Michelle L. Peterson
2020
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Pull out the substance of this filing.
What was filed
104
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income
Named parties
- TD Ameritrade (salary)
As filed
Account #5 (H)
Individual Assets (H)
Wells Fargo (cash) — Interest
Rental Property, Snoqualmie Pass, WA — Rent
Account #1 (H)
TD Ameritrade FDIC Insured Deposit Account (cash) — Interest
iShares Core S&P SCP ETF (IJR) — Dividend — Sold
Consumer Staples Select Sector SPDR Trust (XLP) — Dividend — Sold
Utilities Select Sector SPDR Trust (XLU) — Dividend — Sold
SPDR S&P 500 ETF Trust (SPY) — Dividend — Sold
Vanguard FTSE Developing Market ETF (VEA) — Dividend — Sold
Vanguard FTSE Emerging Markets ETF (VWO) — Dividend — Sold
Vanguard Mid Cap ETF (VO) — Dividend — Sold
Vanguard Growth ETF (VUG) — Dividend — Sold
Vanguard Value ETF (VTV) — Dividend — Sold
Doubleline Total Return Bond I (DBLTX) — Dividend
Invesco Funds Oppenheimer Intl Small Mid Co Y (OSMYX) — Dividend — Sold
Account #2 (H)
TD Ameritrade Insured Deposit Account Bank NA (cash) — Interest
SPDR Series Trust SPDR Bloomberg ETF (BIL) — Dividend
Boeing Co (BA) — None — Buy
Boeing Co (BA) — Sold
Boeing Co (BA) — Buy
Nordstrom Inc (JWN) — None — Buy
Pfizer Inc (PFE) — None — Buy
Zoom Video Comm (ZM) — None — Buy
Invesco QQQ Trust Ser 1 (QQQ) — None — Sold
IShares Core S&P SCP ETF (IJR) — None — Sold
Healthcare Select Sector SPDR Trust (XLV) — Dividend — Sold
Consumer Staples Select Sector SPDR (XLP) — None — Sold
SPDR S&P 500 Tr Unit (SPY) — Dividend — Sold
Vanguard FTSE Dev Mkt ETF (VEA) — None — Sold
Vanguard FTSE Emerging Markets ETF (VWO) — None — Sold
Vanguard Mid Cap ETF (VO) — Dividend — Sold
Vanguard Growth ETF (VUG) — None — Sold
Vanguard Value ETF (VTV) — None — Sold
Doubleline Total Return Bond I (DBLTX) — Dividend
Doubleline Total Return Bond N (DLTNX) — Dividend
Doubleline Flexible Income N (DLINX) — Dividend
Doubleline Flexible Income I (DFLEX) — Dividend
Doubleline Shiller Enhanced Cape I (DSEEX) — Dividend — Sold
Invesco Funds Oppenheimer Intl Small Mid Co Y (OSMYX) — None — Sold
Lord Abbett Ultra Short Bond I (LUBYX) — Dividend
Lord Abbett Ultra Short Bond A (LUBAX) — Dividend
Metropolitan West Unconstrained Bond I (MWCIX) — Dividend — Buy (add'l)
PIMCO Income Fd Cl A (PONAX) — Dividend
PIMCO Fds Income Instl (PIMIX) — Dividend
Account #3 (H)
TD Ameritrade Holding Corp Com (AMTD) — Dividend
Account #4 (H)
TD Ameritrade College Savings Plan - Age Based Core 15-16 — None
TD Ameritrade College Savings Plan - Age Based Core 13-14 — None
Individual Assets (H)
Wells Fargo (cash) — Interest
Rental Property, Snoqualmie Pass, WA — Rent
Account #1 (H)
TD Ameritrade FDIC Insured Deposit Account (cash) — Interest
iShares Core S&P SCP ETF (IJR) — Dividend — Sold
Consumer Staples Select Sector SPDR Trust (XLP) — Dividend — Sold
Utilities Select Sector SPDR Trust (XLU) — Dividend — Sold
SPDR S&P 500 ETF Trust (SPY) — Dividend — Sold
Vanguard FTSE Developing Market ETF (VEA) — Dividend — Sold
Vanguard FTSE Emerging Markets ETF (VWO) — Dividend — Sold
Vanguard Mid Cap ETF (VO) — Dividend — Sold
Vanguard Growth ETF (VUG) — Dividend — Sold
Vanguard Value ETF (VTV) — Dividend — Sold
Doubleline Total Return Bond I (DBLTX) — Dividend
Invesco Funds Oppenheimer Intl Small Mid Co Y (OSMYX) — Dividend — Sold
Account #2 (H)
TD Ameritrade Insured Deposit Account Bank NA (cash) — Interest
SPDR Series Trust SPDR Bloomberg ETF (BIL) — Dividend
Boeing Co (BA) — None — Buy
Boeing Co (BA) — Sold
Boeing Co (BA) — Buy
Nordstrom Inc (JWN) — None — Buy
Pfizer Inc (PFE) — None — Buy
Zoom Video Comm (ZM) — None — Buy
Invesco QQQ Trust Ser 1 (QQQ) — None — Sold
IShares Core S&P SCP ETF (IJR) — None — Sold
Healthcare Select Sector SPDR Trust (XLV) — Dividend — Sold
Consumer Staples Select Sector SPDR (XLP) — None — Sold
SPDR S&P 500 Tr Unit (SPY) — Dividend — Sold
Vanguard FTSE Dev Mkt ETF (VEA) — None — Sold
Vanguard FTSE Emerging Markets ETF (VWO) — None — Sold
Vanguard Mid Cap ETF (VO) — Dividend — Sold
Vanguard Growth ETF (VUG) — None — Sold
Vanguard Value ETF (VTV) — None — Sold
Doubleline Total Return Bond I (DBLTX) — Dividend
Doubleline Total Return Bond N (DLTNX) — Dividend
Doubleline Flexible Income N (DLINX) — Dividend
Doubleline Flexible Income I (DFLEX) — Dividend
Doubleline Shiller Enhanced Cape I (DSEEX) — Dividend — Sold
Invesco Funds Oppenheimer Intl Small Mid Co Y (OSMYX) — None — Sold
Lord Abbett Ultra Short Bond I (LUBYX) — Dividend
Lord Abbett Ultra Short Bond A (LUBAX) — Dividend
Metropolitan West Unconstrained Bond I (MWCIX) — Dividend — Buy (add'l)
PIMCO Income Fd Cl A (PONAX) — Dividend
PIMCO Fds Income Instl (PIMIX) — Dividend
Account #3 (H)
TD Ameritrade Holding Corp Com (AMTD) — Dividend
Account #4 (H)
TD Ameritrade College Savings Plan - Age Based Core 15-16 — None
Account #5 (H)
TD Ameritrade College Savings Plan - Age Based Core 13-14 — None
Spouse's income — 2020 — TD Ameritrade (salary)
Spouse's income — 2020 — TD Ameritrade (salary)
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.