Annual financial disclosure for 2014, filed May 9, 2015. Includes 41 assets and 3 liabilities.
| Asset | Value |
|---|---|
Central Street, Somerville, MA - though rent 27% of home, this amt is 100% of asset value Somerville, MA, US | $500,001 - $1,000,000 |
American Century Equity | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Century Bank | mortgage | $250,001 - $500,000 |
| Winter Hill Bank | mortgage | $15,001 - $50,000 |
| Century Bank | other |
Baird Core Plus Bd Inv | $1,001 - $15,000 |
Baron Small Cap | $1,001 - $15,000 |
BMO Intermediate Tax Free | $1,001 - $15,000 |
Cash & MM Fund | $1,001 - $15,000 |
Fidelity Low Priced St Fd | $15,001 - $50,000 |
First Eagle Fund of America | $1,001 - $15,000 |
Harding Loevner Intl Sm | $1,001 - $15,000 |
Metropolitan West Total | $15,001 - $50,000 |
PIMCO Total Return | $1,001 - $15,000 |
Principal Mid Cap Blend A | $15,001 - $50,000 |
Schwab Health Care Fund | $15,001 - $50,000 |
Schwab S&P 500 Index Fund | $50,001 - $100,000 |
Schwab Total Stock Market Fund | $1,001 - $15,000 |
Congressional FCU | $1,001 - $15,000 |
CT&M, LLC Somerville, MA, US | $100,001 - $250,000 |
East Cambridge Savings Bank | $1,001 - $15,000 |
Ariel Appreciation | $1,001 - $15,000 |
Balanced Fund | $1,001 - $15,000 |
Cash Reserves | $1 - $1,000 |
Fidelity - IRA Rollover (fund not fully visible) | $15,001 - $50,000 |
Fidelity - IRA Rollover: Export & Multinational | $15,001 - $50,000 |
Fidelity - IRA Rollover: Family Value | $15,001 - $50,000 |
Fidelity - IRA Rollover: FPA Crescent Inst'l | $1,001 - $15,000 |
Fidelity - IRA Rollover: Int'l Discovery | $15,001 - $50,000 |
Fidelity - IRA Rollover: Invesco Growth & Income Fund | $1,001 - $15,000 |
Fidelity - IRA Rollover: Royce Total Return FD Investment CL | $15,001 - $50,000 |
Fidelity - IRA Rollover: Select Nat'l Gas | $15,001 - $50,000 |
Fidelity - IRA Rollover: T Rowe Price Cap Appreciation | $15,001 - $50,000 |
Fidelity - IRA Traditional: Cash Reserves | $1 - $1,000 |
Fidelity - IRA Traditional: Export & Multinational | $1,001 - $15,000 |
High Street Realty Trust | $500,001 - $1,000,000 |
Nationwide Retirement: Fidelity Contra | $15,001 - $50,000 |
Nationwide Retirement: NW Intl Val Instr Svc | $1,001 - $15,000 |
Nationwide Retirement: NW Lg Cap Growth | $1,001 - $15,000 |
Nesteggs - IRA Rollover ⇒ Fidelity Cash Reserve | $1,001 - $15,000 |
Nesteggs - IRA Rollover ⇒ Windward Aggressive Fund | $50,001 - $100,000 |
Savings Bank Life Insur (SBLI) | $250,001 - $500,000 |
Somerville School Employees Federal Credit Union | $15,001 - $50,000 |
Winter Hill Bank | $1,001 - $15,000 |
| $15,001 - $50,000 |