Funds From: acvax - American Century Strat Allc: Agrsv A LW - Aggressive Allocation to eagix - Eaton Vance Investment Grade Income A LW - Intermediate-Term Bond


  • Holdings: Google Inc Class A , Johnson & Johnson , Apple Inc , Oracle Corporation , PepsiCo Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Red Hat Inc , Expedia Inc , B/E Aerospace Inc , Oasis Petroleum Inc , Stanley Black & Decker Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Cognex Corp , Tyler Technologies Inc , PTC Inc , Tenneco Inc , Buffalo Wild Wings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares S&P 500 Growth , EOG Resources Inc , SM Energy Co , Cognizant Technology Solutions Corp Class A , Herbalife Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity Advisor® International Discv I , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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  • Holdings: SAP SE , BT Group PLC , Aalberts Industries NV , Roche Holding AG , Novo Nordisk A/S ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , Capital One Financial Corp , Applied Materials Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: NXP Semiconductors NV , Check Point Software Technologies Ltd , Koninklijke DSM NV , AIA Group Ltd , Nordea Bank AB ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Priceline Group Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2031-2035
  • 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: 3 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , PIMCO Real Return Admin , Great-West Federated Bond Init , Great-West International Index Init ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Chevron Corp , Citigroup Inc , Sempra Energy , JPMorgan Chase & Co , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 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: 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: Haemonetics Corp , Mobile Mini Inc , Belden Inc , Healthsouth Corp , Tempur Sealy International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • 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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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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Funds From: acvax - American Century Strat Allc: Agrsv A LW - Aggressive Allocation to eagix - Eaton Vance Investment Grade Income A LW - Intermediate-Term Bond
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