Funds From: pspax - PIMCO StocksPLUS A Load Waived - Large Blend to azenx - AQR Emerging Defensive Equity N - Diversified Emerging Mkts


  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Blackrock Total Return Fund 2030 , Blackrock Large Cap Growth 2030 , Blackrock Mstr Basic Val Fund 2030 , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Questcor Pharmaceuticals Inc , Aspen Technology Inc , Cavium Inc , Cognex Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Money Market- Tax-Free
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  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Nvidia 144A Cv 1% , Wells Fargo & Co, San Francisco Ca Pfd , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Small-Cap , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares S&P 500 Value ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , American Tower Corp , Amazon.com Inc , Equinix Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Valspar Corp , Gorman-Rupp Co , U.S. Bancorp , Wells Fargo & Co , Cedar Fair LP ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Apple Inc , Pfizer Inc , AT&T Inc , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Occidental Petroleum Corp , ProShares UltraPro Short S&P500 , American International Group Inc , Discover Financial Services , Aflac Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Airlines Group Inc , Keurig Green Mountain Inc , Lear Corp , Actavis PLC , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: United Rentals Inc , Westinghouse Air Brake Technologies Corp , Trinity Industries Inc , Avago Technologies Ltd , Jarden Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Google Inc Class A , AbbVie Inc , Apple Inc , Visa Inc Class A , Twenty-First Century Fox Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Walt Disney Co , Facebook Inc Class A ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Constellation Brands Inc Class A , Schlumberger NV , Exact Sciences Corp , Enbridge Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Schlumberger NV , PolyOne Corp , Walt Disney Co , Alliance Data Systems Corp , American Tower Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2051+
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  • Holdings: Signet Jewelers Ltd , United Rentals Inc , IAC/InterActiveCorp , Expedia Inc , Westinghouse Air Brake Technologies Corp ,
  • Category: Mid-Cap Growth
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  • Holdings: US Treasury Bond 3.375% , Guggenheim Strategy I , Ultra Treasury Bond Future Sept14 ,
  • Category: Trading-Inverse Debt
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares MSCI Emerging Markets , President Chain Store Corp , Enersis SA ADR , Malayan Banking Bhd , Tractebel Energia SA ,
  • Category: Diversified Emerging Mkts
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Funds From: pspax - PIMCO StocksPLUS A Load Waived - Large Blend to azenx - AQR Emerging Defensive Equity N - Diversified Emerging Mkts
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