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


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Full Universe
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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
Bonds185,78838,343,291,929 40.1 %
Cash92,7229,536,366,962 10.0 %
Equities730,03146,746,264,190 48.9 %
Other13,003955,854,719 1.0 %
Data created: 2010-08-29
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