Annual financial disclosure for 2008, filed May 15, 2008. Includes 40 assets.
| Asset | Value |
|---|---|
Vanguard Index 500 | $50,001 - $100,000 |
Templeton Growth Fund | $15,001 - $50,000 |
Janus Mercury Fund |
| $15,001 - $50,000 |
Janus Overseas Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Baron Asset Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Franklin Small Cap Stock Fund | $15,001 - $50,000 |
Franklin Rising Dividend | $50,001 - $100,000 |
Franklin Mutual Discovery Fund | $50,001 - $100,000 |
Dodge and Cox Stock Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Ambac Lg Cap Val Svc (transferred in from American Century Value Inc) | $1,001 - $15,000 |
Alliance Bernstein Int'l Val-A Templeton Foreign Fund | $1,001 - $15,000 |
Pimco Total Return Fund A | $1,001 - $15,000 |
Wifa Small Cap Value Fund Z | $15,001 - $50,000 |
State St Equity 500 Index | $15,001 - $50,000 |
American Century Lg Cap Growth I | $50,001 - $100,000 |
American Century Lg Cap Value I | $15,001 - $50,000 |
Principal Global Investors Large Cap S&P 500 Index | $100,001 - $250,000 |
Fidelity Mid Cap Growth I | $15,001 - $50,000 |
MFS Mid Cap Growth I | $50,001 - $100,000 |
Principal Global Barrow Hanley Value Opportunities | $15,001 - $50,000 |
Principal Mid Cap S&P 400 Index | $50,001 - $100,000 |
Principal Divers Int'l | $100,001 - $250,000 |
Gift 529 Aggressive Growth Portfolio | $15,001 - $50,000 |
Gift 529 Aggressive Age Based (Option - Growth Portfolio) (Beneficiary and Aged Based 529 plan) | $15,001 - $50,000 |
T Rowe Price Blue Chip Growth (IRA) | $15,001 - $50,000 |
T Rowe Price Equity Index 500 (IRA) | $15,001 - $50,000 |
Bank of America Checking/Savings Account | $50,001 - $100,000 |
Bank of Florida Checking/Savings | $15,001 - $50,000 |
Etrade Checking/Savings | $1,001 - $15,000 |
Butler Pappas LLP | $100,001 - $250,000 |