Annual financial disclosure for 2013, filed May 15, 2013. Includes 18 assets and 4 liabilities.
| Asset | Value |
|---|---|
ARC Healthcare Trust, Inc. Real Estate Investment Trust | $15,001 - $50,000 |
First Checking Account Tampa, FL, US | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Credit Union Mortgage Association, Inc. VA | mortgage | $250,001 - $500,000 |
| American Express | credit card | $10,001 - $15,000 |
| Wright-Pattman Congressional Federal Credit Union, DC | other |
Book contract with Rowman & Littlefield |
| N/A |
Charles Schwab Money Market Account | $1,001 - $15,000 |
Delaware SMID Cap Growth Fund | $1 - $1,000 |
East West Bank Accounts Oakland, CA, US | $1,001 - $15,000 |
Federated Capital Reserves (Capital Reserves Money Market Fund) | $1,001 - $15,000 |
Fidelity Freedom 2020 Fund (held in Fidelity SEP IRA) | $1 - $1,000 |
Franklin California Tax-Free Income Fund | $1,001 - $15,000 |
| $15,001 - $50,000 |
Mass. Investors Growth Fund (held in Fidelity SEP IRA) | $1 - $1,000 |
Met Life Growth Strategy Portfolio (held in Met Life Annuity Fund) | $15,001 - $50,000 |
Met Life Variable Annuity Fund | $100,001 - $250,000 |
PIMCO Total Return Fund (held in Met Life Annuity Fund) | $50,001 - $100,000 |
RCM Money Market Fund (held in Met Life Annuity Fund) | $15,001 - $50,000 |
Vanguard Dividend Growth Income Fund (held in Met Life Annuity Fund) | N/A |
Vanguard Inflation Protected Securities Fund (held in Met Life Annuity Fund) | $1,001 - $15,000 |
Wells Fargo Bank Checking Account Sun City, AZ, US | $1 - $1,000 |
| $15,001 - $50,000 |
| Wells Fargo Bank | mortgage | $100,001 - $250,000 |