|
|
Top
10 Equity Holdings as of March 31, 2008:
| Company
|
%
of Equities |
| Vanguard
Emerging Markets ETF |
8.1 |
| Vanguard
Europe Pacific ETF |
5.7 |
| Vanguard
Financial ETF |
4.5 |
| iShares
S&P Global Financial |
4.5 |
| Occidental Petroleum Corp. |
3.7 |
| L-3 Communications Holdings, Inc. |
3.5 |
| Apache
Corporation |
3.4 |
Danaher
Corporation
|
2.9 |
| United
Technologies Corp. |
2.7 |
| ThermoFisher
Scientific |
2.7 |
| |
41.7% |
|
|
| |
Revenue
growth above market levels
Balance sheets are strong, both absolute and relative to peer group
Earnings growth (past, present and future) at well above market levels
Valuation
- growth at a reasonable price |
|
