| Intel Corp. |
semiconductor manufacturer |
shares of stock |
$100,000 - $150,000 |
| Johnson & Johnson |
pharm and health care |
shares of stock |
$100,000 - $150,000 |
| Exxon Mobil Corp |
oil and gas producer |
shares of stock |
$100,000 - $150,000 |
| VDIGX |
mutual fund |
shares of fund |
$50,000 - $100,000 |
| Microsoft Corp. |
computer software developer |
shares of stock |
$50,000 - $100,000 |
| Conoco Phillips |
oil & gas producer |
shares of stock |
$50,000 - $100,000 |
| Chevron corp |
oil & gas producer |
shares of stock |
$50,000 - $100,000 |
| Cisco Systems, Inc |
networking and communications manufacturer |
shares of stock |
$50,000 - $100,000 |
| VIMSX |
mutual fund |
shares of fund |
$50,000 - $100,000 |
| Duke Energy Corp |
energy utility company |
shares of stock |
$25,000 - $50,000 |
| FSIIX |
mutual fund |
shares of fund |
$25,000 - $50,000 |
| Facebook, Inc Class A |
internet information and social network provider |
shares of stock |
$25,000 - $50,000 |
| SWFFX |
mutual fund |
shares of fund |
$25,000 - $50,000 |
| Spectra Energy Corp |
natural gas infrastructure company |
shares of stock |
$25,000 - $50,000 |
| Apple, Inc. |
information tech, mobile communications, and consumer electronics |
shares of stock |
$10,000 - $25,000 |
| GOOG |
tech services |
shares of stock |
$10,000 - $25,000 |
| Newmont Mining Corp |
gold and copper producer |
shares of stock |
$10,000 - $25,000 |
| NAESX |
mutual fund |
shares of stock |
$10,000 - $25,000 |
| Twitter Inc |
tech services |
shares of stock |
$10,000 - $25,000 |
| Phillips 66 |
oil and gas refiner and marketer |
shares of stock |
$1,000 - $10,000 |
| iShares MSCI EAFE Index Fund |
exchange traded fund |
shares of fund |
$1,000 - $10,000 |
| Google Inc (Class C Non-Voting Shares) |
tech services |
shares of stock |
$1,000 - $10,000 |
| Common Stock Index Investment Fund |
|
shares of fund |
$250,000 - $500,000 |
| Small Capital. Stock Index Invest. Fund |
|
shares of fund |
$100,000 - $150,000 |
| Fixed Income Index Investment Fund |
|
shares of fund |
$50,000 - $100,000 |
| Govt Securities Invest Fund |
|
shares of fund |
$100,000 - $150,000 |
| International Stock Index Invest. Fund |
|
shares of fund |
$100,000 - $150,000 |
| BlackRock U.S. Large Cap Index Fund |
|
shares of fund |
$100,000 - $150,000 |
| American Funds EuroPacific Growth Fund |
|
shares of fund |
$50,000 - $100,000 |
| Mainstay Large Cap Growth Fund |
|
shares of fund |
$50,000 - $100,000 |
| PIMCO Total Return Fund |
|
shares of fund |
$50,000 - $100,000 |
| Ibbototson - Growth ETF |
|
shares of fund |
$150,000 - $250,000 |
| Dreyfus Stock Index Fund |
|
shares of fund |
$25,000 - $50,000 |
| Fidelity VIP Equity - Income Portfolio Initial |
|
shares of fund |
$25,000 - $50,000 |
| Fidelity VIP Growth - Initial |
|
shares of fund |
$25,000 - $50,000 |
| Fidelity VIP Overseas portfolio - Initial |
|
shares of fund |
$25,000 - $50,000 |
| Fidelity VIP Overseas portfolio - Initial R |
|
shares of fund |
$10,000 - $25,000 |
| Oppenheimer Discover Mid Cap Growth Fund |
|
shares of fund |
$25,000 - $50,000 |
| Oppenheimer Global Fund |
|
shares of fund |
$10,000 - $25,000 |
| Van Eck VIP Global Hard Asset Fund - Initial Class |
|
sharesof fund |
$10,000 - $25,000 |
| AFIS Growth Fund |
|
shares of fund |
$10,000 - $25,000 |
| AFIS Growth - Income Fund |
|
shares of fund |
$10,000 - $25,000 |
| AFIS Asset Allocation Fund |
|
shares of fund |
$10,000 - $25,000 |
| AFIS High-Yield Fund or High Income Bond Fund |
|
shares of fund |
$10,000 - $25,000 |