Funds From: eaafx - Wells Fargo Advantage Asset Alloc A to sddmx - Bernstein Short Duration Divers Muni


  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Strategic Fixed Income VI , GMO Alpha Only IV ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , General Electric Co , JPMorgan Chase & Co , AmerisourceBergen Corp , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , SPDR S&P 500 , Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Daimler AG , Imperial Tobacco Group PLC , Sanofi , BP PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Us 5yr Note (Cbt) Jun14 Xcbt 20140630 , Us Long Bond(Cbt) Jun14 Xcbt 20140619 , Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay S&P 500 Index I , MainStay MAP I , MainStay Large Cap Growth I , MainStay Indexed Bond I ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Nike Inc Class B , Visa Inc Class A , PepsiCo Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Temenos Group AG , Altran Technologies , Ashtead Group PLC , Playtech PLC , Thomas Cook Group PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Actavis PLC , Vulcan Materials Co , Alliance Data Systems Corp , Sensata Technologies Holding N.V. , Cooper Companies ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Lions Gate Entmt Cv 1.25% , Lions Gate Entmnt 5.25% , Microsoft Corp , AT&T Inc , ConocoPhillips ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Citigroup Inc , Chevron Corp , Halliburton Co , Discover Financial Services ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay MAP I , MainStay US Small Cap I , MainStay Large Cap Growth I , Mainstay US Equity Opportunities I , MainStay ICAP International I ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Visa Inc Class A , Amazon.com Inc , Priceline Group Inc , Schlumberger NV , Baidu Inc ADR ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury TIP , Simon Property Group Inc , US TREASURY TIP , US Treasury TIP 2.5% , Equity Residential ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , AbbVie Inc , Reynolds American Inc , Verizon Communications Inc , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Pfizer Inc , Nippon Telegraph & Telephone Corp , General Electric Co , Exxon Mobil Corporation , GlaxoSmithKline PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Micrel Inc , Granite Construction Inc. , Abercrombie & Fitch Co Class A , M D C Holdings Inc , Delek US Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Us 2yr Note (Cbt) Sep14 Xcbt 20140930 , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , S+p Mid 400 Emini Sep14 Xcme 20140919 , Vanguard Emerging Markets Stock Idx ETF , US Treasury Bond 4.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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Funds From: eaafx - Wells Fargo Advantage Asset Alloc A to sddmx - Bernstein Short Duration Divers Muni
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