Funds From: WLBAX - Wells Fargo Advantage Emg Mkt Lcl Bd A - Emerging Markets Bond to eacsx - Eaton Vance Commodity Strategy A LW - Commodities Broad Basket


  • Holdings: AIA Group Ltd , CNOOC Ltd , Givaudan SA , Alimentation Couche , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 2.125% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: British American Tobacco PLC ADR , Coca-Cola Co , Procter & Gamble Co , CVS Caremark Corp , Kroger Co ,
  • Category: Consumer Defensive
  • Morningstar Rating: 2 Stars
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  • Holdings: Comcast Corp Class A , Apple Inc , Halliburton Co , Nu Skin Enterprises Inc Class A , Capital One Financial Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year US TIPS Index ETF , Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC , Philip Morris International Inc , Nestle SA , Unilever NV DR , UBS AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: ProShares UltraPro Short S&P500 , ProShares UltraShort 20+ Year Treasury , Prospect Capital Corporation , Fifth Street Finance Corporation , TICC Capital Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , JPMorgan Chase & Co , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: British American Tobacco PLC , MasterCard Inc Class A , Philip Morris International Inc , UBS AG , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for MBHQX investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , AIA Group Ltd , China Construction Bank Corp H Shares ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Oracle Corporation , Hewlett-Packard Co , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Keurig Green Mountain Inc , Harley-Davidson Inc , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Philip Morris International Inc , Johnson & Johnson , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: Harbor Bond Institutional , Harbor Real Return Instl , Harbor High-Yield Bond Instl , Harbor Unconstrained Bond Instl , Harbor International Institutional ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for HAIIX investment picks
  • Holdings: Samsung Electnc Pfd , Jardine Strategic Holdings Ltd , Oversea-Chinese Banking Corp Ltd , HSBC Holdings PLC , Swire Pacific Ltd Class A ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , American Realty Capital Properties Inc Class A , AthenaHealth Inc , Acuity Brands Inc , CoStar Group Inc ,
  • Category: Small Blend
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  • Holdings: US Treasury Note 0.375% , US Treasury Note 0.25% , US Treasury Note 0.25% , US Treasury Note 0.25% , US Treasury Note 0.25% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
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Funds From: WLBAX - Wells Fargo Advantage Emg Mkt Lcl Bd A - Emerging Markets Bond to eacsx - Eaton Vance Commodity Strategy A LW - Commodities Broad Basket
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