Funds From: twaax - Thrivent Partner Worldwide Allocation A - World Allocation to cbaax - American Funds Balanced Portfolio 529A - Moderate Allocation


  • Holdings: Cme 3 Month Eurodollar Futures , Roche Holding AG Dividend Right Cert. , Cme 3 Month Eurodollar Futures , Novartis AG , 10 Year US Treasury Note Future Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR® S&P 500 ETF , iShares MSCI Japan , US Treasury Note 2.75% , iShares Global Tech , iShares Global Healthcare ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Union Pacific Corp , Alexion Pharmaceuticals Inc , Facebook Inc Class A , Apple Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya Euro STOXX 50® Index I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , MasterCard Inc Class A , Tencent Holdings Ltd , Biogen Idec Inc , Bristol-Myers Squibb Company ,
  • Category: World Stock
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  • Holdings: iShares Russell 2000 Growth , Manhattan Associates Inc , Tyler Technologies Inc , Casey's General Stores Inc , PolyOne Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Southwest Airlines Co , Vertex Pharmaceuticals Inc , Keurig Green Mountain Inc , Actavis PLC , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Union Pacific Corp , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: United Bank Ltd , Brilliance China Automotive Holdings Ltd , Remgro Ltd , Anheuser-Busch Inbev SA , Siam Commercial Bank PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Small Cap Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: TIAA-CREF Bond Instl , TIAA-CREF Bond Plus Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Mitsubishi Estate , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Advance Residence Investment Corp , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: FHLMC 2% , FNMA 1.375% , US Treasury Note 0.25% , EMC Corp , FHLMC 1.25% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst , PIMCO EM Fdmtl IndexPLUS AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
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  • Holdings: Advance Auto Parts Inc , Robert Half International Inc , Alkermes PLC , Equifax Inc , Genpact Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Master Large Cap Value Port ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Move Inc , Providence Service Corp , Ferro Corp , West Pharmaceutical Services Inc , Vasco Data Security International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Chatham Lodging Trust , Kennedy-Wilson Holdings Inc , Simon Property Group Inc , Kennedy Wilson Europe Real Estate Plc , CapitaLand Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: MasterCard Inc Class A , Constellation Software Inc , Sands China Ltd , Galaxy Entertainment Group Ltd , Wirecard AG ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Commercial International Bank (Egypt) SAE GDR , ICICI Bank Ltd ADR , Infosys Ltd ADR , Market Vectors® Vietnam ETF , Tata Motors Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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Funds From: twaax - Thrivent Partner Worldwide Allocation A - World Allocation to cbaax - American Funds Balanced Portfolio 529A - Moderate Allocation
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