Funds From: acibx - AB Tax-Managed Cnsrv Wlth Strat B - Conservative Allocation to aatfx - Cavanal Hill Intermediate Tx-Fr Bd A LW - Muni National Interm


  • Holdings: Alliancebernstein Pooling Portfolios , AB Multi-Manager Alternative Strats Z , Jacksonville Fla Spl Rev Spl Rev B 5% , New York St Dorm Auth 5% , Michigan Fin Auth 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research International R5 , MFS® International Value R5 , MFS® International Growth R5 , MFS® International New Discovery R5 , MFS® Emerging Markets Equity R5 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Wal-Mart Stores Inc , PepsiCo Inc , Target Corp , Dr Pepper Snapple Group Inc , Medtronic PLC ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Roche Holding AG Dividend Right Cert. , Bayer AG , Danone , LVMH Moet Hennessy Louis Vuitton SE ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: PowerShares S&P 500 Low Volatility ETF , SPDR® S&P 500 ETF , Health Care Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Consumer Discret Sel Sect SPDR® ETF ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Russian Federation 7.5% , Harbinger Grp 7.75% , Foresight Engy 144A 7.875% , Us Foods 8.5% , Greenwich Cap Cmbs 2007-Gg9 CMO ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Gruma SAB de CV Class B , LATAM Airlines Group SA ADR , Itau Unibanco Holding SA ADR , El Puerto de Liverpool SAB de CV Class C1 , Concha y Toro Winery Inc ADR ,
  • Category: Latin America Stock
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: British American Tobacco PLC , Roche Holding AG Dividend Right Cert. , Reckitt Benckiser Group PLC , Nestle SA , Philip Morris International Inc ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Nike Inc Class B , Monster Beverage Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Newell Rubbermaid Inc , NASDAQ OMX Group, Inc. , Endo International PLC , Xerox Corporation , Quest Diagnostics Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Banco Santander SA , Jpnk400 Index Fut Mar15 , Aisin Seiki Co., Ltd. , Toronto-Dominion Bank , Novo Nordisk A/S ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Bright Horizons Family Solutions Inc , Swift Transportation Co , Urban Outfitters Inc , Gartner Inc Class A , Citi Trends Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , MSCI Emerging Market Index Future Mar15 , Tencent Holdings Ltd. , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: NICE-Systems Ltd ADR , Global Payments Inc , Resources Connection Inc , Everest Re Group Ltd , EPR Properties ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Dynavax Technologies Corp , DexCom Inc , Progenics Pharmaceuticals Inc , Diplomat Pharmacy Inc , Caesarstone Sdot-Yam Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , International Business Machines Corp , Dr Pepper Snapple Group Inc , Symantec Corp , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Global Balanced R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: Asbury Automotive Group Inc , Deluxe Corp , Steris Corp , Impax Laboratories Inc , Take-Two Interactive Software Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Mitsubishi Estate Co Ltd , Unibail-Rodamco SE , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: 10yr Mini Jgb Mar 15 , Euro$ 90 Day Jun 15 , 10 Year Treasury Bond Future Mar15 , 3mo Euro Euribor Jun 15 , 10 Year Government of Canada Bond Mar15 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Home Depot Inc , PepsiCo Inc , Oracle Corporation ,
  • Category: Large Growth
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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Funds From: acibx - AB Tax-Managed Cnsrv Wlth Strat B - Conservative Allocation to aatfx - Cavanal Hill Intermediate Tx-Fr Bd A LW - Muni National Interm
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