Michelle L. Peterson
2018Initial
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What was filed
57
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Michelle Peterson Law, PLLC
As filed
Wells Fargo (cash) — Interest — Exempt
Rental Property, Snoqualmie Pass, WA — Rent
A01k(H)
TD Ameritrade Insured Deposit Account Bank NA (cash) — Interest
iShares Core S&P SCP ETF (UR) — Int/Div
Invesco (formerly Powershares) QO Trust Ser 1 (QQQ) — Int/Div
Healthcare Select Sector SPDR Trust (XLV) — Int/Div
Consumer Staples Select Sector SPDR (XLm — Int/Div
Consumer Discretionary Select Sector SPDR Trust (XLY) — Int/Div
Energy Select Sector SPDR Trust (XLE) — Int/Div
Financial Select Sector SPDR Trust (XLF) — Int/Div
Industrial Select Sector SPDR Trust (XL) — Int/Div
Technology Select Sector SPDR Trust (XLK) — Int/Div
SPDR S&P SOO Tr Umit (SPY) — Int/Div
SPDR Series Trust SPDR Bloomberg ETF (BIL) — Int/Div
Vanguard Real Estate ETF (VNQ) — Int/Div
Vanguard Mid Cap ETF (VO) — Int/Div
Vanguard Growth ETF (VUG) — Int/Div
Vanguard Value ETF (VTV) — Int/Div
Doublelme Total Return Bond {DBLTX) — Int/Div
Doubleline Total Return Bond N (DLTNX) — Int/Div
Doubleline Emerging Mkts Fxd Income (DBLEX) — Int/Div
Doubleline Flexible Income N (DLINX) — Int/Div
Doublelme Flexible Income (DFLEX) — Int/Div
Doubleline Shiller Enhanced Cape {DSEEX) — Int/Div
Oppenheimer Intl Small Co Y (OSMYX) — Int/Div
Lord Abbett Ultra Short Bond 1 (LUBY X) — Int/Div
Metropolitan West Tot Ret Bd C11 (IMWTIX) — Int/Div
Metropolitan West Unconstrained Bond (IMWCIX) — Int/Div
PIMCO Income Fd Cl A (PONAX) — Int/Div
PIMCO Fds Income Inst] (PIMIX) — Int/Div
TCW Funds Total Return Bd Fd HTGLMX — None
IRA #1 (MH)
iShares Core S&P SCP ETF (UR) — Int/Div
Consumer Staples Select Sector SPDR Trust XLm — None
Unlites Select Sector SPDR Trust (XLL) — Int/Div
Vanguard FTSE Developing Market ETF (VEA) — Int/Div
Vanguard FTSE Emerging Markets ETF (VWO) — Int/Div
Vanguard Mid Cap ETF (VO) — Int/Div
Vanguard Growth ETF (VUG) — Int/Div
Doubleline Total Return Bond (DBLTX) — Int/Div
Invesco Opphmr Intl Sm Mid Co Y (frmrly Opphmr Intl Sml Co Y) (OSMYX) — Int/Div
TCW Funds Total Return Bond Fund (TGLMX) — None
IRA #2 (H)
iShares Core S&P SCP ETF (UR) — Int/Div
Financial Select Sector SPDR Trust (XLF) — Int/Div
Industrial Select Sector SPDR Trust (XL1) — Int/Div
SPDR S&P SOO Tr Unit ETF (SPY) — Int/Div
Vanguard FTSE Developing Markets ETF (VEA) — Int/Div
Vanguard FTSE Emerging Markets ETF (VWO) — Int/Div
Vanguard Mid Cap ETF (VO) — Int/Div
Vanguard Growth ETF (VLG) — Int/Div
Vanguard Value ETF (VTV) — Int/Div
Doubleline Total Return Bond {DBLTX) — Int/Div
TCW Funds Total Return Bond Fund ({TGLMX) — None
Brokerage #1 (H)
TD Ameritrade Holding Corp Com (AMTD) — Int/Div
Attormey, Michelle Peterson Law, PLLC
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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