switzerland ETF
EWL
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI United Kingdom ETF
EWU
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI United Kingdom ETF
EWU
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI Eurozone ETF
EZU
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MSCI Eurozone ETF
EZU
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
First Trust Dow Jones Internet Index Fund
FDN
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
|
First Republic Bank
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
|
HGOIX-Hartford Growth Opportunities I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jul 08, 2019 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
iShares Nasdaq Biotechnology ETF
IBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jul 08, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2017 | Jul 08, 2019 |
VanEck Intermediate Muni ETF
ITM
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jul 08, 2019 |
|
IWD-iShares Russell 1000 Value (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jul 08, 2019 |
|
IWF-iShares Russell 1000 Growth (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jul 08, 2019 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
|
Legislators' Retirement System Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2017 | Jul 08, 2019 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2017 | Jul 08, 2019 |
|
MEIIX-MFS Value I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jul 08, 2019 |
|
ML Bank Deposit Program
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Spouse | 2017 | Jul 08, 2019 |
|
MTLIX-MFS Municipal Limited Maturity I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jul 08, 2019 |
|
Merrill Lynch - Emhoff Family Trust
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2017 | Jul 08, 2019 |
|
Merrill Lynch - IRRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2017 | Jul 08, 2019 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
Invesco Preferred ETF
PGX
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
|
SFDCP International Equity
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2017 | Jul 08, 2019 |
|
SFDCP Large Cap Growth Eq
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2017 | Jul 08, 2019 |
|
SFDCP Lg Cap Eq - S&P 500
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | Jul 08, 2019 |
|
SFDCP Mid Cap Core
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2017 | Jul 08, 2019 |
|
SFDCP Real Estate
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | Jul 08, 2019 |
|
SFDCP Target Date 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2017 | Jul 08, 2019 |
First Trust Cloud Computing ETF
SKYY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
|
San Francisco Employees Retirement System (SFERS) Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2017 | Jul 08, 2019 |
|
State of California Savings Plus 457(b) Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2017 | Jul 08, 2019 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
T. Rowe Price Institutional Large Cap Core Growth Fund
TPLGX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
|
Target Date Fund 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2017 | Jul 08, 2019 |
|
UBVSX-Undiscovered Mgrs Behavioral Value Sel (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | Jul 08, 2019 |
Vanguard Materials Index Fund ETF Shares
VAW
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jul 08, 2019 |
Vanguard Small-Cap Growth Index Fund ETF Shares
VBK
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
Vanguard Small-Cap Value Index Fund ETF Shares
VBR
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | Jul 08, 2019 |
Vanguard Consumer Staples Index Fund ETF Shares
VDC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
Vanguard Information Technology Index Fund ETF Shares
VGT
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
|
VIEIX-Vanguard Extended Market Index Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
|
AEPFX-American Funds Europacific Growth F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | May 15, 2018 |
|
ANOIX-American Century Small Cap Growth Inv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | May 15, 2018 |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2017 | May 15, 2018 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 | |
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
Charles Schwab IRA Rollover
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2017 | May 15, 2018 |
|
City & County of San Francisco 457(b) Deferred Compensation Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2017 | May 15, 2018 |
|
DLA Piper LLP Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2017 | May 15, 2018 |
iShares MSCI EAFE ETF
EFA
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | May 15, 2018 |
VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF
EMLC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI Pacific ex Japan ETF
EPP
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI Pacific ex Japan ETF
EPP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI Canada ETF
EWC
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI Canada ETF
EWC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI Sweden ETF
EWD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI Japan ETF
EWJ
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI Japan ETF
EWJ
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI Switzerland ETF
EWL
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI Switzerland ETF
EWL
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI United Kingdom ETF
EWU
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI United Kingdom ETF
EWU
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI Eurozone ETF
EZU
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2017 | May 15, 2018 |
iShares MSCI Eurozone ETF
EZU
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
First Trust Dow Jones Internet Index Fund
FDN
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
First Republic Bank
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
HGOIX-Hartford Growth Opportunities I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | May 15, 2018 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares Nasdaq Biotechnology ETF
IBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | May 15, 2018 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2017 | May 15, 2018 |
VanEck Intermediate Muni ETF
ITM
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | May 15, 2018 |
|
IWD-iShares Russell 1000 Value (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | May 15, 2018 |
|
IWF-iShares Russell 1000 Growth (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | May 15, 2018 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Spouse | 2017 | May 15, 2018 |
|
MEIIX-MFS Value I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | May 15, 2018 |
|
ML Bank Deposit Program
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Spouse | 2017 | May 15, 2018 |
|
MTLIX-MFS Municipal Limited Maturity I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | May 15, 2018 |
|
Merrill Lynch - Emhoff Family Trust
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2017 | May 15, 2018 |
|
Merrill Lynch - IRRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2017 | May 15, 2018 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
Invesco Preferred ETF
PGX
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
SFDCP International Equity
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2017 | May 15, 2018 |
|
SFDCP Large Cap Growth Eq
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2017 | May 15, 2018 |
|
SFDCP Lg Cap Eq - S&P 500
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | May 15, 2018 |
|
SFDCP Mid Cap Core
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2017 | May 15, 2018 |
|
SFDCP Real Estate
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | May 15, 2018 |
|
SFDCP Target Date 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2017 | May 15, 2018 |
First Trust Cloud Computing ETF
SKYY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
San Francisco Employees Retirement System (SFERS) Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2017 | May 15, 2018 |
|
State of California Savings Plus 457(b) Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2017 | May 15, 2018 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
T. Rowe Price Institutional Large Cap Core Growth Fund
TPLGX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
Target Date Fund 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2017 | May 15, 2018 |
|
UBVSX-Undiscovered Mgrs Behavioral Value Sel (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | May 15, 2018 |
Vanguard Materials Index Fund ETF Shares
VAW
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | May 15, 2018 |
Vanguard Small-Cap Growth Index Fund ETF Shares
VBK
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
Vanguard Small-Cap Value Index Fund ETF Shares
VBR
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
Vanguard Consumer Staples Index Fund ETF Shares
VDC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
Vanguard Information Technology Index Fund ETF Shares
VGT
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
VIEIX-Vanguard Extended Market Index Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
Vanguard Industrials Index Fund ETF Shares
VIS
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
VRIVX - Vanguard Instl Trgt Retire 2025 Instl
VRIVX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
Vanguard Value Index Fund ETF Shares
VTV
|
Mutual Funds, Exchange Traded Fund/Note | $250,001 - $500,000 | Spouse | 2017 | May 15, 2018 |
Vanguard Growth Index Fund ETF Shares
VUG
|
Mutual Funds, Exchange Traded Fund/Note | $100,001 - $250,000 | Spouse | 2017 | May 15, 2018 |
Vanguard Industrials Index Fund ETF Shares
VIS
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
VRIVX - Vanguard Instl Trgt Retire 2025 Instl
VRIVX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | Jul 08, 2019 |
Vanguard Value Index Fund ETF Shares
VTV
|
Mutual Funds, Exchange Traded Fund/Note | $250,001 - $500,000 | Spouse | 2017 | Jul 08, 2019 |
Vanguard Growth Index Fund ETF Shares
VUG
|
Mutual Funds, Exchange Traded Fund/Note | - | Spouse | 2017 | Jul 08, 2019 |
Vanguard Growth Index Fund ETF Shares
VUG
|
Mutual Funds, Exchange Traded Fund/Note | $100,001 - $250,000 | Spouse | 2017 | Jul 08, 2019 |
|
Venable LLP Capital Account
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2017 | Jul 08, 2019 |
Eaton Vance Large-Cap Value Fund Class I
EILVX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
|
SFDCP Mid Cap Core
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2016 | May 15, 2017 |
|
SFDCP Lg Cap Eq - S&P 500
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | May 15, 2017 |
Delaware Tax-Free USA Intermediate Fund Institutional Class
DUSIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | May 15, 2017 |
|
SFDCP Large Cap Growth Eq
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2016 | May 15, 2017 |
Domini Impact International Equity Fund Investor Shares
DOMIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
Parnassus Mid Cap Growth Fund - Investor
PARNX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
|
SFDCP International Equity
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | May 15, 2017 |
Dodge & Cox Stock Fund Class I
DODGX
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
BNY Mellon Appreciation Fund, Inc. - Investor Shares
DGAGX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
Parnassus Value Equity Fund Investor Shares
PARWX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
Impax Small Cap Fund Institutional Class
PXSIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
City & County of San Francisco 457(b) Deferred Compensation Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2016 | May 15, 2017 |
CSDYX - Calvert Short Duration Income Y (NASDAQ)
CSDYX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
CRM Small Cap Value Fund Class Institutional
CRISX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
Parnassus Core Equity Fund - Institutional Shares
PRILX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Parnassus Core Equity Fund - Institutional Shares
PRILX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
CIEYX - Calvert Equity Y (NASDAQ)
CIEYX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
Impax Small Cap Fund Institutional Class
PXSIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
|
SFDCP International Equity
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Jul 13, 2017 |
CBAYX - Calvert Balanced Y
CBAYX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | May 15, 2017 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 | |
|
SFDCP Large Cap Growth Eq
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2016 | Jul 13, 2017 |
Ave Maria Rising Dividend Fund
AVEDX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
|
SFDCP Lg Cap Eq - S&P 500
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Jul 13, 2017 |
American Century Small Cap Value Fund Investor Class
ASVIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
American Century Small Cap Growth Fund Investor Class
ANOIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
SFDCP Mid Cap Core
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2016 | Jul 13, 2017 |
|
AEPFX-American Funds Europacific Growth F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
American Century Small Cap Growth Fund Investor Class
ANOIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
American Century Small Cap Value Fund Investor Class
ASVIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Ave Maria Rising Dividend Fund
AVEDX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 | |
CBAYX - Calvert Balanced Y
CBAYX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | Jul 08, 2019 |
CIEYX - Calvert Equity Y (NASDAQ)
CIEYX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
CRM Small Cap Value Fund Class Institutional
CRISX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
CSDYX - Calvert Short Duration Income Y (NASDAQ)
CSDYX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
|
City & County of San Francisco 457(b) Deferred Compensation Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2016 | Jul 08, 2019 |
BNY Mellon Appreciation Fund, Inc. - Investor Shares
DGAGX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
Dodge & Cox Stock Fund Class I
DODGX
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Domini Impact International Equity Fund Investor Shares
DOMIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
Delaware Tax-Free USA Intermediate Fund Institutional Class
DUSIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | Jul 08, 2019 |
Eaton Vance Large-Cap Value Fund Class I
EILVX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
iShares MSCI Pacific ex Japan ETF
EPP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
iShares MSCI Japan ETF
EWJ
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
iShares MSCI United Kingdom ETF
EWU
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
|
First Republic Bank
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
The Hartford Growth Opportunities Fund Class I
HGOIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
HHDTX - Hancock Horizon Diversified Intl Instl (NASDAQ)
HHDTX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
iShares Nasdaq Biotechnology ETF
IBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
iShares Russell 1000 Value ETF
IWD
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
iShares Russell 1000 Growth ETF
IWF
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
|
Legislators' Retirement System Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2016 | Jul 08, 2019 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
MFS Value Fund Class I
MEIIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
|
ML Bank Deposit Program
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
MFS Municipal Limited Maturity Fund Class I
MTLIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | Jul 08, 2019 |
|
Merrill Lynch - Emhoff Family Trust
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2016 | Jul 08, 2019 |
|
Merrill Lynch - IRRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2016 | Jul 08, 2019 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class Y
NRFYX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
Parnassus Mid Cap Fund
PARMX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Parnassus Mid Cap Growth Fund - Investor
PARNX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Parnassus Value Equity Fund Investor Shares
PARWX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Parnassus Core Equity Fund - Institutional Shares
PRILX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Impax Small Cap Fund Institutional Class
PXSIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
|
SFDCP International Equity
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Jul 08, 2019 |
|
SFDCP Large Cap Growth Eq
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2016 | Jul 08, 2019 |
|
SFDCP Lg Cap Eq - S&P 500
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Jul 08, 2019 |
|
SFDCP Mid Cap Core
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2016 | Jul 08, 2019 |
|
SFDCP Real Estate
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Jul 08, 2019 |
|
SFDCP Target Date 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Jul 08, 2019 |
|
SSgA Target Retirement 2025 Fund NL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | Jul 08, 2019 |
|
SSgA Target Retirement 2030 Fund NL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | Jul 08, 2019 |
|
SSgA Target Retirement 2035 Fund NL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | Jul 08, 2019 |
|
SSgA Target Retirement 2040 Fund NL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | Jul 08, 2019 |
|
San Francisco Employees Retirement System (SFERS) Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2016 | Jul 08, 2019 |
|
State of California Savings Plus 457(b) Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2016 | Jul 08, 2019 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
T. Rowe Price Institutional Large Cap Core Growth Fund
TPLGX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
TWWIX - Thomas White International I (NASDAQ)
TWWIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
|
Target Date Fund 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2016 | Jul 08, 2019 |
Undiscovered Managers Behavioral Value Fund Class I
UBVSX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Vanguard Materials Index Fund ETF Shares
VAW
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
Vanguard Consumer Staples Index Fund ETF Shares
VDC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Vanguard Information Technology Index Fund ETF Shares
VGT
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Vanguard Institutional Index Fund Institutional Shares
VINIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Vanguard Industrials Index Fund ETF Shares
VIS
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
|
Venable LLP Capital Account
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2016 | Jul 08, 2019 |
|
Venable LLP Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2016 | Jul 08, 2019 |
Allspring Emerging Growth Fund - Class Inst
WEMIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
Allspring Emerging Growth Fund - Class Inst
WEMIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2016 | Jul 08, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $250,001 - $500,000 | Self | 2016 | Jul 08, 2019 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2016 | Jul 08, 2019 |
|
Whitwell Jacoby Emhoff LLP SEP
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2016 | Jul 08, 2019 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 08, 2019 | |
Vanguard Consumer Staples Index Fund ETF Shares
VDC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Materials Index Fund ETF Shares
VAW
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Undiscovered Managers Behavioral Value Fund Class I
UBVSX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Parnassus Value Equity Fund Investor Shares
PARWX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
|
SFDCP Real Estate
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Jul 13, 2017 |
Parnassus Mid Cap Growth Fund - Investor
PARNX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
SFDCP Target Date 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Jul 13, 2017 |
Parnassus Mid Cap Fund
PARMX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
SSgA Target Retirement 2025 Fund NL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | Jul 13, 2017 |
Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class Y
NRFYX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
|
SSgA Target Retirement 2030 Fund NL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | Jul 13, 2017 |
|
SSgA Target Retirement 2035 Fund NL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | Jul 13, 2017 |
|
SSgA Target Retirement 2040 Fund NL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | Jul 13, 2017 |
|
San Francisco Employees Retirement System (SFERS) Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2016 | Jul 13, 2017 |
|
State of California Savings Plus 457(b) Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2016 | Jul 13, 2017 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
Merrill Lynch - IRRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2016 | May 15, 2017 |
T. Rowe Price Institutional Large Cap Core Growth Fund
TPLGX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
TWWIX - Thomas White International I (NASDAQ)
TWWIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
|
Merrill Lynch - Emhoff Family Trust
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2016 | May 15, 2017 |
|
Target Date Fund 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2016 | Jul 13, 2017 |
MFS Municipal Limited Maturity Fund Class I
MTLIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | May 15, 2017 |
Undiscovered Managers Behavioral Value Fund Class I
UBVSX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
|
ML Bank Deposit Program
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Materials Index Fund ETF Shares
VAW
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
MFS Value Fund Class I
MEIIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Consumer Staples Index Fund ETF Shares
VDC
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
iShares Russell 1000 Growth ETF
IWF
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Information Technology Index Fund ETF Shares
VGT
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
iShares Russell 1000 Value ETF
IWD
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Institutional Index Fund Institutional Shares
VINIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Industrials Index Fund ETF Shares
VIS
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
Venable LLP Capital Account
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2016 | Jul 13, 2017 |
iShares Nasdaq Biotechnology ETF
IBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
Venable LLP Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2016 | Jul 13, 2017 |
HHDTX - Hancock Horizon Diversified Intl Instl (NASDAQ)
HHDTX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
Allspring Emerging Growth Fund - Class Inst
WEMIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
The Hartford Growth Opportunities Fund Class I
HGOIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
Allspring Emerging Growth Fund - Class Inst
WEMIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2016 | Jul 13, 2017 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $250,001 - $500,000 | Self | 2016 | Jul 13, 2017 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
|
AEPFX-American Funds Europacific Growth F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
|
Whitwell Jacoby Emhoff LLP SEP
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2016 | Jul 13, 2017 |
|
First Republic Bank
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 | |
iShares MSCI United Kingdom ETF
EWU
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 | |
iShares MSCI Japan ETF
EWJ
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 | |
iShares MSCI Pacific ex Japan ETF
EPP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 | |
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Information Technology Index Fund ETF Shares
VGT
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Institutional Index Fund Institutional Shares
VINIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Industrials Index Fund ETF Shares
VIS
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
Venable LLP Capital Account
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2016 | May 15, 2017 |
|
Venable LLP Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2016 | May 15, 2017 |
Allspring Emerging Growth Fund - Class Inst
WEMIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Allspring Emerging Growth Fund - Class Inst
WEMIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2016 | May 15, 2017 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $250,001 - $500,000 | Self | 2016 | May 15, 2017 |
|
Wells Fargo
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
|
Whitwell Jacoby Emhoff LLP SEP
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2016 | May 15, 2017 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 | |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 | |
|
AEPFX-American Funds Europacific Growth F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
American Century Small Cap Growth Fund Investor Class
ANOIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
American Century Small Cap Value Fund Investor Class
ASVIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
Ave Maria Rising Dividend Fund
AVEDX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 | |
CBAYX - Calvert Balanced Y
CBAYX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | Jul 13, 2017 |
CIEYX - Calvert Equity Y (NASDAQ)
CIEYX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
CRM Small Cap Value Fund Class Institutional
CRISX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
CSDYX - Calvert Short Duration Income Y (NASDAQ)
CSDYX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
|
City & County of San Francisco 457(b) Deferred Compensation Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2016 | Jul 13, 2017 |
BNY Mellon Appreciation Fund, Inc. - Investor Shares
DGAGX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
|
Target Date Fund 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2016 | May 15, 2017 |
Dodge & Cox Stock Fund Class I
DODGX
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
TWWIX - Thomas White International I (NASDAQ)
TWWIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
Domini Impact International Equity Fund Investor Shares
DOMIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
T. Rowe Price Institutional Large Cap Core Growth Fund
TPLGX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
iShares TIPS Bond ETF
TIP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Delaware Tax-Free USA Intermediate Fund Institutional Class
DUSIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | Jul 13, 2017 |
Eaton Vance Large-Cap Value Fund Class I
EILVX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
iShares MSCI Pacific ex Japan ETF
EPP
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
|
Savings Plus 457 Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | - | Self | 2016 | May 15, 2017 |
iShares MSCI Japan ETF
EWJ
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
|
San Francisco Employees Retirement System (SFERS) Plan
Disclosed Asset
|
Retirement Plans, Deferred Compensation | $250,001 - $500,000 | Self | 2016 | May 15, 2017 |
|
SSgA Target Retirement 2040 Fund NL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | May 15, 2017 |
iShares MSCI United Kingdom ETF
EWU
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
|
First Republic Bank
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
|
SSgA Target Retirement 2035 Fund NL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | May 15, 2017 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
The Hartford Growth Opportunities Fund Class I
HGOIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
HHDTX - Hancock Horizon Diversified Intl Instl (NASDAQ)
HHDTX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
iShares Nasdaq Biotechnology ETF
IBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
iShares Russell 1000 Value ETF
IWD
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
iShares Russell 1000 Growth ETF
IWF
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
iShares MBS ETF
MBB
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
MFS Value Fund Class I
MEIIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
|
ML Bank Deposit Program
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
MFS Municipal Limited Maturity Fund Class I
MTLIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | Jul 13, 2017 |
|
Merrill Lynch - Emhoff Family Trust
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2016 | Jul 13, 2017 |
|
SSgA Target Retirement 2030 Fund NL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | May 15, 2017 |
|
Merrill Lynch - IRRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2016 | Jul 13, 2017 |
|
SSgA Target Retirement 2025 Fund NL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | May 15, 2017 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
|
Merrill Lynch-Bank of America N/A
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
|
SFDCP Target Date 2025
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | May 15, 2017 |
Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class Y
NRFYX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Jul 13, 2017 |
|
SFDCP Real Estate
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | May 15, 2017 |
Parnassus Mid Cap Fund
PARMX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | Jul 13, 2017 |
Showing 1 to 10 of 1132 disclosed holdings
Frequently Asked Questions: Kamala Harris Financial Disclosures
What is Kamala Harris's estimated Net Worth?
Kamala Harris's net worth is estimated at $5.84M based on official Congressional Financial Disclosures filed under the STOCK Act.
How are Kamala Harris's financial disclosures tracked?
All financial records and asset transactions for Kamala Harris are compiled directly from public Periodic Transaction Reports (PTR) and annual disclosures required by the STOCK Act of 2012.
Is it legal for Kamala Harris to trade stocks?
Yes, under current US law, members of Congress are permitted to hold and trade securities. However, they are legally subject to the STOCK Act, requiring prompt disclosure of transactions over $1,000, and are strictly prohibited from trading on material non-public information.
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