Funds From: azicx - AllianzGI Structured Return C to vbinx - Vanguard Balanced Index Inv


  • Holdings: SPDR® S&P 500 ETF , S+p 500 Index Dec14 1935 Call , S+p 500 Index Dec14 1875 Call , S+p 500 Index Dec14 1950 Call , S+p 500 Index Dec14 1960 Call ,
  • Category: Market Neutral
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  • Holdings: SPDR® S&P 500 ETF , S+p 500 Index Dec14 1935 Call , S+p 500 Index Dec14 1875 Call , S+p 500 Index Dec14 1950 Call , S+p 500 Index Dec14 1960 Call ,
  • Category: Market Neutral
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  • Holdings: SPDR® S&P 500 ETF , S+p 500 Index Dec14 1935 Call , S+p 500 Index Dec14 1875 Call , S+p 500 Index Dec14 1950 Call , S+p 500 Index Dec14 1960 Call ,
  • Category: Market Neutral
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  • Holdings: SPDR® S&P 500 ETF , S+p 500 Index Dec14 1935 Call , S+p 500 Index Dec14 1875 Call , S+p 500 Index Dec14 1950 Call , S+p 500 Index Dec14 1960 Call ,
  • Category: Market Neutral
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Holdings: Consolidated Water Co Ltd , Apache Corporation , CVR Refining LP , Calavo Growers Inc , Intel Cv 2.95% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Consolidated Water Co Ltd , Apache Corporation , CVR Refining LP , Calavo Growers Inc , Intel Cv 2.95% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Consolidated Water Co Ltd , Apache Corporation , CVR Refining LP , Calavo Growers Inc , Intel Cv 2.95% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Walt Disney Co , BlackRock Inc , Coca-Cola Co , Goldman Sachs Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: AbbVie Inc , Altria Group Inc , Lockheed Martin Corp , Seagate Technology PLC , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: AbbVie Inc , Altria Group Inc , Lockheed Martin Corp , Seagate Technology PLC , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: AbbVie Inc , Altria Group Inc , Lockheed Martin Corp , Seagate Technology PLC , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor International Institutional , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor International Institutional , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor International Institutional , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Dynamic Credit Income Common , Oxford Lane Cap Pfd , First Trust Inter Dur Pref & Income Fund , Nuveen Credit Strat. Income Common , Tortoise Energy Infrastructure Common ,
  • Category: Conservative Allocation
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  • Holdings: PIMCO Dynamic Credit Income Common , Oxford Lane Cap Pfd , First Trust Inter Dur Pref & Income Fund , Nuveen Credit Strat. Income Common , Tortoise Energy Infrastructure Common ,
  • Category: Conservative Allocation
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  • Holdings: PIMCO Dynamic Credit Income Common , Oxford Lane Cap Pfd , First Trust Inter Dur Pref & Income Fund , Nuveen Credit Strat. Income Common , Tortoise Energy Infrastructure Common ,
  • Category: Conservative Allocation
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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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  • 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: O'Reilly Automotive Inc , CR Bard Inc , Idex Corp , Ecolab Inc , Williams-Sonoma Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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Funds From: azicx - AllianzGI Structured Return C to vbinx - Vanguard Balanced Index Inv
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