Annual financial disclosure for 2011, filed April 16, 2012. Includes 73 assets.
| Asset | Value |
|---|---|
33 Park Road, #7 Burlingame, CA 94010, US | $500,001 - $1,000,000 |
4305 Auburn Blvd Sacramento, CA 95841, US | $1,000,001 - $5,000,000 |
6025 Sonegate Drive Sacramento, CA 94080, US | $250,001 - $500,000 |
730 Alhambra Sacramento, CA 95816, US | $1,000,001 - $5,000,000 |
American Century (IRA) Vista | $1,001 - $15,000 |
Ameriprise (IRA) International Fund | $1,001 - $15,000 |
Bank of America (Assets) | $15,001 - $50,000 |
Charles Schwab - Black Diamond (formerly known as Black Diamond) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
Daytonabrands Stock | $15,001 - $50,000 |
| $15,001 - $50,000 |
Charles Schwab (Assets) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Charles Schwab IRA | $15,001 - $50,000 |
| $15,001 - $50,000 |
Schwab Money Market Fund (Charles Schwab Strategic) | $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Charles Schwab Change Growth Fund America Stock | $1 - $1,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
Charles Schwab (Trust) Schwab Money Market Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Charles Schwab Savings Plus (401k) Short-term Investment Fund | $1,001 - $15,000 |
Charles Schwab Savings Plus 401(k) International Fund | $50,001 - $100,000 |
Charles Schwab Savings Plus 401(k) Large Cap Fund | $50,001 - $100,000 |
| $1 - $1,000 |
DWS Emerging Market Mutual | $15,001 - $50,000 |
First Medical Group (FKA) | $1 - $1,000 |
| $1 - $1,000 |
Chartwell Health, Inc. Stock | $1 - $1,000 |
Charles Schwab Interactive Stock | $1,001 - $15,000 |
Charles Schwab Syphase Technologies, Inc. | $1 - $1,000 |
Charles Schwab Value Money Market | $250,001 - $500,000 |
Charles Schwab Star Scientific, Inc. Stock | $1 - $1,000 |
| $1 - $1,000 |
Charles Schwab Zap.com Corp Stock | $1 - $1,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
City National Bank Account | $1,001 - $15,000 |
City National Bank Accounts | $15,001 - $50,000 |
Federal Thrift Savings Plan | $100,001 - $250,000 |
Fidelity - EDU CA Guaranteed Option Fund | $50,001 - $100,000 |
Gabelli Asset Fund | $1,001 - $15,000 |
Gabelli Small Capital Growth | $15,001 - $50,000 |
Med America 401(k) - Retirement Fund | $250,001 - $500,000 |
New California Ins Mun A Fund | $50,001 - $100,000 |
| $1 - $1,000 |
Reed Weimer/Conan - Book Agreement | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Schwab Seraph Partus II Stock | $50,001 - $100,000 |
Sterling Bank | $100,001 - $250,000 |
Sterling Bank | $5,001 - $15,000 |
Sterling Bank - Speier Family Partners (Assets) | $100,001 - $250,000 |
Speier Investment Solutions Stock (CA) CA, US | $1,000,001 - $5,000,000 |
U.S. Bank - Speier Family Partners | $50,001 - $100,000 |
U.S. Bank Accounts | $15,001 - $50,000 |
Vanguard (IRA) Explorer Admiral | $250,001 - $500,000 |
Vanguard (IRA) Growth Equity Fund | $100,001 - $250,000 |
Vanguard (IRA) International Growth Adm Fund | $100,001 - $250,000 |
Vanguard (IRA) International Value Fund | $100,001 - $250,000 |
Vanguard (IRA) Windsor II Fund Adm | $100,001 - $250,000 |
Vanguard (IRA) Federal Money Market Fund | $1,001 - $15,000 |
VA, US | $15,001 - $50,000 |
