Funds From: hagrx - HSBC World Selection Balanced Strat A LW - Moderate Allocation to frnax - Fidelity Advisor Income Repl 2024 A LW - Retirement Income


  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Dreyfus Global Emerging Markets Y , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , Samsung Electronics Co Ltd , iShares MSCI South Korea Capped ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Sanofi , Mitsubishi UFJ Financial Group Inc , BP PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Pfizer Inc , Comcast Corp Class A , Citigroup Inc , Boeing Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Illumina Inc , Twitter Inc , Intuitive Surgical Inc , Tesla Motors Inc , LinkedIn Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , FNMA , US Treasury Note 0.25% , FNMA , US Treasury Note 4.625% ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Pioneer International Value Y , Pioneer Global Equity Y , Pioneer Emerging Markets Y , Pioneer Mid-Cap Value Y , Pioneer Oak Ridge Small Cap Growth Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Holdings: Nestle SA , HSBC Holdings PLC , Royal Dutch Shell PLC Class A , iShares MSCI EAFE , Toyota Motor Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Belden Inc , Helen of Troy, Ltd. , Mueller Industries Inc , GATX Corp , Cato Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager Large Cap Core I , Voya Large Cap Value R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , Boeing Co , Monsanto Co , Pfizer Inc , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Akorn Inc , Maximus Inc , EnerSys , PrivateBancorp Inc , Treehouse Foods Inc ,
  • Category: Small Growth
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  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Oracle Corporation , Verizon Communications Inc , Apple Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Common Stock I , MainStay S&P 500 Index I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Holdings: Philip Morris International Inc , Roche Holding AG ADR , Christian Dior SA , Exxon Mobil Corporation , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , B/E Aerospace Inc , Michael Kors Holdings Ltd , Stanley Black & Decker Inc , Whiting Petroleum Corp ,
  • Category: Large Growth
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  • Holdings: MainStay Epoch US All Cap I , MainStay ICAP International I , MainStay Common Stock I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , US Treasury Note 2% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , Integrys Energy Group Inc , EOG Resources Inc , Lennar Corp , Cameron International Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Prudential Real Assets Cayman Subsidiary Fund (Pdcz) , Prudential US Real Estate Z , Prudential Jennison Global Infras Z , Prudential Jennison MLP Z , Prudential International Real Estate Z ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Mid Cap Stock I , Lord Abbett High Yield I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Calibrated Large Cap Value I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Series Broad Market Opps , Fidelity® Government Income , Fidelity® Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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Funds From: hagrx - HSBC World Selection Balanced Strat A LW - Moderate Allocation to frnax - Fidelity Advisor Income Repl 2024 A LW - Retirement Income
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