Annual financial disclosure for 2012, filed May 15, 2012. Includes 29 assets and 2 liabilities.
| Asset | Value |
|---|---|
AllianceBernstein Fund | $1,001 - $15,000 |
AllianceBernstein Fund | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| US Bank | mortgage | $250,001 - $500,000 |
| Wells Fargo Home Mortgage | mortgage | $100,001 - $250,000 |
| $15,001 - $50,000 |
Baron Capital Fund | $15,001 - $50,000 |
Goldman Sachs Fund | $1,001 - $15,000 |
JPMorgan Fund | $1,001 - $15,000 |
BlackRock Allocation Fund | $15,001 - $50,000 |
BlackRock Allocation Fund | $15,001 - $50,000 |
American Funds AMCAP Allocation Fund | $1,001 - $15,000 |
Fidelity Funds Asset Manager 50% | $100,001 - $250,000 |
BlackRock Equity Dividend Fund | $50,001 - $100,000 |
Cash Reserves | $15,001 - $50,000 |
Fed Gov't Int'l Endown Fund 2035 | $50,001 - $100,000 |
Low Priced Stock Fund | $15,001 - $50,000 |
Spartan U.S. Equity Index Fund | $50,001 - $100,000 |
State Dividend Fund | $15,001 - $50,000 |
WIRAUG 2015 Fund | $15,001 - $50,000 |
Value Discovery Fund | $50,001 - $100,000 |
Vanguard | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
TIAA CREF Fund | $50,001 - $100,000 |
Lifecycle 2035 | $15,001 - $50,000 |
Real Estate | $250,001 - $500,000 |
Vanguard Funds Emerging Markets | $1,001 - $15,000 |
Fidelity Large Cap Stock | $1,001 - $15,000 |
Fidelity Small Cap Stock | $1,001 - $15,000 |
Wasatch Micro Cap | $1 - $1,000 |
Zions Bank Checking Account | $1,001 - $15,000 |