Annual financial disclosure for 2013, filed August 13, 2013. Includes 72 assets and 6 liabilities.
| Asset | Value |
|---|---|
| $50,001 - $100,000 | |
Columbia Mid Cap Value Fund | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| DOVENMUEHLE MORTGAGE INC | mortgage | $50,001 - $100,000 |
| COMMUNITY NATIONAL BANK | other | $15,001 - $50,000 |
| U.S. DEPT OF EDUCATION | student loan |
Davis New York Venture Fund Class A |
| $1,001 - $15,000 |
FD CL Pacific Growth Fund C F | $50,001 - $100,000 |
American Funds Growth Fund of America Class F | $1,001 - $15,000 |
Harbor Mid Cap Fund Class A | $15,001 - $50,000 |
Loomis Sayles Funds II Inv Grade Bond FD CL A | $1,001 - $15,000 |
Loomis Sayles Funds II Inv Grade Bond FD CL Y | $15,001 - $50,000 |
Neuberger Berman Inter Credit FD | $15,001 - $50,000 |
PIMCO Funds Total Return FD Class A | $1,001 - $15,000 |
PIMCO Funds Income FD Class A | $1,001 - $15,000 |
Templeton Global Bond FD Advisor Class | $1,001 - $15,000 |
Templeton Global Bond FD Class A | $50,001 - $100,000 |
American Funds Total Return FD Class A | $1,001 - $15,000 |
Invesco Intl Value FD Class A | $50,001 - $100,000 |
USAA Bank Program/Cash/Money Market | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $10,001 - $15,000 |
| VERIDIAN CREDIT UNION | mortgage | $100,001 - $250,000 |
| VERIDIAN CREDIT UNION | mortgage | $50,001 - $100,000 |
| COMMUNITY NATIONAL BANK | other | $15,001 - $50,000 |