Annual financial disclosure for 2008, filed May 15, 2008. Includes 101 assets and 1 liabilities.
| Asset | Value |
|---|---|
1157 San Bernard St Austin, TX, US | $100,001 - $250,000 |
1200 Baylor #401 Austin, TX, US | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| Liberty Bank, Austin | other | $250,001 - $500,000 |
21.12 Acres, Northern Dona Ana Dona Ana, NM, US | $1,001 - $15,000 |
3800 Kerbey Ln. Austin, TX, US | $250,001 - $500,000 |
734 Spicewood Springs Austin, TX, US | $1,000,001 - $5,000,000 |
711 N. Piedras El Paso, TX, US | $1,001 - $15,000 |
16 acres Lohmans Ford Crossing Road, Travis Co., TX Travis County, TX, US | $15,001 - $50,000 |
AIM Basic Balanced Fund | $50,001 - $100,000 |
AIM Small Company Growth | $250,001 - $500,000 |
| $1,001 - $15,000 |
Alltel Corp. | N/A |
American Century Ultra Fund | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,000 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Congressional Federal Credit Union | $15,001 - $50,000 |
Credit Suisse Cap Apprec Fund | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
Energy East | $15,001 - $50,000 |
| $100,001 - $250,000 |
| N/A |
| $15,001 - $50,000 |
Franklin Mutual Shares Fund | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
INGD MUN INC TR SR 86 | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $100,001 - $250,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
Janus Fund | $100,001 - $250,000 |
Janus Mid Cap Value Fund | $100,001 - $250,000 |
Janus Twenty Fund | $50,001 - $100,000 |
Jensen Portfolio Fund | $15,001 - $50,000 |
| $50,001 - $100,000 |
Lewisville ISD Tx Unl School District Due 8/15/07 | N/A |
| $15,001 - $50,000 |
| $50,001 - $250,000 |
Mineral Interest, McFarland Tract, Ward Co., TX Ward County, TX, US | $1,001 - $15,000 |
| N/A |
| $50,001 - $100,000 |
Nuveen Inter Duration Muni Bond Fund | $1,001 - $15,000 |
Nuveen Large Cap Value Fund | $15,001 - $50,000 |
Nuveen Muni Adv Fund | $50,001 - $100,000 |
Oakmark International Fund | $100,001 - $500,000 |
One Earth Bank Holdings (operating funds) | $15,001 - $50,000 |
Oppenheimer Strategic | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Phoenix Focused Value | $50,001 - $100,000 |
| $50,001 - $100,000 |
Price Science and Technology | $250,001 - $500,000 |
| $250,001 - $500,000 |
| $50,001 - $100,000 |
Schwab Muni Money Fund | $100,001 - $250,000 |
Selected American Shares | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
TIAA-CREF Retirement - Global Equities | $15,001 - $50,000 |
TIAA-CREF Retirement - Real Estate | $50,001 - $100,000 |
TIAA-CREF Retirement - Stock | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Vanguard Convertible Securities | $500,001 - $1,000,000 |
Vanguard Growth Index Fund Admiral | $250,001 - $500,000 |
Vanguard Int'l Term Tax-Exempt Fund Admiral | $250,001 - $500,000 |
Vanguard Long-Term Corp Admiral | $100,001 - $250,000 |
Vanguard Ltd Term Tax-Exempt Fund Admiral | $100,001 - $250,000 |
Vanguard PRIMECAP Fund Admiral | $500,001 - $1,000,000 |
Vanguard Selected Value Fund | $250,001 - $500,000 |
Vanguard Small-Cap Index Fund Inv | $50,001 - $100,000 |
Vanguard Tax Exempt MM | $50,001 - $100,000 |
Vanguard Total Stock Market Admiral | $250,001 - $500,000 |
Vanguard U.S. Growth Fund Admiral | $500,001 - $1,000,000 |
Vanguard Wellesley Income | $1,001 - $15,000 |
Vanguard Windsor II Fund | $50,001 - $100,000 |
| $15,001 - $50,000 |
Wachovia | $50,001 - $100,000 |
| $15,001 - $50,000 |
Weitz Value | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $500,001 - $1,000,000 |
| $1,001 - $15,000 |