David T. Thuma

2020

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What was filed

315
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

PBSWP, LLC, a New Mexico limited liability company (family LLC)

As filed

HCA Holdings Inc. — Int./Div.

Vanguard 500 Index Fund Admiral Shares — Int./Div.

Vanguard Admiral Treasury Money Market Fund — Int./Div.

Vanguard Balanced Index Fund Admiral Shares — Int./Div.

Vanguard Tax-Exempt Money Market Fund — Int./Div.

Vanguard Balanced Fund Admiral Shares — Int./Div.

Vanguard Tax-Managed Balanced Fund Admiral Shares — Int./Div.

Vanguard Precious Metals and Mining Fund — Int./Div.

Vanguard Target Retirement 2025 Fund — Int./Div.

Vanguard Total Stock Market Index Fund Inv. Shares — Int./Div.

Vanguard Admiral Treasure Money Market Fund — Int./Div.

The Education Plan-25% Active Equity Portfolio — Int./Div.

The Education Plan-US Equity Index — Int./Div.

The Education Plan-Bond Index — Int./Div.

PBSWP, LLC (owns farm land in Handricks County, Indiana) — Rent

Wells Fargo Checking Account — Int./Div.

Wells Fargo Savings Account — Int./Div.

Exxon common stock — Int./Div.

Abbot Laboratories — Int./Div.

ABBVIE — Int./Div. — Buy

Alibaba Group — Int./Div. — Buy

Alphabet Inc. — Int./Div.

Amazon — Int./Div.

Apple, Inc. — Int./Div.

Bank of America common stock — Int./Div.

Berkshire Hathaway, Series B — Int./Div.

Boeing Co. — Int./Div. — Sold

Booking Holdings — Int./Div.

Chevron Corp. — Int./Div. — Sold

Cisco Systems — Int./Div. — Sold

Comcast Corp. — Int./Div.

Constellation Brands — Int./Div.

Costco — Int./Div. — Buy

CSX Corp. — Int./Div.

Digital Realty Trust — Int./Div. — Buy

Diageo PLC — Int./Div. — Sold

Disney Co. — Int./Div.

Dupont De Nemours — Int./Div. — Buy

Electronic Arts — Int./Div.

Emerson Electric Co. — Int./Div.

Facebook Inc. — Int./Div.

Fiserv Inc. — Int./Div. — Buy

Home Depot Inc. — Int./Div.

Honeywell — Int./Div.

Humana Inc. — Int./Div.

Intel — Int./Div.

Intercontinental Exchange — Int./Div.

Interxion Holding NV — Int./Div. — Sold

ishares Agency Bond ETF — Int./Div. — Buy

ishares Core U.S. Aggregate Bond ETF — Int./Div.

ishares Russell Mid-Cap Value ETF — Int./Div. — Buy

isharesMSCI EAFE Growth ETF — Int./Div.

ishares Core MSCI emerging markets ETF — Int./Div. — Sold

ishares Core MSCI EAFE ETF — Int./Div. — Sold

ishares Core S&P Mid ETF — Int./Div. — Sold

ishares Core S&P small cap ETF — Int./Div.

JP Morgan Ultra-Short Income ETF — Int./Div. — Buy

JP Morgan Chase & Co. common stock — Int./Div.

Keysight Techs Inc. — Int./Div. — Buy

Koninklijke Philips NV NY Reg. Sh — Int./Div. — Buy

Lam Research Corp. — Int./Div.

Lockheed Martin — Int./Div.

Mastercard — Int./Div.

Merck — Int./Div.

Microsoft Corp. — Int./Div.

Mondelez Intl Inc. — Int./Div. — Buy

Nextera Energy Inc. — Int./Div.

OneOK Inc. — Int./Div. — Sold

Packaging Corp of America — Int./Div. — Sold

NVIDIA Corp — Int./Div. — Buy

Parker-Hannifin Corp. — Int./Div. — Buy

PayPal Holdings — Int./Div. — Buy

Pepsico Inc. — Int./Div.

Pfizer Inc. — Int./Div. — Sold

Pimco Active BankETF — Int./Div.

Progressive Corp. — Int./Div.

Raytheon Technologies — Int./Div. — Buy

Rio Tinto PLC — Int./Div.

Royal Dutch Shell — Int./Div.

Salesforce.com — Int./Div.

SPDR Portfolio Emerging Market ETF — Int./Div. — Buy

SPDR Portfolio Intermediate Term ETF — Int./Div. — Buy

SPDR Portfolio Mortgage Banked Bond ETF — Int./Div. — Buy

SPDR portfolio short term corp. bond ETF — Int./Div.

SPDR S&P Biotech ETF — Int./Div. — Sold

Starbucks — Int./Div.

Taiwan Semiconductor Mfg. Co. — Int./Div. — Buy

Thermo Fisher Scientic Inc. — Int./Div.

TJX Cos Inc. New — Int./Div.

Unilever PLC — Int./Div.

US Bancorp — Int./Div. — Sold

Vanguard real estate index fund ETF — Int./Div. — Sold

Vanguard FTSE Developed Markets ETF — Int./Div. — Buy

Vanguard Mortgage Back Securities ETF — Int./Div. — Buy

Vanguard Scottsdale Inter-term Treas. Index ETF — Int./Div.

Vanguard short term bonds ETF — Int./Div.

Vanguard Short term corp. bonds ETF — Int./Div. — Buy

Verizon Comm. — Int./Div.

Vertex Pharmaceuticals — Int./Div. — Buy

WNS Holdings LTD ADR — Int./Div. — Buy

Goldman Sach Finl Square Treas Obligs Class 1 — Int./Div. — Buy

Doubline Funds; total return bond fund — Int./Div.

Metropolitan West funds; total return bond fund — Int./Div. — Sold

Fidelity Investments money market treas. only — Int./Div. — Sold

FPA New Income Inc. — Int./Div. — Sold

Diageo PLC — Int./Div. — Sold

Vanguard 500 Index Fund Admiral Shares — Int./Div.

Vanguard Admiral Treasury Money Market Fund — Int./Div.

Vanguard Balanced Index Fund Admiral Shares — Int./Div.

Vanguard Tax-Exempt Money Market Fund — Int./Div.

Vanguard Balanced Fund Admiral Shares — Int./Div.

Vanguard Tax-Managed Balanced Fund Admiral Shares — Int./Div.

Vanguard Precious Metals and Mining Fund — Int./Div.

Vanguard Target Retirement 2025 Fund — Int./Div.

Vanguard Total Stock Market Index Fund Inv. Shares — Int./Div.

Vanguard Admiral Treasure Money Market Fund — Int./Div.

The Education Plan-25% Active Equity Portfolio — Int./Div.

The Education Plan-US Equity Index — Int./Div.

The Education Plan-Bond Index — Int./Div.

PBSWP, LLC (owns farm land in Handricks County, Indiana) — Rent

Wells Fargo Checking Account — Int./Div.

Wells Fargo Savings Account — Int./Div.

Exxon common stock — Int./Div.

Abbot Laboratories — Int./Div.

ABBVIE — Int./Div. — Buy

Alibaba Group — Int./Div. — Buy

Alphabet Inc. — Int./Div.

Amazon — Int./Div.

Apple, Inc. — Int./Div.

Bank of America common stock — Int./Div.

Berkshire Hathaway, Series B — Int./Div.

Boeing Co. — Int./Div. — Sold

Booking Holdings — Int./Div.

Chevron Corp. — Int./Div. — Sold

Cisco Systems — Int./Div. — Sold

Comcast Corp. — Int./Div.

Constellation Brands — Int./Div.

Costco — Int./Div. — Buy

CSX Corp. — Int./Div.

Digital Realty Trust — Int./Div. — Buy

Disney Co. — Int./Div.

Dupont De Nemours — Int./Div. — Buy

Electronic Arts — Int./Div.

Emerson Electric Co. — Int./Div.

Facebook Inc. — Int./Div.

Fiserv Inc. — Int./Div. — Buy

HCA Holdings Inc. — Int./Div.

Home Depot Inc. — Int./Div.

Honeywell — Int./Div.

Humana Inc. — Int./Div.

Intel — Int./Div.

Intercontinental Exchange — Int./Div.

Interxion Holding NV — Int./Div. — Sold

ishares Agency Bond ETF — Int./Div. — Buy

ishares Core U.S. Aggregate Bond ETF — Int./Div.

ishares Russell Mid-Cap Value ETF — Int./Div. — Buy

isharesMSCI EAFE Growth ETF — Int./Div.

ishares Core MSCI emerging markets ETF — Int./Div. — Sold

ishares Core MSCI EAFE ETF — Int./Div. — Sold

ishares Core S&P Mid ETF — Int./Div. — Sold

ishares Core S&P small cap ETF — Int./Div.

JP Morgan Ultra-Short Income ETF — Int./Div. — Buy

JP Morgan Chase & Co. common stock — Int./Div.

Keysight Techs Inc. — Int./Div. — Buy

Koninklijke Philips NV NY Reg. Sh — Int./Div. — Buy

Lam Research Corp. — Int./Div.

Lockheed Martin — Int./Div.

Mastercard — Int./Div.

Merck — Int./Div.

Microsoft Corp. — Int./Div.

Mondelez Intl Inc. — Int./Div. — Buy

Nextera Energy Inc. — Int./Div.

OneOK Inc. — Int./Div. — Sold

Packaging Corp of America — Int./Div. — Sold

NVIDIA Corp — Int./Div. — Buy

Parker-Hannifin Corp. — Int./Div. — Buy

PayPal Holdings — Int./Div. — Buy

Pepsico Inc. — Int./Div.

Pfizer Inc. — Int./Div. — Sold

Pimco Active BankETF — Int./Div.

Progressive Corp. — Int./Div.

Raytheon Technologies — Int./Div. — Buy

Rio Tinto PLC — Int./Div.

Royal Dutch Shell — Int./Div.

Salesforce.com — Int./Div.

SPDR Portfolio Emerging Market ETF — Int./Div. — Buy

SPDR Portfolio Intermediate Term ETF — Int./Div. — Buy

SPDR Portfolio Mortgage Banked Bond ETF — Int./Div. — Buy

SPDR portfolio short term corp. bond ETF — Int./Div.

SPDR S&P Biotech ETF — Int./Div. — Sold

Starbucks — Int./Div.

Taiwan Semiconductor Mfg. Co. — Int./Div. — Buy

Thermo Fisher Scientic Inc. — Int./Div.

TJX Cos Inc. New — Int./Div.

Unilever PLC — Int./Div.

US Bancorp — Int./Div. — Sold

Vanguard real estate index fund ETF — Int./Div. — Sold

Vanguard FTSE Developed Markets ETF — Int./Div. — Buy

Vanguard Mortgage Back Securities ETF — Int./Div. — Buy

Vanguard Scottsdale Inter-term Treas. Index ETF — Int./Div.

Vanguard short term bonds ETF — Int./Div.

Vanguard Short term corp. bonds ETF — Int./Div. — Buy

Verizon Comm. — Int./Div.

Vertex Pharmaceuticals — Int./Div. — Buy

WNS Holdings LTD ADR — Int./Div. — Buy

Goldman Sach Finl Square Treas Obligs Class 1 — Int./Div. — Buy

Doubline Funds; total return bond fund — Int./Div.

Metropolitan West funds; total return bond fund — Int./Div. — Sold

Fidelity Investments money market treas. only — Int./Div. — Sold

FPA New Income Inc. — Int./Div. — Sold

Vanguard 500 Index Fund Admiral Shares — Int./Div.

Vanguard Admiral Treasury Money Market Fund — Int./Div.

Vanguard Balanced Index Fund Admiral Shares — Int./Div.

Vanguard Tax-Exempt Money Market Fund — Int./Div.

Vanguard Balanced Fund Admiral Shares — Int./Div.

Vanguard Tax-Managed Balanced Fund Admiral Shares — Int./Div.

Vanguard Precious Metals and Mining Fund — Int./Div.

Vanguard Target Retirement 2025 Fund — Int./Div.

Vanguard Total Stock Market Index Fund Inv. Shares — Int./Div.

Vanguard Admiral Treasure Money Market Fund — Int./Div.

The Education Plan-25% Active Equity Portfolio — Int./Div.

The Education Plan-US Equity Index — Int./Div.

The Education Plan-Bond Index — Int./Div.

PBSWP, LLC (owns farm land in Handricks County, Indiana) — Rent

Wells Fargo Checking Account — Int./Div.

Wells Fargo Savings Account — Int./Div.

Exxon common stock — Int./Div.

Abbot Laboratories — Int./Div.

ABBVIE — Int./Div. — Buy

Alibaba Group — Int./Div. — Buy

Alphabet Inc. — Int./Div.

Amazon — Int./Div.

Apple, Inc. — Int./Div.

Bank of America common stock — Int./Div.

Berkshire Hathaway, Series B — Int./Div.

Boeing Co. — Int./Div. — Sold

Booking Holdings — Int./Div.

Chevron Corp. — Int./Div. — Sold

Cisco Systems — Int./Div. — Sold

Comcast Corp. — Int./Div.

Constellation Brands — Int./Div.

Costco — Int./Div. — Buy

CSX Corp. — Int./Div.

Digital Realty Trust — Int./Div. — Buy

Diageo PLC — Int./Div. — Sold

Disney Co. — Int./Div.

Dupont De Nemours — Int./Div. — Buy

Electronic Arts — Int./Div.

Emerson Electric Co. — Int./Div.

Facebook Inc. — Int./Div.

Fiserv Inc. — Int./Div. — Buy

HCA Holdings Inc. — Int./Div.

Home Depot Inc. — Int./Div.

Honeywell — Int./Div.

Humana Inc. — Int./Div.

Intel — Int./Div.

Intercontinental Exchange — Int./Div.

Interxion Holding NV — Int./Div. — Sold

ishares Agency Bond ETF — Int./Div. — Buy

ishares Core U.S. Aggregate Bond ETF — Int./Div.

ishares Russell Mid-Cap Value ETF — Int./Div. — Buy

isharesMSCI EAFE Growth ETF — Int./Div.

ishares Core MSCI emerging markets ETF — Int./Div. — Sold

ishares Core MSCI EAFE ETF — Int./Div. — Sold

ishares Core S&P Mid ETF — Int./Div. — Sold

ishares Core S&P small cap ETF — Int./Div.

JP Morgan Ultra-Short Income ETF — Int./Div. — Buy

JP Morgan Chase & Co. common stock — Int./Div.

Keysight Techs Inc. — Int./Div. — Buy

Koninklijke Philips NV NY Reg. Sh — Int./Div. — Buy

Lam Research Corp. — Int./Div.

Lockheed Martin — Int./Div.

Mastercard — Int./Div.

Merck — Int./Div.

Microsoft Corp. — Int./Div.

Mondelez Intl Inc. — Int./Div. — Buy

Nextera Energy Inc. — Int./Div.

OneOK Inc. — Int./Div. — Sold

Packaging Corp of America — Int./Div. — Sold

NVIDIA Corp — Int./Div. — Buy

Parker-Hannifin Corp. — Int./Div. — Buy

PayPal Holdings — Int./Div. — Buy

Pepsico Inc. — Int./Div.

Pfizer Inc. — Int./Div. — Sold

Pimco Active BankETF — Int./Div.

Progressive Corp. — Int./Div.

Raytheon Technologies — Int./Div. — Buy

Rio Tinto PLC — Int./Div.

Royal Dutch Shell — Int./Div.

Salesforce.com — Int./Div.

SPDR Portfolio Emerging Market ETF — Int./Div. — Buy

SPDR Portfolio Intermediate Term ETF — Int./Div. — Buy

SPDR Portfolio Mortgage Banked Bond ETF — Int./Div. — Buy

SPDR portfolio short term corp. bond ETF — Int./Div.

SPDR S&P Biotech ETF — Int./Div. — Sold

Starbucks — Int./Div.

Taiwan Semiconductor Mfg. Co. — Int./Div. — Buy

Thermo Fisher Scientic Inc. — Int./Div.

TJX Cos Inc. New — Int./Div.

Unilever PLC — Int./Div.

US Bancorp — Int./Div. — Sold

Vanguard real estate index fund ETF — Int./Div. — Sold

Vanguard FTSE Developed Markets ETF — Int./Div. — Buy

Vanguard Mortgage Back Securities ETF — Int./Div. — Buy

Vanguard Scottsdale Inter-term Treas. Index ETF — Int./Div.

Vanguard short term bonds ETF — Int./Div.

Vanguard Short term corp. bonds ETF — Int./Div. — Buy

Verizon Comm. — Int./Div.

Vertex Pharmaceuticals — Int./Div. — Buy

WNS Holdings LTD ADR — Int./Div. — Buy

Goldman Sach Finl Square Treas Obligs Class 1 — Int./Div. — Buy

Doubline Funds; total return bond fund — Int./Div.

Metropolitan West funds; total return bond fund — Int./Div. — Sold

Fidelity Investments money market treas. only — Int./Div. — Sold

FPA New Income Inc. — Int./Div. — Sold

Member and manager, PBSWP, LLC, a New Mexico limited liability company (family LLC)

Part I. PBSWP, LLC is a family owned LLC that owns farm land in Hendricks County, Indiana.

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.