Annual financial disclosure for 2011, filed May 16, 2011. Includes 47 assets.
| Asset | Value |
|---|---|
Fidelity 2025 Fund | N/A |
Fidelity Asset Manager 60% | N/A |
Fidelity Asset Manager 70% |
| N/A |
Fidelity Capital & Income Fund | N/A |
Fidelity Contrafund | N/A |
Fidelity Low-Priced Stock Fund | N/A |
Fidelity Overseas Fund | N/A |
Fidelity Growth Company Fund | N/A |
Multistrategy Growth Fund | N/A |
Utilities Income Fund | N/A |
Dillon Tax-Free Fund | N/A |
BlackRock Global Allocation Fund | N/A |
BlackRock International Value Fund | N/A |
BlackRock S&P 500 Index Fund | N/A |
BlackRock Equity Dividend Fund | N/A |
Harbor Capital Appreciation Fund | N/A |
American Funds EuroPacific Growth Fund | N/A |
American Funds New World Fund | N/A |
American Funds Small Cap World Fund | N/A |
Franklin Income Fund | N/A |
Westfield Money Market Fund | $1,001 - $15,000 |
Western High Yielding Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
DaimlerChrysler | $1,001 - $15,000 |
Intel Design Models Corp | $1,001 - $15,000 |
American Funds Growth | $1,001 - $15,000 |
All American Income | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
MFS Utilities Fund | $1,001 - $15,000 |
UBS Strategic Income Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Franklin Templeton | $1,001 - $15,000 |
Fidelity Contrafund | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Everwood Inn | $100,001 - $250,000 |
Bank of Holland Account | $1,001 - $15,000 |
Fidelity IRA (Franklin/Templeton) | $250,001 - $500,000 |
Holten Rosen LLC | $15,001 - $50,000 |
Lakeland Partners Fund | $15,001 - $50,000 |
Muni Bond | $1,001 - $15,000 |
Alliance US Opportunity Fund | $50,001 - $100,000 |
Thompson Bond Funds | $1,001 - $15,000 |