Annual financial disclosure for 2012, filed January 8, 2013. Includes 63 assets.
| Asset | Value |
|---|---|
Bankers Checking | N/A |
Fidelity Checking | N/A |
Mortgage Co Checking |
| N/A |
Fidelity Asset | N/A |
Tax Free Money Market | N/A |
JPMorgan Investors | N/A |
Vision Tree Capital Management | $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 |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Federal Cash | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| $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 |
| N/A |
Health Foods LLC | N/A |
David & Joyce Trust | N/A |
Emexx Realty Mortgage | N/A |
Amity Baker Trust | N/A |
| N/A |
| N/A |
Fidelity Floating Rate High Income Fund (FEHX) | N/A |
| N/A |
| N/A |
EFEA Triumph Partners | $250,001 - $500,000 |
VALIC Fidelity 2030 Fund (403(b)) | $100,001 - $250,000 |
Oppenheimer Capital | $50,001 - $100,000 |
North Shore Realty Trust LLC | $100,001 - $250,000 |