Funds From: nterx - Nuveen Tradewinds Emerging Markets R3 - Diversified Emerging Mkts to adarx - AllianceBernstein Dynamic All Mkt R - Tactical Allocation


  • Holdings: Samsung Electronics Co Ltd , KB Financial Group Inc , Cathay Financial Holding Co Ltd , China Mobile Ltd , AirAsia X Bhd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: InterOil Corp , Randgold Resources Ltd ADR , Chimera Investment Corp , Delta Air Lines Inc , United Continental Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , SPDR Barclays Capital Short Term Corp Bd , Vanguard Short-Term Corp Bd Idx ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
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  • Holdings: Microsoft Corp , Medtronic Inc , Twenty-First Century Fox Inc Class B , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Google Inc Class A , Comcast Corp Class A , Gilead Sciences Inc , Twenty-First Century Fox Inc Class A , Electronic Arts Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Merck & Co Inc , Apple Inc , Microsoft Corp , Teva Pharmaceutical Industries Ltd ADR , ACE Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Moog Inc Class A , Chicago Bridge & Iron Company , Quanta Services, Inc. , Carrizo Oil & Gas Inc , Foot Locker Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC ,
  • Category: Long/Short Equity
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Google Inc Class A , Microsoft Corp , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Schlumberger NV , PepsiCo Inc , Oracle Corporation , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: NextEra Energy Inc , Duke Energy Corporation , Edison International , Dominion Resources Inc , Sempra Energy ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Compass Group PLC , Bayer AG , Rio Tinto PLC , Coloplast Class B , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Holdings: Google Inc Class A , Facebook Inc Class A , Priceline Group Inc , Roche Holding AG , Precision Castparts Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Verizon Communications Inc , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Global Aggressive Strategy Llc , Fidelity┬« Conservative Income Bond Instl , Fx Strategy Llc , Vanguard Short-Term Bond Idx I , PIMCO Enhanced Short Maturity ETF ,
  • Category: Currency
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  • Holdings: International Business Machines Corp , AT&T Inc , Hewlett-Packard Co , Western Union Co , Baker Hughes Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: DFA International Small Cap Value I , Novartis AG , UBS AG , Allianz SE , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Emerging Markets Currency Instl , Fin Fut Euro$ Cme 12/14/15 , US Treasury TIP , US TREASURY TIP , US Treasury TIP ,
  • Category: Tactical Allocation
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Novartis AG , BNP Paribas , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: BT Group PLC , Sap AG , Roche Holding AG , Syngenta AG , Aalberts Industries NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: International Rectifier , Microsemi Corp , Forestar Group Inc , Marten Transport Ltd , Lattice Semiconductor Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury TIP 1.25% , US TREASURY TIP , US Treasury TIP 1.125% , US TREASURY TIP , Vanguard Small Cap ETF ,
  • Category: Tactical Allocation
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Funds From: nterx - Nuveen Tradewinds Emerging Markets R3 - Diversified Emerging Mkts to adarx - AllianceBernstein Dynamic All Mkt R - Tactical Allocation
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