Annual financial disclosure for 2013, filed May 15, 2013. Includes 82 assets and 1 liabilities.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
JT Bank Deposit Program Money Market Cash | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| PNC | mortgage | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
Arizona State Transit Bonds (Greater Municipal Bonds) Arizona, US | $100,001 - $250,000 |
JPMorgan Chase Bank Account | $15,001 - $50,000 |
PIMCO Fixed Income Fund | $15,001 - $50,000 |
American Balanced Fund | $15,001 - $50,000 |
American Government Bond Fund | $15,001 - $50,000 |
American Income Fund of America | $15,001 - $50,000 |
Round Top Realty Co | $15,001 - $50,000 |
Parnell Investments Preferred Equities | $15,001 - $50,000 |
Vanguard Windsor II Admiral | $15,001 - $50,000 |
Vanguard Windsor II Investors | $15,001 - $50,000 |
MFS Multi Cap Growth Fund Class C | $15,001 - $50,000 |
First Investors Keystone Tax Exempt A | $15,001 - $50,000 |
Franklin AZ Tax Free | $15,001 - $50,000 |
Hartford Capital Appreciation | $15,001 - $50,000 |
Malvern United Stock - District Bank | $50,001 - $100,000 |
Bank of East Morgan Money Market | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Franklin Gold & Precious Metals Fund | $15,001 - $50,000 |
MSIF Frank International Allocation H MF | $15,001 - $50,000 |
American Income C MF | $15,001 - $50,000 |
American Washington/Global Sector S&P ETF | $15,001 - $50,000 |
Invesco Gold & Special S&P ETF | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
iShares MSCI World ETF | $15,001 - $50,000 |
iShares MSCI All World ETF | $15,001 - $50,000 |
| $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 |
First Investors Tax Exempt A Mutual Fund | $1,001 - $15,000 |
Vanguard Mid Cap Value ETF | $1,001 - $15,000 |
Vanguard Mid Cap Index ETF | $1,001 - $15,000 |
Morgan Stanley Emerging Markets ETF | $1,001 - $15,000 |
Morgan Stanley Bank Deposit Program | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Raw Vacant Land Pima County, AZ, US | $1,001 - $15,000 |
Morgan Stanley 529 Plan (NV 529) | $100,001 - $250,000 |
Morgan Stanley Services Bond | $15,001 - $50,000 |
American Funds Growth Fund of America Class A | $50,001 - $100,000 |
American Funds EuroPacific Growth Fund Class A | $50,001 - $100,000 |
American Funds American Balanced Fund Class A | $50,001 - $100,000 |
American Funds American Mutual Fund | $50,001 - $100,000 |
American Funds New Economy Fund | $50,001 - $100,000 |
American New Perspective A | $15,001 - $50,000 |
American Mutual A | $15,001 - $50,000 |
American Small Cap Mdv A | $15,001 - $50,000 |
Prudence Diversified Income C | $50,001 - $100,000 |
First Investors Ins. Tax Exempt A | $15,001 - $50,000 |
Franklin AZ Tax Free Muni A | $15,001 - $50,000 |
Invesco High Yield Muni C | $15,001 - $50,000 |
MFS Emerging Markets Fund A | $15,001 - $50,000 |
Pinnacle Federal Credit Union Bank Account Tucson, AZ, US | $15,001 - $50,000 |
College America 529 College Savings Plan (2024) Virginia, US | $50,001 - $100,000 |
College America 529 College Savings Plan (2022) Virginia, US | $15,001 - $50,000 |
College America 529 College Savings Plan (2021) Virginia, US | $15,001 - $50,000 |
Chase Private Client Brokerage 529 Plan Virginia, US | $15,001 - $50,000 |
State of Arizona Deferred Compensation 457 Plan (401k) Arizona, US | $250,001 - $500,000 |
