Funds From: acvbx - American Century Strat Allc: Cnsrv B - Conservative Allocation to emaix - Eaton Vance MA Ltd Maturity Munis Inc I - Muni Massachusetts


  • Holdings: US Treasury Note 1.375% , US Treasury TIP 2.5% , US Treasury Note 0.375% , US Treasury Note 1.625% , US Treasury TIP 1.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PNC Financial Services Group Inc , L Brands Inc , Union Pacific Corp , JPMorgan Chase & Co , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Vinci , Air New Zealand Ltd , Guangdong Investment Ltd , Bpost SA de Droit Public , Hutchison Port Holdings Trust ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , Baidu Inc ADR , VF Corp , Anheuser-Busch Inbev SA ADR ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Boston Properties Inc , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Nektar Therapeutics Inc , MorphoSys AG , Cepheid , Nokia Oyj , Yahoo! Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Paratek Pharmaceuticals Inc , SeaChange International Inc , Rosetta Stone Inc , Sizmek Inc , Oxford Lane Cap Pfd ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Mini Msci Emg Mkt Dec14 Ifus 20141219 , Dr Reddy Laboratories Ltd ADR , China Telecom Corp Ltd H Shares , Infosys Ltd ADR , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Royal Gold Inc , SPDR® Gold Shares , Eldorado Gold Corp , Randgold Resources Ltd ADR , Goldcorp Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Holdings: Mini Msci Emg Mkt Dec14 Ifus 20141219 , Samsung Electronics Co Ltd , China Mobile Ltd , KB Financial Group Inc , OAO Gazprom ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Continental AG , BT Group PLC , SAP SE , Dollarama Inc , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO EqS® Emerging Markets Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Bond Instl , PIMCO Emerging Markets Corp Bd Instl , Eem Us Trs Equity 3ml-10 Bps ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Grafton Group PLC , Kennedy Wilson Europe Real Estate Plc , Fairfax Financial Holdings Ltd , RenaissanceRe Holdings Ltd , Sligro Food Group ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Kinder Morgan, Inc. , General Dynamics Corp , Wells Fargo & Co , Lorillard Inc , Hasbro Inc ,
  • Category: Large Value
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  • Holdings: TC Pipelines LP , Energy Transfer Partners LP , Icahn Enterprises LP , Sunoco Logistics Partners LP , Magellan Midstream Partners, L.P. ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Syntel Inc , Enstar Group Ltd , HSN Inc , Deluxe Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , Suncor Energy Inc , Delta Air Lines Inc , Verizon Communications Inc , Cardinal Health Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , Vanguard FTSE Developed Markets ETF , iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Markets , Vanguard Total Bond Market ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Intel Corp , Pfizer Inc , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Lockheed Martin Corp , Philip Morris International Inc , JPMorgan Chase & Co , International Business Machines Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , Google Inc , Home Depot Inc , ARM Holdings PLC ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 2 Stars
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Funds From: acvbx - American Century Strat Allc: Cnsrv B - Conservative Allocation to emaix - Eaton Vance MA Ltd Maturity Munis Inc I - Muni Massachusetts
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