Funds From: gcibx - Goldman Sachs Intl Eq Insights B - Foreign Large Value to baqax - Brown Advisory Somerset Emgerg Mkts Adv - Diversified Emerging Mkts


  • Holdings: HSBC Holdings PLC , Roche Holding AG , BP PLC ADR , British American Tobacco PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intrepid America R5 , JPMorgan Growth Advantage R5 , JPMorgan Value Advantage Instl , JPMorgan US Equity R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , iShares TIPS Bond , Master Small Cap Index ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Global Telecom Holding SAE GDR , Astaldi , OJSC PhosAgro GDR , Tata Motors Ltd Class A , Wonik IPS Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Guggenheim Strategy I ,
  • Category: Trading-Miscellaneous
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares Russell Mid-Cap ,
  • Category: Target Date 2026-2030
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Bond Index Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Retirement Income
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  • Holdings: US Treasury TIP , US TREASURY TIP , US Treasury TIP , iShares S&P GSCI Commodity-Indexed Trust , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 , MFS® Government Securities R5 ,
  • Category: Target Date 2021-2025
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  • Holdings: Intel Corp , Royal Dutch Shell PLC ADR Class A , Encana Corp , Schlumberger NV , Apache Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Nike Inc Class B , Pioneer Natural Resources Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Johnson & Johnson , E-mini S&P 500 Index Future Sept14 , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Devon Energy Corp , Allegheny Technologies Inc , Universal Health Services Inc Class B ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Illumina Inc , Facebook Inc Class A , Apple Inc , Amazon.com Inc , Wynn Resorts Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: DSV AS , Taiwan Semiconductor Manufacturing Co Ltd , Greatview Aseptic Packaging Co Ltd , ONO Pharmaceutical Co., Ltd. , Copa Holdings SA Class A ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Methanex Corp , Reinsurance Group of America Inc , Arrow Electronics Inc , Unum Group , Newell Rubbermaid Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 INDEX Mini TIC , Webster Financial Corp , Esterline Technologies , Graphic Packaging Holding Co , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Energy Transfer Equity LP , Cheniere Energy Inc , Dominion Resources Inc , Enbridge Inc , Kinder Morgan, Inc. ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
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  • Holdings: Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager Large Cap Core I , VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager International Eq I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Novartis AG , iShares MSCI EAFE , Unilever PLC , Roche Holding AG , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: AAC Technologies Holdings Inc , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Sanlam Ltd , Powszechny Zaklad Ubezpieczen SA ,
  • Category: Diversified Emerging Mkts
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Funds From: gcibx - Goldman Sachs Intl Eq Insights B - Foreign Large Value to baqax - Brown Advisory Somerset Emgerg Mkts Adv - Diversified Emerging Mkts
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