Funds From: pagyx - Putnam Dynamic Asset Allocation Gr Y - Aggressive Allocation to ltrcx - Lord Abbett Total Return C - Intermediate-Term Bond


  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Nestle SA , Bayer AG , LVMH Moet Hennessy Louis Vuitton SA , Compass Group PLC , Danone ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Tencent Holdings Ltd. , Hotel Shilla Co Ltd , Universal Robina Corporation , Minor International PLC DR , Luye Pharma Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , AT&T Inc , Directv , Level 3 Communications Inc , Cogent Communications Holdings Inc ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
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  • Holdings: China CNR Corp Ltd Class H , Sands China Ltd , Galaxy Entertainment Group Ltd , Wirecard AG , Alibaba Group Holding Ltd ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Best Buy Co Inc , Hartford Financial Services Group Inc , Invesco Ltd , Sempra Energy , SLM Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Russell 1000® Index Investor A , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares Cohen & Steers REIT ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Home Depot Inc , Gilead Sciences Inc , Facebook Inc Class A , Google Inc Class C ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Mattson Technology , Kirkland's Inc , Tilly's Inc , Omnicell Inc , New York & Company Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Home Depot Inc , Walt Disney Co , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Intermediate Credit Bond , US Treasury Note 0.875% , US Treasury Note 0.5% , US Treasury Note 2% , US Treasury Note 0.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: M/A-COM Technology Solutions Holdings Inc , Pebblebrook Hotel Trust , Horace Mann Educators , Independent Bank Corp , Littelfuse Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Apple Inc , Facebook Inc Class A , AbbVie Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Pioneer Bond K , Pioneer Short Term Income Y , Pioneer Strategic Income K , Pioneer International Value Y , Pioneer Equity Income Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Google Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Ford Motor Co , Intel Corp , Amgen Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Gs Cayman Blocker , FHLMC CMO , US Treasury Note 1.75% , US Treasury Bond 3.625% , US Treasury Note 2.25% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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Funds From: pagyx - Putnam Dynamic Asset Allocation Gr Y - Aggressive Allocation to ltrcx - Lord Abbett Total Return C - Intermediate-Term Bond
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