Russell M. Velasquez › Form 700
Russell M. Velasquez: 2024 Annual statement
- Annual 2024
- Judge, Riverside County Superior Court · due 2025-03-03
- Filed
- 2025-02-13 · signed 02/13/2025 03:49 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (10 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 37
| Name | Business | Value | |
|---|---|---|---|
| (TLT) ISHARES TR 20 YR TR BD ETF | Treasury Bonds · Treasury Bond | $2,000–$10,000 acquired 2024-06-24 | |
| (RSP) INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | Inv. fund | $2,000–$10,000 acquired 2024-08-08 | |
| Apple Inc. (AAPL) | Computer, cell phone, and tablet manufacturer. | $10,001–$100,000 | |
| Burlingame Calif. Financing Auth. Lease Rev. Bds. | California municipality · Muni. bond | $10,001–$100,000 | |
| California Municipal Bond-Inst'l Class (MACMX) | "BlackRock" Cal. Muni. Opportunities Fund · Muni. bond | $10,001–$100,000 | |
| Cohen & Steers Realty Income Fund Inst. Cl. (CSDIX) | Real estate securities fund | $10,001–$100,000 | |
| Deere &Co. (DE) | Agricultural equipment manufacturer | $10,001–$100,000 | |
| Diversified Bond (ACBPX) | American Century Diversified Bond Fund I Class · Bond (diversified) | $10,001–$100,000 disposed 2024-03-14 | |
| Dodge &Cox Stock Fund (DODGX) | Mutual fund involving large-cap stocks | $10,001–$100,000 | |
| Fidelity Adv. Int'l Growth Fund Class I | (FIIIX) · Int'l Equity | $10,001–$100,000 | |
| FIXIX - Fidelity Advisor Int'l Small Cap Fund | Int'l Equity (Asset Class) · Small Cap Fund | $10,001–$100,000 | |
| FLTRX - Nuveen Ltd. -Term Muni Bond Fund Class-I | Muni. bond fund · Muni. bond | $10,001–$100,000 | |
| Franklin CA Tax-Free Income - Adv (FCAVX) | Mutual Fund · Mutual fund | $10,001–$100,000 | |
| iShares Core MSCI EAFE ETF (IEFA) | Market cap "weighted index" · Investment fund | $10,001–$100,000 | |
| iShares Core S&P 500 ETF | (IVV) · Exchange-traded fund | $2,000–$10,000 | |
| iShares S&P Small-Cap 600 Value ETF | (IJS) · Exchange-traded fund | $10,001–$100,000 | |
| iShares TR Core S&P MCP ETF (IJH) | Investment fund tracking index of mid-cap stocks · Investment fund. | $10,001–$100,000 | |
| Loomis Sayles Small Cap Growth Fund (LSSIX) | Investment fund focusing on small-cap corps. · Investment fund | $10,001–$100,000 | |
| McDonald's Corp. (MCD) | Fast-food franchisor | $10,001–$100,000 | |
| Microsoft Corp. (MSFT) | Computer and software manufacturer | $10,001–$100,000 | |
| NBMLX - Neuberger Berman Mid-Cap Growth Fund | Global asset-managed institutional class · Mutual fund | $10,001–$100,000 | |
| New World Fund-F2 (NFFFX) | Investment seeking long term capital appreciation · Mutual fund | $10,001–$100,000 | |
| Northwestern Mutual Brokerage Money Market | Money market fund (NMFD) · Money market fund | $2,000–$10,000 | |
| Oakmark Select Fund Advisor Class (OAYLX) | Mutual fund · Mutual fund | $2,000–$10,000 | |
| PEPSICO Inc. (PEP) | Soft drink manufacturer | $10,001–$100,000 | |
| PIMCO Comm.PLUS Strategy Fund Class (PCLPX) | Commodity-linked derivative instruments fund · Derivative instruments fund | $2,000–$10,000 | |
| PIMCO Income Fund Class I-2 (PONPX) | Mutual fund · Mutual fund | $10,001–$100,000 | |
| Procter &Gamble Corp. (PG) | Household care product manufacturer | $10,001–$100,000 | |
| Schwab Strategic TR Int'l Equity ETF (SCHF) | Int'l equity ETF | $2,000–$10,000 | |
| Stratyfy Inc. - 175 Varick St., New York, NY 10014 | A.I. products for financial institutions. | $10,001–$100,000 | |
| Vanguard BD Index FDS Total Bnd. Market (BND) | Index Fund | $2,000–$10,000 | |
| Vanguard Int'l Equity Index F FTSE EMR MKT ETF | (VWO) Stock investments in emerging int'l markets | $10,001–$100,000 | |
| Walmart Inc. (WMT) | Major retailer/wholesaler | $10,001–$100,000 | |
| West Hills Community College Dist. Sch. Facs. | Community college district · Education bond | $10,001–$100,000 | |
| (AEPFX) Am. Funds EuroPacific Growth Fund | Investment fund (common stocks in Europe/Pac. Basin) | $2,000–$10,000 acquired 2024-04-04 | |
| (ABNFX) Am. Funds The Bond Fund of America | Bond fund · Bonds | $2,000–$10,000 acquired 2024-09-03 | |
| (FBND) Fidelity Total Bond ETF | Investment fund, debt securities, repurchase agreements · Inv. Fund | $2,000–$10,000 acquired 2024-10-28 |
Schedule B · Real property 1
| Property | Value | Rental income | |
|---|---|---|---|
| 503-60-336, Surprise, AZ Ownership/Deed of Trust | $100,001–$1,000,000 | $1,001–$10,000 |
Schedule C · Income and business positions 2
| Source | Income | |
|---|---|---|
| HIGHROAD MUSIC SP Musical group - songwriting and performance · Member · 78130 CALLE NORTE, LA QUINTA, CA 92253 | $500–$1,000 Other: Compensation for live performances. | |
| SALE OF STOCK SHARES (ACBPX) 34TH FLOOR, LOS ANGELES, CA 90071 · INVESTOR · NORTHWESTERN MUTUAL, 515 S. FLOWER | $10,001–$100,000 Sale of: STOCK SHARES |