Funds From: atbax - Ascendant Balanced A - Moderate Allocation to hrcsx - Harbor Convertible Securities Admin - Convertibles


  • Holdings: Vanguard Short-Term Bond ETF , Foot Locker Inc , Lorillard Inc , Cobalt Intl Engy Cv 2.625% , Nuance Comms Cv 2.75% ,
  • Category: Moderate Allocation
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Rite Aid Corp , Northstar Realty Finance Corp , American Realty Capital Properties Inc Class A , Acuity Brands Inc , SunEdison Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Unibail-Rodamco SE , Prologis Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI EAFE , DNB ASA , Next PLC , Bayer AG , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Whirlpool Corp , Actavis PLC , F5 Networks Inc , Delphi Automotive PLC , Fresh Market Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: InterOil Corp , Randgold Resources Ltd ADR , Chimera Investment Corp , UMH Properties Inc , Cavco Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Prudential Financial Inc , Corning Inc , MetLife Inc , Gilead Sciences Inc , Johnson Controls Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: American International Group Inc , Apache Corporation , Teva Pharmaceutical Industries Ltd ADR , KB Financial Group Inc ADR , Mitsui Sumitomo Insurance Company, Ltd ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Southwest Gas Corp , Helen of Troy, Ltd. , HSN Inc , Columbia Sportswear Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Vornado Realty Trust , Prologis Inc , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Packaging Corporation of America , Alliant Techsystems Inc , Jazz Pharmaceuticals PLC , Manhattan Associates, Inc. , CorVel Corporation ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: NextEra Energy Inc , ITC Holdings Corp , Edison International , Sempra Energy , Wisconsin Energy Corp ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury TIP , US TREASURY TIP , US Treasury TIP , iShares S&P GSCI Commodity-Indexed Trust , US Treasury TIP 2.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Itau Unibanco Holding SA ADR , Samsung Electronics Co Ltd , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: NextEra Energy Inc , Duke Energy Corporation , Edison International , Dominion Resources Inc , Sempra Energy ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI Emerging Markets , iShares MSCI EAFE , WisdomTree Europe Hedged Equity , iShares Global 100 , Global X SuperDividend™ ETF ,
  • Category: Tactical Allocation
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  • Holdings: PIMCO 1-5 Year US TIPS Index ETF , FlexShares iBoxx 3Yr Target Dur TIPS ETF , iShares S&P 500 Value , iShares iBoxx $ Invst Grade Crp Bond , iShares 1-3 Year Treasury Bond ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Occidental Petroleum Corporation , Total SA , Procter & Gamble Co , Pfizer Inc , Roche Holding AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Biogen Idec Inc , Gilead Sciences Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2011-2015
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  • Holdings: Goldcorp, Inc. , Barrick Gold Corp , Randgold Resources Ltd ADR , Franco-Nevada Corp , Newmont Mining Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Holdings: Genworth Financial Inc , B/E Aerospace Inc , Comerica Inc , Westinghouse Air Brake Technologies Corp , Ametek Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: H&E Equipment Services Inc , The Middleby Corp , Mobile Mini Inc , On Assignment Inc , Signature Bank ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Mgm Resorts Intl Cv 4.25% , Nuvasive Cv 2.75% , Omnicare Cv 3.25% , Iconix Brand Grp Cv 2.5% , Trinity Inds Cv 3.875% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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Funds From: atbax - Ascendant Balanced A - Moderate Allocation to hrcsx - Harbor Convertible Securities Admin - Convertibles
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