Annual financial disclosure for 2013, filed June 21, 2013. Includes 74 assets.
| Asset | Value |
|---|---|
Harley Austin Retirement: Harbor Cap Appreciation Inst | $15,001 - $50,000 |
Esty & Assoc. 401(k): Invesco Comstock | $1,001 - $15,000 |
Lincoln National Reserve |
| $100,001 - $250,000 |
Lincoln Moneyguard | $250,000 - $500,000 |
Lincoln National Life Policy | $50,001 - $100,000 |
Lincoln Choice IRA: Fidelity Contrafund | $1,001 - $15,000 |
LVIP Ssg a 500 | $1,001 - $15,000 |
FT Sm-Mid Cap | $1,001 - $15,000 |
LVIP TRP MC Gr | $1,001 - $15,000 |
Del Emerging Markets | $1,001 - $15,000 |
LVIP Ssg a Emerging Mkts | $1,001 - $15,000 |
LVIP Sm GI Small Cap | $1,001 - $15,000 |
LVIP An Global Gr | $1,001 - $15,000 |
LVIP Glbl Incv | N/A |
Fidelity Contrafund | $1,001 - $15,000 |
LVIP Ssg a 500 | $1,001 - $15,000 |
FT Sm-Mid Cap | $1 - $1,000 |
LVIP TRP MC Gr | $1,001 - $15,000 |
Del Emerging Mrkt | $1 - $1,000 |
LVIP SSgA EM M | $1 - $1,000 |
LVIP AM Gbl Sm C | $1,001 - $15,000 |
LVIP AM Gbl Gr | $1 - $1,000 |
| N/A |
| N/A |
LVIP Gbl Inc | $1,001 - $15,000 |
Fidelity CT Mini Money Mkt | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
Fidelity Advisor High Income Advantage Class | $15,001 - $50,000 |
| $50,001 - $100,000 |
JP Morgan US Large Cap Core Plus | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Vanguard Total Intl Stock Index Sig | $1,001 - $15,000 |
E. Esty HE-4 Trust: Deco Ltd Ship | $15,001 - $50,000 |
Gov Obligations MM | $1,001 - $15,000 |
Vanguard Total Stock Mkt Index | $15,000 - $100,000 |
E. Esty HE-8 Trust: Deco Ltd Partnership | $50,001 - $100,000 |
Gov Obligations MM | $1,001 - $15,000 |
Vanguard Total Stock Mkt Index | $50,001 - $100,000 |
E Esty Gebhard Trust | $100,000 - $100,000 |
Deco Ltd Partnership | $15,001 - $50,000 |
Gov Obligations MM | $1,001 - $15,000 |
Vanguard Total Stock Mkt Index | $15,001 - $50,000 |
Fidelity Money Market SPRXX | $1,001 - $15,000 |
Tax Exempt Fund Daily Money (FDEXX) | $100,001 - $250,000 |
Hines Global REIT Inc Com | $50,001 - $100,000 |
Lincoln Choice Plus IRA | $50,001 - $100,000 |
LVIP AM Growth | $15,001 - $50,000 |
LVIP SSgA 500 | $15,001 - $50,000 |
AB SM Cap Value | $50,001 - $100,000 |
AB Int'l Value | $15,001 - $50,000 |
LVIP AM Int'l | $15,001 - $50,000 |
CGP Interest Holdings LLC | $100,001 - $250,000 |
Boulder Point Assoc Ltd | $500,001 - $1,000,000 |
Thomas H Esty Present Interest Trust | N/A |
Thomas H Esty Present Interest Trust | N/A |
Wells Fargo Bank Account | $1 - $1,000 |
Wells Fargo Bank Account | $1,001 - $15,000 |
Yale Retirement Plans, TIAA CREF: CREF Global Equities | $250,001 - $500,000 |
Yale Retirement Plans, TIAA CREF: CREF Global Equities | $100,001 - $250,000 |
Yale Retirement Plans, TIAA CREF: CREF Growth Fund | $250,001 - $500,000 |
Yale Retirement Plans, TIAA CREF: CREF Equity Index | $250,001 - $500,000 |
Yale 457(b) Plan, Vanguard Primecap Fund Investor | $100,001 - $250,000 |
Yale 457(b) Plan, Vanguard Small Cap Value Index | $250,001 - $500,000 |
TIAA 403(b)(7) Plan, Vanguard Target Retirement 2035 | $1,001 - $15,000 |
Fidelity Growth & Income (FGRIX) | $1,001 - $15,000 |
Fidelity Blue Chip Growth | $15,001 - $50,000 |
Fidelity Blue Chip Growth | $15,001 - $50,000 |
