Funds From: eatrx - MFS Total Return 529A Load Waived - Moderate Allocation to pbtrx - Prudential Global Total Return B - World Bond


  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Qualcomm Inc , Google Inc Class C , Visa Inc Class A , Citrix Systems Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Celgene Corp , Gilead Sciences Inc , Biogen Idec Inc , Amgen Inc , Medivation Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Nektar Therapeutics Inc , MorphoSys AG , Cepheid , Nokia Oyj , Yahoo! Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: GAF CORP , US Treasury Note , Vereinigte Mexikanische 5% , Poland(Rep Of) 4.75% , Apple Inc ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , S+p500 Emini Fut Dec14 Xcme 20141219 , Citigroup Inc , Wells Fargo & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Syngenta AG , Experian PLC , DSV AS , Weir Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , Verizon Communications Inc , Cisco Systems Inc , Kroger Co , Microsoft Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: PHI Inc , Seneca Foods Corp Class A , Hurco Companies Inc , Omega Protein Corp , Healthcare Services Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Vodafone Group PLC , Sorenson Communications Inc , Spirit Realty Capital Inc , Transocean Ltd , Ageas NV ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Citigroup Inc , Suncor Energy Inc , Verizon Communications Inc , Morgan Stanley , Cardinal Health Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: TIAA-CREF Bond Index Institutional , TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Inflation Link Bd Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Holdings: PepsiCo Inc , Walt Disney Co , Visa Inc Class A , Comcast Corp Class A , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Mobileye Series F2 Preferred , WNS (Holdings) Ltd ADR , Donaldson Co Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Goldcorp, Inc. , Barrick Gold Corp , Franco-Nevada Corp , Randgold Resources Ltd ADR , Newmont Mining Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Franklin India Growth R6 , Apple Inc , Reed Elsevier NV , Actavis PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Fibra Uno Administracion SA de CV Series 11 , China Mobile Ltd , Hyundai Mobis Co Ltd , Bank Rakyat Indonesia (Persero) Tbk Class B ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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Funds From: eatrx - MFS Total Return 529A Load Waived - Moderate Allocation to pbtrx - Prudential Global Total Return B - World Bond
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