ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy


Select Account Tier
Full Universe
Largest Accounts
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Select Data Set

By Asset Class

By Domicile

US Equities

     By Market Cap
     By Style
     By Cap/Style


Foreign Dev. Equities

     By Market Cap
     By Style
     By Cap/Style


Foreign Emerg. Equities

     By Market Cap
     By Style
     By Cap/Style

Bonds by Type

Corporate Bonds

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     By Quality
     By Maturity/Quality


Muni Bonds

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Foreign Bonds

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Asset Allocation

All Accounts, by Asset Class

Asset Class Positions Market Value Percentage
Bonds478,517392,441,712,145 58.3 %
Cash228,476102,095,411,349 15.2 %
Equities1,863,576171,328,603,169 25.4 %
Other80,7227,849,940,763 1.2 %
Data created: 2014-04-13
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