Funds From: mbvax - MFS VA Municipal Bond B - Muni Single State Long to ptcnx - Principal LifeTime 2030 R2 - Target Date 2026-2030


  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard European Stock Index ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
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  • Category: Muni Ohio
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , Sanofi , Siemens AG , Bayer AG , Banco Santander SA ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares 7-10 Year Treasury Bond , iShares TIPS Bond , iShares Global Consumer Staples , iShares Core MSCI Emerging Market , iShares MSCI EAFE ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Illumina Inc , AthenaHealth Inc , Intuitive Surgical Inc , Solera Holdings Inc , Motorola Solutions Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Mitsui Fudosan Co Ltd , Mitsubishi Estate , Unibail-Rodamco SE , Cheung Kong Holdings Ltd , Sun Hung Kai Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Fut Mar14 Rtah4 , Global Payments Inc , VeriFone Systems Inc , Community Health Systems Inc , Darling International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: LyondellBasell Industries NV , Sanofi ADR , Apple Inc , Bank of America Corporation , Delphi Automotive PLC ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , Sanofi , Novartis AG , HSBC Holdings PLC ADR , Westpac Bkg ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Dax Index Future Jun14 , Euro-Bund Future Jun14 , Us Long Bond(Cbt) Jun14 , Ftse 100 Idx Fut Jun14 , S+p500 Emini Fut Jun14 ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Mtn Group Ltd , Consolidated Infrastructure Group Ltd , Tiger Brands Ltd , African Bank Investments Ltd , Massmart Holdings Ltd ,
  • Category: Miscellaneous Region
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Actavis PLC , Visa Inc Class A , MasterCard Inc Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA , CVS Caremark Corp , JPMorgan Chase & Co , Apple Inc , Colgate-Palmolive Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Google Inc Class A , Microsoft Corp , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Bond Index Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd GDR 144A , Taiwan Semiconductor Manufacturing Co Ltd , Hikma Pharmaceuticals PLC , AIA Group Ltd. , Etihad Etisalat ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: SanDisk Corp , Halliburton Co , Delta Air Lines Inc , Kroger Co , ConocoPhillips ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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Funds From: mbvax - MFS VA Municipal Bond B - Muni Single State Long to ptcnx - Principal LifeTime 2030 R2 - Target Date 2026-2030
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