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


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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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Foreign Bonds

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Asset Allocation

All Accounts by Domicile


Domicile Positions Market Value Percentage
Cash266,40177,701,585,388 13.9 %
Foreign254,18318,763,487,798 3.4 %
Unknown214,884172,357,469,352 30.8 %
US1,683,100290,038,489,072 51.9 %
Data created: 2013-05-12
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