Roger C Chan › Form 700
Roger C Chan: 2024 Annual statement
- Annual 2024
- Judge, San Francisco County Superior Court · due 2025-03-03
- Filed
- 2025-02-24 · signed 02/24/2025 02:04 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (4 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 12
| Name | Business | Value | |
|---|---|---|---|
| iShares Core S&P 500 (IVV) | equity · exchange traded fund | $10,001–$100,000 | |
| Ishares Core S&P Mid-Cap (IJH) | Financial Services · exchange traded fund | $10,001–$100,000 | |
| iShares Core US Aggregate Bond (AGG) | government and corporate bonds · exchange traded fund | $10,001–$100,000 | |
| Parnassus Core Equity Investor (PRBLX) | equity · mutual fund | $10,001–$100,000 | |
| T Rowe Price Health Sciences Fund (PRHSX) | health care · mutual fund | $10,001–$100,000 | |
| T Rowe Price New Asia FD (PRASX) | information technology, financials, consumer staples · mutual fund | $10,001–$100,000 | |
| T Rowe Price New Horizon Fund (PRNHX) | information technology, industrials &business services, health care · mutual fund | $10,001–$100,000 | |
| USAA NASDAQ 100 Index Retail Fund (USNQX) | technology, telecommunications, retail and biotechnology · mutual fund | $10,001–$100,000 | |
| Utilities Select Sector SPDR (XLU) | utilities · exchange traded fund | $2,000–$10,000 | |
| Vanguard Intl Equity Index (VEU) | financial services, industrials · exchange traded fund | $2,000–$10,000 | |
| Vanguard REIT ETF (VNQ) | real estate investment trust · exchange traded fund | $2,000–$10,000 | |
| Vanguard Wellesley Income Investor (VWINX) | Income Fund · Mutual Fund | $10,001–$100,000 |
Schedule D · Gifts 1
| From | Gifts | Total | |
|---|---|---|---|
| American Academy of Matrimonial Lawyers - Northern California Chapter 1112 N. Main St. PMB #196, Manteca, CA 95336 | 2024-09-18 · Judges Reception Ticket · $175 | $175 |