Global Investment Committee Moderate Balanced Accredited Client Model

1. R. BROOKS BRYDGES 2010
THE TOWNE CENTRE GROUP - WEALTH MANAGEMENT
MORGAN STANLEY SMITH BARNEY UMA Levels: Non-Discretionary Portfolios: Client Input
7777 FAY AVENUE, SUITE 300, LA JOLLA, CA 92037 Discretionary Portfolios: Advisor's Discretion
800/423-8258 858/456-4939 619/379-5502 CELL 858/459-3164 FAX Firm Discretionary: Investment Committee Discretion
r.brooks.brydges@mssb.com
http://fa.smithbarney.com/rbbrydges KEY:
SEPARATELY MANAGED ACCOUNTS(SMA)&HEDGE FUNDS
ASSET ALLOCATION FOR: INDIVIDUAL SECURITIES
MUTUAL FUND MANAGERS
INDICES & ETFs
GLOBAL INVESTMENT COMMITTEE: MODERATE BALANCED ALLOCATION (MODEL 4 TACTICAL)
CASH RESERVE:
ACCOUNTS EQUITY FIXED INCOME CASH/MMF VALUE
Trust (Non-Qualified Assets) 0 0 5,000,000 5,000,000
IRA (Qualified Assets) 0 0 0 0
529 College Fund 0 0 0 0
Etc…. 0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
CURRENT TOTALS $ 0 0 5,000,000 5,000,000
CURRENT WEIGHTING % 0% 0% 100% 100%
RECOMMENDED TARGET $ 3,250,000 1,450,000 300,000 5,000,000
RECOMMENDED TARGET % 65% 29% 6% 100%
RECOMMENDED CHANGE $ 3,250,000 1,450,000 -4,700,000 0

2. EQUITY SUMMARY
SECURITY CURRENT $ TARGET % TARGET $ CHANGE $ 1 Year 3 Yr. Annl. 5 Yr. Annl 10 Yr. Annl.
DEVELOPED MARKET LARGE & MID CAP 0 26.0% $1,300,000 $1,300,000
U.S. Large Cap 0 8.0% $400,000 $400,000
Large Cap Growth 0 4.0% $200,000 $200,000
Polen Capital Mgmt.-Large Cap Growth 0 39.8% 3.8% 5.0% 3.5%
Atalanta Sosnoff- Large Cap Core 0 33.1% -0.3% 6.2% 2.4%
Riverbridge Eco Leaders- All Cap Growth 0 43.9% 2.2% 3.8% na
Roosevelt Inv Growth- All Cap Core 0 17.8% 1.7% 6.0% 5.2%
Clearbridge Advisors- Core Appreciation (UMA) 0 20.2% -0.2% 4.0% na
Clearbridge Advisors- Large Cap Growth (MDA/UMA) 0 36.4% -4.1% 0.1% -0.4%
Clearbridge Advisors- All Cap Growth (MDA) 0 42.2% -3.2% 1.8% 3.1%
Clearbridge Advisors- Multi Cap Growth (MDA/UMA) 0 49.7% -2.2% 3.5% 7.0%
ClearBridge Opportunity- All Cap Core (UMA) 0 56.4% -1.8% 3.3% 11.2%
Janus Adviser Forty (Large Cap Growth) 0 44.2% 3.4% 7.0% 0.8%
JP Morgan US Large Cap Core Plus Select (130/30) 0 36.4% 0.6% na na
Alger Capital Appreciation Instl (All Cap Growth) 0 49.1% 3.3% 8.4% -1.3%
Wells Fargo Advantage Opportunity Fund (All Cap Core) 0 47.6% -2.4% 2.3% 3.2%
Smith Barney Private Client Balanced Equity Model Port. 0 24.7% 2.0% 4.5% na
Russell 1000 Growth Index (Large Cap Growth) 0 37.2% -1.9% 1.6% -4.0%
Standard & Poors 500 Index (Large Cap Core) 0 26.5% -5.6% 0.4% -0.9%
Large Cap Value 0 4.0% $200,000 $200,000
BlackRock Equity Dividend-Large Cap Value 0 20.7% -1.3% 5.6% 6.7%
Lord Abbett All Cap Value 0 27.4% -0.1% 4.1% 7.8%
Clearbridge Advisors-All Cap Value (MDA/UMA) 0 28.5% -4.2% 1.4% 3.4%
BlackRock Equity Dividend 0 22.2% -1.9% 4.9% 5.8%
Nuveen Tradewinds Value Opportunities Fund (All Cap Value) 0 51.1% 4.5% 11.3% na
Russell 1000 Value Index (Large Cap) 0 19.7% -9.0% -0.3% 2.5%
Dow Jones Industrial Average 0 22.7% -3.1% 1.9% 1.3%

3. U.S. Mid Cap 0 4.0% $200,000 $200,000
Mid Cap Growth 0 2.0% $100,000 $100,000
Frontier Asset Mgmt.- Mid Cap Growth Equity 0 36.3% 3.4% 7.2% 6.5%
ClearBridge- Mid Cap Core 0 38.3% -0.5% 4.2% na
Clearbridge Advisors- Multi Cap Growth (MDA) 0 49.7% -2.2% 3.5% 7.0%
Clearbridge Advisors- All Cap Growth (MDA) 0 42.2% -3.2% 1.8% 3.1%
Goldman Sachs Growth Opportunities (Mid Cap Growth) 0 58.2% 4.4% 4.9% 6.7%
Aston/Optimum Mid Cap (Mid Cap Core) 0 66.6% 2.6% 5.9% 10.5%
Russell Mid Cap Growth Index 0 46.3% -3.2% 2.4% -0.5%
Mid Cap Value 0 2.0% $100,000 $100,000
Kennedy Capital- Mid Cap Value 0 35.5% -0.4% 5.2% na
PENN Capital-Mid Cap Core/ Value Bias 0 48.1% -7.1% 3.4% na
Clearbridge Advisors-All Cap Value (MDA) 0 28.5% -4.2% 1.4% 3.4%
Artisan Mid Cap Value 0 39.3% 0.8% 6.2% na
Janus Adviser Perkins Mid Cap Value I 0 30.7% 0.8% 5.5% 11.2%
Russell Mid Cap Value Index 0 34.2% -6.6% 2.0% 7.6%

4. International Developed 0 14.0% $700,000 $700,000
Europe ex U.K. 0 2.0% $100,000 $100,000
MSCI EMU Index 0 31.4% -6.3% 4.1% 1.3%
United Kingdom 0 1.0% $50,000 $50,000
MSCI UK Index 0 43.3% -7.1% 2.4% 1.3%
Japan 0 1.0% $50,000 $50,000
MSCI Japan Index 0 6.3% -10.4% -0.8% -3.7%
Asia Pacific Ex-Japan 0 1.5% $75,000 $75,000
MSCI Pacific ex-Japan Index 0 72.8% 3.8% 10.9% 15.5%
Canada 0 1.5% $75,000 $75,000
MSCI Canada Index 0 56.2% 3.3% 10.8% 8.9%
International/ Global Diversified 0 7.0% $350,000 $350,000
Renaissance Investment Mgmt.-International Equity ADR 0 34.2% 0.9% 10.9% 4.9%
Harding Loevner International- Growth 0 46.3% -2.1% 7.8% 3.0%
Thornburg International-Value 0 44.9% -1.6% 7.4% 7.6%
Harding Loevner Global Equity ADR 0 44.6% -0.8% 6.0% 3.4%
River Front Investment Group- Global Allocation 0 28.4% -3.1% 3.8% na
Clearbridge Advisors- International Core/Growth (MDA) 0 31.2% -2.9% 5.6% 1.7%
International (not including USA)
Janus Adviser International Overseas Growth (Large Cap Growth) 0 78.3% 2.5% 16.0% 5.0%
Allianz NFJ International Value (Large Cap Value) 0 41.8% 0.1% 9.3% na
Global Diversified (including U.S.)
BlackRock Global Allocation Fund (Tactical Allocation) 0 24.1% 3.3% 7.6% 8.8%
MFS International Diversification Fund of Funds 44.3% -4.7% 5.7% na
MSCI AC World Index 0 42.1% -3.0% 6.3% 3.1%
MSCI EAFE Index 0 32.5% -5.6% 4.0% 1.6%

5. DEVELOPED MARKET SMALL CAP 0 7.0% $350,000 $350,000
U.S. Small Cap 0 5.0% $250,000 $250,000
Small Cap Growth 0 2.0% $100,000 $100,000
TCW Small Cap Growth 0 65.0% 6.6% 8.2% -6.9%
London Company Small Cap Core 0 39.9% 0.9% 7.1% 14.8%
Clearbridge Advisors- Multi Cap Growth (MDA) 0 49.7% -2.2% 3.5% 7.0%
Clearbridge Advisors- All Cap Growth (MDA) 0 42.2% -3.2% 1.8% 3.1%
TCW Small Cap Growth 0 63.3% 6.0% 8.1% -6.0%
Russell 2000 Growth Index 0 34.5% -4.0% 0.9% -1.4%
Small Cap Value 0 3.0% $150,000 $150,000
Kayne Anderson Small Cap Qual Value 0 28.3% -2.3% 4.6% 11.3%
Clearbridge Advisors-All Cap Value (MDA) 0 28.5% -4.2% 1.4% 3.4%
Royce Premier Investment (Small Cap Value) 0 33.3% 2.5% 6.5% 10.7%
Russell 2000 Value Index 0 20.6% -8.2% 0.0% 8.3%
World ex U.S. Small Cap 0 2.0% $100,000 $100,000
Oppenheimer International Small Company 0 118.3% -5.0% 9.2% 6.3%
MSCI EAFE Small Cap Index 0 46.8% -7.2% 4.2% 4.9%
EMERGING MARKETS 0 8.0% $400,000 $400,000
Lazard-Emerging Markets 0 79.2% 2.4% 15.5% na
Lazard Asset Management Emerging Markets 0 69.8% 5.6% 16.8% 11.5%
MSCI Emerging Markets Free Index 0 78.5% 5.1% 15.5% 9.8%

6. ALTERNATIVE INVESTMENTS 0 24.0% $1,200,000 $1,200,000
Real Estate & REITs 0 5.0% $250,000 $250,000
INVESCO Realty Real Estate 0 46.7% -14.4% 3.5% 13.2%
ING Global Real Estate Fund (Global) 0 44.7% -13.3% 2.0% na
Cohen & Steers Realty Majors Index 0 24.9% -15.4% -0.5% 10.5%
Commodities: Real Assets/Natural Resources 0 4.0% $200,000 $200,000
PIMCO Commodity Real Return Strategy 0 35.1% -2.9% 0.9% na
Goldman Sachs Commodity Index Trust 0 13.5% -7.0% -3.0% 5.1%
Gabelli GAMCO Gold Fund 0 35.2% 6.7% 17.5% 20.1%
Evergreen Precious Metals Fund 0 32.6% 8.8% 20.1% 22.5%
COMEX Gold Trust Index 0 24.0% 19.9% 20.1% 14.3%
Newgate Global Resources Portfolio 0 51.0% 0.1% 9.3% na
Ivy Global Natural Resources 0 62.6% -3.7% 7.7% 14.1%
BlackRock Natural Resources 0 43.8% 2.6% 11.2% 14.9%
S&P NA Natural Resources Index 0 37.5% 2.0% 11.1% 9.2%
Equity Structured Products 0 0.0% $0 $0
Hedge Funds/Long Short/ Flex Portfolios 0 15.0% $750,000 $750,000
Relative Value/ Event Driven 0 3.0% $150,000 $150,000
Event Driven
Icahn - CAI Hedge Forum (Long/Short/Distressed) 0 29.5% na na na
Och Ziff (Event Driven) 0 Hedge Premier 23.1% 10.4%
York (Event Driven) 0 Hedge Premier 40.4% 7.2% inc.
Paulson Advantage-CAI Hedge Forum (Event Driven Global Merger Arbitrage)
0 Hedge Premier 12.0% na na na
Paulson Advantage Plus-CAIHedgeForum (Event Driven Multi-Strategy) 0 Hedge Premier 19.5% 59.3% na na
Paulson Recovery - CAI Hedge Forum (Distressed) 0 22.3% na na na
Relative Value
Double Black Diamond (Relative Value) 0 Hedge Premier 27.1% 10.8%
Mariner-Tricadia (Relative Value) 0 Hedge Premier 26.3% 21.5% inc.
Equity Market Neutral Mutual Funds
JP Morgan: Highbridge Statistical Market Neutral Fund 0 -5.0% 1.4% na na
JP Morgan Market Neutral 0 7.6% 5.2% 4.1% na
HFRI Event Driven/Relative Value FOF Cons Index 9.5% -1.9% 13.6% 3.5%
Long/Short Equity 0 3.0% $150,000 $150,000
Front Point Health Care 2X Fund (Directional:Healthcare) 0 Hedge Premier 23.1% 10.5%
Front Point Financial Services Fund, LP (Directional: Financial) 0 Hedge Premier 11.5% 18.2% inc.
Ivory Flagship Fund (U.S.) 0 Hedge Premier 16.6% 11.2%
Maverick (Directional) 0 Hedge Premier 18.1% 3.6% inc.
Traxis (Directional) 0 Hedge Premier 34.7% 6.8%
Long Short Mutual Funds
Baron Partners Fund 0 38.1% -11.7% 0.3% na
Diamon Hill Long/Short Equity Fund 0 23.9% -2.1% 5.7% na
Tactical Flex Portfolio Mutual Funds
JP Morgan U.S. Large Cap Core Plus (130/30 Strategy) 0 36.4% 0.6% na na
Ivy Asset Strategy Fund 0 22.4% 7.5% 13.3% 9.3%
HFRI Long/Short FOF Strategic Index 13.3% -1.5% 3.3% 3.6%

7. Managed Futures 0 4.0% $200,000 $200,000
Multi Manager
Citigroup Global Diversified Futures Fund, LP (Diversified) 0 -10.5% 4.3% 7.2% 7.0%
Citigroup Orion Futures Fund, LP (Diversified) 0 -5.0% 14.1% 14.8% 13.8%
Single Manager
Smith Barney Bristol Futures Fund, LP (Energy) 0 12.2% 14.1% na na
Smith Barney AAA Energy Fund, LP 0 6.7% 18.8% 31.0% 25.2%
Rydex Managed Futures Fund 0 -8.4% na na na
Barclay CTA -0.3% 6.4% 5.0% 6.6%
Hedge Fund of Funds & Multi Strategy 0 5.0% $250,000 $250,000
Multi Manager: Registered
CAI Multi-Advisor Hege Fund Portfolios,G (Multi-Strategy) 0 21.6% 3.7% 5.1% inc.
Lazard Alternative Strategies Fund, LLC (Multi Strategy) 0 11.1% 2.3% 4.4% inc.
Multi Manager
Permal Macro (Global Macro) 0 16.7% 6.4% 7.9% 8.8%
Fortress Partners Alternatives Fund, LP (Multi-Strategy Global) 0 na na na na
Permal Investment Holdings (Multi-Strategy) 26.3% 0.9% 4.7% 4.7%
Single Manager Equity: Multi Strategy
SAC Multi-Strategy - CAI Hedge Forum (Global) 0 na na na na
Single Manager Fixed Income
Permal Fixed Income Holdings N.V. (Multi Strategy Fixed Income) 0 27.1% 4.0% 6.0% 8.9%
Goldman Sachs Absolute Return Tracker Fund 0 6.1% na na na
Hatteras Alpha Hedged Strategies Fund 0 19.1% -4.6% -0.1% na
IQ Hedge Multi-Strategy Tracker ETF 0 10.0% na na na
CSFB/Tremont Hedge Fund Index
HFRI Multi-Strategy FOF Diversified Fund Index 10.7% -1.3% 2.6% 3.8%
HFRI Distressed 29.2% 0.5% 5.0% 9.2%
Convertible Arbitrage
Equity Market Neutral
Risk Arbitrage
Global Macro
Fixed Income Arbitrage
Illiquids 0 0.0% $0 $0 Qualified Purchasers Only
Private Equity 0 0.0% $0 $0
Private Equity Single Manager
0
Private Equity Multi Manager
0
Private Real Estate 0 0.0% $0 $0
Real Estate Single Manager
Sterling Land & Retail Dev. Opps. LP (Land Acquisition & Shopping Center Development)
0
Real Estate Multi-Manager
0
NCREIF Property Index
U.S. Private Equity Index
U.S. Venture Capital Index
Global (ex- U.S.) Private Equity & Venture Capital Index
TOTAL EQUITY 0 65.0% $3,250,000 $3,250,000

8. FIXED INCOME SUMMARY
CURRENT $ TARGET % TARGET $ CHANGE $ 1 Year 3Yr.Annl 5Yr.Annl 10Yr.Annl
CASH/MONEY MKT & SHORT DURATION 5,000,000 6.0% $300,000 ($4,700,000)
Money Markets 5,000,000 3% $150,000 ($4,850,000)
Western Assets Money Market Fund 5,000,000
Western Assets California Municipal Money Market Fund 0
Western Assest Government Money Market 0
Western Asset/ Citi Institutional Money Market 0
Citi US Treasury Reserves & Premium US Treasury Res. 0
Bank Deposit Program (FDIC Insurance) 0
Dreyfus Institutional Reserves Treasury Pime (IRA's) 0
Investment Grade Short Duration Bonds/CDs 0 3.0% $150,000 $150,000
Legg Mason Partners Short Duration Muni Income 0 4.8% 4.6% 3.7% na
PIMCO Short Term Fund & PIMCO Low Duration (UMA) 0 7.3% 3.9% 3.6% 3.6%
PIMCO Low Duration (UMA) 13.6% 5.9% 4.2% 4.5%
Barclasys Short Treasury Bond (UMA) 0 0.4% 2.8% 3.2% 3.2%
T-Bills & Certificates of Deposit (<1 Year Maturity) 0
Outside Money Management Accounts (Bank/Brokerage) 0

9. TAXABLE FIXED INCOME 0 18.5% $925,000 $925,000
Global Investment Grade 0 10.0% $500,000 $500,000
Certificates of Deposit (>1 Year Maturity)
0
Mortgage Backed Securities
Mortgage Backed Securities 0
PIMCO Mortgage Backed Securities Fund 0 14.8% 7.5% 5.8% na
Investment Grade Corporate Bonds
Investment Grade Corporate Bonds 0
Madison (Investment Grade Corporate Bonds) 0 11.2% 6.9% 5.4% 8.0%
MFS Research Bond Fund 0 21.3% 6.3% 4.8% 6.9%
Goldman Sachs $ InvesTop Corporate Index 0 12.8% 5.8% 4.4% 6.3%
Preferred Securities
Preferred Securities 0
Principal Spectrum Preferred Securities 0 39.9% -2.5% 0.8% 6.0%
Principal Funds Preferred Securities 0 54.9% 2.1% 2.9% na
Convertible Bonds
Calamos Investment Grade Convertible 0 23.6% 1.6% 4.6% 4.2%
Calamos Convertible Fund 0 30.9% 1.6% 4.2% 5.2%
Multi-Sector Income
PIMCO- Total Return 0 15.5% 8.5% 6.6% na
Western Asset Core Plus Fixed Income (MDA) 0 16.8% 6.7% na na
PIMCO Total Return Bond Fund 0 13.7% 9.1% 6.7% 7.5%
PIMCO Unconstrained Bond Fund 0 13.9% na na na
Barclays Capital U.S. Aggregate Bond Index 0 5.9% 6.0% 5.0% 6.3%
Diversified International
Oppenheimer International Bond Fund 0 16.9% 9.1% 8.0% 10.7%
Diversified Global
Templeton Global Bond Fund 0 18.4% 12.5% 9.7% 11.1%
Fixed Annuities
New York Life Lifetime Income Annuity 0
Global High Yield 0 2.5% $125,000 $125,000
BlackRock Investment Mgmt. High Yield Bond Fund 0 52.8% 4.3% 5.6% 6.6%
Western Asset Global High Yield Bond Fund 0 52.3% 3.0% 4.7% 6.6%
Barclays Capital U.S. Corporate High Yield Index 0 58.2% 6.0% 6.5% 6.7%
Global Emerging Markets 0 5.0% $250,000 $250,000
Goldman Sachs Emerging Markets Debt Fund 0 36.7% 6.6% 9.1% na
MFS Emerging Markets Debt Fund 0 30.6% 7.4% 8.8% 13.9%
JPMorgan Emerging Markets Debt Index 0 28.7% 6.9% na na
Global Inflation-Linked 0 1.0% $50,000 $50,000
PIMCO Real Return(Global Agency Inflation Indexed Securities) 0 18.7% 7.7% 5.0% 7.8%

10. TAX ADVANTAGED FIXED INCOME 0 10.50% $525,000 $525,000
Municipal Bonds 0 7.0% $350,000 $350,000
Municipal Bonds 0
Western Asset Current Market Municipal Portfolio(MDA) 0 6.3% 5.6% 4.3% 4.8%
Franklin Federal Intermediate Municipal Bond Fund 0 11.2% 3.9% 3.6% 4.9%
Franklin California Tax Free Municipal Income Fund 0 16.6% 2.9% 3.8% 5.4%
Franklin California Insured Tax Free Fund 0 8.8% 2.4% 2.9% 5.1%
Barclays Capital U.S. Municipal Bond Index 0 12.9% 4.4% 4.3% 5.8%
Municipal High Yield 0 2.5% $125,000 $125,000
Franklin California Hi Yield Municipal Fund 0 23.7% 0.7% 2.7% 5.2%
Treasury Bonds & U.S. Agency 0 0.0% $0 $0
Treasury Bonds 0
Legg Mason Western Asset Government Securities Fund (US Govt) 0 10.2% 5.5% 4.4% 5.6%
Barclays 20+ Year Treasury Index 0 -21.4% 5.0% 4.9% 7.6%
Barclays 7-10 Year Treasury Index 0 -6.0% 6.9% 5.1% 6.7%
Barclays 3-7 Year Treasury Index 0 -1.6% 7.0% 5.1% 6.2%
Inflation Linked 0 1.0% $50,000 $50,000
Barclays TIPS Bond Index(Treasury Inflation Notes) 0 11.4% 6.7% 4.6% 7.7%
TOTAL FIXED INCOME/CASH 5,000,000 35.0% $1,750,000 ($3,250,000)
TOTAL 5,000,000 100.0% $5,000,000 $0

11. MAJOR INDEX PERFORMANCE SUMMARY 1 Year 3 Yr. Annl 5 Yr. Annl 10 Yr. Annl.
Standard & Poors 500 23.5% -5.6% 0.4% -0.9%
Dow Jones Industrials 22.6% -3.1% 1.9% 1.3%
NASDAQ Composite 43.9% -2.1% 0.9% -5.7%
Russell 2000 25.2% -7.4% -0.8% 2.2%
MSCI EAFE 27.8% -8.7% 0.9% -1.1%
MSCI World 26.9% -7.7% 0.0% -1.9%
MSCI Emerging Markets 74.5% 2.7% 12.8% 7.3%
Barclay Aggregate Bond Index 5.9% 6.0% 5.0% 6.3%
LEGG MASON PARTNERS- CLEARBRIDGE: MULTI DISCIPLINE ACCOUNT (MDA) PORT's 1 Year 3 Yr. Annl 5 Yr. Annl 10 Yr. Annl
Domestic….(MDA 5A: Clearbridge Advisors-40% Large Cap Growth, 40% All Cap Value, 20% Multi Cap Growth) 36.6% -3.8% 1.4% 3.6%
Developed Markets…. (MDA 7A: Clearbridge Advisors-30% Large Cap Growth, 30% All Cap Value, 20% Multi Cap Growth, 20% Intl. ADR Growth)
36.3% -3.5% 2.6% 3.4%
Developed Balanced…. (MDA 7A Balanced: Clearbridge Advisors- 70% Equity and 30% Fixed Income) (Taxable or Tax22.7%
Advantaged)
-1.9% 2.7% 4.3%
Income Portfolios…. (MDA: 70% Barclays Agg/ 30% S&P 500) 17.6% 4.7% 5.3% na
BLENDED PORTFOLIO RETURNS YTD 2010 YEAR 2009 YEAR 2008 YEAR 2007 YTD YR 09 YR 08 YR 07
0.0% 0.0% 0.0% 0.0%
0.0% 0.0% 0.0% 0.0%
0.0% 0.0% 0.0% 0.0%
Total Portfolio Returns $0 $0 $0 $0 0.0% 0.0% 0.0% 0.0%
LIFE INSURANCE & VARIABLE ANNUITY Acct Value Benefit Insured Premium
$0 $0 $0
$0 $0 $0
The information and data in this report were obtained from sources considered reliable. Their accuracy or completeness is not guaranteed, and
the giving of the same is not deemed as an offer or solicitation on our part with respect to the sale or purchase of any securities or commodities.

13. ETF I SHARE C SHARE Min.Inv.
$50,000
$50,000
$50,000
$50,000
$50,000
$50,000
$50,000
$75,000
$75,000
JCAPZ
JLPSX
ALARX
WOFDX
IWB
SPY
$50,000
$50,000
$50,000
MADVX
NVORX
IWV
DIA

14. $75,000
$75,000
$75,000
GGOIX
ABMIX
IWP
$75,000
$75,000
$75,000
ARTQX
JMVAX JMVCX
IWS

15. EZU
EWU
EWJ
EPP
EWC
$50,000
$50,000
$50,000
$50,000
$250,000
$75,000
JIGFX
BIGIX
MALOX
ACWI
EFA

16. $75,000
$75,000
$75,000
$75,000
TGSCX
$75,000
$75,000
RYPRX
OSMYX
SCZ
$50,000
LZEMX
EEM

17. $50,000
IGLIX IGCAX
ICF
PCRPX
GSG
GLDIX
IAU
$50,000
IGNIX IGNCX
SGLSX MAGRX
IGE
$250,000
$100,000
$100,000
$100,000
$100,000
$100,000
$100,000
$100,000
HSKSX
$500,000
$500,000
$250,000
$100,000
$100,000
BPTRX
DHLSX
JLPSX
IVAEX WASCX

18. $5,000
$25,000
$25,000
$25,000
RYMFX
$25,000
$100,000
$100,000
$250,000
$100,000
$100,000
$100,000
GJRTX
ALPHX
QAI
$250,000

19. SBCX
SBCF
SMGX
CILX $1 Million
CIMX CUST
BDP
DUPX DGS
SMDYX
PTSPX
PLDPX PTLCX
SHV

20. PMRAX PMRCX
$250,000
MRBFX
LQD
PPSIX PFRCX
$100,000
CICVX
$125,000
$250,000
PTTPX
PUCPX PUBCX
AGG
OIBYX OIBCX
TGBAX TEGBX
BHYIX
SIHYX
JNK
GSDIX
EMB
PRLPX PRTCX

21. $100,000
FKITX
FCAVX FCAHX
FRCIX FRCAX
TFI
FCAMX FCAHX
SGVAX SGSLX
TLT
IEF
IEI
TIP

22. SPY
DIA
QQQQ
IWM
EFA
IWV
EEM
AGG