How Obama’s Money Works

For those of you who do not typically use financial filings, I thought I would make it easy for you to access information on how the Presidential candidates’ money works. Once you see how to access these candidates, I am hoping you can use this template to do the same for your Senators and Congressman.

Senator Barack Obama’s Financial Filing

(To review Catherine’s post on How McCain’s Money Works, click here.)

Banks:

JPMorgan Private Client Asset Management

Northern Trust

Pension Plan:

State of Illinois General Assembly Pension Plan

Book Royalties:

Dystel & Goderich $815,971

Random House $3,278,719

Random House is a subsidiary of:

Bertelsmann AG

Selected Mutual Fund Investments (including spouse):

Vanguard Wellington Fund

Nuveen Floating Rate Income Fund

Northern Municipal Money Market Fund

Vanguard FTSE Social Index Vanguard Wellesley Income Fund

Marshall Prime Money Market

Pimco Total Return

Goldman Sachs Large Cap Value

Marshall Mid-Cap Value

Vanguard Mid-cap index Fund

Links and Top Ten Holdings for Selected Mutual Funds:

Goldman Sachs Large Cap Value

Devon Energy Corp Unilever NV Entergy Corp Range Resources Corp J.P. Morgan Chase & Co. Williams Companies, Inc. Baxter International Inc. General Electric Co Hewlett-Packard Co. Hess Corp

Vanguard Wellington Holdings

AT&T Inc. Chevron Corp. Total SA ADR International Business Machines Corp. General Electric Co. ExxonMobil Corp. Exelon Corp. Bank of America Corp. EnCana Corp. Eli Lilly & Co.

Vanguard FTSE Social Index

Bank of America Corp. JPMorgan Chase & Co. Apple Inc. Google Inc. Intel Corp. McDonald’s Corp. QUALCOMM Inc. Wachovia Corp. The Walt Disney Co. CVS/Caremark Corp.

Vanguard Wellesley Income Fund Investor

Chevron Corp. FPL Group, Inc. General Electric Co. AT&T Inc. U.S. Bancorp BP PLC ADR PNC Financial Services Group Bank of America Corp. JPMorgan Chase & Co. Total SA ADR

Vanguard Mid-Cap Index Fund

United States Steel Corp. Murphy Oil Corp. Smith International, Inc. Noble Corp. Noble Energy, Inc. CONSOL Energy, Inc. T. Rowe Price Group Inc. MEMC Electronic Materials, Inc. Southwestern Energy Co. L-3 Communications Holdings, Inc.

Marshall Mid-Cap Value

Protective Life Corp Edison International El Paso Corporation Stancorp Financial Sempra Energy Safeway Stores Allmerica Financial ITT Corporation Sealed Air CP Snap On Inc.

Pimco Total Return

FHLMC 5.5% BRAZIL NTN-F FNMA 5% FNMA FNMA 5.5% FNMA 5.5% FNMA FNMA 5% Finl Futures Maintenance Acct FNMA 5.5%