Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $7.0 M
Salary
- Unknown
Employment
- Started 03/16/2023
Financial Disclosure Details - OGE Form 278e (10/29/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Three Vee LLC (used to hold residential real estate) | Orlando, Florida | Managing Director | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | ISHARES TR 3-7 YR TREAS BD ETF (IEI) | None (or less than $1,001) | None (or less than $201) | |
1.2 | ISHARES TR RUSSELL 2000 ETF (IWM) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | INVESCO ACTIVELY MANAGED EXCHANGE-TRADED COMMODITY FD OPTIMUM DIVSF COMMODITY STRATEGY NO K1 ETF (PDBC) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | SCHWAB STRATEGIC TR US SMALL-CAP ETF (SCHA) | None (or less than $1,001) | None (or less than $201) | |
1.5 | SCHWAB STRATEGIC TR INTL EQUITY ETF (SCHF) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | VANGUARD INTL EQUITY INDEX FDS FTSE ALL WORLD EX USA SMALL CAP INDEX FD ETF SHS (VSS) | None (or less than $1,001) | None (or less than $201) | |
1.7 | VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF (VWO) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | AMAZON COM INC (AMZN) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | AIR PRODS & CHEMS INC COM (APD) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Zain Telecom Kuwait (Telecommunications) - position ended in july 2020 | salary and bonus | ||
2 | Gartner, Inc. (IT) (Consulting) | Salary | ||
3 | IRA | |||
3.1 | INVESCO ACTIVELY MANAGED EXCHANGE-TRADED COMMODITY FD OPTIMUM DIVSF COMMODITY STRATEGY NO K1 ETF (PDBC) | None (or less than $1,001) | None (or less than $201) | |
3.2 | ISHARES GOLD TR ISHARES NEW (IAU) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | ISHARES TR 0-5 YR HIGH YIELD CORP BD ETF (SHYG) | None (or less than $1,001) | None (or less than $201) | |
3.4 | ISHARES TR 3-7 YR TREAS BD ETF (IEI) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | ISHARES TR IBOXX USD INVT GRADE CORP BD ETF (LQD) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | ISHARES TR TIPS BD ETF (TIP) | None (or less than $1,001) | None (or less than $201) | |
3.7 | SCHWAB STRATEGIC TR US SMALL-CAP ETF (SCHA) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank Account #1- cash | $1,001 - $15,000 | Interest | $201 - $1,000 |
2 | US Bank Account #2 Cash | $1,001 - $15,000 | Interest | $201 - $1,000 |
3 | US Bank Account #3 Cash | $1,001 - $15,000 | Interest | $201 - $1,000 |
4 | US Bank Account #4 Cash | $1,001 - $15,000 | Interest | $201 - $1,000 |
5 | Residential Real Estate Flemington, NJ | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
6 | Gulf Bank - cash | $1,001 - $15,000 | None (or less than $201) | |
7 | Hameenlinna Osuuspankki cash | $1,001 - $15,000 | None (or less than $201) | |
8 | US Bank Account #5 cash | $1,001 - $15,000 | None (or less than $201) | |
9 | Joint Brokerage | |||
9.1 | EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF (ROBO) | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $50,001 - $100,000 | 2009 | 15 |
2 | PHH Mortgage | $500,001 - $1,000,000 | 2020 | 30 |
3 | Sandy Spring Bank | $100,001 - $250,000 | 2013 | 30 |
4 | Caliber | $500,001 - $1,000,000 | 2013 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2.2 | this account was used for two properties in Florida - both are sold but the proceeds are in this account. under threevee llc. |
5 | 1 | position ended in 2020 |
6 | 14 | this was started with financial planner in Kuwait when my husband worked there. We can't figure out how to get rid of it. we are losing money every year, its just cash sitting there. 19K last we were able to check. |
6 | 38 | sold |
8 | 3 | this loan was refinanced to the mortgage listed in number 2 - PHH Mortgage |
8 | 4 | this loan was refinanced to the mortgage listed in number 2 - PHH Mortgage |
Do you have information about Rachna S. Korhonen that is missing from this database?
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