David W. Jolly Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed December 11, 2013. Includes 38 assets and 1 liabilities.

Year:

2013

Est. Net Worth

$225K

2013 annual disclosure

Total Assets

$150K - $650K

38 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$65K

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$193K (25)

Real Estate$175K (1)

LLC / Partnership$16K (2)

Stocks$8K (7)

Retirement & Pension$8K (1)

ETFs$0 (1)

Bank & Cash$0 (1)

Top Stock Holdings (from trades)

Meta Platforms, Inc.META

$8K

All Assets (38)

Asset	Type	Owner	Value	Income
Mo's Smoked Meats, LLC	LLC / Partnership	Self	$1,001 - $15,000	None
Mo's Boudin, LLC	LLC / Partnership	Self	$1,001 - $15,000	None
Truck & Rigs & Whse. New Iberia, LA, US	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Fidelity Freedom 2015 Fund	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
American Equity Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
American Funds Stock	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Apple Co. Stock(AAPL)	Stocks	Self	N/A	Dividends
Facebook Co. Stock(META)	Stocks	Self	N/A	Dividends
Aks ETF TR Arabian MLP	ETFs	Self	N/A	Dividends
Bank of America Co. Stock(BAC)	Stocks	Self	N/A	Dividends
Exxon Co. Stock(XOM)	Stocks	Self	N/A	Dividends
Fidelity Contrafund Fund	Mutual Funds	Self	N/A	Dividends
Fidelity Dividend Growth Fund	Mutual Funds	Self	N/A	Dividends
FID 500 Index Fund	Mutual Funds	Self	N/A	Dividends
Fidelity Value Fund	Mutual Funds	Self	N/A	Dividends
Federated Bond Stock Fund	Mutual Funds	Self	N/A	Interest
Medtronic, Inc. Stock(MDT)	Stocks	Self	N/A	Dividends
Capital One Financial Corp Stock(COF)	Stocks	Self	N/A	Dividends
Wells Fargo Checking	Bank & Cash	Self	N/A	Interest
T. Rowe Price Retirement Fund	Mutual Funds	Self	N/A	Dividends
Lord Abbett Bond Fund	Mutual Funds	Self	N/A	Interest
Pimco Total Return Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Templeton Global Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Templeton Foreign Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
World Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
American Funds New Perspective Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Templeton Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Templeton Foreign Partners	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Franklin Income Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Schwab S&P Index Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Fidelity Advisor Stock Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Fidelity Advisor Asset Manager Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
EuroPacific Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Washington Mutual Investors Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Income Fund of America	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Fundamental Investors Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Invesco Technology Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Retirement Fund	Retirement & Pension	Self	$1,001 - $15,000	Capital Gains

Liabilities (1)

Creditor	Type	Amount	Rate	Term
N/A	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$57K

Communication Services$8K

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).