Annual financial disclosure for 2011, filed May 16, 2011. Includes 22 assets and 3 liabilities.
| Asset | Value |
|---|---|
1426 G ST SE Washington, DC, US | $500,001 - $1,000,000 |
4057 Huricks Way San Diego, CA, US | $1,000,001 - $5,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| WELLS FARGO MORTGAGE | mortgage | $100,001 - $250,000 |
| ACS | student loan | $10,001 - $15,000 |
| WELLS FARGO MORTGAGE (Refinancing previously held by Central Mortgage Company) | mortgage |
BlackRock Global Allocation CL A IRA | $15,001 - $50,000 |
Allocation CL A Roth IRA | $50,001 - $100,000 |
Fidelity Destiny I | $50,001 - $100,000 |
First Eagle Global Inc FD CL A IRA | $50,001 - $100,000 |
First Eagle Global Inc Fund Class A Roth IRA | $1,001 - $15,000 |
Ivy Fed Inc Asset Strategy Fund Class A Roth IRA | $1,001 - $15,000 |
Ivy Fed Inc Asset Strategy Fund Class A IRA | $15,001 - $50,000 |
Lord Abbett Short Duration Income Class F | $1,001 - $15,000 |
Permanent Portfolio Fund | $15,001 - $50,000 |
Permanent Portfolio Fund PRPX Roth IRA | $15,001 - $50,000 |
PIMCO Funds Pacific Investment Total Return Class A Roth IRA | N/A |
PIMCO Funds Pacific Investment Total Return Fund A IRA | N/A |
Roth American Funds Europacific Growth Fund | $1,001 - $15,000 |
American Funds Growth Fund of America | $1,001 - $15,000 |
Roth IRA American Funds Small Cap World Fund | $1,001 - $15,000 |
Templeton Global Bond Class A IRA | $1,001 - $15,000 |
Templeton Global Bond Fund CL A Roth IRA | $1,001 - $15,000 |
Templeton Growth Fund Class A | $15,001 - $50,000 |
Wells Fargo Savings Account | $50,001 - $100,000 |
Wachovia Securities (Brokerage Account) | $100,000 - $100,000 |
| $250,001 - $500,000 |