Funds From: itbax - Hartford Total Return Bond A LW - Intermediate-Term Bond to beacx - UBS US Defensive Equity C - Large Blend


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Prologis Inc , General Growth Properties Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Energy Transfer Partners LP , Telstra Corp Ltd , Starwood Property Trust, Inc. , Blackstone Mortgage Trust Inc Class A , BAE Systems PLC ,
  • Category: World Stock
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series Infl-Prtct Bd Idx , Fidelity® Series High Income , Fidelity Advisor® Ser Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: National Australia Bank Ltd , Royal Dutch Shell PLC ADR Class A , Total SA ADR , freenet AG , Imperial Tobacco Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: FNMA 4% TBA , Govt Natl Mtg Asso 3.5% , FNMA , Apple Inc , Fed Natl Mort Assc 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Treehouse Foods Inc , PrivateBancorp Inc , Sonic Corp , Icon PLC , Silicon Laboratories Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares Russell 2000 , SPDR® S&P 500 ETF , Energy Select Sector SPDR® ETF , US Treasury Note 1.5% , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
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  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett High Yield I , Lord Abbett Emerging Markets Currency I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Mid Cap Stock I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Tencent Holdings Ltd. , China Mobile Ltd ADR , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Apple Inc , Time Warner Inc , U.S. Bancorp , Actavis PLC ,
  • Category: Long/Short Equity
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  • Holdings: Apple Inc , Microsoft Corp , Bristol-Myers Squibb Company , Lowe's Companies Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: 10 Year US Treasury Note Future Mar15 , E-mini S&P 500 Index Future Mar15 , Euro BUND Future Mar15 , Aqr Risk Parity Ii Hv Off , 10 Year US Treasury Note Future Mar15 ,
  • Category: Tactical Allocation
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares JPMorgan USD Emerg Markets Bond , Financial Select Sector SPDR® ETF , Cds7 Cds Usd R V 00mevent , Baggot Secs 10.24% , Cds7 Cds Usd P F 1.00000 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA International Small Cap Value I , DFA International Vector Equity I , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , OAO Gazprom ADR ,
  • Category: Foreign Small/Mid Value
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Citigroup Inc , Mondelez International Inc Class A , Philip Morris International Inc , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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Funds From: itbax - Hartford Total Return Bond A LW - Intermediate-Term Bond to beacx - UBS US Defensive Equity C - Large Blend
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