Funds From: tiiux - Consulting Group Core Fixed-Income to neegx - Needham Growth - Mid Growth


  • 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 , Treehouse Foods Inc , Brown & Brown Inc , Forward Air Corp , ACI Worldwide Inc ,
  • 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 , Sempra Energy , NextEra Energy Inc , ITC Holdings Corp , Northeast Utilities ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: UGI Corp , British American Tobacco PLC , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: Tactical 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 , Hitachi Ltd , Amcor Ltd , Sekisui Chemical Co., Ltd. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Verizon Communications Inc , Chevron Corp , Microsoft Corp , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: E-mini NASDAQ 100 Index Future Sept14 , E-mini S&P 500 Index Future Sept14 , ArcelorMittal SA ADR , Vale SA ADR , Direxion Daily Small Cap Bull 3X ETF ,
  • Category: Bear Market
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , Bank of America Corporation , General Motors Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Pfizer Inc , Intel Corp , Hewlett-Packard Co , Hess Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc , Hartford Financial Services Group Inc , Micron Technology Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Noble Energy Inc , Google Inc Class C , Citigroup Inc , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: S&P 500 Index Future Dec14 , Lincoln National Corp , American International Group Inc , Capital One Financial Corp , Allstate Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Gilead Sciences Inc , Express Scripts , Thermo Fisher Scientific Inc , CarMax Inc , Super Micro Computer Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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Funds From: tiiux - Consulting Group Core Fixed-Income to neegx - Needham Growth - Mid Growth
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