Annual financial disclosure for 2010, filed May 17, 2010. Includes 97 assets and 1 liabilities.
| Asset | Value |
|---|---|
1157 San Bernard St Austin, TX, US | $250,001 - $500,000 |
1200 Baylor #401 Austin, TX, US | $500,001 - $1,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| Liberty Bank, Austin | other | $250,001 - $500,000 |
3800 Kenilwood Ave. Austin, TX, US | $250,001 - $500,000 |
6734 Spicewood Springs Travis County, TX, US | $1,000,001 - $5,000,000 |
8.16 acres Lohmans Ford Travis County, TX, US | $5,000,001 - $25,000,000 |
AIM Basic Balanced Fund | $50,001 - $100,000 |
AIM Small Company Growth | $100,001 - $250,000 |
| $1,001 - $15,000 |
American Century Ultra Fund | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Congressional Federal Credit Union | $15,001 - $50,000 |
Credit Suisse Cap Appreciation Fund | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
Franklin Mutual Shares Fund | $100,001 - $250,000 |
| $15,001 - $50,000 |
Guaranty Bank/Compass Bank | $100,001 - $250,000 |
Hasan Abu-Isa Note (through Mountain States Escrow) | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
INSD MUN INCM TR SR 86 Semi-Annual | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $100,001 - $250,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
Janus Fund | $100,001 - $250,000 |
Janus Twenty Fund | $15,001 - $50,000 |
Jensen Portfolio Fund | $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Mineral Interest McFarland Mineral Wells, TX Mineral Wells, TX, US | $1,001 - $15,000 |
| $15,001 - $50,000 |
Nuveen Inter Duration Muni Bond Fund | $1,001 - $15,000 |
Nuveen Multi-Manager | $15,001 - $50,000 |
Nuveen Muni Adv Fund | $50,001 - $100,000 |
Oakmark International Fund | $250,001 - $500,000 |
One Earth Bank Holdings (preoperating funds) | N/A |
Oppenheimer Strategic | $15,001 - $50,000 |
| $15,001 - $50,000 |
Perkins Mid Cap Value Fund (formerly Janus Perkins) | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Price Science and Technology | $100,001 - $250,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
Schwab Multi Money Fund | $100,001 - $500,000 |
Selected American Shares | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
TIAA-CREF Retirement - Global Equities | $50,001 - $100,000 |
TIAA-CREF Retirement - Real Estate | $50,001 - $100,000 |
TIAA-CREF Retirement - Stock | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Vanguard Convertible Securities | $500,001 - $1,000,000 |
Vanguard Growth Index Fund | $100,001 - $250,000 |
Vanguard Int'l Term Tax-Exempt Fund Admiral | $250,001 - $500,000 |
Vanguard Long-Term Corp Admiral | $100,001 - $250,000 |
Vanguard Ltd Term Tax-Exempt Fund Admiral | $250,001 - $500,000 |
Vanguard PRIMECAP Fund Admiral | $500,001 - $1,000,000 |
Vanguard Selected Value Fund | $250,001 - $500,000 |
Vanguard Short Term Bond Index | $100,001 - $250,000 |
Vanguard Small-Cap Index Fund | $50,001 - $100,000 |
Vanguard Tax Exempt MM | $250,001 - $500,000 |
Vanguard Total Stock Market | $500,001 - $1,000,000 |
Vanguard U.S. Growth Fund Admiral | $500,001 - $1,000,000 |
Vanguard Wellesley Income Fund | $1,001 - $15,000 |
Vanguard Windsor II Fund | $50,001 - $100,000 |
| $15,001 - $50,000 |
Virtus Quality Large CAP (formerly Virtus Value Equity Fund) | $250,001 - $500,000 |
| N/A |
Weitz Value | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $250,001 - $500,000 |
| $1,001 - $15,000 |