Funds From: agmax - AllianzGI Emerging Markets Debt A - Emerging Markets Bond to pamyx - Putnam AMT - Free Municipal Y - Muni National Long


  • Holdings: Lehman Brothers Holdings Claim , Spirit Realty Capital Inc , Transocean Ltd , Vodafone Group PLC , Sorenson Communications Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , Gilead Sciences Inc , Electronic Arts Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Treehouse Foods Inc , Northern Instl Fds , Centene Corp , Akorn Inc , PrivateBancorp Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Roper Industries Inc , Oasis Petroleum Inc , Ametek Inc , Mead Johnson Nutrition Co , NXP Semiconductors NV ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Verizon Communications Inc , Pfizer Inc , AT&T Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Franklin India Growth R6 , Apple Inc , Fugro , Actavis PLC , Reed Elsevier NV ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Merck & Co Inc , CBS Corp Class B , Gilead Sciences Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: MasterCard Inc Class A , Sands China Ltd , Galaxy Entertainment Group Ltd , Novartis AG , Baidu Inc ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Facebook Inc Class A , Roche Holding AG , Monsanto Co , Schlumberger NV , Home Depot Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Boeing Co , American International Group Inc , Walt Disney Co , Capital One Financial Corp , Eaton Corp PLC ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Tyco International Ltd , National Oilwell Varco Inc , Apple Inc , General Electric Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Hillshire Brands Co , Protective Life Corp , Safeway Inc , Micros Systems Inc , Myers Industries Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Walt Disney Co , CVS Health Corp , Coca-Cola Enterprises Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Exxon Mobil Corporation , Apple Inc , Allergan Inc , CVS Health Corp ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Novartis AG , Bayer AG , Nidec Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: 90day Euro$ Futr Dec15 , 3mo Euro Euribor Dec15 , E-mini S&P 500 Index Future Sept14 , Interest Rate Swap Receive Fixed , 1% Interest Rate Floor ,
  • Category: Multialternative
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Master Total Return Portfolio , BlackRock Master Basic Value LLC , BlackRock Master Large Cap Growth Port , iShares MSCI Japan , BlackRock Inflation Prted Bd BlackRock ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Royal Dutch Shell PLC Class B , GlaxoSmithKline PLC , HSBC Holdings PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Floating Income Instl , AllianzGI NFJ Global Dividend Val Instl ,
  • Category: Target Date 2041-2045
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  • Holdings: US Treasury Note 1.5% , GlaxoSmithKline PLC , Novartis AG , PowerShares DB Gold ETF , Microsoft Corp ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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Funds From: agmax - AllianzGI Emerging Markets Debt A - Emerging Markets Bond to pamyx - Putnam AMT - Free Municipal Y - Muni National Long
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