Annual financial disclosure for 2012, filed April 27, 2012. Includes 11 assets and 1 liabilities.
| Asset | Value |
|---|---|
First Savings Plan (401k) | $250,001 - $500,000 |
TruRepublic Bank (checking) | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank, Los Angeles, California | mortgage | $250,001 - $500,000 |
| $100,001 - $250,000 |
Fidelity Investments Dividend Fund | $50,001 - $100,000 |
Fidelity Balanced Fund | $50,001 - $100,000 |
FPA Crescent Fund | $50,001 - $100,000 |
| $50,001 - $100,000 |
Oakmark Equity & Income | $50,001 - $100,000 |
Permanent Portfolio | $15,001 - $50,000 |
Fidelity Asset Manager 40% | $1,001 - $15,000 |
Cash | $15,001 - $50,000 |