# Lawrence Joseph O'Neill > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/30268 ## Record - **Judge:** Lawrence Joseph O'Neill - **Year:** 2019 - **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)(IKA) — Interest Schwab US Treasury Money fund (1KA) — 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 — Sold Argonaut Corp, Livermore, California 1985 $84 200 Trust #1 — Dastnibution Wells Fargo Bank. acct #2 — Interest Desert Funding, Inc. Mortgage Note (Trust #1 — Interest Macwest Riverside Housing Inv, LLC — Distribution California State University Revenue Muni Bond — Interest Oregon Go Elderly/Disabled muni bond — Interest Puerto Rico Electric Power Muni bond — Interest San Francisco Intl Airport muni Bond — Interest St. Louis MO Airport muni bond — Interest Bank of America Sub Not corporate bonds — Interest G'1E North Inc bond — Interest Key Bank corporate bond — Interest — Sold Laclede Gas Co 1st 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 American Funds. Fund Inv F-1 — Int/Div Capital World Growth and Income mutual fund — Interest Pureto Rico Convention Center bonds — Interest Contra Costa Community 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 Loomis Sayles Bond Cl (Schwab) (1KA) — 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 — Sold 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 — Sold 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 — Sold California Health stock — Int/Div T Rowe Price New Income Fund — Int/Div Permanent Portfolio — Int/Div Berwyn Income Fund — Int/Div American Fund New World — Int/Div Vanguard Ca Interim Term Tax Exempt F1) (Schwab) — Interest — Sold Amencan Fund New World — Interest Osterweis Strategic Income Fund — Interest Highmark Generva Mid Cap Growth — Interest Merger Fund Reinv 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 — Sold T Rowe Price New Income Fund — Interest Market Vectors E1r Trustgold Miners — Interest Berwyn Income Fund — Int/Div T Rowe Price Short Term Bond — Interest Prnimecap Odyssey Growth — Int/Div Tweedy Browne Global — Interest — Sold PA New Income Cl A — Interest American Fund Cap World — Interest — Sold American Fund Cap World — Int/Div — Sold BMW North America Bk — Interest Longleaf Partners Small Cap Fund — Interest Market Vectors E1F Trustgold Miners Fund — Interest Amencan Fund Fundamental Inv Fd — Interest — Sold American Fund New World Fd CL F1 — Int/Div — Sold Berwyn Income Fund Remnv Divs/Reinv — Int/Div Vanguard Inflation — Interest — Sold Osterweis Strategic Income Fund — Int/Div Bank of China NY — Int/Div Osterweis Strategic Income Fund — Drv Primecap Idyssey Growth — Int/Div American Fund New World — Int/Div FPA New Income CL — Int/Div Exchange Trad FD — Int/Div Vanguard MSCI — Int/Div — Sold iShares TR Barclays Tipsbonds — Int/Div iShares TR Barclays, Treasury Bond Fund — Int/Div SPDR Barclays Short Term Corp bond — Int/Div Vangurad MSCI EArE EF — Int/Div — Sold Blackrock Global — Int/Div American FD Cap World Fl — Int/Div — Sold American FD Fund Inv Fd CL F-1 — Int/Div American Fund New World Fd C1 F1 — Int/Div Dodge and Cox Stock Fund — Int/Div First Eagle Gold Fund CL A — Int/Div — Sold Highmark Geneva Mid Cap Gwth A — Int/Div Pimco Emrg Local Bd Fd — Drv — Sold RS Global Natural — Int/Div T Rowe Price New Era Fd — Int/Div Primecap Odyssey Growth — Interest American FD Cap World — Int/Div — Sold Forward Select Income — Int/Div Berwyn Income Fund — Int/Div Egshares ETF — Int/Div First Eagle Gold Fund — Int/Div — Sold Santa Clara. Calif Uni School bonds — Int/Div T Rowe Price New Income Fund — Int/Div Vanguard Primecap Core Fund — Int/Div — Sold Pimco ETF — Interest Ally Bank Common Stock — Int/Div Goldman Sachs Bank Common Stock — Int/Div Fifth Third Bank Common Stock — Int/Div Spdr Gold Trust — Int/Div Market Vectors E1F Trustgold Miners Fund — Drv GE Money Bank Common Stock — Int/Div MSCIUTD Kingdm United Kingdom Index Fund — Int/Div ishares 'I' K Russell 2000 Index fund — Int/Div — Sold SPDR Barclarys E1F — Int/Div Microsoft Stock — Int/Div Pepsico Stock — Int/Div Berwyn Income Fund — Int/Div Primecap Odyssey Growth — Int/Div Premecap Odyssey Growth — Int/Div — Sold 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 — Sold Poway Muni Bonds — Int/Div Tejon Ranch Mum Bond — Drv — Sold Waxco. Ca Munit Bonds — Int/Div Wisdomtree JPN Hdgd Eqty Fd — Int/Div Huntington Beach, Ca Bonds — Int/Div IShares China Large Cap — Int/Div IShares 1K MSCU Untd Kngdm — Int/Div Arctrust Properties, Inc — Rovalty IShares Core MSCI EAFE — Interest Ishares 3-7 yr Treasury Bond E1F — Int/Div Sch Adv Cash Res Prem — Int/Div Ishares Core MSCI EAFE E1F — Int/Div Dixon CA USD Bonds — Int/Div Ross VY CA SD 0% Bonds — Interest Vanguard Total Stock Mkt ETF — Int/Div — Sold IShares IR MSCIUK El1F — Int/Div S. San Francisco USD Go — Int/Div Napa Vy CCD Dist Go — Int/Div Glendale Ca USC Go — Drv Ishares MSCI Al Crv Wrld Min ETF — Int/Div SEI GLBL MGD Volatility — Int/Div Aspiriant Risk MGD Equity Alloc — Int/Div — Sold Aspiriant Risk MGD Equity Alloc — Int/Div — Sold Aspinant Risk MGD Muni Bond — Int/Div — Sold (part) same as 160. above (X) — Int/Div — Buy Clovis Unified School Dist Bonds — Int/Div Metro West Bond — Int/Div Vanguard Total Bond Mkt E'1t — Int/Div — Sold DFA Intl Core Eqty Port — Int/Div DFA Emerging Mksts Core Eqty Port — Int/Div Aspiriant Risk Mgd Eqty Alloc Fd — Int/Div — Sold i1SharesNatl Muni Bond — Int/Div Schwabb Ca Muni Money Fd Investors Shares — Int/Div Schwab Ca Muni Money FD Investor Shares — Int/Div Schwab Ca Muni Money FD Investor Shares — Int/Div DFA Intl Core Eqty Port Instl — Drv same as 172. above (X) — Int/Div — Buy same as 172. above (X) — Int/Div — Buy Vanguard Interm Term Tax Exempt — Int/Div — Sold 1Q Hedge Multi Strategy Tracker ET — Int/Div IShares National Muni Bond E1F — Int/Div I shares national muni Bond ETF — Int/Div Vanguard Total Bond Marker ETF (X) — Int/Div — Buy Aspiriant Risk MGD EQTY — Int/Div — Buy Schwab Ca Muni Money FD Investor Shares — Int/Div — Sold Aspinant Risk MDG Muni Bond — Int/Div — Sold Schwab Ca Muni Money FD short term Investor Shares (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) Tor Aoravslserisatn VIL Wo (7 Ssonichund more ae Md wears ong pridessrishiog ie Boob as en bebinestonrts oF SI0.000. All of the assets in Part VII 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. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30268. Public record. Not legal advice.