Annual financial disclosure for 2011, filed May 16, 2011. Includes 80 assets.
| Asset | Value |
|---|---|
JP Morgan Chase Bank Accounts | $1 - $1,000 |
Legg Mason American Leading Companies Trust (IRA) | $15,001 - $50,000 |
Legg Mason Special Investment Trust (IRA) |
| $15,001 - $50,000 |
Legg Mason International Equity Trust (IRA) | $50,001 - $100,000 |
Legg Mason Value Trust (IRA) | $1 - $1,000 |
Schwab Cash Reserves (IRA) | $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $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 |
| $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 |
| $1,001 - $15,000 |
| N/A |
| $1 - $1,000 |
| $1 - $1,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Vanguard Emerging Market Stock Index Fund (IRA) | $1,001 - $15,000 |
Turner Focused Fund Inv, Dayton, Ohio Dayton, Ohio, US | $100,001 - $250,000 |
Oakwood Aggressive Option Fund (529 Plan) | $15,001 - $50,000 |
Columbia Large Core Fund (Large Cap Equity Fund) | $1,001 - $15,000 |
Schwab Cash Reserves | $1 - $1,000 |
Ohio State PERS (Not self-directed) | $15,001 - $50,000 |
Schwab Cash Reserves (IRA) | $5,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $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 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $50,000 |
| N/A |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| N/A |
| $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 |
| $1,001 - $15,000 |