Funds From: atoix - Alpine Ultra Shrt Tx Optimized Inc Instl - Muni National Short to rlacx - Russell US Small Cap Equity A - Small Blend


  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: HSBC Holdings PLC , Roche Holding AG , ING Groep N.V. , BNP Paribas , Societe Generale SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Casey's General Stores Inc , Irish Continental Group PLC , Abbott Laboratories , Merck & Co Inc , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 0.000 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 0.592 Aug 23 22 , Eur Irs 10yr Receiver (Db) 2.469 Sep 14 21 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , ClearBridge Aggressive Growth IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge Appreciation IS ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , Apple Inc , Pfizer Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Master Value Opportunities Llc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Pacira Pharmaceuticals Inc , Synaptics Inc , Buffalo Wild Wings Inc , Carrizo Oil & Gas Inc , Lexmark International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Expeditors International of Washington Inc , WR Berkley Corp , Sysco Corp , Express Scripts , Nestle SA ADR ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Walt Disney Co , Comcast Corp Class A , Apple Inc , Travelers Companies Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: EMC Corp , Cerner Corp , Monsanto Co , Twenty-First Century Fox Inc Class A , Cameron International Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Emerging Markets Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Emerging Markets Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Casey's General Stores Inc , Granite Construction Inc. , Jack In The Box Inc , Monotype Imaging Holdings Inc , Clarcor Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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Funds From: atoix - Alpine Ultra Shrt Tx Optimized Inc Instl - Muni National Short to rlacx - Russell US Small Cap Equity A - Small Blend
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