Funds From: shdax - Western Asset Short Duration Muni I A LW - Muni National Short to lgiex - QS Batterymarch Intl Eq I - Foreign Large Blend


  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Taiwan Semiconductor Manufacturing Co Ltd , Novo Nordisk A/S , Google Inc Class A , Google Inc Class C ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Oracle Corporation , Qualcomm Inc , DISH Network Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Edison International , Calpine Corp , NextEra Energy Inc , PG&E Corp , National Grid PLC ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
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  • Holdings: Guggenheim Strategy II , Guggenheim Strategy I , Cdx Hy22 5% 6/20/2019 , 5 Year US Treasury Note Future Sept14 ,
  • Category: Trading-Inverse Debt
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Heineken NV , General Mills Inc , Walgreen Co , Campbell Soup Co , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Eaton Corp PLC , Johnson Controls Inc , Cosan Ltd , Cree Inc , Greencoat UK Wind ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
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  • Holdings: Lockheed Martin Corp , Kraft Foods Group Inc , Total SA , Federated Investors, Inc. Class B , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS Core Fixed Income Inst , DWS US Bond Index Inst , DWS Short Duration S ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Aozora Bank Ltd , Buzzi Unicem , PureCircle Ltd , Immofinanz Immobilien Anlagen AG , Catlin Group Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Ultra Petroleum Corp , Orion Marine Group Inc , International Rectifier , Newalta Corp , Zimmer Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , Wells Fargo & Co , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , FNMA , Samsung Electronics Co Ltd , US Treasury Note 0.25% ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Sanofi , Berkshire Hathaway Inc Class A , American Express Co , International Business Machines Corp , Chevron Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: PNM Resources Inc , RF Micro Devices Inc , PartnerRe Ltd , GT Advanced Technologies Inc , Allied World Assurance Co Holdings AG ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Short-Term Income Inst , Principal Bond Market Index Instl , Principal Global Div Inc Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , OAO Gazprom ADR , Industrial And Commercial Bank Of China Ltd H Shares , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Equity Income Instl , Sterling Capital Special Opps Eq Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Roche Holding AG , Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , GlaxoSmithKline PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: shdax - Western Asset Short Duration Muni I A LW - Muni National Short to lgiex - QS Batterymarch Intl Eq I - Foreign Large Blend
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