Annual financial disclosure for 2013, filed May 8, 2013. Includes 44 assets and 1 liabilities.
| Asset | Value |
|---|---|
Allianz IRA Fixed Period Account | $100,001 - $250,000 |
Boston Cap Private Tax | $1 - $1,000 |
| Creditor | Type | Amount |
|---|---|---|
| Mortgage Service Center, Mt Laurel, NJ | mortgage | $100,001 - $250,000 |
| $50,001 - $100,000 |
ING IRA DFA World Equity | $100,001 - $250,000 |
ING IRA American Funds Int | $15,001 - $50,000 |
ING IRA American Funds Growth | N/A |
ING IRA - Baron Small Cap Growth | $15,001 - $50,000 |
ING Bond Portfolio (Invmt Amer Funds Bond) | $50,001 - $100,000 |
ING Global Resources | $15,001 - $50,000 |
ING Brown & Income | $15,001 - $50,000 |
ING Large Cap Growth | $50,001 - $100,000 |
ING Mainstay Growth | $50,001 - $100,000 |
ING Retirement Growth | $250,001 - $500,000 |
PIMCO Total Return Bond | $50,001 - $100,000 |
Russell Mid Cap Growth | $15,001 - $50,000 |
T. Rowe Price Intl Stock | $50,001 - $100,000 |
MetLife Bank NA - CD | $5,001 - $15,000 |
| $1,001 - $15,000 |
MetLife IRA | $15,001 - $50,000 |
| N/A |
| N/A |
Cash | $1,001 - $15,000 |
Davis NY Venture Fund | $100,001 - $250,000 |
DC Income Bond | $25,001 - $50,000 |
Du Page Cnty, IL 1st Du Page County, IL, US | $50,001 - $100,000 |
FPA Perennial Fund | $15,001 - $50,000 |
Hartford Capital Appreciation Fund | $50,001 - $100,000 |
John Hancock Variable Annuity - Davis Fundamental Value | $1,001 - $15,000 |
John Hancock Variable Annuity - Deutsche Real Estate Securities | $15,001 - $50,000 |
John Hancock Variable Annuity - MFC Global Lifestyle Stock Market Index Total | $15,001 - $50,000 |
John Hancock Variable Annuity - PIMCO Total Return | $1,001 - $15,000 |
Leander Tex Impvt Sch Leander, TX, US | $15,001 - $50,000 |
Miami Beach FL Miami Beach, FL, US | $15,001 - $50,000 |
Palatine IL Corp Purp Palatine, IL, US | $15,001 - $50,000 |
Powershares Exchange | $15,001 - $50,000 |
Seminole Cty FL Sch Bd Seminole County, FL, US | $50,001 - $100,000 |
Victor VY CA Jt Un High Victor Valley, CA, US | $50,001 - $100,000 |
Wash DC CCA Dedicated Washington, DC, US | $15,001 - $50,000 |
Cash (ML2) | $1,001 - $15,000 |
JP Morgan Large Cap Growth (ML2) | $15,001 - $50,000 |
Powershares Exchange (ML2) | $15,001 - $50,000 |
| $15,001 - $50,000 |
Cash (ML IRA) | $1,001 - $15,000 |
TIAA CREF Retirement TIAA Traditional (ML IRA) | $50,001 - $100,000 |