Funds From: taiax - American Funds Tx-Advtg Inc A LW - Conservative Allocation to slrbx - State Farm LifePath Retirement Legacy B - Retirement Income


  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Shire PLC , Roche Holding AG , ARM Holdings PLC ADR , Core Laboratories NV , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Donaldson Co Inc , Nordson Corp , Acuity Brands Inc , Ametek Inc , Moog Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , Russell 2000 INDEX Mini TIC , iShares TIPS Bond , MSCI Emerging Market Index Future Sept14 , Long Gilt Future Sep 2014 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Target Corp , Cisco Systems Inc , General Motors Co , Qualcomm Inc ,
  • Category: World Allocation
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  • Holdings: Microsoft Corp , Oracle Corporation , MetLife Inc , International Business Machines Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Charter Communications Inc Class A , Carnival Corp , Energizer Holdings Inc , Avago Technologies Ltd , Archer-Daniels Midland Co ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , SPDR Barclays Capital Short Term Corp Bd , Vanguard Short-Term Corporate Bond ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
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  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Large-Cap Value P , PL Inflation Managed P , PL Comstock P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , Google Inc Class A , Google Inc Class C , Equinix Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , International Tilts , iShares TIPS Bond , Small Cap Lifepath ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , EOG Resources Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: HSBC Holdings PLC , Roche Holding AG , BP PLC ADR , British American Tobacco PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Cisco Systems Inc , Target Corp , General Motors Co , Qualcomm Inc , Colony Financial Inc ,
  • Category: World Stock
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl , American Century NT Equity Growth Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Holdings: Global Aggressive Strategy Llc , Fidelity┬« Conservative Income Bond Instl , Fx Strategy Llc , Vanguard Short-Term Bond Idx I , PIMCO Enhanced Short Maturity ETF ,
  • Category: Currency
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Aryzta AG , Jupiter Fund Management PLC , Ashtead Group PLC , en-japan inc. , Ingenico Group SA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , International Tilts , Small Cap Lifepath ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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Funds From: taiax - American Funds Tx-Advtg Inc A LW - Conservative Allocation to slrbx - State Farm LifePath Retirement Legacy B - Retirement Income
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