| Small Cap Fund (Pacific Capital Funds) |
Small-Cap Value |
0.00 % |
2008-10-06 |
18,000 |
$35,100 |
$0 |
0.00 % |
New Holding |
18,000 |
100.00 % |
$0 |
| Growth Fund (Usaa Mutual Funds Trust) |
Multi-Cap Growth |
-4.68 % |
2008-10-03 |
1,400 |
$2,730 |
$-896 |
-24.71 % |
No Compare |
- |
- % |
- |
| Schwab Technology Fund (Schwab Capital Trust) |
Science & Tech |
-10.71 % |
2008-09-24 |
21,015 |
$40,979 |
$-42,030 |
-50.63 % |
No Compare |
- |
- % |
- |
| Rydex Inverse Russell 2000 Etf (Rydex Etf Trust) |
Specialty & Misc |
-22.28 % |
2008-09-19 |
260 |
$507 |
$-627 |
-55.27 % |
No Compare |
- |
- % |
- |
| Total Stock Market Index Trust (John Hancock Trust) |
Specialty & Misc |
-15.54 % |
2008-09-05 |
1,326 |
$2,586 |
$-5,185 |
-66.72 % |
No Compare |
- |
- % |
- |
| Small Cap Index Trust (John Hancock Trust) |
Small-Cap Core |
-20.34 % |
2008-09-05 |
9,474 |
$18,474 |
$-37,043 |
-66.72 % |
No Compare |
- |
- % |
- |
| Vanguard Balanced Index Fund (Vanguard Balanced Index Funds) |
Mixed-Asset Target Al ... |
-18.46 % |
2008-09-03 |
13,300 |
$25,935 |
$-54,796 |
-67.87 % |
No Compare |
- |
- % |
- |
| Vanguard Institutional Total Stock Market Index Fund (Vanguard Institutional Index Funds) |
Specialty & Misc |
-18.53 % |
2008-09-03 |
39,247 |
$76,532 |
$-161,698 |
-67.87 % |
No Compare |
- |
- % |
- |
| Vanguard Small Cap Growth Index Fund (Vanguard Index Funds) |
Small-Cap Growth |
-26.04 % |
2008-08-29 |
84,135 |
$164,063 |
$-374,401 |
-69.53 % |
No Compare |
- |
- % |
- |
| Vanguard 500 Index Fund (Vanguard Index Funds) |
S&P 500 Index |
-18.99 % |
2008-08-29 |
368,408 |
$718,396 |
$-1,639,416 |
-69.53 % |
No Compare |
- |
- % |
- |
| Vanguard Extended Market Index Fund (Vanguard Index Funds) |
Mid-Cap Core |
-24.63 % |
2008-08-29 |
98,537 |
$192,147 |
$-438,490 |
-69.53 % |
No Compare |
- |
- % |
- |
| Vanguard Total Stock Market Index Fund (Vanguard Index Funds) |
Multi-Cap Core |
-19.31 % |
2008-08-29 |
230,122 |
$448,738 |
$-1,024,043 |
-69.53 % |
No Compare |
- |
- % |
- |
| Putnam Vt Global Asset Allocation Fund (Putnam Variable Trust) |
Global Flex Port |
-22.16 % |
2008-08-28 |
8,201 |
$15,992 |
$-35,756 |
-69.09 % |
No Compare |
- |
- % |
- |
| Growth Equity Fund (Tiaa Cref Institutional Mutual Funds) |
Multi-Cap Growth |
-22.95 % |
2008-08-25 |
18,299 |
$35,683 |
$-80,516 |
-69.29 % |
No Compare |
- |
- % |
- |
| Equity Index Fund (Tiaa Cref Institutional Mutual Funds) |
Specialty & Misc |
-17.57 % |
2008-08-25 |
27,804 |
$54,218 |
$-122,338 |
-69.29 % |
No Compare |
- |
- % |
- |
| Dws Small Cap Index Vip (Dws Investments Vit Funds) |
Small-Cap Core |
-20.17 % |
2008-08-21 |
8,400 |
$16,380 |
$-35,616 |
-68.49 % |
No Compare |
- |
- % |
- |
| Small Cap Index Fund (Valic Co I) |
Small-Cap Core |
-20.73 % |
2008-08-08 |
24,104 |
$47,003 |
$-124,618 |
-72.61 % |
Sold Some |
-1,497 |
-5.84 % |
$7,739 |
| Senbanc Fund (Rbb Fund Inc) |
Financial Services |
-16.09 % |
2008-07-30 |
156,200 |
$304,590 |
$-759,132 |
-71.36 % |
New Holding |
156,200 |
100.00 % |
$-759,132 |