Funds From: ltgbx - AllianceBern 2015 Retirement Strat B - Target Date 2011-2015 to tpsax - Thrivent Partner Small Cap Growth A LW - Small Growth


  • Holdings: US Treasury TIP , US Treasury Note , iShares Core MSCI Emerging Markets , US Treasury TIP , US Treasury TIP ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Holdings: WisdomTree India Earnings ETF , Chunghwa Telecom Co Ltd , Sime Darby Bhd , Taiwan Cooperative Financial Holding Co Ltd , Hong Leong Bank Bhd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Samsung Electronics Co Ltd , Hana Financial Group Inc , BNP Paribas , Sanofi , Credit Suisse Group ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: BCE Inc , Bank of Montreal , ACE Ltd , Oversea-Chinese Banking Corp Ltd , Royal Bank Of Canada ,
  • Category: Foreign Large Blend
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  • Holdings: Microsoft Corp , Hana Financial Group Inc , Gilead Sciences Inc , Samsung Electronics Co Ltd , Amgen Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Trswap: Rms G Index Termination Date: 11/16/2015 Pricing Pull From Bloomber , Trswap: Rms G Index Mat Date 11/16/15 Act-360;monthly; Issue Date: 11/14/14 , Index Swap (Bcom) Index Mat Date 03/15/15, Act/360, Monthly, Non Compoundin , Index Swap (Bcom) Index Total Return Index Swap - Termination Date 03/05/15 , Financial Select Sector SPDR® ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya Global Bond R6 , Voya Large Cap Growth R6 , Voya Large Cap Value R6 , Voya International Core I , Voya Multi-Manager International Eq I ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Compass EMP US 500 Enh Vol Wtd ETF , Sigma-Aldrich Corp , Wal-Mart Stores Inc , Stericycle Inc , Becton Dickinson & Co ,
  • Category: Large Blend
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  • Holdings: Hanesbrands Inc , Skyworks Solutions Inc , Advance Auto Parts Inc , Equinix Inc , Huntington Ingalls Industries Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Sanofi , Samsung Electronics Co Ltd , Bayer AG , ING Groep N.V. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Emerging Markets NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Holdings: CACI International Inc Class A , Capitol Federal Financial Inc , Empire District Electric Co , ALLETE Inc , NorthWestern Corp ,
  • Category: Small Blend
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  • Holdings: Expedia Inc , Loews Corp , Kohl's Corp , Cigna Corp , Arrow Electronics Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: E-mini S&P 500 Index Future Dec14 , MSCI EAFE Index Future Dec14 , Columbia Commodity Strategy I , MSCI Emerging Market Index Future Dec14 , Germany (Federal Republic Of) 0.78921% ,
  • Category: Tactical Allocation
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  • Holdings: Infosys Ltd ADR , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electnc Pfd , OAO Lukoil ADR , Tata Motors Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , RidgeWorth Total Return Bond IS , RidgeWorth Mid-Cap Value Equity IS , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp , Novartis AG ADR , Zurich Insurance Group AG , Imperial Tobacco Group PLC , Nestle SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: W P Carey Inc , SPDR® EURO STOXX 50 ETF , Wells Fargo & Co , Markel Corporation , Sun Communities Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Schneider Electric SE , Chocoladefabriken Lindt & Spruengli AG , CIE FINANCIERE RICHEMONT SA , Kühne & Nagel International AG , Heineken Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert Small Cap I , Calvert International Equity I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Alexandria Real Estate Equities Inc , Acadia Realty Trust , Post Properties Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 Growth , Proofpoint Inc , Guidewire Software Inc , NuVasive Inc , Akorn Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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Funds From: ltgbx - AllianceBern 2015 Retirement Strat B - Target Date 2011-2015 to tpsax - Thrivent Partner Small Cap Growth A LW - Small Growth
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