Annual financial disclosure for 2013, filed June 27, 2013. Includes 25 assets.
| Asset | Value |
|---|---|
Baron Partners Fund (IRA) | $15,001 - $50,000 |
Federated Kaufmann Fund (IRA) | $1,001 - $15,000 |
Fidelity Cash Reserves (IRA) |
| $15,000 - $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 Growth Strategies Fund (IRA) | $1,001 - $15,000 |
Fidelity Independence Fund (IRA) | $15,001 - $50,000 |
Fidelity Leveraged Co. Stock Fund (IRA) | $1 - $15,000 |
Fidelity Leveraged Co. Stock Fund | $50,001 - $100,000 |
Fidelity New Millennium (IRA) | $15,001 - $50,000 |
GS Small Cap Value (McKenna Long & Aldridge 401(k)) | $50,001 - $100,000 |
Goldman Cap Value (McKenna Long & Aldridge Profit Sharing Plan) | $100,001 - $250,000 |
Hennessy Cornerstone Mid Cap 30 Fund (IRA) (formerly known as Tennessee Focus 50 Fund) | $15,001 - $50,000 |
Invesco 401(k) Portfolio (McKenna Long & Aldridge Profit Sharing Plan) | $50,001 - $100,000 |
Invesco 401(k) Portfolio (McKenna Long & Aldridge Profit Sharing Plan) | $100,001 - $250,000 |
Invesco Small Cap Growth Fund (McKenna Long & Aldridge 401(k)) | $50,001 - $100,000 |
Invesco Small Cap Growth Fund (McKenna Long & Aldridge Profit Sharing Plan) | $100,001 - $250,000 |
Janus Enterprise Fund (IRA) | $15,001 - $50,000 |
Janus Global Select Fund | $1,001 - $15,000 |
Kinetics Paradigm Fund (IRA) | $15,001 - $50,000 |
Marisco 21st Century Fund | $1,001 - $15,000 |
McKenna Long & Aldridge LLP Cash Balance Plan Employees Retirement Association | $250,001 - $500,000 |
Washington DC Condo Washington, DC, US | $500,001 - $1,000,000 |
Wells Fargo Bank West, N.A. | $1,001 - $15,000 |