Funds From: lrrcx - QS Legg Mason Strategic Real Return C - Conservative Allocation to ffgix - Fidelity Advisor Global Cmdty Stk I - Natural Resources


  • Holdings: Vanguard REIT Index ETF , Real Return Funds , iShares MSCI EAFE , Vanguard Total Stock Market ETF , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Small Cap Value ETF , iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Market , Vanguard S&P 500 ETF , Fidelity Spartan┬« Intl Idx Advtg ,
  • Category: Moderate Allocation
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  • Category: Preferred Stock
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
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  • Holdings: International Business Machines Corp , Google Inc Class C , Verizon Communications Inc , Apple Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , Danaher Corp , Visa Inc Class A , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard European Stock Index ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
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  • Holdings: Mtn Group Ltd , Naspers Ltd Class N , Sberbank Of Russia , OAO Lukoil ADR , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Naspers Ltd Class N , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 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: 3 Stars
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  • Holdings: Intesa Sanpaolo , Cameco Corp , Taiwan Semiconductor Manufacturing Co Ltd ADR , Encana Corp , Nippon Telegraph & Telephone Corp ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: FNMA , US Treasury Note 1.375% , Johnson & Johnson , US Treasury Bond 2.875% , Wells Fargo & Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 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: 3 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: 4 Stars
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  • Holdings: MSC Industrial Direct Co Inc , Gartner Inc Class A , Mercadolibre Inc , Brown-Forman Corp Class B , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Korea(Republic Of) 3.25% , Korea(Republic Of) 2.75% , Malaysia (Govt Of) 3.197% ,
  • Category: Currency
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Bank of America Corporation , U.S. Bancorp , Citigroup Inc , Berkshire Hathaway Inc Class B ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: WisdomTree LargeCap Dividend , Vanguard European Stock Index ETF , SPDR BarCap ST High Yield Bond ETF , ALPS RiverFront Strategic Income , PIMCO 0-5 Year High Yld Corp Bd Idx ETF ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Monsanto Co , BHP Billiton PLC , Syngenta AG , Potash Corp of Saskatchewan Inc , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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Funds From: lrrcx - QS Legg Mason Strategic Real Return C - Conservative Allocation to ffgix - Fidelity Advisor Global Cmdty Stk I - Natural Resources
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