51 assets, filed May 14, 2026 (FD Amendment).
401K Asset Allocation Fund
Private equity fund · Savings Plus
$15,001 - $50,000
401K International Fund
Private equity fund · Savings Plus
None
401K Large Cap Index Fund
Private equity fund
$250,000
401K Mid Cap Fund
Private equity fund · Savings Plus
None
401K Short Term Investment Fund
Private equity fund · Savings Plus
$1,001 - $15,000
401K Short Term Investment Fund- Cash
Private equity fund · Savings Plus
None
401K Small Mid-Cap Fund
Private equity fund
$250,000
401K Socially Responsible Fund
Private equity fund · Savings Plus
$15,001 - $50,000
457 Asset Allocation
Private equity fund · Savings Plus
$1,001 - $15,000
457 International Fund
Private equity fund · Savings Plus
None
457 Large Cap Index Fund
Private equity fund
$250,000
457 Mid Cap Fund
Private equity fund · Savings Plus
None
457 Short Term Investment Fund- Cash
Private equity fund · Savings Plus
None
457 Small Mid-Cap Fund
Private equity fund
$100,000
457 Socially Responsible Fund
Private equity fund · Savings Plus
$15,001 - $50,000
ASTH
Astrana Health Inc. - Common Stock · Stock (public) · Spouse
$100,001 - $250,000
Chu Lim Investments LLC 32.8%
Bank/brokerage account
$250,000
Citibank Savings Acct
Bank/brokerage account
$50,001 - $100,000
Citibank- J.M. Chu Irrevocable Trust II
Bank/brokerage account
$15,001 - $50,000
Community Commerce Bank Certificate of Deposit
Bank/brokerage account · Spouse
$100,001 - $250,000
East West Bank Certificate of Deposit
Bank/brokerage account · Spouse
$250,001 - $500,000
Fidelity Charitable Account- Judy Chu Fund
Bank/brokerage account
$100,001 - $250,000
New Omni Bank Savings Account
Bank/brokerage account · Spouse
$1,001 - $15,000
Preferred Bank Certificate of Deposit
Bank/brokerage account · Spouse
$100,001 - $250,000
Rental Property #1, 32.8%
Real property
$500,001 - $1,000,000
Rental Property #2, 32.8%
Real property
$500,001 - $1,000,000
Rental Property #3, 32.8%
Real property
$500,001 - $1,000,000
Rental Property #4, 32.8%
Real property
$500,001 - $1,000,000
United Pacific Bank Certificate of Deposit
Bank/brokerage account · Spouse
$250,001 - $500,000
Vanguard California Intermediate-Term Tax-Exempt Fd
$1,000,000
VIG
Vanguard Div Appreciation ETF · Exchange-traded fund
$100,000
VSGX
Vanguard ESG International Stock ETF · Exchange-traded fund
$100,000
ESGV
Vanguard ESG U.S. Stock ETF · Exchange-traded fund
$1,000,000
ESGV
Vanguard ESG U.S. Stock ETF · Exchange-traded fund · Vanguard-JM Chu Irrevocable Trust II Vanguard-JM
$15,001 - $50,000
VXF
Vanguard Extended Market ETF · Exchange-traded fund
$500,000
VEU
Vanguard FTSE All World Ex US ETF · Exchange-traded fund
$5,000,000
VEU
Vanguard FTSE All World Ex US ETF · Exchange-traded fund · Vanguard-JM Chu Irrevocable Trust II Vanguard-JM
$15,001 - $50,000
VFTAX
Vanguard FTSE Social Index Fund Admiral Shares · Mutual fund · Vanguard-JM Chu Irrevocable Trust II Vanguard-JM
$15,001 - $50,000
VUG
Vanguard Growth ETF · Exchange-traded fund
$1,000,000
Vanguard LTD Term tax-exempt Admiral Cl
Mutual fund · Vanguard-JM Chu Irrevocable Trust II Vanguard-JM
$15,001 - $50,000
Vanguard Limited-Term Tax-Exempt Fd Admiral Shs
$500,000
Vanguard Long-Term Tax-Exempt Fd Admiral Shs
$500,000
VWLUX
Vanguard Long-Term Tax-Exempt Fd Admiral Shs · Mutual fund · Vanguard-JM Chu Irrevocable Trust II Vanguard-JM
$15,001 - $50,000
VO
Vanguard Mid-Cap ETF · Exchange-traded fund
$250,000
Vanguard Total Bond Market Index Fund Admiral
$100,000
VXUS
Vanguard Total International Stock Index ETF · Private equity fund · Vanguard-JM Chu Irrevocable Trust II Vanguard-JM
None
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund
$1,000,000
VTV
Vanguard Value ETF · Exchange-traded fund
$250,000
Vanguard Windsor II Fund Admiral Shares (VWNAX)
$500,000
Wells Fargo Bank Checking Account
Bank/brokerage account · Spouse
$1,001 - $15,000
Wells Fargo Bank Savings Account
Bank/brokerage account · Spouse
$1,001 - $15,000