Funds From: CTSBX - American Funds College 2027 529-B - Moderate Allocation to pscpx - Principal SmallCap Value II P - Small Value


  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Fundamental Invs R6 ,
  • Category: Moderate Allocation
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  • Holdings: Samsung Electronics Co Ltd , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Itau Unibanco Holding S.A. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: ConnectOne Bancorp Inc , Yadkin Financial Corp , HomeTrust Bancshares Inc , South State Corp , Investors Bancorp Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , Voya International Index I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Guggenheim Strategy I , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Core Plus Bond I Institutional , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Category: World 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: 2 Stars
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  • Holdings: Roche Holding AG , Tencent Holdings Ltd. , Canadian Pacific Railway Ltd , Continental AG , St James's Place PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , iShares Russell 1000 Value , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , Western Asset Core Bond IS ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Edison International , The AES Corporation , Kohl's Corp , ADT Corp , Amdocs Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , ConocoPhillips , Pfizer Inc , Exxon Mobil Corporation , Goldman Sachs Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , ClearBridge Aggressive Growth IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge Appreciation IS ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Qualcomm Inc , Parker Hannifin Corp , JPMorgan Chase & Co , Bed Bath & Beyond Inc , Oracle Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Bristol-Myers Squibb Company , Merck & Co Inc , American International Group Inc , Activision Blizzard Inc , AstraZeneca PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Occidental Petroleum Corp , Intel Corp , National Fuel Gas Co , Verizon Communications Inc ,
  • Category: Large Value
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  • Holdings: US Treasury Note 0.75% , US Treasury Note 0.75% , US Treasury Note 1.375% , US Treasury Note 0.875% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , DSV AS , WuXi PharmaTech (Cayman) Inc ADR , ONO Pharmaceutical Co., Ltd. , Greatview Aseptic Packaging Co Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Us 2yr Note (Cbt) Sep14 Xcbt 20140930 , Vanguard FTSE Emerging Markets ETF , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , S+p Mid 400 Emini Sep14 Xcme 20140919 , US Treasury Bond 4.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Atlas Pipeline Partners LP , Hasbro Inc , Omega Healthcare Investors Inc , Ares Capital Corporation , j2 Global Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: HSBC Holdings PLC , BP PLC , AstraZeneca PLC , Total SA , Roche Holding AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Index Mini TIC , Webster Financial Corp , Esterline Technologies , Amsurg Corp , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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Funds From: CTSBX - American Funds College 2027 529-B - Moderate Allocation to pscpx - Principal SmallCap Value II P - Small Value
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