# Theodore David Chuang > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/32562 ## Record - **Judge:** Theodore David Chuang - **Year:** 2020 - **Pages:** 20 ## Text Rental Property, Brookline, MA — Rent Citibank Cash Accounts — Interest Emigrant Direct Cash Account — Interest Fidelity Dividend Growth Fund — Dividend Lord Abbett Affiliated A Fund — Dividend Brokerage Account #1 (H) BNY Mellon International Stock Index Fund — Dividend BNY Mellon Mid Cap Index Fund — Dividend Janus Henderson Global Research Fund — Dividend Janus Henderson Growth & Income Fund — Dividend Loomis Sayles Bond Fund — Dividend Oakmark Fund — Dividend Schwab S&P 500 Fund — Dividend Schwab Small Cap Index Fund — Dividend Brokerage Account #2 (H) Schwab Bank — Int./Div. Schwab 1000 Fund — Dividend Schwab Core Equity Fund — Dividend Brokerage Account #3 (H) Morgan Stanley Bank (X) — Interest Cisco Systems stock — Dividend Invesco Diversified Dividend A — Dividend Microsoft Corporation stock — Dividend Invesco QQQ Trust (QQQ) — Dividend IRA #1 (H) Janus Henderson Growth & Income Fund — Dividend Oakmark Fund — Dividend Schwab 1000 Fund — Dividend IRA #2 (H) Schwab Bank — Int./Div. Columbia Global Equity (formerly Energy & Natural Resources Fund) — Dividend Oakmark Fund — Dividend Schwab 1000 Fund — Dividend Schwab Small Cap Index Fund — Dividend Invesco QQQ Trust (QQQ) — Dividend — Buy IRA #3 (H) Fidelity Freedom 2030 — Dividend Fidelity Cash Reserves — Int./Div. IRA #3.5 (H) Fidelity Freedom 2030 — Dividend IRA#4 (H) Fidelity Freedom 2030 — Dividend Fidelity Freedom 2035 — Dividend IRA#5 (H) Vanguard Life Strategy Growth Fund — Dividend My 529 Age Based Aggressive Global — Dividend — Sold (part) My 529 Age Based Aggressive Global — Sold (part) Maryland College Investment Plan Portfolio 2024 — None Northwestern Mutual Whole Life Insurance Policy — Dividend U.S. Govt. Securities Series EE Bonds — None 401(k) #1 (H) John Hancock Multimanager 2035 Lifetime — None — Buy (add'l) John Hancock Multimanager 2035 Lifetime — Buy (add'l) John Hancock Multimanager 2035 Lifetime — Buy (add'l) John Hancock Multimanager 2035 Lifetime — Buy (add'l) John Hancock Multimanager 2035 Lifetime — Buy (add'l) John Hancock Multimanager 2035 Lifetime — Buy (add'l) John Hancock Multimanager 2035 Lifetime — Buy (add'l) John Hancock Multimanager 2035 Lifetime — Buy (add'l) John Hancock Multimanager 2035 Lifetime — Buy (add'l) John Hancock Multimanager 2035 Lifetime — Buy (add'l) John Hancock Multimanager 2035 Lifetime — Buy (add'l) John Hancock Multimanager 2035 Lifetime — Buy (add'l) IRA#6 (H) Schwab Bank — Interest Agilent Technologies — Dividend Comcast Corporation — Dividend — Sold Ford Motor Co. — Dividend General Electric Co. — Dividend Keysight Tech, Inc. — Dividend Microsoft Corp. — Dividend — Buy (add'l) Oracle Corp. — Dividend Walt Disney Co. — Dividend Aberdeen Int'l Equity Fund — Dividend Federated Kaufmann Fund — Dividend Schwab S&P 500 Index Fund — Dividend Schwab Small Cap Index Fund — Dividend IRA #7 (H) (now combined into IRA #6) Healthcare Select Sector SPDR Fund (XLV) — Dividend — Sold (part) Cons Discret Select Sector SPDR Fund (XLY) — Dividend — Buy (add'l) The Financial Select Sector SPDR Fund (XLF) — Dividend The Technology Select Sector SPDR Fund (XLK) — Dividend — Buy (add'l) Invesco QQQ TR (QQQ) — Dividend — Buy (add'l) Invesco QQQ TR (QQQ) — Buy (add'l) Invesco QQQ TR (QQQ) — Buy (add'l) SPDR S&P 500 ETF Trust (SPY) — Dividend — Buy (add'l) Wells Fargo & Co New (WFC) — Dividend IShares MSCI Emerging Mkts ETF (EEM) — Dividend — Sold SPDR S&P Dividend Fund (SDY) — Dividend — Sold (part) SPDR S&P Dividend Fund (SDY) — Sold (part) SPDR S&P Regional Banking ETF (KRE) — Dividend — Sold IShares MSCI China ETF (MCHI) — Dividend — Sold (part) IShares MSCI China ETF (MCHI) — Sold (part) IShares MSCI China ETF (MCHI) — Buy (add'l) IShares MSCI China ETF (MCHI) — Sold IShares US Aerospace & Def ETF (ITA) — Dividend First Trust DJ Internet (FDN) (X) — None — Buy First Trust Value (FVD) (X) — Dividend — Buy Alibaba Group HLDG Ltd. common stock (BABA) — Dividend — Sold Amgen, Inc. common stock (AMGN) — Dividend — Sold (part) Apple, Inc. common stock (AAPL) — Dividend Applied Materials, Inc. common stock (AMAT) — Dividend Cisco common stock (CSCO) — Dividend — Sold Johnson & Johnson common stock (JNJ) — Dividend — Buy Cons Staples Sel Sect SPDR Fund (XLP) — Dividend IShares MSCI Brazil ETF (EWZ) — Dividend — Sold Comm Serv Select Sector SPDR (XLC) — Dividend Utilities Sel Sect SPDR Fund (XLU) — Dividend Lord Abbett Ultra Short Bond Fund (LUBFX) — Dividend IShares MSCI India ETF (INDA) — Dividend — Sold Starbucks common stock (SBUX) — Dividend — Sold (part) Amazon common stock (AMZN) — Dividend — Sold Alphabet, Inc. Class A common stock (GOOGL) — Dividend — Buy (add'l) Alphabet, Inc. Class A common stock (GOOGL) — Buy (add'l) Microsoft Corp common stock (MSFT) — Dividend — Buy (add'l) IShares Russell 2000 Growth ETF (IWO) — Dividend — Sold Industrial Sel Sec SPDR Fund (XLI) — Dividend IShares PHLX Semiconductor (SOXX) — Dividend IShares Russell Midcap G ETF (IWP) — Dividend — Sold SPDR S&P Homebuilders (XHB) — Dividend — Sold First Trust NYSE ARCA (FBT) — Dividend MasterCard, Inc. Class A common stock (MA) — Dividend SPDR Gold Tr Gold SHS (GLD) — Dividend — Buy (add'l) SPDR Gold Tr Gold SHS (GLD) — Sold (part) IShares Silver Shares (SLV) — Dividend — Sold JPMorgan Chase common stock (JPM) — Dividend First Trust Rising Div Achiev (RDVY) — Dividend Verizon Communications common stock (X) — Dividend — Buy Guggenheim Limited Duration (GILHX) (X) — Dividend — Buy IRA#6A (H) CGM Mutual Fund (LOMMX) (X) — Dividend Brokerage Account #4J (H) Schwab Bank — Interest Invesco FTSE RAFI Dev Mkts (PDN) — Dividend — Sold (part) Invesco FTSE RAFI Dev Mkts (PDN) — Buy (add'l) Invesco FTSE RAFI Dev Mkts (PDN) — Sold Invesco FTSE FAFI (Emerging Mkts) (PXH) — Dividend — Sold (part) Invesco FTSE FAFI (Emerging Mkts) (PXH) — Buy (add'l) Invesco FTSE FAFI (Emerging Mkts) (PXH) — Sold Invesco FTSE RAFI US 1000 (PRF) — Dividend — Sold Invesco FTSE RAFI US 1500 (PRFZ) — Dividend — Sold (part) Invesco FTSE RAFI US 1500 (PRFZ) — Buy (add'l) Invesco FTSE RAFI US 1500 (PRFZ) — Sold (part) Invesco FTSE RAFI US 1500 (PRFZ) — Sold Invesco FTSE RAFI Dev Mkts Ex-US (PXF) (X) — Dividend — Buy Invesco FTSE RAFI Dev Mkts Ex-US (PXF) (X) — Sold (part) Invesco FTSE RAFI Dev Mkts Ex-US (PXF) (X) — Sold IShares Core MSCI (IEMG) — Dividend — Sold IShares Core US REIT (USRT) — Dividend — Sold IShares Gold ETF (IAU) — Dividend — Sold IShares Broad USD HG YLD (USHY) — Dividend — Buy IShares Broad USD HG YLD (USHY) — Sold Schwab Fundamental INL (FNDF) — Dividend — Sold (part) Schwab Fundamental INL (FNDF) — Buy (add'l) Schwab Fundamental INL (FNDF) — Sold Schwab Fundamental Emerging Markets (FNDE) (X) — Dividend — Buy Schwab Fundamental Emerging Markets (FNDE) (X) — Sold (part) Schwab Fundamental Emerging Markets (FNDE) (X) — Buy (add'l) Schwab Fundamental Emerging Markets (FNDE) (X) — Sold Schwab Fundamental Intl Smal Com (FNDC) (X) — Dividend — Buy Schwab Fundamental Intl Smal Com (FNDC) (X) — Sold Schwab Fundamental US Small Com (FNDA) (X) — Dividend — Buy Schwab Fundamental US Small Com (FNDA) (X) — Sold Schwab Fundamental US Large (FNDX) (X) — Dividend — Buy Schwab Fundamental US Large (FNDX) (X) — Sold (part) Schwab Fundamental US Large (FNDX) (X) — Sold Schwab Intermediate Term (SCHR) — Dividend — Sold (part) Schwab Intermediate Term (SCHR) — Sold Schwab International Small Cap (SCHC) — Dividend — Sold Schwab US Small Cap ETF (SCHA) — Dividend — Sold (part) Schwab US Small Cap ETF (SCHA) — Buy (add'l) Schwab US Small Cap ETF (SCHA) — Buy (add'l) Schwab US Small Cap ETF (SCHA) — Sold Schwab US TIPS ETF (SCHP) — Dividend — Sold Schwab International Equity ETF (SCHF) (X) — Dividend — Buy Schwab International Equity ETF (SCHF) (X) — Sold Schwab Emerging Markets Equity (SCHE) (X) — Dividend — Buy Schwab Emerging Markets Equity (SCHE) (X) — Buy (add'l) Schwab Emerging Markets Equity (SCHE) (X) — Sold Schwab US REIT ETF (SCHH) (X) — Dividend — Buy Schwab US REIT ETF (SCHH) (X) — Sold Schwab US Large Cap ETF (SCHX) (X) — Dividend — Buy Schwab US Large Cap ETF (SCHX) (X) — Buy (add'l) Schwab US Large Cap ETF (SCHX) (X) — Sold Schwab US Tips ETF (SCHP) (X) — Dividend — Buy Schwab US Tips ETF (SCHP) (X) — Sold SPDR Bloomberg Barclays (EBND) — Dividend — Sold Vanguard FTSE Developed (VEA) — Dividend — Sold (part) Vanguard FTSE Developed (VEA) — Buy (add'l) Vanguard FTSE Developed (VEA) — Sold Vanguard Mortgage Backed (VMBS) — Dividend — Sold (part) Vanguard Mortgage Backed (VMBS) — Sold Vanguard S&P 500 ETF (VOO) — Dividend — Sold Vanguard SmalL Cap ETF (VB) (X) — Dividend — Buy Vanguard SmalL Cap ETF (VB) (X) — Sold (part) Vanguard SmalL Cap ETF (VB) (X) — Sold Vanguard FTSE All World Ex US (VSS) (X) — Dividend — Buy Vanguard FTSE All World Ex US (VSS) (X) — Sold Vanguard Intermediate Term CO ETF IV (VCIT) (X) — Dividend — Buy Vanguard Intermediate Term CO ETF IV (VCIT) (X) — Sold XTrackers Inter Real Estate (HAUZ) — Dividend — Sold XTrackers USD High Yield (HYLB) — Dividend — Sold Brokerage Account #4C (H) Schwab Bank — Interest Schwab US REIT (SCHH) — Dividend Schwab Emerging Markets (SCHE) — Dividend — Buy (add'l) Schwab Funda Emg Markets (FNDE) — Dividend — Buy (add'l) Schwab Fundamental INL Large (FNDF) — Dividend Schwab Fundamental INTL Small (FNDC) — Dividend Schwab Fundamental US Large (FNDX) — Dividend — Sold (part) Schwab Fundamental US Small (FNDA) — Dividend Schwab International (SCHF) — Dividend Schwab International Small Cap (SCHC) — Dividend Schwab US Large Cap EFT (SCHX) — Dividend Schwab US Small Cap ETF (SCHA) — Dividend Brokerage Account #4K (H) Schwab Bank (X) — Interest Schwab US REIT (SCHH) (X) — Dividend — Sold Schwab Emerging Markets (SCHE) — Dividend — Buy (add'l) Schwab Emerging Markets (SCHE) — Sold Schwab Fundamental US Small (FNDA) — Dividend — Sold Schwab Funda Emg Markets (FNDE) — Dividend — Buy (add'l) Schwab Funda Emg Markets (FNDE) — Sold Schwab Fundamental INL Large (FNDF) — Dividend — Sold Schwab Fundamental INTL Small (FNDC) — Dividend — Sold Schwab Fundamental US Large (FNDX) — Dividend — Buy (add'l) Schwab Fundamental US Large (FNDX) — Sold (part) Schwab Fundamental US Large (FNDX) — Sold Schwab Fundamental US Small (FNDA) — Dividend — Buy (add'l) Schwab Fundamental US Small (FNDA) — Sold Schwab International (SCHF) — Dividend — Buy (add'l) Schwab International (SCHF) — Sold (part) Schwab International (SCHF) — Sold Schwab International Small Cap (SCHC) — Dividend — Sold Schwab US Large Cap EFT (SCHX) — Dividend — Sold Schwab US Small Cap ETF (SCHA) — Dividend — Sold Vanguard Small Cap ETF IV: (VB) — Dividend — Sold Invesco FTSE RAFI (PXF) (X) — Dividend — Buy Invesco FTSE RAFI (PXF) (X) — Sold (part) Invesco FTSE RAFI (PXF) (X) — Sold Advisor, Asian Pacific American Bar Association of Maryland Liability — Cenlar — Mortgage on rental property, Brookline, MA Reimbursement — Harvard Law School — January 13-14, 2020 — Cambridge, MA — Speaker at a Law School Class — Transportation, meals, lodging Spouse's income — 2020 — National Immigration Forum - salary --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32562. Public record. Not legal advice.