27 assets, filed Aug 13, 2026 (FD Original).
3148/Large Cap Growth Fund - A
Mutual fund
$1,001 - $15,000
3159 / Equity Index Fund - A
Mutual fund
$1,001 - $15,000
Alight Money Market
Mutual fund
$1,001 - $15,000
Apartment
Real property
$1,000,001 - $5,000,000
Capital World Growth & Income
Mutual fund
$1,001 - $15,000
FXAIX
Fidelity 500 Index Fund · Mutual fund
$15,001 - $50,000
Invesco Stable Value Fund
Mutual fund
$1,001 - $15,000
Kinecta Account for Austin Lieu
Bank/brokerage account
$1,001 - $15,000
Kinecta Account for Betty Lieu
Bank/brokerage account
$15,001 - $50,000
Mondrian International Value
Mutual fund
$1,001 - $15,000
Nationwide Core Plus Bond Fund
Mutual fund
$1,001 - $15,000
Northern Trust Govt Short Term Investment Fund
$1,001 - $15,000
PACE Global Fixed Income Fund
Mutual fund
$1 - $1,000
PIMCO Diversified Income Fund
Mutual fund
$1,001 - $15,000
PIMCO Investment Grade Credit
Mutual fund
$1,001 - $15,000
Pudential Core Plus Bond Fund
Mutual fund
$1 - $1,000
SD Window
Mutual fund
$15,001 - $50,000
SSGA S&P 500 Index Fund
Mutual fund
$15,001 - $50,000
The Growth Fund of America
Mutual fund
$1,001 - $15,000
U.S. Government Securities Fund
Mutual fund
$1,001 - $15,000
UBS International Sustainable Equity
Mutual fund
$1 - $1,000
Vanguard Target Retirement 2030
Mutual fund
$1,001 - $15,000
Virtus NFJ Dividend Value Fund
Mutual fund
$1 - $1,000
Washington Mutual Investors Fund
Mutual fund
$1,001 - $15,000
Wells Fargo Account for Austin Lieu
Bank/brokerage account
$1,001 - $15,000
Wells Fargo PMA Bank Accounts
Bank/brokerage account
$100,001 - $250,000
[GS] One unit of office space in Monterey Park CA
Real property
$250,001 - $500,000