Funds From: mdshx - M.D. Sass 1-3 Year Dur US Agcy Bd Retl - Short Government to OMSOX - Oppenheimer Main Street Select A - Large Blend


  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , Yandex NV , OJSC Magnit , OAO Novatek GDR , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Intl StksPLUS┬« AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2051+
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , Exxon Mobil Corporation , JPMorgan Chase & Co , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Medtronic Inc , Apple Inc , Merck & Co Inc , White Mountains Insurance Group Ltd ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Compass Group PLC , Bayer AG , Rio Tinto PLC , CNOOC Ltd , Basf SE ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Google Inc Class A , Verizon Communications Inc , Oracle Corporation ,
  • Category: Large Growth
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  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , ClearBridge Aggressive Growth IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge Appreciation IS ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: Nektar Therapeutics Inc , Nokia Oyj , Advanced Micro Devices Inc , MorphoSys AG , Tesla Motors Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA International Small Cap Value I , Novartis AG , UBS AG , Allianz SE , Roche Holding AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Walt Disney Co , Apple Inc , LM Ericsson Telephone Company Class B , LVMH Moet Hennessy Louis Vuitton SA , Citigroup Inc ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , ClearBridge Aggressive Growth IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge Appreciation IS ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , JPMorgan Chase & Co , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Randgold Resources Ltd ADR , Franco-Nevada Corp , SPDR Gold Shares , Royal Gold Inc , New Gold Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Holdings: International Rectifier , Northern Instl Fds , Microsemi Corp , Forestar Group Inc , Lattice Semiconductor Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Morningstar Rating: 2 Stars
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  • Holdings: International Business Machines Corp , AT&T Inc , Western Union Co , Hewlett-Packard Co , Baker Hughes Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: SK Hynix Inc , Hammerson PLC , Christian Dior SA , Banco Bilbao Vizcaya Argentaria SA , Grupo Televisa SAB ADR ,
  • Category: Foreign Large Blend
  • 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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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Aareal Bank AG , Banca Generali , Bellway PLC , Royal UNIBREW , Wirecard AG ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Safeway Inc , AMCOL International Corp , Myers Industries Inc , ArthroCare Corp , Zale Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Tyco International Ltd , National Oilwell Varco Inc , Chevron Corp , Apple Inc , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: mdshx - M.D. Sass 1-3 Year Dur US Agcy Bd Retl - Short Government to OMSOX - Oppenheimer Main Street Select A - Large Blend
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