Annual financial disclosure for 2013, filed May 14, 2013. Includes 34 assets and 2 liabilities.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Provident Funding | mortgage | $250,001 - $500,000 |
| Sun Trust Consumer Loans | other | $15,001 - $50,000 |
Drey. Soc. Resp. GR (SEP IRA) | $100,001 - $250,000 |
Fidelity High Income Svc2 (SEP IRA) | N/A |
| $15,001 - $50,000 |
iShares Agency/Treasury Bonds (IRA) | $50,001 - $100,000 |
| N/A |
| $1,001 - $15,000 |
SPDR (IRA) | $15,001 - $50,000 |
| $15,001 - $50,000 |
| N/A |
| N/A |
| $1,001 - $15,000 |
| N/A |
| N/A |
MFS Sunlife Fixed/Variable Annuity (No specific holdings) | $15,001 - $50,000 |
Pacific Life Variable Annuity (No specific holdings) | $50,001 - $100,000 |
Nuveen Quality PDF (IRA) | N/A |
NW Fixed Account (Cash) (IRA) | $250,001 - $500,000 |
NW Inv IT GOV Bond (SEP IRA) | N/A |
| N/A |
| $15,001 - $50,000 |
Powershares Emerging Markets (IRA) | $15,001 - $50,000 |
Rupp & Assoc (S Corp) - State Bureau of Information, Inc. | $100,001 - $250,000 |
SPDR DJ Wilshire REIT (IRA) | $1,001 - $15,000 |
SPDR Global Real Estate (IRA) | $15,001 - $50,000 |
Summit Beach #808 Ocean City, Md, US | $250,001 - $500,000 |
Summit Community Bank | $50,001 - $100,000 |
TDAM Ins. Dep. (IRA) | N/A |
TDAM Ins. Dep. (IRA) | $100,001 - $250,000 |
Vanguard High Div. Yield ETF (IRA) | $15,001 - $50,000 |
Vanguard MSCI Emerging Mkt. (IRA) | $15,001 - $50,000 |
Vanguard Short Term Bond (IRA) | $15,001 - $50,000 |
Vanguard US CAP (IRA) | $15,001 - $50,000 |
