Annual financial disclosure for 2010, filed July 13, 2011. Includes 102 assets and 1 liabilities.
| Asset | Value |
|---|---|
3800 Kennewood Dr Austin, TX, US | $250,001 - $500,000 |
6734 Spicewood Springs Travis County, TX, US | $1,000,001 - $5,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| Liberty Bank, Austin | other | $250,001 - $500,000 |
8.16 acres Lohman's Ford Circle (1/3 interest) Lago Vista, Travis County, TX, US | N/A |
(Formerly AIG) Balanced Fund | $50,001 - $100,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Mineral Interest, McFarland Tract, Ward Co., TX Ward Co., TX, US | $1,001 - $15,000 |
Virtus Quality Large CAP | N/A |
Masan Abu-Issa Note (through Mocha Investors LLC) | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
Janus Fund | $100,001 - $250,000 |
Perkins Mid Cap Value Fund | $100,001 - $250,000 |
| $15,001 - $50,000 |
Janus Twenty Fund | $50,001 - $100,000 |
Jensen Portfolio Fund | $15,001 - $50,000 |
| $50,001 - $100,000 |
INSD MUN INC TR SR 86 Semi-Annual | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
Nuveen Inter Duration Muni Bond Fund | $50,001 - $100,000 |
Oakmark International Fund | $500,001 - $1,000,000 |
Oppenheimer Global Strategic | $15,001 - $50,000 |
| $50,001 - $100,000 |
Congressional Federal Credit Union | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| N/A |
| $15,001 - $50,000 |
American Century Ultra Fund | $100,001 - $250,000 |
Credit Suisse Cap Apprec Fund | N/A |
Nuveen Muni Adv Fund | $15,001 - $50,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| N/A |
| N/A |
| $15,001 - $50,000 |
| $250,001 - $500,000 |
| $50,001 - $100,000 |
1200 Baylor #401 Austin, TX, US | $250,001 - $500,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
Vanguard Windsor II Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
Vanguard Ltd Term Tax-Exempt Fund Admiral | $250,001 - $500,000 |
Wentz Value | $250,001 - $500,000 |
Nuveen Multi-Manager | $15,001 - $50,000 |
1157 San Bernard St Austin, TX, US | $250,001 - $500,000 |
| N/A |
TIAA-CREF Retirement - Stock | $15,001 - $50,000 |
TIAA-CREF Retirement - Global Equities | $50,001 - $100,000 |
TIAA-CREF Retirement - Real Estate | $50,001 - $100,000 |
Compass Bank | $100,001 - $250,000 |
Vanguard Short Term Bond | $50,001 - $100,000 |
| $1 - $1,000 |
| N/A |
| $50,001 - $100,000 |
| N/A |
| $50,001 - $100,000 |
Price Science and Technology | $100,001 - $250,000 |
| $50,001 - $100,000 |
Schwab Muni Money Fund | $50,001 - $100,000 |
Selected American Shares | $100,001 - $250,000 |
| $1,001 - $15,000 |
Franklin Mutual Shares Fund | $500,001 - $1,000,000 |
| $15,001 - $50,000 |
| N/A |
| $15,001 - $50,000 |
Vanguard Total Stock Market Index Fund | $250,001 - $500,000 |
Vanguard Wellesley Income Fund | $1,001 - $15,000 |
| $15,001 - $50,000 |
Vanguard U.S. Growth Fund Admiral | $500,001 - $1,000,000 |
Vanguard Convertible Securities | $500,001 - $1,000,000 |
Vanguard Tax Exempt MM | $500,000 - $1,000,000 |
Vanguard Small-Cap Index Fund | $50,001 - $100,000 |
Vanguard Selected Value Fund | $500,001 - $1,000,000 |
Vanguard PRIMECAP Fund | $500,001 - $1,000,000 |
Vanguard Admiral Long-Term Corp | $100,001 - $250,000 |
Vanguard Int'l Term Tx-Exempt | $50,001 - $100,000 |
Vanguard Growth Index Fund | $250,001 - $500,000 |
Artisan Small Cap Growth (formerly AHM Small Company Growth) | $100,001 - $250,000 |
Ford Communications (7/1/10 Verizon Spinoff) | N/A |
Schwab Govt Money Fund | $100,001 - $250,000 |
Burlington Northern Santa Fe Common (BNSF) | N/A |
Metlife Stable Value Option 1 | $1,001 - $15,000 |
Oppenheimer Developing Market CL A | $15,001 - $50,000 |
T. Rowe Price Real Estate | $15,001 - $50,000 |
Vanguard Total Bond Market Index Fund | $15,001 - $50,000 |