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


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By Domicile

US Equities

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Foreign Dev. Equities

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Foreign Emerg. Equities

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Bonds by Type

Corporate Bonds

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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
Bonds331,540109,073,645,423 29.3 %
Cash179,355181,236,133,571 48.7 %
Equities1,192,56078,971,111,294 21.2 %
Other35,9472,879,833,100 0.8 %
Data created: 2012-05-20
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