Funds From: hssix - Emerald Banking and Finance Instl - Financial to srjcx - JPMorgan SmartRetirement 2035 C - Target Date 2031-2035


  • Holdings: California Republic Bancorp , Bank of the Ozarks Inc , PacWest Bancorp , Signature Bank , SVB Financial Group ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: Kroton Educacional SA , Infraestructura Energetica Nova SAB de CV , Alsea SAB de CV , Banco Davivienda SA Pfd , Credito Real SA de CV SOFOM ENR ,
  • Category: Latin America Stock
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , Vanguard FTSE All-World ex-US ETF , PIMCO 1-5 Year U.S. TIPS ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR S&P 500 , ProShares Short S&P500 , SPDR Dow Jones Industrial Average , ProShares Short Dow30 , iShares MSCI EAFE ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Constant Contact Inc , Atwood Oceanics Inc , HomeAway Inc , Urban Outfitters Inc , Swift Transportation Co ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP 1.75% , US Treasury TIP 1.125% , PowerShares DB Agriculture ETF , Simon Property Group Inc , US TREASURY TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Exponent Inc , Sirona Dental Systems Inc , Copart Inc , Jack Henry & Associates, Inc , FactSet Research Systems, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Naspers Ltd Class N , Nestle SA , Rakuten, Inc. , Novo Nordisk A/S ADR , SOFTBANK Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Northern Oil & Gas Inc , Insulet Corp , On Assignment Inc , Six Flags Entertainment Corp , G-III Apparel Group Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Active Stock Master Portfolio , BlackRock CoreAlpha Bond Investor A , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Holdings: Hewlett-Packard Co , Pfizer Inc , Kroger Co , Hess Corp , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Allergan Inc , Comcast Corp Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Imperial Tobacco Group PLC ADR , Sanofi ADR , Unilever PLC ADR , Nippon Telegraph & Telephone Corp ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nuveen Dividend Value R6 , Nuveen Tactical Market Opportunities I , Nuveen Tradewinds International Value I , Nuveen High Yield Municipal Bond I , Nuveen Real Estate Securities R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , Mitsui Fudosan Co Ltd , BP PLC ,
  • Category: World Allocation
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  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Biogen Idec Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Exxon Mobil Corporation , iShares Core MSCI Emerging Markets , US Treasury TIP ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Holdings: Shire PLC , Roche Holding AG , ARM Holdings PLC ADR , Core Laboratories NV , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R5 , JPMorgan Value Advantage Instl , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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Funds From: hssix - Emerald Banking and Finance Instl - Financial to srjcx - JPMorgan SmartRetirement 2035 C - Target Date 2031-2035
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