Funds From: CENAX - American Funds College Enrollment 529-A to LTMBX - MFS Lifetime 2045 B


  • Category: Short-Term Bond
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  • Category: Intermediate-Term Bond
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc , U.S. Bancorp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Johnson & Johnson , Lockheed Martin Corp , 3M Co , Kimberly-Clark Corp , Chevron Corp ,
  • Category: Large Blend
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  • Holdings: Apple Inc , Microsoft Corp , Intel Corp , Facebook Inc Class A , Google Inc Class A ,
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  • Category: World Bond
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  • Category: Money Market-Taxable
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  • Holdings: Guangdong Investment Ltd , Euronext , Ipsen SA , Air New Zealand Ltd , Wasion Group Holdings Ltd ,
  • Category: Foreign Small/Mid Value
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  • Holdings: Fidelity Spartan® Intl Idx Advtg , Vanguard Small-Cap Value ETF , Vanguard REIT ETF , iShares North American Natural Resources , iShares Core S&P Mid-Cap ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds Income Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Holdings: American Funds Fundamental Invs R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds Capital World Gr&Inc R6 , American Funds Global Balanced R6 ,
  • Category: Aggressive Allocation
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  • Category: Emerging Markets Bond
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  • Holdings: Bouygues , Microsoft Corp , Nestle SA , Mandarin Oriental International Ltd , GlaxoSmithKline PLC ,
  • Category: World Allocation
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  • Holdings: SPDR® S&P 500 ETF , Actavis PLC , Union Pacific Corp , W R Grace & Co , Patterson-UTI Energy Inc ,
  • Category: Long/Short Equity
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  • Holdings: iShares MSCI EAFE , iShares MSCI ACWI , WisdomTree Europe Hedged Equity ETF , Deutsche X-trackers MSCI EAFE Hedged Eq , WisdomTree Japan Hedged Equity ETF ,
  • Category: Tactical Allocation
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New World R6 , American Funds New Economy R6 ,
  • Category: World Stock
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  • Category: World Bond
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New World R6 , American Funds New Economy R6 ,
  • Category: World Stock
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  • Category: Intermediate-Term Bond
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  • Holdings: iShares National AMT-Free Muni Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Tracking ETF , SPDR® Barclays High Yield Bond ETF , iShares Russell 1000 ,
  • Category: Tactical Allocation
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2041-2045
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  • Category: Emerging Markets Bond
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  • Holdings: Berkshire Hathaway Inc Class B , Brookfield Asset Management Inc Class A , Starbucks Corp , Google Inc Class C , Microsoft Corp ,
  • Category: Large Growth
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  • Holdings: Blackstone Group LP , Realogy Holdings Corp , Priceline Group Inc , MasterCard Inc Class A , Southwestern Energy Co ,
  • Category: Long/Short Equity
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  • Holdings: Guggenheim Strategy I , E-mini NASDAQ 100 Index Future Mar15 ,
  • Category: Bear Market
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  • Holdings: USAA Income Institutional , USAA Intermediate-Term Bond Instl , USAA Short-Term Bond Institutional , USAA High Income Institutional , USAA International Institutional ,
  • Category: Conservative Allocation
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2051+
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  • Holdings: Hanesbrands Inc , Newfield Exploration Co , Western Union Co , Centene Corp , Clean Harbors Inc ,
  • Category: Mid-Cap Blend
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2041-2045
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Funds From: CENAX - American Funds College Enrollment 529-A to LTMBX - MFS Lifetime 2045 B
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