Funds From: wbbix - TETON Westwood Balanced I - Moderate Allocation to easyx - EAS Crow Point Alternatives C - Multialternative


  • Holdings: Johnson & Johnson , Wells Fargo & Co , FHLMC 3.75% , JPMorgan Chase & Co , Amdocs Ltd ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Dreyfus Research Growth Y , Dreyfus Strategic Value Y , BNY Mellon Income Stock M , Apple Inc , Merck & Co Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Tyson Foods Inc Class A , U.S. Bancorp , Helmerich & Payne Inc , Sempra Energy ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Hutchison Whampoa Ltd , Kasikornbank Public Co Ltd Shs Foreign Registered , Hongkong Land Holdings Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Amcor Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Acadia Healthcare Co Inc , LKQ Corp , InterXion Holding NV , Equinix Inc , Community Health Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Nuveen Preferred Securities I , Eaton Vance Floating Rate I , Oppenheimer International Bond Y , Aberdeen High Yield Instl , Aberdeen Core Fixed Income Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Tractor Supply Co , Under Armour Inc Class A , LKQ Corp , Henry Schein Inc , Oceaneering International ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 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: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Centene Corp , TRW Automotive Holdings Corp , PrivateBancorp Inc , Edwards Lifesciences Corp , SVB Financial Group ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Invesco Intl Core Equity R6 , PowerShares Intl Div Achiev ETF , Invesco International Growth R6 , Invesco International Small Company R6 , Invesco Emerging Markets Equity R6 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity Cent Invt Portfolios , Apple Inc , US Treasury Note 1% , Fidelity Cent Invt Portfolios , US Treasury Note 0.5% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: S&P Mini Index (Fut) , Lorillard Inc , Hewlett-Packard Co , Encana Corp , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Manhattan Associates Inc , SBA Communications Corp , CoStar Group Inc , Westinghouse Air Brake Technologies Corp , Jack In The Box Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
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  • Holdings: Car, Inc. , Taiwan Semiconductor Manufacturing Co Ltd , Kweichow Moutai Co Ltd , JD.com Inc ADR , Petroleo Brasileiro SA Petrobras ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Transurban Group , Atlantia , Enbridge Inc , TransCanada Corp , Williams Companies Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Boston Properties Inc , AvalonBay Communities Inc , Vornado Realty Trust , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank of America Corporation , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co , U.S. Bancorp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Vail Resorts Inc , Ultimate Software Group Inc , SVB Financial Group , Landstar System Inc , DexCom Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Visa Inc Class A , MasterCard Inc Class A , Toyota Mtr Cr FRN ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Short-Term Instl , PIMCO Real Return Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Mid Ocean , Blue Hill Clo Ltd 2013 FRN , Diversified Asset Sec Ii 2000 FRN , Shackleton 2014-V Clo Ltd / Sha 144A FRN , Carlyle High Yield X 2007-10 FRN ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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Funds From: wbbix - TETON Westwood Balanced I - Moderate Allocation to easyx - EAS Crow Point Alternatives C - Multialternative
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