Annual financial disclosure for 2009, filed June 10, 2009. Includes 36 assets and 1 liabilities.
| Asset | Value |
|---|---|
1122 Elm St #204 Honolulu, HI, US | $250,001 - $500,000 |
Aloha Pacific FCU | $500,000 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| Territorial Savings Bank, Honolulu, Hawaii | mortgage | $50,001 - $100,000 |
AMCAP Fund A |
| $15,001 - $50,000 |
Bank of the Orient | $50,001 - $100,000 |
Bond Fund of America A | $1,001 - $15,000 |
Capital Income Builder A | $50,001 - $100,000 |
Capital World Growth & Income Fund A | $50,001 - $100,000 |
Capitol Income Builder (IRA) | $100,001 - $250,000 |
Congressional Federal Credit Union | $50,001 - $100,000 |
Harvard Federal Credit Union | $100,001 - $250,000 |
Income Fund of America | $15,001 - $50,000 |
Investment Company of America | $50,001 - $100,000 |
Morgan Stanley (IRA) – E. Vincent Fund of Boston | $1,001 - $15,000 |
Morgan Stanley (IRA) – International Fixed Income | N/A |
Morgan Stanley (IRA) – U.S. All Cap Fund | $1,001 - $15,000 |
Morgan Stanley (IRA) – Western Asset Core Plus Bond Fund | $1,001 - $15,000 |
Morgan Stanley (IRA) – International Value Equity Fund | $15,001 - $50,000 |
Morgan Stanley (IRA) – Liquid Asset Fund | $1,001 - $15,000 |
Morgan Stanley (IRA) – Mid Cap Value Fund D | $1,001 - $15,000 |
Morgan Stanley (IRA) Inst Invest Grade Fix Inc | $1,001 - $15,000 |
Morgan Stanley (IRA) Mid Cap Growth Inst | N/A |
Morgan Stanley (IRA) Short Trm Bond Inst | $15,001 - $50,000 |
Morgan Stanley (IRA) MSIF TR Ltd Duration Inst | $50,001 - $100,000 |
Morgan Stanley (IRA) Mid Cap Growth | $1,001 - $15,000 |
Morgan Stanley (IRA) Port US Real Estate | $1,001 - $15,000 |
Morgan Stanley (IRA) Morgan Stanley Inst Mid Cap Growth I | $1,001 - $15,000 |
Morgan Stanley Liquid Asset Fund | $100,001 - $250,000 |
Oppenheimer Global Fund | $1,001 - $15,000 |
State of Hawaii Employee Retirement System Hawaii, US | $500,001 - $1,000,000 |
T. Rowe Price Blue Chip Growth (401K) | $1,001 - $15,000 |
T. Rowe Price Equity Income | $1,001 - $15,000 |
T. Rowe Price Intl Equity Index | $1,001 - $15,000 |
T. Rowe Price New Era (401K) | $1,001 - $15,000 |
T. Rowe Price Personal Strategy (401k) | $15,001 - $50,000 |
TIAA-CREF Prime Reserve (401k) (Money Mkt) | $50,001 - $100,000 |
KNDY & Oshima LLC (All Ownership Share) | N/A |