Annual financial disclosure for 2011, filed February 8, 2012. Includes 53 assets and 2 liabilities.
| Asset | Value |
|---|---|
Bank of America Checking Account | N/A |
Bank of America Savings Account | N/A |
| Creditor | Type | Amount |
|---|---|---|
| M&T Bank | line of credit | $100,001 - $250,000 |
| PNC Bank | line of credit | $250,001 - $500,000 |
| N/A |
California Teachers Retirement System California, US | N/A |
California Public Employees Retirement System California, US | N/A |
| N/A |
Invesco Van Kampen | N/A |
| N/A |
Contra Costa County Retirement Contra Costa County, CA, US | N/A |
Harbert Bond Fund | $50,001 - $100,000 |
Harbert European Growth Fund | $50,001 - $100,000 |
The Timothy Plan | $50,001 - $100,000 |
Vanguard FTSE Fund | $50,001 - $100,000 |
Virtus Gordon Fund | $50,001 - $100,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
Alabama Power Company | $50,001 - $100,000 |
| $50,001 - $100,000 |
1/2 Interest in SW 1/4 4-14-4 Marion County, AL, US | $15,001 - $50,000 |
1/2 Interest in NW 1/4 14-14-4 Marion County, AL, US | $15,001 - $50,000 |
Ameritrade - Managed IRA | $1,001 - $15,000 |
Ameritrade - Dividend Growth Fund | $1,001 - $15,000 |
Ameritrade - Dividend Growth Fund #2 | $1,001 - $15,000 |
Ameritrade - 2nd IRA | $1,001 - $15,000 |
Diamond Hill Fund | $1,001 - $15,000 |
Diamond Hill Fund #2 | $1,001 - $15,000 |
Diamond Hill Fund #3 | $1,001 - $15,000 |
Spartan 500 Index | $1,001 - $15,000 |
Putnam Voyager | $1,001 - $15,000 |
Hartford Capital Appreciation | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
State of Iowa Iowa, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Senate Federal Credit Union (Checking Account) | $15,001 - $50,000 |
Woodgrove Land | $15,001 - $50,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Goldman Sachs Fund | $15,001 - $50,000 |
Vanguard 500 Index Fund | $50,001 - $100,000 |
Washington Post | $15,001 - $50,000 |
iShares Barclays TIPS Bond Fund | $15,001 - $50,000 |
T. Rowe Price Capital Fund | $15,001 - $50,000 |
Newell Funds | $15,001 - $50,000 |