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


Select Account Tier
Full Universe
Largest Accounts
Mid-Sized Accounts
Smallest Accounts


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

     By Maturity
     By Quality
     By Maturity/Quality


Muni Bonds

     By Maturity
     By Quality
     By Maturity/Quality


Foreign Bonds

     By Maturity
     By Quality
     By Maturity/Quality

Asset Allocation

All Accounts, by Asset Class

Asset Class Positions Market Value Percentage
Bonds297,35197,136,813,830 28.8 %
Cash153,626161,149,514,751 47.8 %
Equities1,091,39576,453,046,393 22.7 %
Other29,2902,459,562,373 0.7 %
Data created: 2012-01-29
Website by the Boston Web Company