Annual financial disclosure for 2010, filed May 17, 2010. Includes 24 assets.
| Asset | Value |
|---|---|
AIM Small Cap Growth (401(k) Kona Long & Aldridge 401(k)) | $15,001 - $50,000 |
AIM Small Cap Growth (Kona Long & Aldridge Profit Sharing Plan) | $50,001 - $100,000 |
Baron Partners Fund (IRA) |
| $1,001 - $15,000 |
Federated Kaufmann Fund (IRA) | $1,001 - $15,000 |
Fidelity Growth Strategies Fund (formerly known as Fidelity Aggressive Growth) (IRA) | $1,001 - $15,000 |
Fidelity Cash Reserves (IRA) | $1,001 - $15,000 |
Fidelity Contrafund (IRA) | $1,001 - $15,000 |
Fidelity Growth Discovery Fund (IRA) | $1,001 - $15,000 |
Fidelity Growth Discovery Fund (IRA) | $1,001 - $15,000 |
Fidelity Independence Fund (IRA) | $15,001 - $50,000 |
Fidelity Leveraged Co. Stock Fund (IRA) | $1,001 - $15,000 |
Fidelity Leveraged Co. Stock Fund (IRA) | $15,001 - $50,000 |
Fidelity New Millennium (IRA) | $1,001 - $15,000 |
GS Small Cap Value I (McKenna Long & Aldridge 401k) | $50,001 - $100,000 |
GS Small Cap Value I (McKenna Long & Aldridge 401k) | $100,001 - $250,000 |
Hennessy Focus 30 Fund (IRA) | $1,001 - $15,000 |
Janus Enterprise Fund (IRA) | $1,001 - $15,000 |
Janus Orion Fund | $1,001 - $15,000 |
Kinetics Paradigm Fund (IRA) | $1,001 - $15,000 |
Marisco 21st Century Fund (IRA) | $1,001 - $15,000 |
Minimal Long & Aldridge Cash Balance Plan | $100,001 - $250,000 |
Munder Mid Cap Core Growth Fund (Minimal Long & Aldridge Profit Sharing Plan) | $50,001 - $100,000 |
Munder Mid Cap Core Growth Fund (Aldridge 401(k) Employees Retirement Association) | $15,001 - $50,000 |
Wells Fargo Bank West, N.A. | $1,001 - $15,000 |