Funds From: cngax - American Funds New Economy 529A LW - Large Growth to aybax - AllianzGI High Yield Bond A Load Waived - High Yield Bond


  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , Prosperity Bancshares, Inc. , RLJ Lodging Trust , JetBlue Airways Corp , PrivateBancorp Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , EMC Corp , Amazon.com Inc , LinkedIn Corp Class A ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Toyota Motor Corp , Brookfield Asset Management Inc Class A , Novo Nordisk A/S Class B ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Inflation Managed P , PL Emerging Markets Debt P , PL Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Netflix Inc , Domino's Pizza Inc , Lions Gate Entertainment Corp , Aa , Myriad Genetics Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 2.25% , US Treasury Note 1.75% , US Treasury Note 0.75% , US Treasury Note 1.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , BT Group PLC , Bayer AG , Sanofi , ING Groep N.V. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , PepsiCo Inc , Visa Inc Class A , E-mini S&P 500 Index Future Dec14 , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , iShares TIPS Bond , Russell 1000 Index Master ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Manning & Napier Pro-Blend Mod Term I , Manning & Napier Pro-Blend Extnd Term I ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Verizon Communications Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Boulder Total Return Common , Tri-Continental Corporation Common , Celgene Corp , EMC Corp , FMC Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: ServiceNow Inc , SBA Communications Corp , Harman International Industries Inc , Robert Half International Inc , Electronic Arts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: API Efficient Frontier Value A , API Efficient Frontier Growth A , API Efficient Frontier Capital Inc Instl ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Irs Libo/3 Gbp1244 , Ubs 10/15 Zero , Jpm 10 15 0% 10/15 , Irs Libo/2.5 Gbp1224 , Irs Libo/2.75 Usd1224 ,
  • Category: Managed Futures
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , Royal Dutch Shell PLC Class A , HSBC Holdings PLC ,
  • Category: Long/Short Equity
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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Funds From: cngax - American Funds New Economy 529A LW - Large Growth to aybax - AllianzGI High Yield Bond A Load Waived - High Yield Bond
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