Funds From: jbavx - JHancock Balanced R5 - Moderate Allocation to cgnfx - American Funds Gr and Inc Port 529F1 - Aggressive Allocation


  • Holdings: Qualcomm Inc , Apple Inc , JPMorgan Chase & Co , CVS Caremark Corp , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Cubist Pharmaceuticals Inc , Aspen Technology Inc , NCR Corp , Oceaneering International , Idex Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co , Cisco Systems Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA International Institutional , USAA Emerging Markets Institutional , USAA Income Stock Institutional , USAA Value Institutional , USAA Small Cap Stock Institutional ,
  • Category: World Stock
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: CNO Financial Group Inc , Ensco PLC Class A , Merck & Co Inc , Pfizer Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , Cheung Kong Holdings Ltd , Hutchison Whampoa Ltd ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
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  • Holdings: Atmos Energy Corp , Liberty Property Trust , Ameren Corp , Level 3 Communications Inc , BioMed Realty Trust Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • 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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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , QS Legg Mason Strategic Real Return IS ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Haemonetics Corp , Mobile Mini Inc , Belden Inc , Healthsouth Corp , Tempur Sealy International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Avago Technologies Ltd , Monsanto Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Northstar Guarantee Inc Div B Stud L , Sallie Mae FRN ,
  • Category: Currency
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  • Holdings: FEI Co , Balchem Corp , Euronet Worldwide Inc , Lazard Ltd , Mentor Graphics Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Monsanto Co , Gilead Sciences Inc , Avago Technologies Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Apprec Idx ETF , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Intel Corp , United Technologies Corp , Exxon Mobil Corporation , Qualcomm Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares Russell Mid-Cap ,
  • Category: Target Date 2021-2025
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  • Holdings: Roche Holding AG , HCA Holdings Inc , Bristol-Myers Squibb Company , AbbVie Inc , Mylan Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Hess Corp , American International Group Inc , MetLife Inc , Verizon Communications Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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Funds From: jbavx - JHancock Balanced R5 - Moderate Allocation to cgnfx - American Funds Gr and Inc Port 529F1 - Aggressive Allocation
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry