38 assets, filed May 15, 2026 (FD Original).
457(b) OBRA-PST Plan-Nation
Private equity fund
$1,001 - $15,000
Benefit Plan [PE] Pacific Premier
Bank/brokerage account
None
CBRE Clarion Securities
Private equity fund
$1 - $1,000
Calif. State Employees [PE] Savings Plus House Funds Short Term Investment Fund
$15,001 - $50,000
Calif. State Employees [PE] Savings Plus house Funds Small Cap Fund-Calif. State
$1,001 - $15,000
Citibank Bank Accounts
Bank/brokerage account
$15,001 - $50,000
County of Orange 401(a) Plan-Nationwide Fixed Acct. County
$15,001 - $50,000
Employees
Private equity fund
$500,000
Employees [PE] Savings Plus House Funds International Fund -Calif. State
$1,001 - $15,000
Employees [PE] Savings Plus House Funds Mid Cap Index Fund-Calif. State
$1,001 - $15,000
Employees [PE] Savings Plus House Funds Short Term Investment Fund Cash
$15,001 - $50,000
Employees [PE] Savings Plus House Funds Small Cap Index Fund - Calif. State
$1,001 - $15,000
Employees [PE] Savings Plus House FundsLarge Cap Index Fund- Calif. State
$1,001 - $15,000
Employees [PE] Savings plus House Funds International Index Fund-Calif.
$1,001 - $15,000
Hotchkis and Wiley Mid-Cap Value
Private equity fund
$250,001 - $500,000
Interest Income Fund-SCPMG Retirement Plan Trust
Private equity fund
$100,001 - $250,000
Jose Luis Correa Separate Property Trust
Real property
$250,001 - $500,000
Jose Luis Correa Separate Property Trust
Real property
$250,001 - $500,000
Jose Luis Correa Separate Property Trust
Real property
$250,001 - $500,000
Northern Trust TIPS Index Fund; Non-lending Tier
Private equity fund
$1,001 - $15,000
Rental Property in Mexico
Real property · Spouse
$100,001 - $250,000
Robeco Boston Partners Small/Mid-Cap Value Fund
Private equity fund
$50,001 - $100,000
Saving Plus House Large Cap Fund- Calif. State Employees
$1,001 - $15,000
Savings Plus House Funds
Private equity fund
$1,000,000
Savings Plus House Funds Bond Fund-Cal State Employees
$15,001 - $50,000
Savings Plus House Funds Mid Cap Fund- Calif. State
$1,001 - $15,000
Schools First Credit Union
Bank/brokerage account
$500,001 - $1,000,000
The Correa Reynoso Family Trust - Real Property
Real property
$500,001 - $1,000,000
The Correa Reynoso Family Trust - Real property
Real property
$250,001 - $500,000
The Correa-Reynoso Family Trust - Real Propety
Real property
$250,001 - $500,000
UC Savings Fund
Private equity fund
$1,001 - $15,000
Vanguard Instl Stk Mkt Idx 1
Private equity fund
$100,001 - $250,000
Vanguard Int'l Growth Adm
Private equity fund
$100,001 - $250,000
Vanguard Target Retiret Trust Plus 2
Private equity fund
$250,001 - $500,000
Wellington Diversified Inflation Hedges
Private equity fund
$1,001 - $15,000
Wells Fargo Bank Accounts
Bank/brokerage account
$100,001 - $250,000
[PE] Savings Plus House Funds Bond Index Fund-Cal State
$1,001 - $15,000
of Orange State Value Fund [PE] County of Orange 457 Defined Contribution Plan
Private equity fund
$1,001 - $15,000