Funds From: us66537u7919 - TOPS Moderate Growth ETF 2 - Moderate Allocation to MAIAX - UBS Multi-Asset Income A - Conservative Allocation


  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Mid-Cap , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: HSBC Holdings PLC , Royal Dutch Shell PLC Class A , BNP Paribas , Mitsubishi UFJ Financial Group Inc , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Short-Term Govt Bd Idx ETF , Forward Managed Futures (Cayman) Fund, Ltd. , Vanguard Mortgage-Backed Sec Idx ETF , Vanguard Short-Term Corp Bd Idx ETF , Cs Multi Asset Swap ,
  • Category: Managed Futures
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  • Holdings: Microsoft Corp , Google Inc Class A , Oracle Corporation , Qualcomm Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Manning & Napier Pro-Blend Max Term I , Manning & Napier Pro-Blend Extnd Term I ,
  • Category: Target Date 2031-2035
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  • Holdings: Apple Inc , Hewlett-Packard Co , Boeing Co , Bank of America Corporation , BP PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Interm-Tm Corp Bd Idx ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Apprec Idx ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Legg Mason Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Skandinaviska Enskilda Banken AB ADR , Occidental Petroleum Corp , Roche Holding AG , British American Tobacco PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: USAA International Institutional , USAA Emerging Markets Institutional , USAA Income Stock Institutional , USAA Small Cap Stock Institutional , USAA Value Institutional ,
  • Category: World Stock
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , iShares India 50 , iShares MSCI South Korea Capped , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Armstrong World Industries Inc , DexCom Inc , Cyberonics Inc , First Solar Inc , Panera Bread Co Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Shutterfly Inc , Cavium Inc , WEX Inc , Aspen Technology Inc , Infoblox Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Chevron Corp , General Electric Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: E I du Pont de Nemours & Company , Dow Chemical Co , Monsanto Co , LyondellBasell Industries NV , Praxair Inc ,
  • Category: Trading-Leveraged Equity
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Holdings: Lazard Ltd , Quanta Services Inc , Cytec Industries Inc , Hain Celestial Group Inc , Trimble Navigation Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , iShares MSCI EAFE , Italy(Rep Of) 2.43036% , Ubs Relationship Fds ,
  • Category: Conservative Allocation
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Funds From: us66537u7919 - TOPS Moderate Growth ETF 2 - Moderate Allocation to MAIAX - UBS Multi-Asset Income A - Conservative Allocation
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