Bays Lung Rose & Holma |
Law firm |
Partnership interest |
$250,000 - $500,000 |
Bank of America Corp. |
Banking |
Shareholder |
$10,000 - $25,000 |
Caterpillar, Inc |
Equipment sales |
Shareholder |
$1,000 - $10,000 |
General Electric Co |
Conglomerate |
Shareholder |
$10,000 - $25,000 |
JC Penney Co |
Retail sales |
Shareholder |
$1,000 - $10,000 |
Raytheon Co |
Defense/Technology |
Shareholder |
$10,000 - $25,000 |
Rent A Center Inc |
Appliance rental |
Shareholder |
$1,000 - $10,000 |
Vanguard Energy ETF |
ETF |
Shareholder |
$10,000 - $25,000 |
Vanguard Emerging Markets ETF |
ETF |
Shareholder |
$10,000 - $25,000 |
American Century Equity Growth Fund |
Mutual Fund ("MF") |
Shareholder |
$10,000 - $25,000 |
American Century Equity Income Fund |
MF |
Shareholder |
$25,000 - $50,000 |
American Century One Choice 2025 Fund |
MF |
Shareholder |
$25,000 - $50,000 |
Dreyfus Emerging Markets Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Fidelity Balanced Fund |
MF |
Shareholder |
$25,000 - $50,000 |
Fidelity Select Retailing Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Harbor International Fund |
MF |
Shareholder |
$1,000 - $10,000 |
Janus Balanced Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Janus Venture Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Laudus US Large Cap Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Mathews Asian Growth and Income Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Metropolitan West High Yield Bond Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Parnassus Core Equity Fund |
MF |
Shareholder |
$50,000 - $100,000 |
Schwab Core Equity Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Schwab Financial Services Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Schwab Fundamental Intl. Small Company Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Schwab Health Care Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Schwab Target 2040 Fund |
MF |
Shareholder |
$25,000 - $50,000 |
Scout International Fund |
MF |
Shareholder |
$10,000 - $25,000 |
T Rowe Price Balanced Fund |
MF |
Shareholder |
$10,000 - $25,000 |
T Rowe Price Capital Appreciation Fund |
MF |
Shareholder |
$10,000 - $25,000 |
TIAA Cref Mid Cap Value Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Vanguard Energy Fund |
MF |
Shareholder |
$1,000 - $10,000 |
Vanguard European Stock Index Fund |
MF |
Shareholder |
$1,000 - $10,000 |
Vanguard Explorer Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Vanguard Intl. Growth Fund |
MF |
Shareholder |
$1,000 - $10,000 |
Vanguard Intl. Value Fund |
MF |
Shareholder |
$1,000 - $10,000 |
Vanguard Star Fund |
MF |
Shareholder |
$25,000 - $50,000 |
Vanguard Total Intl. Index Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Vanguard Total Stock Market Index Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Vanguard Wellesley Fund |
MF |
Shareholder |
$25,000 - $50,000 |
Consolidated Edison |
Utility |
Shareholder |
$1,000 - $10,000 |
American Century Heritage Investor Fund |
MF |
Shareholder |
$10,000 - $25,000 |
T. Rowe Price Media and Telecommunications |
MF |
Shareholder |
$1,000 - $10,000 |
Toreador International Fund |
MF |
Shareholder |
$1,000 - $10,000 |
Vanguard Developed Markets Index Fund |
MF |
Shareholder |
$1,000 - $10,000 |
Vanguard Emerging Markets Index Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Vanguard European Stock Index Fund |
MF |
Shareholder |
$1,000 - $10,000 |
Vanguard Mid-Cap Value Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Vanguard Target Retirement Fund |
MF |
Shareholder |
$10,000 - $25,000 |
Vanguard Windsor II Fund |
MF |
Shareholder |
$25,000 - $50,000 |
Vanguard Income Portfolio Fund |
MF |
Shareholder |
$50,000 - $100,000 |
Vanguard Moderate Growth Fund |
MF |
Shareholder |
$50,000 - $100,000 |
Vanguard Index 500 Fund (JOINT) |
MF |
Shareholder |
$10,000 - $25,000 |
Vanguard Mid-Cap Growth Fund (JOINT) |
MF |
Shareholder |
$1,000 - $10,000 |
Vanguard Mid-Cap Growth Fund (JOINT) |
MF |
Shareholder |
$1,000 - $10,000 |
Vanguard Prime Money Market Fund (JOINT) |
MF |
Shareholder |
$10,000 - $25,000 |
Vanguard Small Cap Growth Index Fund (JOINT) |
MF |
Shareholder |
$10,000 - $25,000 |
Vanguard Star Fund (JOINT) |
MF |
Shareholder |
$25,000 - $50,000 |
Vanguard Target Retirement 2035 Fund (JOINT) |
MF |
Shareholder |
$10,000 - $25,000 |
Vanguard Wellesley Income Fund (JOINT) |
MF |
Shareholder |
$10,000 - $25,000 |
Vanguard Wellington Fund Admiral Shares (JOINT) |
MF |
Shareholder |
$25,000 - $50,000 |
Bank of America Corp (JOINT) |
Banking |
Shareholder |
$1,000 - $10,000 |
ConAgra Foods Corp (JOINT) |
Food conglomerate |
Shareholder |
$1,000 - $10,000 |
Caterpillar Inc (JOINT) |
Equipment sales |
Shareholder |
$1,000 - $10,000 |
Darden Restaurants Inc (JOINT) |
Restaurants |
Shareholder |
$1,000 - $10,000 |
Consolidated Edison (JOINT) |
Utility |
Shareholder |
$1,000 - $10,000 |
Edison Intl. Corp (JOINT) |
Utility |
Shareholder |
$1,000 - $10,000 |
Ishares Australia ETF (JOINT) |
ETF |
Shareholder |
$1,000 - $10,000 |
Ishares Malaysia ETF (JOINT) |
ETF |
Shareholder |
$1,000 - $10,000 |
Ishares South Korea ETF (JOINT) |
ETF |
Shareholder |
$1,000 - $10,000 |
Ishares South Africa ETF (JOINT) |
ETF |
Shareholder |
$1,000 - $10,000 |
Ford Motor Co (JOINT) |
Auto sales |
Shareholder |
$1,000 - $10,000 |
Fedex Corp (JOINT) |
Package delivery |
Shareholder |
$1,000 - $10,000 |
Ishares China Large Cap ETF (JOINT) |
ETF |
Shareholder |
$1,000 - $10,000 |
Home Depot Corp (JOINT) |
Home improvement |
Shareholder |
$1,000 - $10,000 |
Hershey Corp (JOINT) |
Chocolate sales |
Shareholder |
$1,000 - $10,000 |
Ishares U.S. Utilities ETF (JOINT) |
ETF |
Shareholder |
$1,000 - $10,000 |
Jack in the Box Inc (JOINT) |
Fast food |
Shareholder |
$1,000 - $10,000 |
Kellogg Corp (JOINT) |
Breakfast cereal |
Shareholder |
$1,000 - $10,000 |
Kimberley Clark Corp (JOINT) |
Baby products |
Shareholder |
$1,000 - $10,000 |
Microsoft Corp (JOINT) |
Software/computers |
Shareholder |
$1,000 - $10,000 |
Pepsi Corp (JOINT) |
Soda sales |
Shareholder |
$1,000 - $10,000 |
Powershares India ETF (JOINT) |
ETF |
Shareholder |
$1,000 - $10,000 |
Phillips 66 Co (JOINT) |
Gasoline sales |
Shareholder |
$1,000 - $10,000 |
Unilever N.V. (JOINT) |
Consumer products |
Shareholder |
$1,000 - $10,000 |
United Parcel Service Corp (JOINT) |
Package delivery |
Shareholder |
$1,000 - $10,000 |
Vaneck Vectors Vietnam ETF (JOINT) |
ETF |
Shareholder |
$1,000 - $10,000 |
Vanguard Int. Equity ETF (JOINT) |
ETF |
Shareholder |
$1,000 - $10,000 |
Exxon Mobil Corp (JOINT) |
Oil exploration/sales |
Shareholder |
$10,000 - $25,000 |