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

Select Account Tier

Select Data Set

By Asset Class

By Domicile

US Equities

Foreign Dev. Equities

Foreign Emerg. Equities

Bonds by Type

Corporate Bonds

Muni Bonds

Foreign Bonds

Asset Allocation

All Accounts, by Asset Class

Asset Class Positions Market Value Percentage
Bonds594,090485,579,644,370 61.1 %
Cash283,273109,379,314,646 13.8 %
Equities2,378,743198,393,208,249 25.0 %
Other10,7061,699,601,771 0.2 %
Website by the Boston Web Company