Annual financial disclosure for 2012, filed May 15, 2012. Includes 20 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 |
| $15,001 - $50,000 |
Dimensional Acad US Small Cap Value Portfolio | $50,001 - $100,000 |
DC1 Florida Prepaid College Plan | $1,001 - $15,000 |
DC2 Florida Prepaid College Plan | $15,001 - $50,000 |
Florida Prepaid College Plan | $1,001 - $15,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
JPMorgan Equity Income Opportunities Select | $50,001 - $100,000 |
JP Morgan Tax Aware Real Return Fund Institutional | $1,001 - $15,000 |
Nationwide Variable Universal Life Insurance | $50,001 - $100,000 |
PIMCO Real Return Bond Institutional Class | $1,001 - $15,000 |
PIMCO Real Return Institutional | $15,001 - $50,000 |
PIMCO Unconstrained Bond Institutional | $15,001 - $50,000 |
Schwab Bank Deposit Account | $1,001 - $15,000 |
T. Rowe Price Summit Municipal Intermediate | $50,001 - $100,000 |
Thornburg Limited-Term Municipal Fund Class I | $1,001 - $15,000 |
Vanguard Intermediate Term Tax Exempt Municipal | $15,001 - $50,000 |
Wells Fargo Accounts | $1,001 - $15,000 |