Funds From: cbbkx - AllianceBern Growth and Income K - Large Value to eznyx - Eaton Vance NY Ltd Maturity Muni Inc C - Muni New York Intermediate


  • Holdings: Berkshire Hathaway Inc Class B , Comcast Corp Class A , CVS Caremark Corp , Pfizer Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: SPDR S&P 500 , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , iShares Core MSCI Emerging Market , iShares Russell 2000 ,
  • Category: Target Date 2046-2050
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  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: SBA Communications Corp , Constellation Brands Inc Class A , IHS Inc Class A , Netflix Inc , Chipotle Mexican Grill Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , AstraZeneca PLC , Nippon Telegraph & Telephone Corp , Magna International Inc Class A , BP PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: AvalonBay Communities Inc , Equity Residential , iShares US Real Estate , Simon Property Group Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: InterOil Corp , Randgold Resources Ltd ADR , Chimera Investment Corp , UMH Properties Inc , Cavco Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Equinix Inc , Microsoft Corp , Google Inc Class A , Visa Inc Class A , Palo Alto Networks Inc ,
  • Category: Long/Short Equity
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  • Holdings: Cadence Design Systems Inc , CMS Energy Corp , American Water Works Co Inc , PolyOne Corp , Curtiss-Wright Corp ,
  • Category: Small Blend
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  • Holdings: Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y , Russell Strategic Bond Y ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
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  • Holdings: Waste Connections Inc , Actavis PLC , National Oilwell Varco Inc , Skyworks Solutions Inc , Noble Energy Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 1.5% , FHLMC 4% , US Treasury Note 1% , US Treasury Note 2.5% , FHLMC 4.5% ,
  • Category: Tactical Allocation
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  • Holdings: iShares National AMT-Free Muni Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Tracking ETF , PowerShares DB Gold ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Tactical Allocation
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  • Holdings: CoStar Group Inc , The Middleby Corp , Restoration Hardware Holdings Inc , Shutterstock Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Small Cap StocksPLUS AR Inst , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2041-2045
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  • Category: Emerging Markets Bond
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  • Holdings: Total SA , BP PLC , Daimler AG , Royal Dutch Shell PLC Class A , AstraZeneca PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 1 Stars
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  • Holdings: Republic Services Inc Class A , PPL Corp , Plains GP Holdings LP Class A , Canadian Pacific Railway Ltd , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 1 Stars
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Funds From: cbbkx - AllianceBern Growth and Income K - Large Value to eznyx - Eaton Vance NY Ltd Maturity Muni Inc C - Muni New York Intermediate
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