Annual financial disclosure for 2011, filed May 10, 2011. Includes 39 assets.
| Asset | Value |
|---|---|
PNC Bank | $1,001 - $15,000 |
Max Federal Credit Union | $1,001 - $15,000 |
| $1,001 - $15,000 |
Stoneridge 401k - Artisan Mid Cap Value Fund | $15,001 - $50,000 |
Stoneridge 401k - Baron Small Cap | $15,001 - $50,000 |
| $50,001 - $100,000 |
Traditional IRA - Columbia Multi-Adv Int Val Opp A | N/A |
Traditional IRA - Columbia Multi-Adv Int Val Opp A | $1,001 - $15,000 |
Traditional IRA - Columbia Div Eq Inc A | $1,001 - $15,000 |
Traditional IRA - Columbia Port Bldr Mod Cons A | $1,001 - $15,000 |
Roth IRA - Columbia Div Eq Inc A | $1,001 - $15,000 |
Roth IRA - Columbia Port Bldr Mod Cons A | $1,001 - $15,000 |
Roth IRA - Columbia Multi-Adv SC Val A | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
IRA - SEI US Mgd Volatility Fund | $1,001 - $15,000 |
IRA - SEI Large Cap Fund | $1,001 - $15,000 |
IRA - SEI Enhanced Income Fund | $1,001 - $15,000 |
IRA - SEI High Yield Bond Fund | $1,001 - $15,000 |
IRA - SEI Real Return Fund | $1,001 - $15,000 |
IRA - SEI Short Duration Govt Fund | $1,001 - $15,000 |
IRA - SEI US Fixed Income | $1,001 - $15,000 |
IRA - SEI Multi Strategy Fund | $1,001 - $15,000 |
IRA - SEI Global Mgd Volatility | $1,001 - $15,000 |
IRA - SEI Prime Obligation Fund | $1 - $1,000 |
TOD - SEI US Mgd Volatility Fund | $1 - $1,000 |
TOD - SEI Large Cap Fund | $1 - $1,000 |
TOD - SEI Global Mgd Volatility | $1,001 - $15,000 |
TOD - SEI US Fixed Income | $1 - $1,000 |
TOD - SEI High Yld Bond Fund | $1 - $1,000 |
TOD - SEI Short Duration Govt Fund | $1 - $1,000 |
TOD - SEI Real Return Fund | $1 - $1,000 |
TOD - SEI Enhanced Income Fund | $1 - $1,000 |
TOD - SEI Multi Strategy Fund | $1 - $1,000 |
TOD - SEI Prime Obligation Fund | $1 - $1,000 |
METLIFE Total Control Account | $1,001 - $15,000 |
INVESCO AM Summit-P ROTH IRA | $1,001 - $15,000 |