Annual financial disclosure for 2013, filed May 9, 2013. Includes 45 assets.
| Asset | Value |
|---|---|
MAX Federal Credit Union - Personal Bank Account | $50,001 - $100,000 |
JPMorgan Chase - Personal Bank Account | $100,001 - $250,000 |
| $1,001 - $15,000 |
Stonebridge 401k - Artisan Mid Cap Value Fund | $1,001 - $15,000 |
Stonebridge 401k - Baron Small Cap Value Fund | $15,001 - $50,000 |
| $50,001 - $100,000 |
IRA - SEI US Mgd Vol Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
IRA - SEI Large Cap Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
IRA - SEI Global Mgd Vol Fund | $1,001 - $15,000 |
IRA - SEI High Yield Bond Fund | $1,001 - $15,000 |
IRA - SEI US Fixed Income | $1,001 - $15,000 |
IRA - SEI Short Duration Govt | $1,001 - $15,000 |
IRA - SEI Real Return Fund | $1,001 - $15,000 |
IRA - SEI Enhanced Income Fund | $1,001 - $15,000 |
IRA - SEI Multi Strategy Fund | $1,001 - $15,000 |
IRA - SEI Multi Asset Accum Fund | $1,001 - $15,000 |
IRA - SEI Multi Asset Cap Stab Fund | $1 - $1,000 |
IRA - SEI Multi Asset Inflation Fund | $1 - $1,000 |
TOD - SEI US Mgd Volatility Fund | $1 - $1,000 |
TOD - SEI Large Cap Fund | $1 - $1,000 |
TOD - SEI Global Volatility Fund | $1,001 - $15,000 |
TOD - SEI US Fixed Income Fund | $1 - $1,000 |
TOD - SEI High Yield Bond Fund | $1 - $1,000 |
TOD - SEI Short Duration Gov Fund | $1 - $1,000 |
TOD - SEI Real Return Fund | $1 - $1,000 |
TOD - SEI Enhanced Income Fund | $1 - $1,000 |
TOD - SEI Multi Strategy Fund | $1 - $1,000 |
TOD - SEI Multi Asset Accum Fund | $1 - $1,000 |
TOD - SEI Multi Asset Cap Fund | $1 - $1,000 |
TOD - SEI Multi Asset Inflation Fund | $1 - $1,000 |
Non-IRA Brokerage - All Bern Henn | $1,001 - $15,000 |
Non-IRA Brokerage - Eaton Vance Alt Cap Foc Growth | $1,001 - $15,000 |
Non-IRA Brokerage - Fidelity Adv Intl Cap | $1,001 - $15,000 |
Non-IRA Brokerage - Oppenheimer Glob Strat Inc | $15,001 - $50,000 |
Non-IRA Brokerage - Columbia Cap Alloc Moderate | $50,001 - $100,000 |
Riversource Variable Univ Life | $1,001 - $15,000 |
Traditional IRA Columbia Funds - Columbia Cap Alloc | $1,001 - $15,000 |
Beneficial IRA Columbia Funds - Columbia Cap Alloc | $15,001 - $50,000 |
Roth IRA Columbia Funds - Columbia Cap Alloc Moderate | $1,001 - $15,000 |
METLIFE Total Control Account | $1,001 - $15,000 |
Columbia Div Eq Inc | $1,001 - $15,000 |