Annual financial disclosure for 2013, filed May 7, 2014. Includes 67 assets and 6 liabilities.
| Asset | Value |
|---|---|
American Funds - AMCAP Fund Income | $1,001 - $15,000 |
American Funds - AMCAP Fund | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| TowneBank | mortgage | $100,001 - $250,000 |
| TowneBank | mortgage | $100,001 - $250,000 |
| Congressional Fed Credit Union | credit card |
| $1,001 - $15,000 |
American Funds - Capital Income Builder Inc | $15,001 - $50,000 |
American Funds - Capital World Growth & Income | $1,001 - $15,000 |
American Funds - Europacific Growth Fund | $1 - $1,000 |
American Funds - Europacific Growth Fund | $1 - $1,000 |
American Funds - Growth Fund of America Class C | $1,001 - $15,000 |
American Funds - Growth Fund of America IFAX C | $1,001 - $15,000 |
American Funds - Income Fund of America | $1,001 - $15,000 |
American Funds - New Perspective Fund | $1,001 - $15,000 |
American Funds - Fundamental Investors Inc | $1,001 - $15,000 |
American Funds - Growth Fund of America CFEX | $1,001 - $15,000 |
American Funds - Small Cap World Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Berkshire Hathaway Income Series | $1,001 - $15,000 |
Bridgeway Fund Income Blue Chip | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Dodger & Cox STK Fund | $15,001 - $50,000 |
Domini International Equity Fund | $50,001 - $100,000 |
Domini Social Equity Fund | $1,001 - $15,000 |
Fidelity Convertible Securities | $15,001 - $50,000 |
Fidelity Convertible Securities | $1 - $1,000 |
Fidelity VIP Contra Fund | $1,001 - $15,000 |
Harbor Capital Appreciation | $15,001 - $50,000 |
Harbor Global Value Institutional | $1,001 - $15,000 |
Harbor International Institutional | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
Legg Mason Cap Mgmt Spec (Asset not previously reportable in 2012) | $1,001 - $15,000 |
Legg Mason Emerging Markets (LMMEX) | $1,001 - $15,000 |
Legg Mason Growth Trust (Name changed to ClearBridge Global Growth Fund (LGTX)) | $5,001 - $15,000 |
Liberty All Star Equity Fund (USA) | $1 - $1,000 |
Liberty All Star Growth Fund | $1,001 - $15,000 |
Mars & Power Growth Fund | $1,001 - $15,000 |
Mass Mutual American Century Growth Fund | $1,001 - $15,000 |
Mass Mutual Panarama Total Return Fund | $1,001 - $15,000 |
MML Babson Managed Bond | $1,001 - $15,000 |
MML Income & Growth Fund | $1,001 - $15,000 |
GMJ T Rowe Price Mid Cap Growth | $1,001 - $15,000 |
Nasdaq Premium Income | $1,001 - $15,000 |
Oppenheimer Premium Income Growth Fund | $1,001 - $15,000 |
Northeast Investors Growth Fund | $15,001 - $50,000 |
Northeast Investors Growth Fund | $15,001 - $50,000 |
Northeast Investors Trust | $1,001 - $15,000 |
Oppenheimer Capital Income | $1,001 - $15,000 |
Oppenheimer Core Bond | $1,001 - $15,000 |
Oppenheimer Int Growth | $1,001 - $15,000 |
Oppenheimer Main Street | $1,001 - $15,000 |
Paychex Income | $1,001 - $15,000 |
| $1,001 - $15,000 |
Proffitt Funds Mutual Funds (PVALX) | $15,001 - $50,000 |
Royce Value Trust | $1,001 - $15,000 |
Royce Value Trust Income | $1,001 - $15,000 |
SPDR Dow Jones Ind Average | $1,001 - $15,000 |
SSGA Emerging Markets Fund INSTL | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Vanguard Sector Index Fund | $1,001 - $15,000 |
Vanguard Sector Index Funds | $1,001 - $15,000 |
Vanguard Total Stock Market | $1,001 - $15,000 |
Washington Mutual Investors Fund | $15,001 - $50,000 |
| $1 - $1,000 |
| $10,001 - $15,000 |
| Citi Bank | credit card | $10,001 - $15,000 |
| Chase Bank | credit card | $100,001 - $250,000 |
| Wells Fargo | margin loan | $15,001 - $50,000 |