Annual financial disclosure for 2009, filed May 15, 2009. Includes 39 assets.
| Asset | Value |
|---|---|
Alliance Bernstein Growth & Income (Prudential IRA) | $1,001 - $15,000 |
Marsico Cap Growth (Prudential IRA) | $1,001 - $15,000 |
Federated Aggressive Growth (Prudential IRA) |
| $1,001 - $15,000 |
Small Cap Value (Prudential IRA) | $1,001 - $15,000 |
Neuberger Berman Mid Cap Growth (Prudential IRA) | $1,001 - $15,000 |
MFS Global Equity Fund | $1,001 - $15,000 |
Goldman Sachs High Yield | $1,001 - $15,000 |
PIMCO Total Return Bond | $1 - $1,000 |
Guaranteed Return Options (GRO) Plus | $50,001 - $100,000 |
Alliance Bernstein Growth & Income (Prudential IRA) | N/A |
MainStay Growth (Prudential IRA) | N/A |
Federated Aggressive Growth (Prudential IRA) | N/A |
Small Cap Fund (Prudential IRA) | N/A |
Newberger Berman Mid Cap Growth (Prudential IRA) | N/A |
MFS Global Equity Fund (Prudential IRA) | N/A |
Goldman Sachs High Yield (Prudential IRA) | N/A |
PIMCO Total Return Bond (Prudential IRA) | N/A |
Guaranteed Return Options (GRO) Plus (Prudential IRA) | N/A |
Goldleaf Financial Bank Accounts Brentwood, TN; Franklin, TN, US | $1 - $1,000 |
Investors Town Center Partners | $1,001 - $15,000 |
Schwab IRA - Money Market | $1,001 - $15,000 |
Westcore Plus Bond Fund | N/A |
Hedged Equity Fund Select Shares | N/A |
American Trust Cohen & Steers Realty Majors Index | $1,001 - $15,000 |
PowerShares Exchange Traded Fund Trust | $1,001 - $15,000 |
PowerShares Exchange Traded Fund Trust | $1,001 - $15,000 |
Zacks Small Cap Portfolio (WisdomTree) | $15,001 - $50,000 |
iShares Trust S&P U.S. Preferred Stock Index Fund | N/A |
iShares Trust Lehman Aggregate Bond Fund | N/A |
PowerShares Harvest Fund | $15,001 - $50,000 |
Powershares Commodity Index | $1,001 - $15,000 |
Powershares Dynamic Developed Intl Opportunities Portfolio | $1,001 - $15,000 |
Powershares RAFI Emerging Markets Portfolio | $1,001 - $15,000 |
iShares FTSE RAFI US 1000 Portfolio | $15,001 - $50,000 |
WisdomTree Intl Real Estate Securities | $1,001 - $15,000 |
Barclays Aggregate Bond Fund | $1,001 - $15,000 |
Powershares Preferred Portfolio ETF | $1,001 - $15,000 |
Powershares S&P 500 Low Volatility Portfolio | $1,001 - $15,000 |
Buy Lehman Intl Treas Bd Fd | $1,001 - $15,000 |