Funds From: dpfdx - Davlin Philanthropic - Mid-Cap Value to smeyx - Invesco Small Cap Equity Y - Small Blend


  • Holdings: AerCap Holdings NV , Toyota Motor Corp ADR , Village Super Market Inc Class A , Hewlett-Packard Co , JPMorgan Chase & Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: General Electric Co , Pfizer Inc , Exxon Mobil Corporation , Boeing Co , Time Warner Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Haemonetics Corp , Mobile Mini Inc , Belden Inc , Healthsouth Corp , Tempur Sealy International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Mtn Group Ltd , Naspers Ltd Class N , Sberbank Of Russia , Sasol Ltd , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Growth ETF , iShares Core S&P 500 , Vanguard Utilities ETF , Vanguard Health Care ETF , SPDR S&P 500 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: The Carlyle Group L P , Blackstone Group LP , Terex Corp , eBay Inc , Express Scripts ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: LyondellBasell Industries NV , Comcast Corp Class A , Service Corp International Inc , General Motors Co , Delta Air Lines Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Concur Technologies Inc , Oasis Petroleum Inc , DexCom Inc , Hexcel Corp , Akorn Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: SEI Global Managed Volatility A (SIMT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI US Managed Volatility A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Kennedy-Wilson Holdings Inc , Covidien PLC , Green REIT PLC , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: National Bank of Canada , Canadian Imperial Bank of Commerce , ING Groep N.V. , Discovery Ltd , Delta Lloyd N.V ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , JPMorgan Chase & Co , Chevron Corp , Novartis AG ADR , Packaging Corp of America ,
  • Category: Large Value
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: GuideStone Funds International Eq Inv , GuideStone Funds Growth Equity Investor , GuideStone Funds Value Equity Investor , GuideStone Funds Global Bond Investor , GuideStone Funds Small Cap Equity Inv ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class A , CVS Caremark Corp , Citigroup Inc , MasterCard Inc Class A ,
  • Category: Large Growth
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  • Holdings: Cray Inc , Graphic Packaging Holding Co , EnerSys Inc , Old Dominion Freight Lines , Papa John's International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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Funds From: dpfdx - Davlin Philanthropic - Mid-Cap Value to smeyx - Invesco Small Cap Equity Y - Small Blend
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