Funds From: evtmx - Eaton Vance Dividend Builder A - Morningstar 1 Star Rated Fund to kgicx - Forward Global Infrastructure C - Morningstar 1 Star Rated Fund


  • Holdings: Apple Inc , Chevron Corp , Verizon Communications Inc , Comcast Corp Class A , Home Depot Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Ubs Relationship Fds , Aust 3yr Bond 09/15/2014 , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Ubs Relationship Fds ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Neuberger Berman Socially Rspns Inst , Parnassus Core Equity Institutional , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 1 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Cisco Systems Inc , Qualcomm Inc , Nokia Oyj ADR , Juniper Networks Inc , LM Ericsson Telephone Company ADR Class B ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Chevron Corp , Johnson & Johnson , Dow Chemical Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury TIP , Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A , Total SA ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Itau Unibanco Holding S.A. , America Movil SAB de CV ADR , Petroleo Brasileiro SA Petrobras , Ambev SA ADR , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl , Nationwide Portfolio Complt Instl ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Forward Commodity Long/Short Strategy (Cayman) Fund, Ltd. , US Treasury Note 0.875% , US Treasury Note 0.75% , US Treasury Note 0.75% , FNMA 1.375% ,
  • Category: Managed Futures
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury TIP , Royal Dutch Shell PLC Class A , U.S. Treasury , US Treasury TIP , US Treasury TIP 0.125% ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Roche Holding AG , Prudential PLC , AIA Group Ltd , British American Tobacco PLC , Nestle SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y , Russell Strategic Bond Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
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  • Holdings: SanDisk Corp , Check Point Software Technologies Ltd , Range Resources Corp , KKR & Co LP , American International Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Danaher Corp , Iberdrola SA , Johnson Controls Inc , Ashland Inc , Waste Connections Inc ,
  • Category: Industrials
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 1 Stars
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  • Holdings: Financial Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , SPDR S&P 500 , Energy Select Sector SPDR® ETF ,
  • Category: Market Neutral
  • Morningstar Rating: 1 Stars
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  • Holdings: Strategic Hotels & Resorts Inc , Emerge Energy Services LP , Fairchild Semiconductor International Inc , Cal-Maine Foods Inc , Simmons First National Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Citigroup Inc , Talisman Energy Inc , Teva Pharmaceutical Industries Ltd ADR , American International Group Inc , Apache Corporation ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: PT Jasa Marga Persero Tbk Class B , Hutchison Port Holdings Trust , Halliburton Co , Vinci , Danieli & C Officine Meccaniche SpA Rsp ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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Funds From: evtmx - Eaton Vance Dividend Builder A - Morningstar 1 Star Rated Fund to kgicx - Forward Global Infrastructure C - Morningstar 1 Star Rated Fund
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