Scott H. Peters
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/12/2026 — 84 assets, about $60.0M at the middle of each value range.
- AWEIX · CIBC Atlas Disciplined Equity Fund Institutional Class (AWEIX)6.7%
- IVV · iShares Core S&P 500 ETF (IVV)6.7%
- IWR · iShares Russell Mid-Cap ETF (IWR)5.0%
- Rancho Corte Madera, Inc.5.0%
- AWWIX · CIBC Atlas International Growth Fund - Institutional (AWWIX)2.9%
- Other 79 assets74.4%
By type: Exchange Traded Fund 30% · Government Security 30% · Mutual Fund 18% · Business Interest 8% · Other 5% · Stock 5%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
AWEIXCIBC Atlas Disciplined Equity Fund Institutional Class (AWEIX) | Mutual Fund | ≈ $4.0M | 6.7% | Self, Spouse |
IVViShares Core S&P 500 ETF (IVV) | Exchange Traded Fund | ≈ $4.0M | 6.7% | Self, Spouse |
IWRiShares Russell Mid-Cap ETF (IWR) | Stock | $1,000,001 - $5,000,000 | 5.0% | Self |
Rancho Corte Madera, Inc. | Business Interest | $1,000,001 - $5,000,000 | 5.0% | Self |
AWWIXCIBC Atlas International Growth Fund - Institutional (AWWIX) | Mutual Fund | ≈ $1.8M | 2.9% | Self, Spouse |
IWFiShares Russell 1000 Growth ETF (IWF) | Exchange Traded Fund | ≈ $1.8M | 2.9% | Self, Spouse |
IWPiShares Russell Midcap Growth ETF (IWP) | Exchange Traded Fund | ≈ $1.8M | 2.9% | Self, Spouse |
VEAVanguard FTSE Developed Markets ETF (VEA) | Exchange Traded Fund | ≈ $1.8M | 2.9% | Self, Spouse |
IWMiShares Russell 2000 Index Fund (IWM) | Exchange Traded Fund | ≈ $1.4M | 2.3% | Self, Spouse |
Charles Schwab Cash Account | Bank Deposit | ≈ $1.2M | 2.0% | Self, Spouse |
VOOVanguard S&P 500 ETF (VOO) | Exchange Traded Fund | ≈ $1.1M | 1.8% | Self, Spouse |
VTIVanguard Total Stock Market ETF (VTI) | Exchange Traded Fund | ≈ $1.1M | 1.8% | Self, Spouse |
VOVanguard Mid-Cap ETF (VO) | Exchange Traded Fund | ≈ $1.0M | 1.7% | Self, Spouse |
VBVanguard Small-Cap ETF (VB) | Exchange Traded Fund | ≈ $1.0M | 1.7% | Self, Spouse |
AWMIXCIBC Atlas Mid Cap Equity Fund Institutional Class (AWMIX) | Mutual Fund | Spouse/DC Over $1,000,000 | 1.7% | Spouse |
The 15 largest of 84. 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. 1 asset is valued "undetermined" and not counted.
Their most-traded tickers
No tickers on record — their filings are bonds, funds or government securities rather than named equities.
What they hold it in
Every disclosed trade
250 rows. Sort any column; Source opens the filed PDF.
Showing the 250 most recent of 306. search the full log for the rest.