Funds From: atsnx - AQR Tax-Managed Sm Cap Momentum N - Small Growth to smsix - SEI Moderate Strategy I (SAAT) - Conservative Allocation


  • Holdings: Carrizo Oil & Gas Inc , iShares Russell 2000 , First Interstate Bancsystem , Synaptics Inc , GT Advanced Technologies Inc ,
  • Category: Small Growth
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Transamerica Dividend Focused I2 , Transamerica Select Equity I2 , Transamerica Large Cap Value I2 , Transamerica Growth I2 , Transamerica US Growth I2 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Floating Rate Income R6 , JPMorgan Realty Income R5 , iShares Global Infrastructure , JPMorgan Commodities Strategy R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Nike Inc Class B , Pioneer Natural Resources Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Short-Term Bond , Fidelity® Total Bond , Fidelity® Strategic Real Return , Fidelity® Government Income , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: EOG Resources Inc , CF Industries Holdings Inc , Exxon Mobil Corporation , Occidental Petroleum Corp , Chevron Corp ,
  • Category: Natural Resources
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  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , Merck & Co Inc , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Johnson & Johnson , E-mini S&P 500 Index Future Sept14 , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , US Treasury Note 0.75% , Vanguard Emerging Markets Stock Idx ETF , S+p Mid 400 Emini Jun14 Xcme 20140620 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Intel Corp , Occidental Petroleum Corp , Dr Pepper Snapple Group Inc , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Bristol-Myers Squibb Company , Merck & Co Inc , American International Group Inc , Activision Blizzard Inc , NXP Semiconductors NV ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , ConocoPhillips , Exxon Mobil Corporation , Goldman Sachs Group Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Molson Coors Brewing Co , PepsiCo Inc , Tesco PLC ADR , Bank of New York Mellon Corp , BP PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Google Inc Class C , Bristol-Myers Squibb Company , Facebook Inc Class A , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , Covidien PLC , McKesson Corp , Forest Laboratories Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Eem Merrill Lynch Bullet Swap ,
  • Category: Trading-Leveraged Equity
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: S+p 500 Future Sep14 Xcme 20140918 , Us Long Bond(Cbt) Sep14 Xcbt 20140919 , Apple Inc , US Treasury Bond 4.5% , Exxon Mobil Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Franklin Pelagos Commodities Strat R6 , Templeton Global Total Return R6 , Franklin Strategic Income R6 , Franklin High Income R6 , Franklin K2 Alternative Strategies R6 ,
  • Category: Conservative Allocation
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  • Holdings: Novartis AG , AstraZeneca PLC , BP PLC , Anheuser-Busch Inbev SA , Air Liquide SA ,
  • Category: Foreign Large Blend
  • 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 Multi-Asset Accumulation A (SIMT) , SEI US Managed Volatility A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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Funds From: atsnx - AQR Tax-Managed Sm Cap Momentum N - Small Growth to smsix - SEI Moderate Strategy I (SAAT) - Conservative Allocation
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