# Lawrence Joseph O'Neill

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16810

## Record

- **Judge:** Lawrence Joseph O'Neill
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 16

## Text

Prudential Fin Inc (Schwab acct) — Interest
North Track Geneva Growth Fund (Schwab) IRA — Interest
RS Global Natural Resources Fund (Schwab) IRA — Interest
Kensington Strategic Realty Fund (Schwab) IRA — Distribution
Dodge and Cox Stock Fund (Schwab) — Int/Div
American Fund New World (Schwab¥ IRA) — Interest
Schwab US Treasury Money fund (IRA) — Interest
Wells Fargo Bank Trust #1 — Interest
RS Global Natural (Schwab) IRA — Interest
First Eagle Overseas (Schwab) — Interest
Amencan Funds New World (Schwab) IRA — Int/Div
Kensington Select Income (Schwab) IRA — Int/Div
Clovis Community Bank — Interest
Argonaut Corp, Livermore, California 1985 $84,200 Trust #1 — Distribution
Wells Fargo Bank, acct £2 — Interest
Desert Funding, Inc. Mortgage Note {Trust #1) — Interest
Macwest Riverside Housing Inv, LLC — istrnibution
California State University Revenue Muni Bond — Interest
Oregon Go Elderly/Disabled muni bond — Interest
Puerto Rico Electric Power Muni bond — Interest
San Francisco Int] Airport mum Bond — Interest
St. Louis MO Airport muni bond — Interest
Bank of America Sub Not corporate bonds — Interest
GTE North Inc bond — Interest
Kev Bank corporate bond — Interest
Laclede Gas Co Ist mortgage — Interest
Pacifric Bell corp bond — Interest
Providence Gas Co bond — Interest
Prudential Finl Inc corporate bond — Interest
Southwestern Bell Te. Co corporate bond — Interest
Amencan Funds, Fund Inv F-1 — Int/Div
Capital World Growth and Income mutual fund — Interest
Pureto Rico Convention Center bonds — Interest
Contra Costa Commumty College bonds — Interest
Encinitas Ca Public Library Construction Bonds — Interest
Schwab Govt Money Fund: IRA--Schwabb — Interest
Morgan Stanley CD (Schwab) — Interest
Schwab Govt Money Fund: Schwabb — Interest
TCW Total Return Bond {schwab) IRA — Interest
JP Morgan Highbridge Stat Mkt Neutral Select CL — Int/Div
Looms Sayles Bond C1 (Schwab) (IRA) — Int/Div
Tweedy Brown Global Fund (schwab-<IRA) — Int/Div
Schwab Ca Muni Money Fd Sweep shares — Interest
Pimco All Asset Fund. Instit class Schwab — Interest
SCH Ca Muni Money Fd shares (Schwab) — Interest
San Francisco Calif City/County Public Utility bonds — Int/Div
Dublin. Calif School Securities — Int/Div
First Eagle Overseas IRA (Schwab) — Int/Div
T Rowe Price new ERA FD — Int/Div
State of California Govt Bond — Interest
JP Morgan Highbridge Stat Mkt — Int/Div
Pimco Emrg Local Bd — Interest
California Health stock — Int/Div
T Rowe Price New Income Fund — Int/Div
Permanent Portfolio — Int/Div
Berwyn Income Fund — Int/Div
Amencan Fund New World — Int/Div
Vanguard Ca Interim Term Tax Exempt FD (Schwab) — Interest
American Fund New World — Interest
Osterweis Strategic Income Fund — Interest
Highmark Generva Mid Cap Growth — Interest
Merger Fund Remy Divs — Int/Div
RS Global Natural — Interest
Royce PA Mutual Fund — Interest
Dodge and Cox Stock Fund — Int/Div
Pimco Emrg Local Bond Fund — Interest
Saratoga California UN — Interest
Pimco Emrg Local Bd Fd Instl Cl — Interest
T Rowe Price New Income Fund — Interest
Market Vectors ETF Trustgold Miners — Interest
Berwyn Income Fund — Int/Div
T Rowe Price Short Term Bond — Interest
Primecap Odyssey Growth — Int/Div
Tweedy Browne Global — Interest
FPA New Income C1 A — Interest
American Fund Cap World — Interest
American Fund Cap World — Int/Div
BMW North America Bk — Interest
Longleaf Partners Small Cap Fund — Interest
Market Vectors ETF Trustgold Miners Fund — Interest
American Fund Fundamental Inv Fd — Interest — Sold (part)
American Fund New World Fd CL FI — Int/Div
Berwyn Income Fund Reiny Divs/Reiny — Int/Div
Vanguard Inflation (but see #94 below) — Interest
Osterweis Strategic Income Fund — Int/Div
Vanguard Interim Term Tax Exmpt — Int/Div
Bank of China NY — Int/Div
Osterweis Strategic Income Fund — Int/Div — Sold (part)
Primecap Idyssey Growth — Int/Div
Tweedy Browne Global Value Fund — Int/Div
American Fund New World — Int
FPA New Income CL — Int/Div
iShares Gold Trust — Int/Div — Sold
Exchange Trad FD — Int/Div
Vanguard MSCI — Int/Div
iShares TR Barclays Tipshonds — Int/Div
iShares TR Barclays, Treasury Bond Fund — Int/Div
SPDR Barclays Short Term Corp bond — Int/Div
Vangurad MSCI EAFE ETF — Int/Div
Blackrock Global — Int/Div
American FD Cap World FI — Int/Div
American FD Fund Inv Fd CL F-) — Int/Div
American Fund New World Fd C1 F) — Int/Div
Dodge and Cox Stock Fund — Int/Div
Dodge and Cox Income Fund — Int/Div — Sold
First Eagle Gold Fund CL A — Int/Div
First Eagle Overseas, Fund CI A — Int/Div — Sold
Highmark Geneva Mid Cap Gwth A — Int./y
Merger Fund Remy Divs — Int/Div — Sold
Pimeco Emrg Local Bd Fd — Int/Div
Primecap Odyssey Growth Remy Divs — Int/Div — Sold
RS Global Natural — Int/Div
T Rowe Price New Fra Fd — Inv
Tweedy Browne Global — Int/Div
Primecap Odyssey Growth — Interest
American FD Cap World — Int/Div
Amencan FD Fundamental — Int/Div — Sold
American Fund New World — Int/Div — Sold (part)
Forward Select Income — hy
Berwyn Income Fund — hy
Egshares ETF — Int/Div
First Eagle Gold Fund — Int/Div
Santa Clara, Calif Uni School bonds — Int/Div
T.Rowe Price New Income Fund — Int/Div
Vanguard Primecap Core Fund — Int/Div
Pimco ETF — Interest
Ally Bank Common Stock — Int/Div
Goldman Sachs Bank Common Stock — Int/Div
Fifth Third Bank Common Stock — Int/Div
Primecap Odyssey Growth — Int — Sold
Spdr Gold Trust — Int/Div
Vanguard Div Appreciation — Int/Div — Sold
Market Vectors ETF Trustgold Miners Fund — Int/Div
GE Money Bank Common Stock — Int
MSCI UTD Kingdm United Kingdom Index Fund — Int/Div
shares TR Russell 2000 Index fund — Int/Div
SPDR Barclarys ETF — Int/Div
Microsoft Stock — Int/Div
Pepsico Stock — Int/Div
Berwvn Income Fund — Int/Div
Primecap Odyssey Growth — Int/Div — Sold (part)
Premecap Odyssey Growth SEE LINE 141 (XxX) — Int/Div — Sold (part)
Selma, Ca Bonds — Int/Div
Sierra Kings Hospital Bonds — Int/Div
Vacaville, Cal Bonds — Int/Div
Empire Business Park, Pittsburg, Cal : see sec VIII re appraisal — Distribution
Kingsburg, Ca Muni Bonds — Int/Div
Mendota, Ca Muni Bonds — Int/Div
Poway Muni Bonds — Int/Div
Tejon Ranch Mum Bond — Int/Div
Waxco, Ca Munit Bonds — Int/Div
General Electric Company stock — Int. — Sold
Wisdomtree JPN Hdgd Eqty Fud — Int/Div
Doubleline Total Return Bd Fd — Int/Div — Sold
Huntington Beach, Ca Bonds — Int/Div
Shares China Large Cap — Int/Div
IShares TR MSCU Untd Kngdm — Int/Div
Arctrust Properties, Inc — Rovalty
IShares Core MSC EAFE — Interest
Vanguard FTSE Emergin Markets ETF — Interest — Sold
shares 3-7 yr Treasury Bond ETF — Int/Div
Sch Adv Cash Res Prem — Int/Div
Ishares Core MSC EAFE ETF — Int/Div
American FD New World Fd C1 F2 — Int/Div — Sold
Osterwers Strat Ine Fund — Int/Div — Sold
Dixon CA USD Bonds — Int/Div
Ross VY CA SD 0% Bonds — Interest
Harbor Inernational Fund Inst Cl — Int/Div
Vanguard Total Stock Mkt ETF (X) — Int/Div — Buy
Shares TR MSC UK ETF (X) — Int/Div — Buy
S. San Francisco USD Go (X) — Int/Div — Buy
Napa Vy CCD Dist Go (X) — Int/Div — Buy
Osterweis Strategic Income Fund (X) — Int/Div — Buy
Vanguard LTD Term Tax Exempt Admiral Share (X) — Int/Div — Buy
Glendale Ca USC Go (X) — Int — Buy
Ishares MSC1 Al Cry Wrld Min ETF (X) — Int/Div — Buy
iShares Edge MSCI (X) — hy — Buy
SEI GLBL MGD Volatility (X) — Int/Div — Buy
Aspinant Defensive Alloc Fd (X) — Int/Div — Buy
Aspirant Risk MGD Muni Bond (X) — Interest — Buy
Aspirant Risk MGD Equity Alloc (X) — Int/Div — Buy
Aspiriant Risk MGD Mum Bond (X) — Int/Div — Buy
Clovis Unified School Dist Bonds (X) — Int/Div — Buy
DFA Intl Cor Eqty (X) — Int/Div — Buy
Metro West Bond (X) — Int/Div — Buy
Doubleline Tt Return Bond (X) — Int/Div — Buy
Trustee, Family Trust, inclusive of ALL assets listed in Part VIL In addition, Wells Fargo checking and savings accounts, and residences owned.
Agreement — 1999 — State of California Judges Retirement Plan (pension commenced at age 63 in September, 2016)
The Argonaut Investment at VII, line 17 was purchased more than 20 years ago (prior to taking the Bench) at an mitial investment of $50,000.

All of the assets in Part VIE are in the Living Trust referred to in Part I, line 1.

Part VII, Line 146: This property was inherited in 2014, after having been formally appraised on 01-24-2014,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16810. Public record. Not legal advice.