Annual financial disclosure for 2010, filed June 17, 2010. Includes 76 assets and 1 liabilities.
| Asset | Value |
|---|---|
33 Park Road #7 Burlingame, CA, US | $500,001 - $1,000,000 |
4305 Auburn Blvd. Sacramento, CA 95814, US | $1,000,001 - $5,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| American River Bank | mortgage | $500,001 - $1,000,000 |
6 Claude Lane San Francisco, CA 94080, US | $500,001 - $1,000,000 |
730 Alhambra Sacramento, CA 95816, US | $1,000,001 - $5,000,000 |
American Century (IRA) Vista Fund | $1,001 - $15,000 |
Ameriprise (IRA) International Fund | $1,001 - $15,000 |
Bank of America | $15,001 - $50,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Daytonabrands Stock | $1 - $1,000 |
Discovery Holding Co. Stock | $1,001 - $15,000 |
DWS Emerging Market Mutual Fund | $15,001 - $50,000 |
First Medical Group Stock | $1 - $1,000 |
Graham-Field Health Products Stock | $1 - $1,000 |
Heathsport Inc. Stock | $1 - $1,000 |
Liberty Media Interactive Stock | $1,001 - $15,000 |
Charles Schwab Technologies, Inc. | $1 - $1,000 |
| $250,001 - $500,000 |
Schwab Muni Money Market | $250,001 - $500,000 |
Schwab Value Money Market | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Schwab Money Market Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
Charles Schwab Strategic Dividend Income Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Pac-West Telecomm., Inc. Stock | $1 - $1,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
City National Bank Account | $1,001 - $15,000 |
City National Bank Accounts | $1,001 - $15,000 |
Fidelity - EDU IRA CA 100% Equity (Index) Fund | $15,001 - $50,000 |
Fidelity - EDU IRA CA Guaranteed Option Fund | $50,001 - $100,000 |
Gabelli Asset Fund | $1,001 - $15,000 |
Gabelli Small Cap Growth Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
Mid America 401k - Nuveen California Ins Muni A Fund | $15,000 - $250,000 |
| $15,001 - $50,000 |
Satellite Stock Option Mission Valley, San Diego, CA, US | $1,001 - $15,000 |
Savings Plus 401(k) Short-term Investment Fund | $1,001 - $15,000 |
Savings Plus 401(k) Large Cap Fund | $50,001 - $100,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Schwab Seraph Partners II | $5,001 - $15,000 |
Sterling Bank | $100,001 - $250,000 |
Sterling Bank | $50,001 - $100,000 |
Sterling Bank - Speier Family Partnership | $50,001 - $100,000 |
Speier Investment Solutions Stock CA CA, US | $1,000,001 - $5,000,000 |
U.S. Bank - Speier Family Partners | $50,001 - $100,000 |
US Bank Accounts | $50,001 - $100,000 |
Vanguard (IRA) Federal Money Market Fund | $1,001 - $15,000 |
Vanguard International Growth Adm Fund | $100,001 - $250,000 |
Vanguard (IRA) Admiral Wellesley Income Fund | $100,001 - $250,000 |
Vanguard (IRA) Explorer Fund Admiral | $100,001 - $250,000 |
Vanguard (IRA) Growth Equity Fund | $100,001 - $250,000 |
Vanguard (IRA) International Value Fund | $100,001 - $250,000 |
