# Carlos F. Lucero > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/31777 ## Record - **Judge:** Carlos F. Lucero - **Year:** 2018 - **Report type:** Annual - **Pages:** 9 ## Text Commercial Building, Alamosa County, CO Apartments, Alamosa County, CO — Rent 1/4 Section Farm Land; Conejos County, CO — Rent Vacant Land, Conejos County Co 1/2 Interest in Rio Arriba County, NM Vacant Lot, Jefferson County, CO Los Hermanos Luceros, Ltd Partnership (14% Interest) — Rent Carlos F. Lucero, PC (100% Stock) LCM, Inc TD Ameritrade Brokerage Account (H) - TD Ameritrade IDA Interest Money Market — Interest - IShares TIPS Bond ETF (TIP) — Dividend - Payden Low Duration Fund (PYSBX) — Dividend - Pimco Low Duration Fd (PLDDX) — Dividend - T Rowe Price Short Term Bond (PRWBX) — Dividend TD Ameritrade IRA Brokerage Account (H) - SPDR Dow Jones Industrial Ave ETF Trust (DIA) — Dividend - SPDR Tr S&P500 ETF Tr (SPY) — Dividend - Vanguard Funds Emerging Markets ETF (VWO) — Dividend - Mathews Fds Pacific Tiger (MAPTX) — Dividend - Mathews Fds Pacific Tiger (MAPTX) — Sold - PIMCO Real Return Fd F/K/A - PIMCO Real Return Fd (PRRDX) — Dividend - PIMCO Real Return Fd F/K/A - PIMCO Real Return Fd (PRRDX) — Sold - IShares Core S&P Small-Cap ETF (IJR) — Dividend - TD Ameritrade Insrd Dep Account — Interest TD Ameritrade Brokerage Account (H) - TD Ameritrade Insrd Dep Account (Y) — Interest Charles Schwab Brokerage Account (H) - Schwab Deposit Account Money Market — Interest Equitable Life Assurance Society - Fixed Annuity — Dividend Safeco Life Insurance Company - Fixed Annuity — Dividend Colorado Bondshares — Dividend TD Ameritrade IRA Rollover (H) - ALPS Brown Capital Small Company I Fd — Dividend - ALPS Brown Capital Small Company I Fd (Note 6) — Sold - AQR Managed Futures Strategy R6 — Dividend - Artisan Mid Cap Value Fund Advisor — Dividend - Blackrock Total Return (MPHQX) — Dividend - Blackrock Total Return (MPHQX) — Purchased - Blackrock Total Return (MPHQX) — Purchased - Bridgeway FD Inc Blue-Chip 35 Index Fd (BRLIX) — Dividend - Buffalo Fds Mid Cap Fd (BUFMX) — Dividend - Dodge and Cox Funds Intl STK FD (DODFX) — Dividend - Dodge and Cox Funds Intl STK FD (DODFX) — Sold - Dodge and Cox Funds Intl STK FD (DODFX) — Purchased - Dodge and Cox Funds Stock Fund (DODGX) — Dividend - Dodge and Cox Funds Stock Fund (DODGX) — Sold - Dodge and Cox Funds Stock Fund (DODGX) — Sold - Metropolitan West Total Return Bd (MWTSX) — Dividend - Metropolitan West Total Return Bd (MWTSX) — Purchased - Northern Fds Small Cap Fd (NOSGX) — Dividend - T Rowe Price High Yield (PRHYX) - T Rowe Price Emerging Mkts Stock (PRMSX) — Dividend - T Rowe Price Emerging Mkts Stock (PRMSX) — Sold - T Rowe Price Blue Chip Growth Fund (TRBCX) — Dividend - T Rowe Price Blue Chip Growth Fund (TRBCX) — Sold - T Rowe Price Blue Chip Growth Fund (TRBCX) — Sold - T Rowe Price Equity Income (REIPX) — Dividend - T Rowe Price Equity Income (REIPX) — Sold - Templeton Global Bond Advisor (TGBAX) — Dividend - Templeton Global Bond Advisor (TGBAX) — Purchased - Thornburg International Value Inst (TGVIX) - Primecap Odyssey Stock Fd (POSKX) — Dividend - Advisors Inner Circle II Champlain Mid Cap Instl Fd — Dividend - Oppenheimer Intl Growth I — Dividend - T Rowe Price Instl Floating Rate — Dividend - T Rowe Price Instl Floating Rate — Sold - TCW Funds Emerging Markets - Vanguard Treasury Money Market Fund — Dividend - Vanguard Treasury Money Market Fund — Purchased - Vanguard Treasury Money Market Fund — Sold DSL Real Estate — Dividend 1st SouthWest Bank cash account Residential Rental Property #1, Los Angeles, CA — Rent Residential Rental Property #2, Los Angeles, CA — Rent Residential Rental Property #3, Los Angeles, CA — Rent Residential Rental Property (Triplex), Los Angeles, CA — Rent Chase Bank Savings Account — Interest - Lazard Emerging Markets Fd (LZEMX) — Dividend - Lazard Emerging Markets Fd (LZEMX) — Purchased - Mgd Portfolio Series Tortoise MLP & Pipeline I — Dividend Mgd Portfolio Series Tortoise MLP & Pipeline I — Purchased Northwestern Mutual Life Ins Co, Whole Life Insurance Policy (X) — Dividend Time Share Rental Property, Avon, CO (X) — Rent Wells Fargo Certificates of Deposit — Interest President and Director, Carlos F. Lucero, Professional Corporation - Corporation Liability — Estate of Maria Medina — Installment note to purchase 1/2 interest in 160 acres, Rio Arriba County, New Mexico Reimbursement — University of North Carolina — 02/01/2018 - 02/03/2018 — Chapel Hill, NC — Non-FJC Education al Seminar — Transportation, food, and lodging Reimbursement — University of Alabama — 03/27/2018 - 03/29/2018 — Tuscaloosa, AL — Non-FJC Education al Seminar — Transportation, food, and lodging Reimbursement — International Association of Trial Lawyers — 07/19/2018 - 07/21/2018 — Colorado Springs, CO — Non-FJC Education al Seminar — Transportation, food, and lodging Income — Carlos F. Lucero, P.C. - Annuity payments received for prior services performed for former clients - Annuity payments — $22,300 1) Line 5 - Land was purchased on January 1, 2013 for $50,174 from the estate of Maria Medina, property was subject to mortgage (part VI, line 1) that was paid-in-full during 2018. PART VII. #1 Estimated value based on comparative sales. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/31777. Public record. Not legal advice.