California Files

Bilal Essayli › Form 700

Bilal Essayli: 2024 Annual statement

Annual 2024
Assembly Member, State Assembly · due 2025-03-03
Filed
2025-03-03 · signed 03/03/2025 04:46 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (13 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 51

NameBusinessValue
AMZN: Amazon.com IncConsumer Cyclicals | Department Stores$10,001–$100,000
acquired 2024-06-28
CRWD: Crowdstrike Holdings IncTechnology | IT Services & Consulting$10,001–$100,000
acquired 2024-06-28
ETN: Eaton Corp PLCIndustrials | Electrical Components & Equipment$10,001–$100,000
acquired 2024-06-28
CMG: Chipotle Mexican Grill IncConsumer Cyclicals | Restaurants & Bars$10,001–$100,000
acquired 2024-11-15
DVFYX: Davis Financial Class YFinancial Sector Mutual Fund$10,001–$100,000
acquired 2024-06-28
GE: GE AerospaceIndustrials | Aerospace & Defense$10,001–$100,000
acquired 2024-06-28
GEV: GE Vernova LLCUtilities | Electric Utilities$10,001–$100,000
acquired 2024-06-28
JATIX: Janus Henderson Global Technology and Innovation Fund ClassTechnology Sector Mutual Fund · Mutual Fund$10,001–$100,000
acquired 2024-12-10
NVDA: NVIDIA CorpTechnology | Semiconductors$10,001–$100,000
acquired 2024-06-28
IRM: Iron Mountain IncReal Estate | Specialized REITs$10,001–$100,000
acquired 2024-06-28
MSFT: Microsoft CorpTechnology | Software$10,001–$100,000
acquired 2024-06-28
PULS: PGIM ULTRA Short Bond ETFUS Fund Ultrashort Bond ETF · EFT$10,001–$100,000
acquired 2024-06-28
RMLPX: Recurrent MLP & Infrastructure Instl ClEnergy Sector Limited Partnership Mutual Fund · Mutal Fund$10,001–$100,000
acquired 2024-06-28
WSM: Williams-Sonoma, IncConsumer Cyclicals | Home Furnishings Retailers$10,001–$100,000
acquired 2024-06-28
MRK: Merck & Co IncHealthcare | Pharmaceuticals$10,001–$100,000
acquired 2024-06-28
disposed 2024-12-17
RTX: RTX CorpIndustrials | Aerospace & Defense$10,001–$100,000
acquired 2024-06-28
JATIX: Janus Henderson Global Technology and Innovation Fund Class ITechnology Sector Mutual Fund · Mutal Fund$10,001–$100,000
acquired 2024-06-28
disposed 2024-11-26
MU: Micron Technology IncTechnology | Semiconductors$10,001–$100,000
acquired 2024-06-28
disposed 2024-11-15
PRGTX: T. Rowe Price Global Technology FundTechnology Sector Mutual Fund · Mutal Fund$10,001–$100,000
acquired 2024-11-26
disposed 2024-12-10
YEAR: AB Ultra Short Income ETFUS Fund Ultrashort Bond ETF · ETF$10,001–$100,000
acquired 2024-06-28
disposed 2024-12-17
APDJX Artisan Partners FDSForeign · ETF$10,001–$100,000
acquired 2024-01-01
WM: Waste Management, IncIndustrials | Environmental Services & Equipment$10,001–$100,000
acquired 2024-06-28
disposed 2024-12-17
IAU Ishares Gold TrustCommodity · ETF$2,000–$10,000
acquired 2024-01-01
AVDV Avantis Intl Small CapForeign · ETF$10,001–$100,000
acquired 2024-01-01
DYNF BlackRock Ishares USLarge Cap Equity · ETF$2,000–$10,000
acquired 2024-01-01
CXXRX Columbia Small Cap IndexSmall Cap Index · ETF$10,001–$100,000
acquired 2024-01-01
FERIX Fidelity Advisor EmergingForeign · ETF$2,000–$10,000
acquired 2024-01-01
CIPIX Chanplain Mid CapMid Cap Equity · ETF$10,001–$100,000
acquired 2024-01-01
FIQPX Fidelity Advisor EmergingForeign · ETF$2,000–$10,000
acquired 2024-01-01
SGIIX First Eagle Global CLGlobal · ETF$10,001–$100,000
acquired 2024-01-01
GQRIX Partners GlobalGlobal · ETF$10,001–$100,000
acquired 2024-01-01
IVV Ishares Core S&P 500S&P 500 · ETF$10,001–$100,000
acquired 2024-01-01
IYW IsharesTechnology · ETF$2,000–$10,000
acquired 2024-01-01
HWVZX Hotchkis & Wiley Small CapSmall Cap · ETF$10,001–$100,000
acquired 2024-01-01
TLT Ishares 20+Bonds · ETF$2,000–$10,000
acquired 2024-01-01
QUAL Sihares MSCIUS Stocks · ETF$10,001–$100,000
acquired 2024-01-01
MTUM Ishares MSCIUS Stocks · ETF$2,000–$10,000
acquired 2024-01-01
EMGF Ishares MSCI EmergingLarge and Mid Cap · ETF$10,001–$100,000
acquired 2024-01-01
IEMG Ishares Core MSCI EmergingForeign · ETF$2,000–$10,000
acquired 2024-01-01
EMXC Ishares MSCI EmergingForeign · ETF$2,000–$10,000
acquired 2024-01-01
IUSB Ishares Core Total USD BondBonds · ETF$2,000–$10,000
acquired 2024-01-01
IJR Ishares Core S&P Small CapS&P Small Cap · ETF$10,001–$100,000
acquired 2024-01-01
EFV Ishares MSCI EAFE ValueEurope, Australia, Asia, Far East (EAFE) · ETF$2,000–$10,000
acquired 2024-01-01
IVW Ishares S&P 500 GrowthS&P 500 · ETF$10,001–$100,000
acquired 2024-01-01
IFRA Ishares Trust USInfrastructure · ETF$2,000–$10,000
acquired 2024-01-01
EFG Ishares MSCI EAFE GrowthEAFE Growth Stocks · ETF$2,000–$10,000
acquired 2024-01-01
IVE Ishares S&P 500 ValueS&P 500 · ETF$2,000–$10,000
acquired 2024-01-01
POAGX Prime Cap OdysseyUS Stocks · ETF$10,001–$100,000
acquired 2024-01-01
PZIEX Emerging MarketsEmerging Value Stocks · ETF$10,001–$100,000
acquired 2024-01-01
ASFYX Virtus AlphasimplexAlphasimplex · ETF$2,000–$10,000
acquired 2024-01-01
VEMAX Vanguard EmergingEmerging Stock Index · ETF$10,001–$100,000
acquired 2024-01-01

Schedule A-2 · Businesses & trusts (10% or more) 1

Essayli & Brown LLP Partnership

Law Firm · 2211 Michelson Drive, Suite 900 · Partner

Value over $1,000,000 · gross income over $100,000

Sources of $10,000+: - Atticus Injury Law; - Bell, McAndrews & Hiltachk LLP

Schedule B · Real property 1

PropertyValueRental income
938-978-62, Anaheim
Ownership/Deed of Trust		$100,001–$1,000,000$10,001–$100,000
Matthew Jones

Schedule D · Gifts 2

FromGiftsTotal
Monster Energy · from the PDF
1 Monster Way, Corona, CA 92879
2024-06-19 · Swag · $158
$158
Knott's Berry Farm
8039 Beach Blvd, Buena Park, CA 90620
2024-10-23 · Knott's Scary Farm Ticket & Fast Pass · $200
2024-10-23 · Knott's Berry Farm Ticket · $60
$260