Annual financial disclosure for 2009, filed June 15, 2009. Includes 70 assets.
| Asset | Value |
|---|---|
1005 Mooney Drive Monterey Park, CA, US | $100,001 - $250,000 |
| $1,001 - $15,000 |
American Chartered Bank - CD | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Blackrock Mid Cap Value | $1,001 - $15,000 |
Blackrock Mid Cap Value | $1,001 - $15,000 |
Bridgeview Bank - CD | $1,001 - $15,000 |
California State Bonds California, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Cash Management of America - 529C | $1,001 - $15,000 |
Citizens First Bank - CD | $1,001 - $15,000 |
Cohen & Steers Realty | $1,001 - $15,000 |
Cohen & Steers Realty | $1,001 - $15,000 |
Congressional Federal Credit Union - Checking/Savings | $1,001 - $15,000 |
Desert Sands, CA Bonds Desert Sands, CA, US | $1,001 - $15,000 |
Discover Bank - CD | $1,001 - $15,000 |
Discover Bank - CD | $1,001 - $15,000 |
Discover Bank - CD | $1,001 - $15,000 |
Discover Bank - CD | $1,001 - $15,000 |
First Banking - CD | $1,001 - $15,000 |
First National Bank of Olathe - CD | $1,001 - $15,000 |
Firstbank Pr - CD | $1,001 - $15,000 |
Florida Community Bank - CD | N/A |
Fundamental Investors - 529 | $1,001 - $15,000 |
G Ret Inc. Real Estate | $1,001 - $15,000 |
GE Money Bank - CD | $1,001 - $15,000 |
Georgian Bank - CD | N/A |
Great Southern Bank - CD | $1,001 - $15,000 |
Growth Fund of America Class F | $15,001 - $50,000 |
Growth Fund of America Class F | $1,001 - $15,000 |
Grubb & Ellis Apartment REIT | $1,001 - $15,000 |
Grubb & Ellis Healthcare REIT | $1,001 - $15,000 |
Hanford, Calif. - Bonds Hanford, Calif., US | $1,001 - $15,000 |
Horizon Bank - CD | $1,001 - $15,000 |
Imperial Capital Bank - CD 3.90% | $1,001 - $15,000 |
Imperial Capital Bank - CD 4.00% | $1,001 - $15,000 |
Income Fund of America - 529 | $1,001 - $15,000 |
Investment Company of America - 529 | $1,001 - $15,000 |
Irwin Union Bank - CD | $1,001 - $15,000 |
LaSalle Midwest Bank - CD | N/A |
Marsico 21st Century Fund | $1,001 - $15,000 |
Marsico 21st Century Fund | $15,001 - $50,000 |
Mercantile Bank - CD | $1,001 - $15,000 |
Merrill Merchant - CD | N/A |
Midwest National Bank - CD | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
New Frontier Bank - CD | $1,001 - $15,000 |
New Perspective Fund - 529C | $1,001 - $15,000 |
Orange County, CA Bonds Orange County, CA, US | $1,001 - $15,000 |
Peoples Bank GA - CD GA, US | $1,001 - $15,000 |
R-G Premier Bank - CD | N/A |
Rainier Small/Mid Cap | $1,001 - $15,000 |
Rainier Small/Mid Cap | $1,001 - $15,000 |
Sacramento, CA Bonds Sacramento, CA, US | N/A |
San Francisco, CA Bonds San Francisco, CA, US | $1,001 - $15,000 |
San Juan, CA Unified School District Bonds San Juan, CA, US | $1,001 - $15,000 |
Schwab Money Market Fund | $15,001 - $50,000 |
Schwab Money Market Fund | $1,001 - $15,000 |
Seattle Saving Bank - CD | N/A |
Small Cap World Fund - 529C | $1,001 - $15,000 |
University Calif. Bonds | N/A |
Washington Mutual - Checking | $1,001 - $15,000 |
Washington Mutual Inv. Fund | $15,001 - $50,000 |
Washington Mutual Investor Fund | $1,001 - $15,000 |
Western Bank - CD | N/A |