Funds From: lrrax - QS Legg Mason Strategic Real Return A LW - Conservative Allocation to atbax - Ascendant Balanced A - Moderate Allocation


  • Holdings: Real Return Funds , Vanguard REIT ETF , Vanguard Total Stock Market ETF , iShares MSCI EAFE , US Treasury TIP 1.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Allstate Corp , Alcoa Inc , Prudential Financial Inc , Corning Inc , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: NN Group NV , Industrial And Commercial Bank Of China Ltd H Shares , Accor SA , Volkswagen AG , China Pacific Insurance Group H Shares ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Huntington Global Select Markets Instl , Huntington EcoLogical Strategy ETF , Huntington US Equity Rotation Strat ETF , Huntington Dividend Capture Instl , Huntington Situs Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP , US Treasury Note , US Treasury TIP , Us 5yr Note (Cbt) Mar15 Xcbt 20150331 , iShares S&P GSCI Commodity-Indexed Trust ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: NextEra Energy Inc , Duke Energy Corporation , Edison International , Dominion Resources Inc , Sempra Energy ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: O'Reilly Automotive Inc , Tractor Supply Co , Swift Transportation Co , Genesee & Wyoming Inc Class A , Westinghouse Air Brake Technologies Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds Capital World Gr&Inc R6 , American Funds Global Balanced R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Oracle Corporation , Visa Inc Class A , Walt Disney Co , PepsiCo Inc , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Southwest Airlines Co , Foot Locker Inc , Fiserv Inc , AmerisourceBergen Corp , American Express Co ,
  • Category: Large Blend
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Protective Life Corp , TRW Automotive Holdings Corp , Dresser-Rand Group Inc , Concur Technologies Inc , Safeway Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Comcast Corp Class A , Boeing Co , Exxon Mobil Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Randgold Resources Ltd ADR , Franco-Nevada Corp , Fresnillo PLC , Agnico Eagle Mines Ltd , Royal Gold Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Holdings: Oracle Corporation , Procter & Gamble Co , Wells Fargo & Co , Coca-Cola Co , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mlmrx investment picks
  • Holdings: National Fuel Gas Co , NextEra Energy Inc , Energy Transfer Equity LP , Edison International , Southwest Gas Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Pfizer Inc , Berkshire Hathaway Inc Class B , American International Group Inc , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , HSBC Holdings PLC , Banco Santander SA , AstraZeneca PLC , Allianz SE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Precision Castparts Corp , CIE FINANCIERE RICHEMONT SA , Lockheed Martin Corp , Roche Holding AG Dividend Right Cert. , Novartis AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Casey's General Stores Inc , Abbott Laboratories , Irish Continental Group PLC , Johnson & Johnson , Weyerhaeuser Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Holdings: SPDR® Barclays Convertible Secs ETF , Foot Locker Inc , Morgans Hotel Grp Cv 2.375% , Rambus Inc Del Cv 1.125% , Nuance Comms Cv 2.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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Funds From: lrrax - QS Legg Mason Strategic Real Return A LW - Conservative Allocation to atbax - Ascendant Balanced A - Moderate Allocation
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