Amanda Sansone

2020

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

84
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Richard and Judith Witzel
DCA Beach Properties, LLC

As filed

Schwab One Account (H)

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

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

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

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

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

SCHWAB EMERGING MARKETS (SCHE) — Dividend — Buy (add'l)

SCHWAB INTERNATIONAL (SCHF) — Dividend

SELECT STR FINANCIAL (XLF) — Dividend

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

VANGUARD HIGH DIVIDEND (VYM) — Dividend

SCHWAB US BROAD MARKET (SCHB) — Dividend

CAMBRIA GLOBAL MOMENTUM (GMOM) — Dividend — Buy

AQR MGD FUTURES STRAT FD (AQMIX) — Sold

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

SCHWAB FUNDAMENTAL US (FNDB) — Sold (part)

WISDOMTREE INTERNATIONAL (DWM) — Dividend — Buy (add'l)

SCH TREAS OBLIGATION MMF (SNOXX) — Dividend — Buy (add'l)

US TREASURY NOTE — Int./Div. — Redeemed

SCHWAB VALUE ADVANTAGE (SWVXX) — Dividend — Buy

SCHWAB FUNDAMENTAL US SMALL COM (FNDA) — Dividend — Buy

SCHWAB US TIPS ETF (SCHP) — Dividend — Buy

VANGUARD SHRT INF PROT (VTIP) — Dividend — Buy

VANGUARD SMALL CAP ETF (VB) — Dividend — Buy

Schwab Roth IRA (H)

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

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

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

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

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

SCHWAB FUNDAMENTAL US (FNDB) — Sold (part)

SCHWAB EMERGING MARKETS (SCHE) — Dividend — Buy (add'l)

SCHWAB INTERNATIONAL (SCHF) — Dividend — Sold (part)

SELECT STR FINANCIAL (XLF) — Dividend

SPDR S&P INTERNATIONAL (DWX) — Dividend — Sold

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

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

SCHWAB US BROAD MARKET (SCHB) — Dividend — Sold (part)

CAMBRIA GLOBAL MOMENTUM (GMOM) — Dividend — Sold (part)

AQR MGD FUTURES STRAT FD (AQMIX) — Sold

WISDOMTREE INTERNATIONAL (DWM) — Dividend — Buy (add'l)

SCH TREAS OBLIGATION MMF (SNOXX) — Dividend — Sold (part)

SCH TREAS OBLIGATION MMF (SNOXX) — Buy (add'l)

SCHWAB FUNDAMENTAL US SMALL COM (FNDA) — Dividend — Buy

VANGUARD SHRT INF PROT (VTIP) — Dividend

VANGUARD SMALL CAP ETF (VB) — Dividend — Buy

AQR MANAGED FUTURES STRATEGY (QMHIX) — Dividend — Buy

Schwab IRA (H)

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

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

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

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

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

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

SCH TREAS OBLIGATION MMF (SNOXX) — Dividend — Buy (add'l)

US TREASURY NOTE — Matured

SCHWAB EMERGING MARKETS (SCHE) — Dividend — Buy (add'l)

SCHWAB INTERNATIONAL (SCHF) — Dividend

SELECT STR FINANCIAL (XLF) — Dividend

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

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

SCHWAB US BROAD MARKET (SCHB) — Dividend — Sold (part)

SCHWAB US TIPS ETF (SCHP) — Dividend

CAMBRIA GLOBAL MOMENTUM ETF (GMOM) — Dividend

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

SCHWAB FUNDAMENTAL US BROAD MKT ETF (FNDB) — Sold (part)

WISDOMTREE INTERNATIONAL EQY ETF (DWM) — Dividend — Buy (add'l)

EMQQ EMRNG MKT INTRNT (EMQQ) — Dividend — Buy

SCHWAB FUNDAMENTAL US SMALL COM (FNDA) — Dividend — Buy

VANGUARD SHRT INF PROT (VTIP) — Dividend — Buy

VANGUARD SMALL CAP ETF (VB) — Dividend — Buy

AQR MANAGED FUTURES STRATEGY (QMHIX) — Dividend — Buy

SCHWAB VALUE ADVANTAGE (SWVXX) — Buy

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 — Sold — Richard and Judith Witzel

Member, DCA Beach Properties, LLC

Trustee

Part 1. Positions:

Although I am a Trustee of 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.