Funds From: midkx - Shelton S&P Midcap Index K to wblax - InvestEd Balanced


  • Holdings: Skyworks Solutions Inc , Advance Auto Parts Inc , Hanesbrands Inc , Henry Schein Inc , SL Green Realty Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Skyworks Solutions Inc , Advance Auto Parts Inc , Hanesbrands Inc , Henry Schein Inc , SL Green Realty Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Mitsubishi UFJ Financial Group Inc , Toyota Motor Corp , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Mitsubishi UFJ Financial Group Inc , Toyota Motor Corp , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Diageo PLC ADR , Accenture PLC Class A , Jacobs Engineering Group Inc , Berkshire Hathaway Inc Class B , TJX Companies ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , CVS Health Corp , Qualcomm Inc , Walt Disney Co , Covidien PLC ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 5 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Core MSCI EAFE , iShares MSCI EAFE , iShares Core MSCI Emerging Markets , iShares Core S&P Mid-Cap , iShares MSCI Germany ,
  • Category: World Allocation
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  • Holdings: iShares Core MSCI EAFE , iShares MSCI EAFE , iShares Core MSCI Emerging Markets , iShares Core S&P Mid-Cap , iShares MSCI Germany ,
  • Category: World Allocation
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  • Holdings: iShares Core MSCI EAFE , iShares MSCI EAFE , iShares Core MSCI Emerging Markets , iShares Core S&P Mid-Cap , iShares MSCI Germany ,
  • Category: World Allocation
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  • Holdings: iShares Core MSCI EAFE , iShares MSCI EAFE , iShares Core MSCI Emerging Markets , iShares Core S&P Mid-Cap , iShares MSCI Germany ,
  • Category: World Allocation
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  • Holdings: Novartis AG ADR , Roche Holding AG ADR , Toyota Motor Corp ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG ADR , Roche Holding AG ADR , Toyota Motor Corp ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG ADR , Roche Holding AG ADR , Toyota Motor Corp ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Waddell & Reed Core Investment Y , Waddell & Reed Vanguard Y , Waddell & Reed Global Bond Y , Waddell & Reed International Gr Y , Waddell & Reed Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Waddell & Reed Core Investment Y , Waddell & Reed Vanguard Y , Waddell & Reed Global Bond Y , Waddell & Reed International Gr Y , Waddell & Reed Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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Funds From: midkx - Shelton S&P Midcap Index K to wblax - InvestEd Balanced
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