Funds From: faobx - Fidelity Advisor Overseas B - Foreign Large Blend to anzcx - AllianzGI Convertible C - Convertibles


  • Holdings: Naspers Ltd Class N , Nestle SA , Rakuten, Inc. , Novo Nordisk A/S ADR , SOFTBANK Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Huntington Fixed-Income Securities Instl , Huntington Dividend Capture Instl , Huntington International Equity Instl , Huntington EcoLogical Strategy ETF , Huntington US Equity Rotation Strat ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury TIP , Germany (Federal Republic Of) 1.75% , US Treasury Note 0.25% , US Treasury TIP , iShares Core MSCI Emerging Market ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Apple Inc , Verizon Communications Inc , Comcast Corp Class A , CVS Caremark Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Stamps.com Inc , KAR Auction Services Inc , G-III Apparel Group Ltd , Huron Consulting Group Inc , iRobot Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Host Hotels & Resorts Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Pfizer Inc , Hewlett-Packard Co , GlaxoSmithKline PLC ADR , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JB Hunt Transport Services Inc , Roper Industries Inc , Capital One Financial Corp , Hubbell Inc Class B , Verisk Analytics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Verizon Communications Inc , AT&T Inc , T-Mobile US Inc , CenturyLink Inc , American Tower Corp ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
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  • Holdings: OAO Lukoil ADR , OJSC Magnit , Surgutneftegas OJSC , OAO Novatek GDR , Megafon OJSC GDR ,
  • Category: Miscellaneous Region
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: 90day Sterling Fu Jun15 , Germany (Federal Republic Of) 0.78399% , PIMCO CommoditiesPLUS Strategy Instl , PowerShares DB Commodity Index Tracking , SPDR Dow Jones Intl Real Estate ,
  • Category: World Allocation
  • Morningstar Rating: 1 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: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: British American Tobacco PLC , Japan Tobacco Inc , Capita PLC , Roche Holding AG , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: iPath DJ-UBS Commodity Index TR ETN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Oracle Corporation , Google Inc Class A , Qualcomm Inc , Bank of America Corporation , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Micron Tech Cv 3% , Gilead Sciences Cv 1.625% , Intel Cv 3.25% , Chesapeake Engy Cv , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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Funds From: faobx - Fidelity Advisor Overseas B - Foreign Large Blend to anzcx - AllianzGI Convertible C - Convertibles
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