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Donald Neil Dowie
SCHOOL DIRECTOR · NORTH BEACH SD 064
← Washington filingsFiled Apr 14, 2025 · Period Jan 1, 2024 – Dec 31, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| Stocks and bondsWashington State Department of Retirement Systems (PERS 3) | investment | filer | $60,000 – $99,999 | Not reported |
| Stocks and bonds (IRA)UBS | investment | filer | $200,000 – $499,999 | Not reported |
| Stocks & bondsCharles Schwab & Co. | investment | filer | $0 – $29,999 | Not reported |
| Roth IRA - stocks and bondsCharles Schwab & Co. | investment | filer | $100,000 – $199,999 | Not reported |
| Roth IRA - stocksCharles Schwab & Co. | investment | spouse | $30,000 – $59,999 | Not reported |
| Google · GOOGStocks | stocks | filer | $0 – $29,999 | Not reported |
| Amazon · AMZNStocks | stocks | filer | $0 – $29,999 | Not reported |
| Apple · AAPLStocks | stocks | filer | $0 – $29,999 | Not reported |
| JP Morgan · JPMStocks | stocks | filer | $0 – $29,999 | Not reported |
| SPDR Dow Jones · DIAStocks | stocks | filer | $0 – $29,999 | Not reported |
| SPDR S&P 500 · SPYStocks | stocks | filer | $0 – $29,999 | Not reported |
| Vanguard FTSE Europe · VGKStocks | stocks | filer | $0 – $29,999 | Not reported |
| INVSC QQQ TRUST · QQQStocks | stocks | filer | $0 – $29,999 | Not reported |
| Nvidia · NVDAStocks | stocks | filer | $0 – $29,999 | Not reported |
| Qualcomm · QCOMStocks | stocks | filer | $0 – $29,999 | Not reported |
| Spider Gold ETF · GLDStocks | stocks | filer | $0 – $29,999 | Not reported |
| SPDR Dow Jones ETF · DIA | stocks | spouse | $0 – $29,999 | Not reported |
| SPDR S&P 500 ETF · SPY | stocks | spouse | $0 – $29,999 | Not reported |
| VANGUARD FTSE EUR · VGK | stocks | spouse | $0 – $29,999 | Not reported |
| 403(b)National Life Group | investment | filer | $0 – $29,999 | Not reported |
| SavingsUS Bank | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| CheckingUS Bank | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| Microsoft · MSFT | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Vanguard Dividend App · VIG | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Tesla · TSLA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Ball & Gaynor · SMIG | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Capital Group Core · CGUS | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| Vanguard FTSE · VEA | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Vanguard MidCap · VO | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Vanguard Small Cap · VB | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Amer Funds · NFFX | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Amer Funds Smallcap · SMCFX | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Amer Funds Internatl · IGFFX | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| Neuberger Berman · NBGIX | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| PJIM JEN Intl · PWJZX | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| PGIM Jennison · SPFZX | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| PGIM Absolute Bond · PADZX | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| PGIM Global · PZTRX | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| PGIM SHRT DUR · SDMZX | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| PGIM Total Return · PDBZX | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| First Eagle Global · SGIIX | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Eaton Corp · ETC | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Abvie · ABBV | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Air Prod & Chem · APD | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Auto Data Proc · ADP | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Broadcom · AVGO | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Chevron · CVX | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| CME Group · CME | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Corning · GLW | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Exxon Mobile · XOM | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Home Depot · HD | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Johnson & Johnson · JNJ | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Eli Lilly · LLY | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Lockheed Martin · LMT | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Marsh McClennan · MMC | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| McDonalds · MCD | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Merck · MRK | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Mondelez · MDLZ | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Nexterra Energy · NEE | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Paychex · PAYX | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Pepsico · PEP | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| PNC Financial · PNC | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| PPL Corp · PPL | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Proctor & Gamble · PG | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| LoanMick Shultz | other | filer | $0 – $29,999 | Not reported |