Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 94-1347393 | LONG BEACH, CA | INVESTMENT ADVISOR | $112K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NVIDIA Corp | Common Stock | 9,700 | $61K | $1.3M | 7.2% | |
| Palo Alto Networks | Other securities | 6,800 | $151K | $1.2M | 6.8% | |
| Microsoft Corp. | Common Stock | 2,400 | $71K | $1.0M | 5.6% | |
| Apple Inc | Common Stock | 4,000 | $13K | $1.0M | 5.5% | |
| ISHARES | Other securities | 14,000 | $159K | $872K | 4.8% | |
| Costco WHSL Corp | Common Stock | 900 | $78K | $825K | 4.6% | |
| Alphabet Inc CL C | Common Stock | 4,000 | $45K | $762K | 4.2% | |
| Meta Platforms, Inc. | Common Stock | 1,200 | $84K | $703K | 3.9% | |
| Amazon.com Inc | Common Stock | 3,000 | $54K | $658K | 3.6% | |
| Salesforce Inc | Common Stock | 1,500 | $107K | $501K | 2.8% | |
| Berkshire Hathaway Inc | Common Stock | 1,000 | $63K | $453K | 2.5% | |
| Visa Inc. CL A | Common Stock | 1,300 | $98K | $411K | 2.3% | |
| JP Morgan Chase | Other securities | 1,700 | $60K | $408K | 2.3% | |
| Fidelity Treasury Only | Other securities | 340,000 | $340K | $340K | 1.9% | |
| Danaher Corp | Common Stock | 1,400 | $31K | $321K | 1.8% | |
| Union Pacific Corp | Common Stock | 1,400 | $29K | $319K | 1.8% | |
| Home Depot Inc | Common Stock | 700 | $53K | $272K | 1.5% | |
| Tractor Supply Co. | Common Stock | 5,000 | $69K | $265K | 1.5% | |
| Federal Home Loan Bank | Other securities | — | $250K | $250K | 1.4% | |
| Federal Home Loan Bank | Other securities | — | $250K | $250K | 1.4% | |
| Federal Farm Credit | Other securities | — | $250K | $250K | 1.4% | |
| Federal Home Loan Bank | Other securities | — | $250K | $249K | 1.4% | |
| Federal Home Loan Bank | Other securities | — | $244K | $249K | 1.4% | |
| Federal NATL MTG | Agency / Mortgage-Backed | — | $238K | $246K | 1.4% | |
| Coca Cola Company | Other securities | 3,500 | $83K | $218K | 1.2% | |
| TE Connectivity LTD | Common Stock | 1,500 | $112K | $214K | 1.2% | |
| Blackrock Inc | Common Stock | 200 | $63K | $205K | 1.1% | |
| United Parcel Service | Other securities | 1,500 | $89K | $189K | 1.0% | |
| Merck & Co, Inc. | Common Stock | 1,900 | $144K | $189K | 1.0% | |
| Federal Home Loan Bank | Other securities | — | $185K | $185K | 1.0% | |
| Gilead Sciences Inc | Common Stock | 2,000 | $46K | $185K | 1.0% | |
| Thermo Fisher | Other securities | 350 | $96K | $182K | 1.0% | |
| Federal Home Loan Bank | Other securities | — | $150K | $150K | 0.8% | |
| Federal Farm Credit | Other securities | — | $150K | $150K | 0.8% | |
| Federal Home Loan Bank | Other securities | — | $145K | $150K | 0.8% | |
| First INDL Realty Inc | Common Stock | 2,500 | $74K | $125K | 0.7% | |
| CME Group Inc | Common Stock | 500 | $62K | $116K | 0.6% | |
| Electronic Arts Inc | Common Stock | 700 | $64K | $102K | 0.6% | |
| Federal Home Loan Bank | Other securities | — | $100K | $100K | 0.6% | |
| Federal Home Loan Bank | Other securities | — | $100K | $100K | 0.6% | |
| American Tower Corp | Common Stock | 500 | $73K | $92K | 0.5% | |
| Standard bank deposit | Other securities | — | $67K | $67K | 0.4% | |
| EXXON Mobil Corp | Common Stock | 500 | $54K | $54K | 0.3% | |
| Federal Home Loan Bank | Other securities | — | $50K | $50K | 0.3% | |
| Federal Home LN MTG | Agency / Mortgage-Backed | — | $50K | $50K | 0.3% | |
| FNMA Pass Thru Pool | Agency / Mortgage-Backed | — | — | $7K | <0.1% | |
| FNMA Pass Thru Pool | Agency / Mortgage-Backed | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARRY D PHILIPPI | — | LAKE ARROWHEAD, CA | TRUSTEE | $19K | — |
| STEPHEN T DAWSON | — | SAN BERNARDINO, CA | TRUSTEE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YVONNE R. BAGAMAN | 95-1191130 | HACIENDA HTS, CA | EMPLOYEE | $141K | — |
| DUMAS & KIM | 95-3977828 | LOS ANGELES, CA | CONTRACTOR | $124K | — |
| IRON ROAD | 87-0427760 | SALT LAKE CITY, UT | CONTRACTOR | $86K | — |
| HAYDEE MATA | 95-1191130 | JURUPA VALLEY, CA | EMPLOYEE | $80K | — |
| DIANA SEDANO | 95-1191130 | LA PUENTE, CA | EMPLOYEE | $76K | — |
| CESAR P. CARRANCEJA | — | LAS VEGAS, NV | CONTRACTOR | $54K | — |
| MCMENOMY & ASSOCIATES, CPAS, LLP | 46-1559312 | UPLAND, CA | CONTRACTOR | $28K | — |
| INFOCROSSING, LLC | 13-3252333 | EAST BRUNSWICK, NJ | CONTRACTOR | $17K | — |
| FIRST HEALTH GROUP CORP | 20-1736437 | DOWNERS GROVE, IL | CONTRACTOR | $14K | — |
| KESSNER UMEBAYASHI BAIN & MATSUNAGA | 99-0176309 | HONOLULU, HI | CONTRACTOR | $13K | — |
| CLIFFORD A REINHOLD | 94-6555763 | SANTA CLARITA, CA | CONTRACTOR | $13K | — |
| CALIFORNIA DEPOSITION REPORTERS INC | 95-4168477 | SAN DIMAS, CA | CONTRACTOR | $6K | — |
| SUSAN L. BENDIG | 52-8724498 | NORTH SALT LAKE, UT | CONTRACTOR | $6K | — |
