Funds From: bgfix - William Blair Growth I - Morningstar 4 Star Rated Fund to rerfx - American Funds Europacific Growth R5 - Morningstar 4 Star Rated Fund


  • Holdings: MasterCard Inc Class A , iShares Russell 1000 Growth , Gilead Sciences Inc , Lowe's Companies Inc , Stericycle Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Celgene Corp , Gilead Sciences Inc , Biogen Idec Inc , Amgen Inc , Medivation Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Nektar Therapeutics Inc , MorphoSys AG , Cepheid , Nokia Oyj , Yahoo! Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , CVS Health Corp , PepsiCo Inc , Costco Wholesale Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , International Business Machines Corp , Google Inc Class A , Facebook Inc Class A , Verizon Communications Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Shrt-Term Infl-Prot Sec Idx Inv ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Microsoft Corp , Apple Inc , Johnson & Johnson , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , HSBC Holdings PLC , Banco Santander SA , Total SA , Allianz SE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Franco-Nevada Corp , Randgold Resources Ltd ADR , Agnico Eagle Mines Ltd , Fresnillo PLC , Goldcorp Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Mattress Firm Holding Corp , Janus Capital Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Capitol Federal Financial Inc , LaSalle Hotel Properties , LinnCo LLC , Natus Medical Inc , Teradyne Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: S+p500 Emini Fut Dec14 Xcme 20141219 , Apple Inc , Verizon Communications Inc , Citigroup Inc , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Procter & Gamble Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Casey's General Stores Inc , Owens & Minor Inc , Plains All American Pipeline LP , Potlatch Corp , Clarcor Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares China Large-Cap , Colgate-Palmolive Co , Lupin Ltd , Nestle SA , GMO US Treasury ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: Verizon Communications Inc , Amgen Inc , AbbVie Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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Funds From: bgfix - William Blair Growth I - Morningstar 4 Star Rated Fund to rerfx - American Funds Europacific Growth R5 - Morningstar 4 Star Rated Fund
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