Annual financial disclosure for 2010, filed July 13, 2011. Includes 40 assets.
| Asset | Value |
|---|---|
Calise at Whidbey Whidbey Island, WA, US | $50,001 - $100,000 |
Syska WACC (Unlisted Inv) | $50,001 - $100,000 |
First Horizon Bank |
| $1,001 - $15,000 |
Northpointe Bank | $1,001 - $15,000 |
Vanguard (Utah) Utah, US | $1,001 - $15,000 |
Vanguard Total Stock Market | $1,001 - $15,000 |
Vanguard Total International Stock | $1,001 - $15,000 |
Vanguard Growth Index | $1,001 - $15,000 |
Rogers 529 Plan Utah, US | $1,001 - $15,000 |
John Hancock College 529 | $1,001 - $15,000 |
Vanguard Total Stock Market (529) | $1,001 - $15,000 |
Gibson Bank IRA | $1,001 - $15,000 |
General Invest Co | $1,001 - $15,000 |
529 Plan (Utah) Utah, US | $1,001 - $15,000 |
Edward Jones Account | $1,001 - $15,000 |
| $1,001 - $15,000 |
Vanguard 500 Index | $1,001 - $15,000 |
CO, US | $1,001 - $15,000 |
Vanguard Down Wshp | $1,001 - $15,000 |
Vanguard Funds (Money Market) | N/A |
Vanguard Growth Index Fund | N/A |
Vanguard International Fund | N/A |
Vanguard Total Bond Fund | N/A |
Vanguard Tax Exempt Fund | N/A |
Vanguard Total Bond Admiral | N/A |
Vanguard Total International Admiral | N/A |
Vanguard Federal Money Market | N/A |
Vanguard Energy Admiral | N/A |
Vanguard Mid-Cap Admiral | N/A |
Vanguard Shares (IRA) | N/A |
Wellington Fund (IRA) | N/A |
Vanguard 500 Index Fund | N/A |
Vanguard 500 Index (IRA) | N/A |
| N/A |
Moore Bank FSB | $1,001 - $15,000 |
FNB Bank of Fairbanks | $1,001 - $15,000 |
Baran Small Cap | $1,001 - $15,000 |
Ivy Asset Core | $1,001 - $15,000 |
Ivy Utility | $1,001 - $15,000 |
Goldman Sachs High Yield Total Return | $1,001 - $15,000 |
