Funds From: CSDRX - Columbia Global Opportunities R4 - World Allocation to sqbax - Saratoga Investment Quality Bond A - Intermediate-Term Bond


  • Holdings: S&P500 Emini Sep 14 , Columbia Mortgage Opportunities I , TOPIX Index Future Sept14 , Euro BUND Future Sept14 , FTSE 100 Index (New Style) Future Sept14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Equity-Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series Growth Company F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Dufry AG , Nippon Shinyaku Co., Ltd. , SCSK Corporation , Kongsberg Gruppen ASA , Hoshizaki Electric Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: RF Micro Devices Inc , Skechers USA Inc , ARRIS Group Inc , NetScout Systems Inc , Rite Aid Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Thrivent Income I , Thrivent Partner Worldwide Allocation I , Thrivent Large Cap Value I , Thrivent Limited Maturity Bond I , Thrivent Large Cap Growth I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Tortoise MLP & Pipeline Instl , Aberdeen International Equity Instl , iShares Core S&P 500 , First Trust Health Care AlphaDEX® ETF , Nuveen Preferred Securities I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , FNMA , US Treasury Note 3.625% , FNMA , US Treasury Note 0.25% ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , Merck & Co Inc , JPMorgan Chase & Co , Chevron Corp , National Oilwell Varco Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 2 Stars
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  • Holdings: Brilliance China Automotive Holdings Ltd , Dongfeng Motor Group Co Ltd H Shares , Baidu Inc ADR , Tata Motors Ltd ADR , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Total SA , Royal Dutch Shell PLC Class B , Nippon Telegraph & Telephone Corp , ING Groep N.V. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Facebook Inc Class A , Walt Disney Co , Merck & Co Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SEI Global Managed Volatility A (SIMT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI US Managed Volatility A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , QS Legg Mason Strategic Real Return IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 5 Stars
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  • Holdings: Facebook Inc Class A , Priceline Group Inc , MasterCard Inc Class A , Biogen Idec Inc , Tencent Holdings Ltd. ,
  • Category: World Stock
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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Funds From: CSDRX - Columbia Global Opportunities R4 - World Allocation to sqbax - Saratoga Investment Quality Bond A - Intermediate-Term Bond
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