Funds From: fbfrx - Franklin Balanced R6 - Moderate Allocation to cppbx - American Funds Preservation Port 529B - Short-Term Bond


  • Holdings: Apple Inc , Verizon Communications Inc , AT&T Inc , Target Corp , PG&E Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Merck & Co Inc , Wells Fargo & Co , Cisco Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Jacksonville Fla Spl Rev Spl Rev B 5% , New York St Dorm Auth 5% , Michigan Fin Auth 5% , Dallas Fort Worth Tex Intl Arp Jt Ref 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Team Health Holdings Inc , Parexel International Corp , Deluxe Corp , Steris Corp , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya Multi-Manager International Eq I , Voya International Core I , iShares MSCI EAFE , Voya Multi-Manager Emerging Markets Eq I , Voya Multi-Manager International Sm Cp I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Holdings: PNC Bond I , PNC Large Cap Core I , PNC Limited Maturity Bond I , PNC International Equity I , Vanguard Inflation-Protected Secs Adm ,
  • Category: Target Date 2016-2020
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  • Category: High Yield Bond
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: PPL Corp , NextEra Energy Inc , Comcast Corp Class A , Williams Companies Inc , NRG Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
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  • Holdings: Northstar Guarantee Inc Div B Stud L , Sallie Mae FRN ,
  • Category: Currency
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard Intermediate-Term Corp Bd ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF , SPDR® Barclays Short Term Corp Bd ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Total SA , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Protective Life Corp , Berkshire Hathaway Inc Class A , Vodafone Group PLC ADR , Jazztel PLC , Kinnevik Investment AB Class A ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Target Date 2016-2020
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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  • Holdings: Google Inc Class C , Verizon Communications Inc , Apple Inc , Procter & Gamble Co , International Business Machines Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Home Depot Inc , PepsiCo Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: Mitsui Fudosan Co Ltd , Mitsubishi Estate Co Ltd , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE , Stockland Corp Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc , U.S. Bancorp ,
  • Category: Trading-Leveraged Equity
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , China Construction Bank Corp H Shares , Hon Hai Precision Ind Co Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 4 Stars
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  • Holdings: Forward Investment Grade Fxd-Inc Z , Forward EM Corporate Debt Institutional , Forward International Dividend Instl , Forward Emerging Markets Instl , Forward Credit Analysis Long/Short Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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Funds From: fbfrx - Franklin Balanced R6 - Moderate Allocation to cppbx - American Funds Preservation Port 529B - Short-Term Bond
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