Annual financial disclosure for 2011, filed May 16, 2011. Includes 50 assets and 3 liabilities.
| Asset | Value |
|---|---|
Allianz NFJ Renaissance Fund IRA | N/A |
American Capital World Growth & Income Fund I IRA | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Chase | mortgage | $15,001 - $50,000 |
| Sallie Mae | student loan | $15,001 - $50,000 |
| Nelnet | student loan |
American Growth Fund IRA |
| $1,001 - $15,000 |
American Mutual Fund C IRA | $15,001 - $50,000 |
| $15,001 - $50,000 |
Calamos Growth Fund IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
Congressional Federal Credit Union | $15,001 - $50,000 |
CREF Bond Market Retirement Fund | $1,001 - $15,000 |
CREF Stock Retirement Fund | $15,001 - $50,000 |
CREF Equity Index Retirement Fund | $1,001 - $15,000 |
CREF Social Choice Retirement Fund | $1,001 - $15,000 |
CREF Growth Retirement Fund | $15,001 - $50,000 |
Davis NY Venture Fund A IRA | $1,001 - $15,000 |
Davis NY Venture Fund C IRA | $1,001 - $15,000 |
Davis Stock Retirement Fund | $100,001 - $250,000 |
| $50,001 - $100,000 |
Fairfax County Retirement Fund Employee Plan B - not self-directed | $15,001 - $50,000 |
House, 313 Cambridge Rd. E. Falmouth, MA, US | $250,001 - $500,000 |
| $1,001 - $15,000 |
Lord Abbett Short Duration Income Fund C (IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Met Life Insurance Policy (Cash Value) | $1,001 - $15,000 |
Met Life Insurance Policy (Cash Value) | $50,001 - $100,000 |
Met Life Insurance Policy (Cash Value) | $1,001 - $15,000 |
| $1,001 - $15,000 |
PNC Bank Money Market | $15,001 - $50,000 |
| $1,001 - $15,000 |
Rockland Trust Account | $1,001 - $15,000 |
SAIC Closed Stock Fund (Retirement) | $15,001 - $50,000 |
| $100,001 - $250,000 |
SAIC Common Stock Fund (Retirement) | $15,001 - $50,000 |
SunTrust Bank Accounts | $15,001 - $50,000 |
SunTrust Bank CD | $100,001 - $250,000 |
SunTrust Bank Mutual Fund | $50,001 - $100,000 |
TIAA Traditional Retirement Fund | $15,001 - $50,000 |
United Bank CDs | $100,001 - $250,000 |
U.S. Senate Federal Credit Union | $1,001 - $15,000 |
Vanguard Inflation Protected Securities SEP | $15,001 - $50,000 |
Vanguard Long-Term Treasury Investment Fund | $15,001 - $50,000 |
Vanguard Target Retirement 2015 | $15,001 - $50,000 |
Vanguard Target Retirement 2025 | $15,001 - $50,000 |
Vanguard Total Bond Market Index Inst | $50,001 - $100,000 |
Vanguard Total Bond Mkt Index Signal Retirement Fund (Formerly Vanguard Total Bond Mkt Index Inst) transferred to Vanguard Total Bond Mkt Index Inst | N/A |
Vanguard Institutional Target Retirement Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
Wells Fargo Advantage Stocks (Formerly Evergreen Investments - fund taken over by Wells Fargo) | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $10,001 - $15,000 |