|
Asset Class |
Holding % |
Holdings (Current and/or
Recommended) |
|
|
|
|
|
Large
Cap Value |
30 |
AIM
Growth-Income Legg
Mason Value Citigroup Exxon
Mobil Gannet General
Motors Clipper Ishares
S&P500/Barra Value Index (ETF) |
|
Large
Cap Growth |
25 |
Fidelity
Blue Chip Grth AXP
New Dimensions IBM Home
Depot Cisco Sun
Microsystems Intel Pfizer Dell Johnson
& Johnson Coca
Cola Wal-Mart Mellon AOL
Time Warner Walt
Disney Gap Southwest
Airlines Tyco
International Charles
Schwab Compaq Janus
Growth & Income |
|
Mid
Cap Value |
10 |
Weitz
Value IShares
S&P Mid Cap 400/Barra Value (ETF) |
|
Mid
Cap Growth |
4 |
MAS
Mid Cap Grwth Exodus
Communication Artisan
Mid Cap IShares
S&P Mid Cap 400/Barra Grwth (ETF) |
|
Small
Cap Value |
10 |
Royce
Opportunity Ishares
Russell 2000 Value Index (ETF) |
|
Small
Cap Growth |
3 |
FMI
Focus Liberty
Acorn IShares
S&P Small Cap 600/Barra Grwth (ETF) |
|
International |
15 |
Artisan
International |