Annual financial disclosure for 2009, filed May 15, 2009. Includes 49 assets.
| Asset | Value |
|---|---|
Alliance Bernstein Int Val Id A | N/A |
Am Cent Lg Cap Val II | N/A |
| N/A |
American Century Lg Cap Growth II | N/A |
| $1 - $1,000 |
Bank of America Checking / Savings | $15,001 - $50,000 |
| $1,001 - $15,000 |
Bank of Florida Checking / Savings | $15,001 - $50,000 |
Baron Asset | N/A |
Butler Pappas LLP | $100,001 - $250,000 |
| N/A |
Dodge and Cox Stock Fund | N/A |
| $15,001 - $50,000 |
| $1 - $1,000 |
E*Trade Savings | $50,001 - $100,000 |
| $1 - $1,000 |
Franklin Adjustable US Sec | $1,001 - $15,000 |
Franklin Mutual Discovery Fund | $1,001 - $15,000 |
| N/A |
Franklin Rising Divid | $1 - $1,000 |
Franklin Small Cap | $1 - $1,000 |
Gift 529 Aggressive Age Based | $1 - $1,000 |
Hillsborough Fixed Account | $15,001 - $50,000 |
| N/A |
| $1 - $1,000 |
Jacobs Levy (name change from Leuthold Growth II) | N/A |
Janus Mercury | N/A |
Janus Overseas | N/A |
Mellon Equity Mid Cap | N/A |
Pimco Total Return Fund A S | N/A |
Prin Global Lg Cap St Index | $15,001 - $50,000 |
| N/A |
Principal Global Barrow Int'l | N/A |
Principal Global Diversified | N/A |
Principal Money Market | $250,001 - $500,000 |
State St Equity 500 | N/A |
T. Rowe Price Blue Chip (IRA) | N/A |
T. Rowe Price Equity Index | $1 - $1,000 |
T. Rowe Price Money Market | $50,001 - $100,000 |
Templeton Growth | $1 - $1,000 |
| $1,001 - $15,000 |
Vanguard 500 Index 529 | $1 - $1,000 |
Vanguard Admiral MM | N/A |
Vanguard Index 500 | $1,001 - $15,000 |
Vanguard Infl. Protected | $15,001 - $50,000 |
Vanguard Interest Accumulated | $15,001 - $50,000 |
Vanguard Total Inter Stock | $1 - $1,000 |
| $15,001 - $50,000 |
WF/FA Small Cap Value Fund | $50,000 - $50,000 |