Funds From: iivax - Transamerica Small/Mid Cap Value A LW - Mid-Cap Blend to cipfx - American Funds Income Portfolio 529F1 - Conservative Allocation


  • Holdings: Liberty Property Trust , Atmos Energy Corp , Webster Financial Corp , Ameren Corp , Level 3 Communications Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , iShares iBoxx $ High Yield Corporate Bd , SPDR Barclays High Yield Bond ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Short-Term Bond , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Gbp Irs 10yr Receiver (Jpm) 0.583 Jul 30 23 , Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 0.000 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 0.592 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , General Electric Co , JPMorgan Chase & Co , AmerisourceBergen Corp , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Shire PLC , Total SA , Roche Holding AG , Toyota Motor Corp , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: EOG Resources Inc , Cameron International Corp , Lennar Corp , Toll Brothers Inc , B/E Aerospace Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Holdings: Guggenheim Strategy I , E-mini S&P 500 Index Future Sept14 ,
  • Category: Bear Market
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Ameriprise Financial Inc , Sirius XM Holdings Inc , Genworth Financial Inc , Liberty Interactive Corp Class A , TripAdvisor Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu Inc ADR , Yandex NV , Magnit Common Stock Rub.01 , OAO Novatek GDR , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Kinder Morgan Management LLC , ONEOK Inc , Williams Companies Inc , Enbridge Energy Management LLC , Teekay Offshore Partners LP ,
  • Category: Energy Limited Partnership
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  • Holdings: iShares Russell 2000 Growth , Spirit Airlines Inc , Proofpoint Inc , Ubs Relationship Fds , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Osim International Ltd , Hotel Shilla Co Ltd , Ticon Industrial Connection PLC , Aeon Co Malaysia Bhd , Jyothy Laboratories Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Pacific Rubiales Energy Corp Common Stock , Sberbank Of Russia , Petroleo Brasileiro SA Petrobras ADR , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: IHS Inc Class A , Fiserv Inc , CarMax Inc , Pall Corporation , Textron Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 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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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Amazon.com Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Red Hat Inc , LinkedIn Corp Class A , Baidu Inc ADR , Western Digital Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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Funds From: iivax - Transamerica Small/Mid Cap Value A LW - Mid-Cap Blend to cipfx - American Funds Income Portfolio 529F1 - Conservative Allocation
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