Annual financial disclosure for 2013, filed August 9, 2013. Includes 40 assets and 2 liabilities.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| CCO Mortgage | mortgage | $100,001 - $250,000 |
| Charter One | mortgage | $15,001 - $50,000 |
U.S. Bank of Kentucky Accounts | $100,001 - $250,000 |
Creation Advantage - Bank Account | $15,001 - $50,000 |
Community Choice CU - Bank Account | $15,001 - $50,000 |
Fifth Third Bank - Bank Accounts | $1,001 - $15,000 |
Old Fashioned Santa Co | $15,001 - $50,000 |
Seasonal Entertainment | N/A |
American Funds - Roth IRA | $100,001 - $250,000 |
EuroPacific Growth Fund | $50,001 - $100,000 |
New World Fund | $15,001 - $50,000 |
Fundamental Investors | $15,001 - $50,000 |
Capital Income Builder | $15,001 - $50,000 |
American Funds - Roth IRA | $100,001 - $250,000 |
EuroPacific Growth Fund | $15,001 - $50,000 |
Capital Income Builder | $15,001 - $50,000 |
New World Fund | $15,001 - $50,000 |
Fundamental Investors | $15,001 - $50,000 |
Sp Diversified-403K | $15,001 - $50,000 |
Amer Funds Europacific | $15,001 - $50,000 |
Baron Smcap | $15,001 - $50,000 |
DFA Intl SmCo | $15,001 - $50,000 |
Dodge & Cox Stock | $15,001 - $50,000 |
Harbor MidCap Gr | $15,001 - $50,000 |
Pimco Totl Rtrn | $15,001 - $50,000 |
Principal Lrg Growth | $15,001 - $50,000 |
FAP Instl High Yield | $15,001 - $50,000 |
TAP Institutional Mid Value | $15,001 - $50,000 |
TFLIC Gaur Pool | $15,001 - $50,000 |
Target Smcap Val | $15,001 - $50,000 |
Vanguard Institutional Index Plus | $15,001 - $50,000 |
Vanguard Small Cap Index Plus | $15,001 - $50,000 |
Sp Diversified - 401K | $15,001 - $50,000 |
American Funds Europacific | $15,001 - $50,000 |
PIMCO Total Return | $15,001 - $50,000 |
| $15,001 - $50,000 |
ORS - Public School Employee Retirement System | $15,001 - $50,000 |
Whole Life Policy - Monumental Life Insurance | $1,001 - $15,000 |
St. John Providence Health System Pension | $100,001 - $250,000 |
St. John Providence Health System 403(b) Match Account (Pension) | $15,001 - $50,000 |