Annual financial disclosure for 2011, filed May 24, 2011. Includes 52 assets and 7 liabilities.
| Asset | Value |
|---|---|
Ariel Growth Fund - retirement | $15,001 - $50,000 |
Campbell-Nob Hill Portland, OR, US | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| M & T Realty, Buffalo, NY | mortgage | $15,001 - $50,000 |
| M & T Realty, Buffalo, NY | mortgage | $15,001 - $50,000 |
| Key Bank, Portland, OR | mortgage |
Cohen & Steers Realty Shares |
| $15,001 - $50,000 |
Congressional Credit Union | $100,001 - $250,000 |
DFA US Large Cap Value - retirement | $15,001 - $50,000 |
Domini Social Bond Fund - retirement | $100,001 - $250,000 |
Duplex - 510 6th St. SE Washington, DC, US | $500,001 - $1,000,000 |
Europacific Growth Fund - retirement | $1,001 - $15,000 |
Federal Thrift Savings Plan | $250,001 - $500,000 |
Glisan Street Apts Portland, OR, US | $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
Loan to Overlook Heights LLC Portland, OR, US | N/A |
Nordell IC (previously Nordell Inc) | $100,001 - $250,000 |
| N/A |
| $50,001 - $100,000 |
| $250,001 - $500,000 |
OnPoint Community Credit Union | $15,001 - $50,000 |
Oregon College Savings Plan for 3 years to College Portfolio | $50,001 - $100,000 |
Parnassus Equity Income | $1,001 - $15,000 |
Parnassus Equity Income - retirement | $15,001 - $50,000 |
Pax World High Yield Fund - retirement | $50,001 - $100,000 |
Pax World High Yield Fund | $15,001 - $50,000 |
Personal residence - New 23rd and Pettygrove Portland, OR, US | $250,001 - $500,000 |
PIMCO Foreign Bond Fund - retirement | $100,001 - $250,000 |
PIMCO Foreign Bond Fund | $100,001 - $250,000 |
PIMCO Total Return Fund - retirement | $250,001 - $500,000 |
PIMCO Total Return Fund | $250,001 - $500,000 |
Portfolio 21 | $1,001 - $15,000 |
Portfolio 21 - retirement | $50,001 - $100,000 |
Portfolio 21 - retirement | $250,001 - $500,000 |
Raleigh Fireside 5557 SW Scholls Ferry Rd, Portland, OR, US | $50,001 - $100,000 |
Rydex SGI Mgd Futures - retirement | $15,001 - $50,000 |
Rydex SGI Mgd Futures - retirement | $15,001 - $50,000 |
Schwab 1000 Index Fund - retirement | N/A |
Schwab 1000 Index Fund | N/A |
Schwab Money Market - retirement | $1,001 - $15,000 |
Schwab Money Market - retirement | $1 - $1,000 |
Scout Int'l Fund | $1,001 - $15,000 |
Scout Int'l Fund - retirement | $15,001 - $50,000 |
SEI Emerging Markets Debt - retirement | $50,001 - $100,000 |
SEI Emerging Markets Debt | $50,001 - $100,000 |
SEI Emerging Markets Equity - retirement | $50,001 - $100,000 |
SEI Emerging Markets Equity | $50,001 - $100,000 |
T. Rowe Price Retirement 2020 - retirement | $100,001 - $250,000 |
Townhouse (1/2 interest) 2441 NE Weidler, Portland, OR, US | $100,001 - $250,000 |
Vacation House (1/2 interest) Deer Isle, Maine, US | $100,001 - $250,000 |
Vanguard Short Term Inv. Grade | $50,001 - $100,000 |
Vanguard Short Term Inv. Grade - retirement | $50,001 - $100,000 |
1701 NW Glisan Portland, OR, US | $15,001 - $50,000 |
Vanguard Growth Investor - retirement | $1,001 - $15,000 |
| $100,001 - $250,000 |
| First Independent Bank, Vancouver, WA | mortgage | $100,001 - $250,000 |
| Chase | mortgage | $50,001 - $100,000 |
| Chase | mortgage | $50,001 - $100,000 |
| Ruth Sprinkling | mortgage | $100,001 - $250,000 |
