Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEPPLA CAPITAL MANAGEMENT | — | SAN FRANCISCO, CA | NONE | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $46K | — |
| O'DONOGHUE & D'ONOGHUE | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| United States Treasury Bills 3/27/2025 | U.S. Treasuries | — | — | $2.4M | 42.6% | |
| Charles Schwab Bank Money market deposit account | Cash / Money Market | — | — | $888K | 15.6% | |
| United States Treasury Bills 5/29/2025 | U.S. Treasuries | — | — | $880K | 15.4% | |
| TD Ameritrade Bank Sweep Deposit Money market deposit account | Cash / Money Market | — | — | $498K | 8.7% | |
| Invesco QQQ Trust Unit SER 1 Exchange Traded Funds | Other securities | — | — | $112K | 2.0% | |
| SPDR S&P500 ETF IV Exchange Traded Funds | Other securities | — | — | $110K | 1.9% | |
| VANGUARD Total Stock Exchange Traded Funds | Other securities | — | — | $109K | 1.9% | |
| SPDR DOW JONES Exchange Traded Funds | Other securities | — | — | $109K | 1.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WASHINGTON, DC |
| NONE |
| $11K |
| — |
