Funds From: pagmx - Putnam Dynamic Asset Allocation Gr M - Large Blend to fkbsx - Federated Kaufmann Small Cap B - Small Growth


  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , US Treasury Note 3.25% , US Treasury Note 4.625% , US Treasury Note 2.75% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Guggenheim Strategy I , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , DBS Group Holdings Ltd , Deutsche Bank Ag/London , Tencent Holdings Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Dec14 , Apple Inc , Walt Disney Co , Citigroup Inc , LM Ericsson Telephone Company Class B ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Morgan Stanley , Microsoft Corp , Roche Holding AG Dividend Right Cert. , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Oracle Corporation , Qualcomm Inc , Google Inc Class A , Monster Beverage Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Sanofi , Total SA , Royal Philips NV , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Core-Mark Holding Co Inc , Pacira Pharmaceuticals Inc , Acadia Healthcare Co Inc , XPO Logistics Inc , Phibro Animal Health Corp Class A ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Celgene Corp , Mondelez International Inc Class A , Applied Materials Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank of America Corporation , American International Group Inc , Apache Corporation , Intel Corp , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Lockheed Martin Corp , Cardinal Health Inc , Eli Lilly and Co , Pfizer Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Exxon Mobil Corporation , General Electric Co , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Actavis PLC , Gilead Sciences Inc , Protective Life Corp , United Rentals Inc , McKesson Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 5 Stars
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  • Holdings: Toyota Motor Corp , Samsung Electronics Co Ltd , Commonwealth Bank of Australia , Westpac Banking Corp , Mitsubishi UFJ Financial Group Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Royal Dutch Shell PLC Class A ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Dynavax Technologies Corp , DexCom Inc , BioDelivery Sciences International Inc , Aramex PJSC , Caesarstone Sdot-Yam Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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Funds From: pagmx - Putnam Dynamic Asset Allocation Gr M - Large Blend to fkbsx - Federated Kaufmann Small Cap B - Small Growth
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