Funds From: earax - Eaton Vance Rich Bern All Asst Stra A LW to atmnx - AQR Tax-Managed Momentum N


  • Holdings: Market Vectors® High-Yield Municipal ETF , SPDR Nuveen S&P High Yield Municipal Bd , Vanguard Energy ETF , Apple Inc , US Treasury Note 2.625% ,
  • Category: Conservative Allocation
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  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , Mitsui Fudosan Co Ltd , BP PLC ,
  • Category: World Allocation
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  • Category: Multisector Bond
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  • Holdings: DST Systems, Inc. , American Realty Capital Properties Inc Class A , Comcast Corp Class A , Domtar Corp , DaVita HealthCare Partners Inc ,
  • Category: Long/Short Equity
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  • Holdings: Estacio Participacoes SA , Hollysys Automation Technologies Ltd , IndusInd Bank Ltd , Hotel Shilla Co Ltd , Qualicorp SA ,
  • Category: Diversified Emerging Mkts
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  • Category: High Yield Bond
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  • Holdings: Apple Inc , Johnson & Johnson , Google Inc Class A , Microsoft Corp , Pfizer Inc ,
  • Category: Large Blend
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  • Category: Multialternative
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  • Holdings: Microsoft Corp , Apple Inc , Google Inc Class A , Verizon Communications Inc , Oracle Corporation ,
  • Category: Large Growth
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  • Category: Nontraditional Bond
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  • Holdings: iShares MSCI EAFE , iShares Russell 1000 Value , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , Western Asset Core Bond IS ,
  • Category: Target Date 2031-2035
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  • Holdings: US Treasury Note 1.5% , US Treasury Note 1% , US Treasury Note 2.5% , FHLMC 4.5% , Texas Competitive Elec Hldgs Debtor In Possession ,
  • Category: Tactical Allocation
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  • Holdings: Nasdaq 100 E-Mini Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 , S+p500 Emini Fut Sep14 Xcme 20140919 , S80895211 Irs Aud R F 4.20000 Sl_1480895211_fixed Ccpvanill , S80895211 Irs Aud P V 06mbbsw Sl_1480895211_float Ccpvanilla ,
  • Category: Multialternative
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Small Cap StocksPLUS AR Inst , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2041-2045
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  • Category: Emerging Markets Bond
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  • Holdings: Galaxy Entertainment Group Ltd , Vestas Wind Systems A/S , Swiss Re AG , Porsche Automobil Holding SE , Investor AB ,
  • Category: Foreign Large Growth
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  • Holdings: Pilgrims Pride Corp , Frontier Communications Corp Class B , Time Warner Inc , International Game Technology , Alcoa Inc ,
  • Category: Long/Short Equity
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  • Category: Emerging Markets Bond
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  • Holdings: Southwest Airlines Co , Google Inc Class A , American Express Co , Thermo Fisher Scientific Inc , MasterCard Inc Class A ,
  • Category: Large Blend
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  • Holdings: Global Aggressive Strategy Llc , Fidelity® Conservative Income Bond Instl , Fx Strategy Llc , Vanguard Short-Term Bond Idx I , PIMCO Enhanced Short Maturity ETF ,
  • Category: Currency
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  • Holdings: Amerco Inc , Primoris Services Corporation , Tutor Perini Corp , SunOpta, Inc. , Berry Plastics Group Inc ,
  • Category: Small Blend
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: Cisco Systems Inc , Target Corp , General Motors Co , Qualcomm Inc , Colony Financial Inc ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2051+
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  • Category: Money Market- Tax-Free
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  • Category: Trading-Miscellaneous
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  • Category: Currency
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  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Gilead Sciences Inc , Schlumberger NV ,
  • Category: Large Growth
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Funds From: earax - Eaton Vance Rich Bern All Asst Stra A LW to atmnx - AQR Tax-Managed Momentum N
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