Annual financial disclosure for 2014, filed June 15, 2015. Includes 98 assets.
| Asset | Value |
|---|---|
Delaware College Savings Plan (DC1) | $50,001 - $100,000 |
Delaware College Savings Plan (DC2) | $50,001 - $100,000 |
| N/A |
Fidelity Balanced | $1,001 - $15,000 |
Fidelity Convertible Securities | $15,001 - $50,000 |
Fidelity Diversified International | $15,001 - $50,000 |
Fidelity Freedom 2025 | $15,001 - $50,000 |
Fidelity Growth Company | $1,001 - $15,000 |
Fidelity Low Priced Stock | $15,001 - $50,000 |
Fidelity Mid Cap Stock | $15,001 - $50,000 |
Fidelity Mid Cap Value | $15,001 - $50,000 |
Fidelity Real Estate Inc. | $15,001 - $50,000 |
Fidelity Select Biotech | $1,001 - $15,000 |
Fidelity Strategic Dividend and Income | $15,001 - $50,000 |
Invesco Small Cap Growth | $15,001 - $50,000 |
PIMCO Total Return Inst. | $1,001 - $15,000 |
Templeton Global Bond A | $15,001 - $50,000 |
Vanguard Institutional Index | $15,001 - $50,000 |
M&T Bank CD | $1,001 - $15,000 |
M&T Savings Account | $1,001 - $15,000 |
CREF Money Market | $1,001 - $15,000 |
CREF Social Choice | N/A |
CREF Stock | N/A |
PIMCO Foreign Bond (UNH) Inst | $1,001 - $15,000 |
T. Rowe Price Int'l Growth and Income | $1,001 - $15,000 |
Target Small Cap Value T | $1,001 - $15,000 |
TIAA Real Estate | N/A |
TIAA-CREF Lg Cap Val Index Institutional | $1,001 - $15,000 |
TIAA-CREF Traditional | $15,001 - $50,000 |
TIAA-CREF Traditional RC 1 | $1,001 - $15,000 |
Van Equity Income Admiral | $1,001 - $15,000 |
Vanguard Equity Income Admiral | $1,001 - $15,000 |
Vanguard Explorer Fund Admiral | $1 - $1,000 |
Vanguard Total Bond Market Index | $1,001 - $15,000 |
Wells Fargo Adv Core Bond I | $1,001 - $15,000 |
Vanguard Balanced Index Fund | $1,001 - $15,000 |
Vanguard Explorer Fund Investor (Vanguard IRA) | $1,001 - $15,000 |
Vanguard Primecap Fund Investor (Vanguard IRA) | $1,001 - $15,000 |
Vanguard Windsor II Investor (Vanguard IRA) | $1,001 - $15,000 |
Vanguard Explorer Fund Investor (Vanguard Roth IRA) | $1,001 - $15,000 |
Vanguard Strategic Equity (Vanguard Roth IRA) | $1,001 - $15,000 |
Vanguard Balanced Index Fund (Vanguard Taxable Cash Accts) | $15,001 - $50,000 |
Vanguard Money Market Fund (Vanguard Taxable Cash Accts) | $1,001 - $15,000 |
Vanguard Total Market Bond Fund (Vanguard Taxable Cash Accts) | $1,001 - $15,000 |
Fidelity 457 Retirement Plan ⇒ Fidelity Balanced Fund | $1,001 - $15,000 |
Fidelity 457 Retirement Plan ⇒ Fidelity Convertible SEC | $1,001 - $15,000 |
Fidelity 457 Retirement Plan ⇒ Fidelity Convertible Securities | $1,001 - $15,000 |
Fidelity 457 Retirement Plan ⇒ Fidelity Convertible Securities | $1,001 - $15,000 |
Fidelity 457 Retirement Plan ⇒ Fidelity Convertible Securities | $1,001 - $15,000 |
Fidelity 457 Retirement Plan ⇒ Fidelity Freedom 2005 | $1,001 - $15,000 |
Fidelity 457 Retirement Plan ⇒ Fidelity Freedom 2025 | $1,001 - $15,000 |
Fidelity 457 Retirement Plan ⇒ Fidelity Freedom 2025 | $1,001 - $15,000 |
Fidelity 457 Retirement Plan ⇒ Fidelity Freedom 2025 | $1,001 - $15,000 |
Fidelity 457 Retirement Plan ⇒ Fidelity Freedom 2025 | $1,001 - $15,000 |
Fidelity 457 Retirement Plan ⇒ Fidelity Freedom 2025 | $15,001 - $50,000 |
Fidelity Growth Company | N/A |
Fidelity Low Priced Stock | N/A |
Fidelity Mid Cap Stock | N/A |
Fidelity Mid Cap Value | N/A |
Fidelity Real Estate Inc. | N/A |
Fidelity Real Estate Inc. | $1,001 - $15,000 |
Fidelity Strategic Dividend and Income | $15,001 - $50,000 |
Fidelity Strategic Dividend and Income | $1,001 - $15,000 |
Fidelity Strategic Dividend and Income | $1,001 - $15,000 |
Fidelity Strategic Dividend and Income | $1,001 - $15,000 |
Fidelity Strategic Dividend and Income | $1,001 - $15,000 |
Invesco Small Cap Growth | $1,001 - $15,000 |
PIMCO Total Return Inst. | $1,001 - $15,000 |
PIMCO Total Return Inst. | $1,001 - $15,000 |
Templeton Global Bond A | $1,001 - $15,000 |
Templeton Global Bond A | $1,001 - $15,000 |
Fidelity 457 Retirement Plan – Templeton Global Bond A | $1,001 - $15,000 |
Fidelity 457 Retirement Plan – Vanguard Institutional Index | $15,001 - $50,000 |
Fidelity 457 Retirement Plan – Vanguard Institutional Index | $1,001 - $15,000 |
Fidelity 457 Retirement Plan – Vanguard Institutional Index | $1,001 - $15,000 |
TIAA-CREF – CREF Money Market | $1,001 - $15,000 |
TIAA-CREF – CREF Social Choice | $1,001 - $15,000 |
TIAA-CREF – CREF Stock | $15,001 - $50,000 |
TIAA-CREF – PIMCO Foreign Bond (UNH) Inst | $1,001 - $15,000 |
TIAA-CREF – T. Rowe Price International Gr Inc | $1,001 - $15,000 |
TIAA-CREF – Target Small Cap Value T | $1,001 - $15,000 |
TIAA-CREF – TIAA Real Estate | $1,001 - $15,000 |
TIAA-CREF Large Cap Value Index Institutional | $1,001 - $15,000 |
TIAA-CREF Traditional | $1,001 - $15,000 |
TIAA-CREF Traditional RC 1 | $1,001 - $15,000 |
Vanguard Total Bond Market Index Admiral | $1,001 - $15,000 |
Vanguard Equity Income Admiral | $1,001 - $15,000 |
Vanguard Explorer Fund Admiral | $1,001 - $15,000 |
Wells Fargo Advantage Core Bond I | $1,001 - $15,000 |
Delaware College Savings Plan DE | N/A |
Fidelity 457 Retirement Plan | N/A |
M&T Bank CD US | N/A |
M&T Savings Account DE, US | N/A |
TIAA-CREF | N/A |
Vanguard IRA | N/A |
Vanguard Roth IRA | N/A |
Vanguard Roth IRA | N/A |
Vanguard Taxable Cash Accts DE, US | N/A |