Funds From: cgnex - American Funds Gr and Inc Port 529-E - Aggressive Allocation to us3534962010 - Franklin DynaTech A - Large Growth


  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard REIT Index ETF , Real Return Funds , iShares MSCI EAFE , Vanguard Total Stock Market ETF , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Cisco Systems Inc , Qualcomm Inc , Nokia Oyj ADR , Juniper Networks Inc , LM Ericsson Telephone Company ADR Class B ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
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  • Holdings: Russell Cayman Commodiy Strategies Fund Ltd. ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Naspers Ltd Class N , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Kimberly-Clark Corp , 3M Co , Lockheed Martin Corp , General Electric Co ,
  • Category: Large Blend
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  • Holdings: Pimco Cayman Commodity Fund Iii Ltd , US Treasury TIP , Irs Usd 0.750 06/18/14-2y Cme , Irs Usd 3.750 06/18/14-30y Cme , US Treasury Note 2.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 5 Stars
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  • Holdings: Roche Holding AG , Novartis AG , British American Tobacco PLC , Samsung Electronics Co Ltd GDR 144A , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Interpark INT Co. Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , Bank Of China Ltd. H Shares , Samsung Electronics Co Ltd , Tencent Holdings Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 4 Stars
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  • Holdings: Itau Unibanco Holding S.A. , Ambev SA ADR , America Movil SAB de CV ADR , Petroleo Brasileiro SA Petrobras , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: British American Tobacco PLC , Unilever NV DR , Nestle SA , Reckitt Benckiser Group PLC , Sanofi ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: 90day Sterling Fu Jun15 , Germany (Federal Republic Of) 0.78399% , PIMCO CommoditiesPLUS Strategy Instl , PowerShares DB Commodity Index Tracking , SPDR Dow Jones Intl Real Estate ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Time Warner Cable Inc , Cigna Corp , Actavis PLC , HCA Holdings Inc , Sherwin-Williams Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Wilmington Multi-Manager Intl Instl , Harbor International Institutional , Wilmington Mid Cap Growth Instl , T. Rowe Price Instl Large Cap Growth , Morgan Stanley Inst Growth I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: InterMune Inc , Prosperity Bancshares, Inc. , Aspen Technology Inc , WEX Inc , Isis Pharmaceuticals ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: American Express Co , Wells Fargo & Co , Comcast Corp Class A , Time Warner Inc , Verizon Communications Inc ,
  • Category: Large Growth
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  • Holdings: British American Tobacco PLC , Nestle SA , Unilever PLC , Reckitt Benckiser Group PLC , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Danaher Corp , Emerson Electric Co , Air Products & Chemicals Inc , Ecolab Inc , Iberdrola SA ,
  • Category: Industrials
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Southwest Airlines Co , Discover Financial Services , Seagate Technology PLC , HCC Insurance Holdings Inc , Ameriprise Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Agricultural Bank of China Ltd. H Shares , China Mobile Ltd , PetroChina Co Ltd H Shares , Industrial And Commercial Bank Of China Ltd H Shares , China Petroleum & Chemical Corp H Shares ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Market Vectors High-Yield Muni ETF , iShares MSCI ACWI ex US Index , Technology Select Sector SPDR┬« ETF , iShares Mortgage Real Estate Capped , Vereinigte Mexikanische 6.5% ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Afes Fund Limited Cfc , FNMA 3% , FNMA 3.5% , US Treasury Note 1.625% , FNMA 3.5% ,
  • Category: Managed Futures
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  • Holdings: Simon Property Group Inc , Boston Properties Inc , SL Green Realty Corp , Public Storage , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Walt Disney Co , Qualcomm Inc , Oracle Corporation , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , MasterCard Inc Class A , Visa Inc Class A , Biogen Idec Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: cgnex - American Funds Gr and Inc Port 529-E - Aggressive Allocation to us3534962010 - Franklin DynaTech A - Large Growth
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