Sam T. Liccardo
DemocratCA·1 disclosed trades·1 tickers
Volume traded
$32.5K
gross buys + sells, not wealth
Net flow
−$32.5K
Median gap
6d
limit is 45d
Filed late
0%
0 of 1
Last trade
2026-07-21
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 6/8/2026 — 35 assets, about $8.6M at the middle of each value range.
- Residential Property69.7%
- SWPPX · Schwab S&P 500 Index Fund- Select Shares (SWPPX)5.7%
- CalPERS4.4%
- QQQM · Invesco NASDAQ 100 ETF (QQQM)3.7%
- U.S. Treasuries3.3%
- Other 30 assets13.6%
By type: Real Property 70% · Mutual Fund 9% · Exchange Traded Fund 7% · Government Security 5% · Pension 4% · Bank Deposit 4%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
Residential Property | Real Property | ≈ $6.0M | 69.7% | Joint |
SWPPXSchwab S&P 500 Index Fund- Select Shares (SWPPX)in Schwab ⇒ Joint Trading Account, Schwab ⇒ Schwab IRA -- Sam Liccardo, Schwab ⇒ Schwab Roth IRA -- Sam Liccardo | Mutual Fund | ≈ $488.0K | 5.7% | Self, Spouse |
CalPERSin CalPERS Pension Sam Liccardo | Pension | $250,001 - $500,000 | 4.4% | Self |
QQQMInvesco NASDAQ 100 ETF (QQQM)in Schwab ⇒ Schwab IRA -- Sam Liccardo, Schwab ⇒ Schwab Roth IRA -- Sam Liccardo, Schwab ⇒ Schwab Trading Account -- Sam Liccardo | Exchange Traded Fund | ≈ $315.0K | 3.7% | Self, Spouse |
U.S. Treasuriesin Schwab ⇒ Joint Trading Account, Schwab ⇒ Schwab IRA -- Sam Liccardo, Spouse Schwab IRA | Government Security | ≈ $282.5K | 3.3% | Self, Spouse |
FNILXFidelity ZERO Large Cap Index Fund (FNILX)in Fidelity 457 ⇒ BrokerageLink | Mutual Fund | $100,001 - $250,000 | 2.0% | Self |
SWPPXin Schwab ⇒ Schwab IRA -- Sam Liccardo | Bank Deposit | $100,001 - $250,000 | 2.0% | Self |
VOOVanguard S&P 500 ETF (VOO)in Fidelity 457 ⇒ BrokerageLink, Schwab ⇒ Schwab Roth IRA -- Sam Liccardo | Exchange Traded Fund | ≈ $107.5K | 1.2% | Self |
FSUTXFidelity Select Utilities Growth Portfolio (FSUTX)in Fidelity 457 ⇒ BrokerageLink, Spouse Schwab SEP IRA | Mutual Fund | ≈ $83.0K | 1.0% | Self, Spouse |
NVDANVIDIA Corporation - Common Stock (NVDA)in Schwab ⇒ Schwab Roth IRA -- Sam Liccardo, Spouse Schwab Roth IRA | Stock | ≈ $83.0K | 1.0% | Self, Spouse |
SWVXXin Schwab ⇒ Schwab Trading Account -- Sam Liccardo, Spouse Schwab IRA | Bank Deposit | ≈ $75.5K | 0.9% | Self, Spouse |
FHLB (9/2026)in Schwab ⇒ Schwab IRA -- Sam Liccardo | Government Security | $50,001 - $100,000 | 0.9% | Self |
Schwab Prime Advantage Fundin Schwab ⇒ Schwab IRA -- Sam Liccardo | Bank Deposit | $50,001 - $100,000 | 0.9% | Self |
DGROiShares Core Dividend Growth ETF (DGRO)in Schwab ⇒ Schwab IRA -- Sam Liccardo | Exchange Traded Fund | $15,001 - $50,000 | 0.4% | Self |
CIBRFirst Trust NASDAQ Cybersecurity ETF (CIBR)in Schwab ⇒ Schwab Roth IRA -- Sam Liccardo | Exchange Traded Fund | $15,001 - $50,000 | 0.4% | Self |
The 15 largest of 35. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Their most-traded tickers
What they hold it in
Stock
1
Every disclosed trade
1 rows. Sort any column; Source opens the filed PDF.
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