Annual financial disclosure for 2013, filed May 15, 2013. Includes 24 assets and 1 liabilities.
| Asset | Value |
|---|---|
DFA Emerging Markets Core Equity Portfolio | $15,001 - $50,000 |
DFA International Core Equity | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo | mortgage | $250,001 - $500,000 |
| $1,001 - $15,000 |
Dimensional US Small Cap Value Portfolio | $15,001 - $50,000 |
Florida Prepaid College Plan Florida, US | $15,001 - $50,000 |
Florida Prepaid College Plan Florida, US | $15,001 - $50,000 |
Florida Prepaid College Plan | $15,001 - $50,000 |
| $50,001 - $100,000 |
| $250,001 - $500,000 |
| $15,001 - $50,000 |
JPMorgan Strategic Income Opportunities - Select | $1,001 - $15,000 |
JP Morgan Tax Aware Real Return | N/A |
Lincoln Financial Variable Universal Life Insurance | $15,001 - $50,000 |
Universal Life Insurance | $50,000 - $100,000 |
PIMCO Real Return Bond Institutional Class | $1,001 - $15,000 |
PIMCO Real Return Institutional Class | $15,001 - $50,000 |
PIMCO Unconstrained Bond Institutional Class | $1,001 - $15,000 |
Schwab Bank Deposit Account | $1,001 - $15,000 |
T. Rowe Price Summit Municipal Intermediate | $15,001 - $50,000 |
Thornburg Limited-Term Municipal Fund Class I | $1,001 - $15,000 |
Vanguard Conservative Growth (Age-Based) | $50,001 - $100,000 |
Vanguard Income (Mod Age-based) | $50,001 - $100,000 |
Vanguard Short Term Tax Exempt Municipal | $1,001 - $15,000 |
Wells Fargo Accounts | $1,001 - $15,000 |