Funds From: itaax - Transamerica Short-Term Bond A LW - Short-Term Bond to DFEQX - DFA Short-Term Extended Quality I - Short-Term Bond


  • Category: Short-Term 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: 3 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: Hanover Insurance Group Inc , Covanta Holding Corp , Computer Sciences Corp , Bunge Ltd , Reinsurance Group of America Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Naspers Ltd Class N , Google Inc Class A , Azimut Hldg S.P.A Cv 2.125% , Johnson & Johnson ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , Capital One Financial Corp , Wells Fargo & Co , Bank of America Corporation , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Lockheed Martin Corp , Time Warner Inc , Union Pacific Corp , AT&T Inc , Intel Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Holdings: PureCircle Ltd , Internet Initiative Japan Inc , Opera Software ASA , Yokohama Rubber Co Ltd , Zumtobel Group AG ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Pfizer Inc , Exxon Mobil Corporation , Bank of America Corporation , Goldman Sachs Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI Best Styles Global Eq R6 , AllianzGI US Managed Volatility Instl , PIMCO Income Instl , AllianzGI Behavioral Advtg Lg Cp Instl ,
  • Category: Target Date 2041-2045
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2041-2045
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  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Eli Lilly and Co , Microsoft Corp , Eaton Corp PLC ,
  • Category: Aggressive Allocation
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Profunds Swap Security U , Profunds Swap Security Gs ,
  • Category: Trading-Miscellaneous
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF , SPDR® Barclays Short Term Corp Bd ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
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  • Holdings: Russell 2000 Index Mini TIC , HomeAway Inc , Ultimate Software Group Inc , Idex Corp , Hexcel Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Guggenheim Enhanced Short Dur ETF , Guggenheim S&P 500® Equal Weight ETF , SPDR® S&P 500 ETF , ProShares Ultra Dow30 , Direxion Daily S&P500® Bull 3X ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2041-2045
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  • Holdings: Casetek Holdings Limited , Sunac China Holdings Ltd , PT Bank Tabungan Negara (Persero) Tbk , SouFun Holdings Ltd ADR , Innolux Corporation ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Neiman Large Cap Value , Amana Income Institutional , PIMCO Income Instl , Frost Total Return Bond Inst , Ivy High Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Bristol-Myers Squibb Company , Apple Inc , AstraZeneca PLC , Merck & Co Inc , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% , Turkey(Rep Of) 3% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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Funds From: itaax - Transamerica Short-Term Bond A LW - Short-Term Bond to DFEQX - DFA Short-Term Extended Quality I - Short-Term Bond
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