Amanda Sansone

2019

Ask Donna

Pull out the substance of this filing.

What was filed

63
investments
2
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income

Named parties

DCA Beach Properties, LLC
Family Trust #1 (unfunded trust)
The Florida Bar

As filed

Schwab One Account (H)

SCHWAB GOVT MONEY FUND (SWGXX) — Dividend — Buy (add'l)

SCHWAB GOVT MONEY FUND (SWGXX) — Buy (add'l)

SCHWAB GOVT MONEY FUND (SWGXX) — Redeemed (part)

SCHWAB EMERGING MARKETS (SCHE) — Dividend

SCHWAB INTERNATIONAL (SCHF) — Dividend

SELECT STR FINANCIAL (XLF) — Dividend

VANGUARD DIVIDEND (VIG) — Dividend

VANGUARD HIGH DIVIDEND (VYM) — Dividend — Sold (part)

SCHWAB US BROAD MARKET (SCHB) — Dividend

CAMBRIA GLOBAL MOMENTUM (GMOM) — Dividend

SCHWAB SHORT TERM US (SCHO) — Dividend — Sold

AQR MGD FUTURES STRAT FD (AQMIX) — Dividend

SCHWAB FUNDAMENTAL US (FNDB) — Dividend — Buy (add'l)

WISDOMTREE INTERNATIONAL (DWM) — Dividend

SCH TREAS OBLIGATION MMF (SNOXX) — Dividend — Buy

US TREASURY NOTE — Interest — Buy

Schwab Roth IRA (H)

SCHWAB GOVT MONEY FUND (SWGXX) — Dividend — Buy (add'l)

SCHWAB GOVT MONEY FUND (SWGXX) — Buy (add'l)

SCHWAB GOVT MONEY FUND (SWGXX) — Redeemed (part)

SCHWAB FUNDAMENTAL US (FNDB) — Dividend — Buy (add'l)

SCHWAB EMERGING MARKETS (SCHE) — Dividend

SCHWAB INTERNATIONAL (SCHF) — Dividend

SELECT STR FINANCIAL (XLF) — Dividend

SPDR S&P INTERNATIONAL (DWX) — Dividend

VANGUARD DIVIDEND (VIG) — Dividend — Sold (part)

VANGUARD HIGH DIVIDEND (VYM) — Dividend

SCHWAB US BROAD MARKET (SCHB) — Dividend

SCHWAB SHORT TERM US (SCHO) — Dividend — Sold

CAMBRIA GLOBAL MOMENTUM (GMOM) — Dividend

AQR MGD FUTURES STRAT FD (AQMIX) — Dividend

WISDOMTREE INTERNATIONAL (DWM) — Dividend

SCH TREAS OBLIGATION MMF (SNOXX) — Dividend — Buy

Schwab IRA (H)

SCHWAB GOVT MONEY FUND (SWGXX) — Dividend — Buy (add'l)

SCHWAB GOVT MONEY FUND (SWGXX) — Buy (add'l)

SCHWAB GOVT MONEY FUND (SWGXX) — Redeemed (part)

SCH TREAS OBLIGATION MMF (SNOXX) — Dividend — Buy

US TREASURY NOTE — Interest — Buy

DOUBLELINE TOTAL RETURN (DBLTX) — Dividend — Sold

OSHAUGHNESSY ALL CAP (OFAIX) — None — Sold

SCHWAB EMERGING MARKETS (SCHE) — Dividend

SCHWAB INTERNATIONAL (SCHF) — Dividend

SCHWAB SHORT TERM US (SCHO) — Dividend — Sold

SELECT STR FINANCIAL (XLF) — Dividend

VANGUARD DIVIDEND (VIG) — Dividend

VANGUARD HIGH DIVIDEND (VYM) — Dividend

SCHWAB US BROAD MARKET (SCHB) — Dividend

SCHWAB US TIPS ETF (SCHP) — Dividend

AQR MGD FUTURES STRAT FD CL 1(AQMIX) — Dividend

CAMBRIA GLOBAL MOMENTUM ETF (GMOM) — Dividend

SCHWAB FUNDAMENTAL US BROAD MKT ETF (FNDB) — Dividend — Buy (add'l)

WISDOMTREE INTERNATIONAL EQY ETF (DWM) — Dividend

Florida Retirement System Investment Plan (H)

FRS 2040 RETIREMENT DATE FUND (2040) — None

Suncoast Schools Credit Union Cash Accounts — Dividend

Sarasota County, Florida Rental Property — Rent

Member, DCA Beach Properties, LLC

Trustee, Family Trust #1 (unfunded trust)

Reimbursement — The Florida Bar — June 26, 2019 to June 28, 2019 — Boca Raton, Florida — participated in judicial roundtable CLE at Florida Bar convention — Transportation (mileage), hotel, and seminar fee

Part 1. Positions:

Although I am a Trustee of Family Trust #1 (created in 2017), there are no reportable assets in the trust.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.