Annual financial disclosure for 2012, filed May 15, 2012. Includes 38 assets and 2 liabilities.
| Asset | Value |
|---|---|
1122 Elm St #204 Honolulu, HI, US | $250,001 - $500,000 |
Aloha Pacific FCU | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Territorial Savings | mortgage | $15,001 - $50,000 |
| Territorial Savings | mortgage | $500,001 - $1,000,000 |
AMC Cap Fund A |
| $15,001 - $50,000 |
Artio Global Inv Funds Total Return Bond Cl (IRA) | $1,001 - $15,000 |
Bank of the Orient | $15,001 - $50,000 |
Bond Fund of America A | $15,001 - $50,000 |
CAPITOL INCOME BUILDER A (IRA) | $100,001 - $250,000 |
CAPITOL INCOME BUILDER A (IRA) | $250,000 - $500,000 |
CAPITOL WORLD GROWTH & INCOME FUND | $100,001 - $250,000 |
COLUMBIA FUNDS MARSICO 21ST CENTURY A (IRA) | $15,001 - $50,000 |
CONGRESSIONAL FEDERAL CREDIT UNION | $15,001 - $50,000 |
FEDERATED STRATEGIC VALUE DIV FUND (IRA) | $1,001 - $15,000 |
FIDELITY ADVISOR MID CAP VALUE FUND (401k) | $1,001 - $15,000 |
HARTFORD MUTUAL FUNDS CAP APPREC FUND A (IRA) | $1,001 - $15,000 |
HAWAII USA FEDERAL CREDIT UNION | $50,001 - $100,000 |
INCOME FUND OF AMERICA | $50,001 - $100,000 |
INVESTMENT CO OF AMERICA | $50,001 - $100,000 |
STRATEGY - ASSET STRATEGIC (IRA) | $15,001 - $50,000 |
| $15,001 - $50,000 |
NEW PERSPECTIVE FUND CL I (IRA) | $50,001 - $100,000 |
Oppenheimer Global (401K) | $1,001 - $15,000 |
PIMCO - PAC Invest Div Income Instl (IRA) | $15,001 - $50,000 |
PIMCO - PAC Invest Mgt Total Return (IRA) | $1,001 - $15,000 |
PIMCO Real Return Bond (401K) | $1,001 - $15,000 |
PIMCO Total Return Fund (401K) | $1,001 - $15,000 |
State of Hawaii Employee Retirement System | $500,001 - $1,000,000 |
| $1,001 - $15,000 |
T Rowe Price Blue Chip Growth (401K) | $50,001 - $100,000 |
T Rowe Price Equity Income (401K) | $15,001 - $50,000 |
T Rowe Price Mid Cap Growth (401K) | $1,001 - $15,000 |
T Rowe Price New Era (401K) | $1,001 - $15,000 |
T Rowe Price Personal Strategy Bal (401K) | $50,001 - $100,000 |
T Rowe Price Retirement Reserve (401K) (Money Market) | $100,001 - $250,000 |
T Rowe Price Small Cap Value (401K) | $1,001 - $15,000 |
Thornburg Investment Global Opportunities Cl I | $1,001 - $15,000 |
Wells Fargo Advantage Asset Alloc Fund | $15,001 - $50,000 |
Wells Fargo Liquid Asset Fund | $100,001 - $250,000 |
U.S. Bank (Ownership Share) | N/A |