|
|
Top
10 Equity Holdings as of June 30, 2010:
| Company
|
%
of Equities |
| Vanguard
Emerging Markets ETF |
9.3 |
| Vanguard Information Technology ETF |
8.1 |
| iShares
Asia ex Japan ETF |
5.5 |
| Occidental Petroleum Corporation |
3.4 |
| iShares
Pacific ex Japan ETF |
3.4 |
| Canadian National Railway Co. |
3.2 |
| Danaher Corporation |
3.0 |
Ametek, Inc.
|
2.6 |
| Teva Pharmaceutical |
2.6 |
| ThermoFisher Scientific |
2.5 |
| |
43.6% |
|
|
| |
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 |
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