Elizabeth D. Sherwood-Randall
Assistant To The President And Homeland Security Advisor And Deputy National Security Advisor
Estimated Net Worth
  • estimated net worth
    $10.1 M - $22.5 M
Salary
  • salary
    $180 K
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (05/06/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Piedmont, California
Trustee
Present
2
Piedmont, California
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
SEP IRA
1.1
U.S. brokerage account (cash) (IRA)
$1,001 - $15,000
None (or less than $201)
1.2
iShares MSCI EAFE ETF (EFA)
$1,001 - $15,000
None (or less than $201)
1.3
JPMorgan Ultra-Short Income ETF (JPST)
$15,001 - $50,000
None (or less than $201)
1.4
Schwab US Small-Cap ETF (SCHA)
$15,001 - $50,000
None (or less than $201)
1.5
Schwab Emerging Markets Equity ETF (SCHE)
$1,001 - $15,000
None (or less than $201)
1.6
Schwab International Equity ETF (SCHF)
$15,001 - $50,000
None (or less than $201)
1.7
Schwab US Mid-Cap ETF (SCHM)
$15,001 - $50,000
None (or less than $201)
1.8
Schwab Fundamental US Large Company Index Fund (SFLNX)
$50,001 - $100,000
None (or less than $201)
1.9
Morgan Stanley D W Disc Srmtns 05/17/2023 3.371%
None (or less than $1,001)
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
Sutter West Bay Medical Group (Medical Practice)
salary, bonus
2
PBSMG Holdings, LLC (1/3 Interest in LLC that holds commercial real estate)
2.1
commercial real estate, Danville, CA
$250,001 - $500,000
Rent or Royalties
$5,001 - $15,000
3
IRA 01
3.1
U.S. brokerage account (cash) IRA
$15,001 - $50,000
None (or less than $201)
3.2
Goldman Sachs ActiveBeta International Equity ETF (GSIE)
$100,001 - $250,000
None (or less than $201)
3.3
Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC)
$100,001 - $250,000
None (or less than $201)
3.4
Invesco BulletShares 2023 Corporate Bond ETF (BSCN)
None (or less than $1,001)
None (or less than $201)
3.5
Invesco BulletShares 2024 Corporate Bond ETF (BSCO)
$50,001 - $100,000
None (or less than $201)
3.6
Invesco S&P 500 Equal Weight ETF (RSP)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Irrevocable Family Trust 01
1.1
U.S. brokerage account #1 (cash)
$1,001 - $15,000
None (or less than $201)
1.2
Goldman Sachs ActiveBeta International Equity ETF (GSIE)
None (or less than $1,001)
$201 - $1,000
1.3
Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC)
None (or less than $1,001)
$201 - $1,000
1.4
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT)
$15,001 - $50,000
$201 - $1,000
1.5
Residential Real Estate - Walnut Creek, CA
$250,001 - $500,000
None (or less than $201)
1.6
iShares Core Growth Allocation ETF (AOR)
None (or less than $1,001)
$201 - $1,000
2
Revocable Family Trust 02
2.1
U.S. brokerage account (cash)
$250,001 - $500,000
$1,001 - $2,500
2.2
Schwab Fundamental US Large Company Index ETF (FNDX)
$100,001 - $250,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Tax-Exempt Fund of California Class A Shares (TAFTX)
Sale
03/27/2023
$1,001 - $15,000
2
Franklin California High Yield Municipal Fund Class A1 Shares (FCAMX)
Sale
03/27/2023
$1,001 - $15,000
3
Franklin Growth Fund Class A Shares (FKGRX)
Sale
03/27/2023
$1,001 - $15,000
4
Goldman Sachs ActiveBeta International Equity ETF (GSIE)
Purchase
07/03/2023
$1,001 - $15,000
5
Goldman Sachs ActiveBeta International Equity ETF (GSIE)
Purchase
08/24/2023
$50,001 - $100,000
6
Goldman Sachs ActiveBeta International Equity ETF (GSIE)
Purchase
08/25/2023
7
Goldman Sachs ActiveBeta International Equity ETF (GSIE)
Sale
03/27/2023
$15,001 - $50,000
8
Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC)
Purchase
08/25/2023
$15,001 - $50,000
9
Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC)
Sale
03/27/2023
$15,001 - $50,000
10
Invesco BulletShares 2023 Corporate Bond ETF (BSCN)
Sale
09/25/2023
$250,001 - $500,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
1.6
This asset was inherited.
6
2.20
LLC holding investment in Radiation Therapy Center located in California. Spouse does not practice medicine there.
7
7
Multiple sales 03/27/2023
7
10
Multiple sales 09/25/2023
7
13
Multiple purchases 09/29/2023
7
17
Multiple purchases 09/28/2023
7
22
Multiple purchases 09/27/2023
7
23
Multiple purchases 08/24/2023
7
25
Multiple purchases 09/26/2023
7
30
Multiple sales 03/27/2023

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