Funds From: apbax - Cavanal Hill Balanced Inv - Large Blend to ectmx - Eaton Vance Dividend Builder C - Large Value


  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Home Depot Inc , Walt Disney Co , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Novartis AG , Nidec Corp , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SBA Communications Corp , Electronic Arts Inc , Alliance Data Systems Corp , Actavis PLC , Constellation Brands Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Comcast Corp Class A , Walt Disney Co , PepsiCo Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , US Treasury Note 1.625% , US Treasury Note 1.375% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Comcast Corp Class A , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Approach Resources Inc , The GEO Group Inc , Nuverra Environmental Solutions Inc , Accuray Inc , Libbey Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: NCI Building Systems Inc , Thor Industries Inc , Regis Corp , Schnitzer Steel Industries Inc Class A , Headwaters Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: PolyOne Corp , Restoration Hardware Holdings Inc , WEX Inc , ExamWorks Group Inc , Cubist Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , ConocoPhillips , JPMorgan Chase & Co , Ford Motor Co , Marathon Oil Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Celgene Corp , Apple Inc , Visa Inc Class A , Priceline Group Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , HSBC Holdings PLC , BG Group PLC , Hitachi Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Krispy Kreme Doughnuts Inc , First Citizens BancShares Inc (DE) Class A , Simpson Manufacturing , Mueller Industries Inc , Denny's Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Edison International , NextEra Energy Inc , Sempra Energy , Visa Inc Class A , ITC Holdings Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC , PepsiCo Inc , Procter & Gamble Co , Verizon Communications Inc , UGI Corp ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Apple Inc , Comcast Corp Class A , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , AXA SA , Hitachi Ltd , Henkel AG & Co KGaA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Comcast Corp Class A , NextEra Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: apbax - Cavanal Hill Balanced Inv - Large Blend to ectmx - Eaton Vance Dividend Builder C - Large Value
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