Funds From: abncx - AllianceBern Bond Inflation Strategy C - Inflation-Protected Bond to rigax - American Funds Intl Gr and Inc R1 - Foreign Large Blend


  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: LKQ Corp , The Middleby Corp , CoStar Group Inc , Restoration Hardware Holdings Inc , Shutterstock Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Wells Fargo & Co , America Movil SAB de CV Class L , Procter & Gamble Co , Oracle Corporation , Coca-Cola Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Holdings: Republic Services Inc Class A , PPL Corp , Alliant Energy Corp , Allstate Corp , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 1.5% , FHLMC 4% , US Treasury Note 1% , Societe Generale Jr Subordina Regs 12/49 Var , FHLMC 4.5% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , MSCI Emerging Market Index Future Dec14 , Aia Grp ADR , Marine Harvest ASA , Kia Motors Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Nasdaq 100 E-Mini Dec14 Xcme 20141219 , S+p500 Emini Fut Dec14 Xcme 20141219 , Russell 2000 Mini Dec14 Imeq 20141219 , S80895211 Irs Aud R F 4.20000 Sl_1480895211_fixed Ccpvanill , S80895211 Irs Aud P V 06mbbsw Sl_1480895211_float Ccpvanilla ,
  • Category: Multialternative
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  • Holdings: TIAA-CREF Short-Term Bond Inst , TIAA-CREF Bond Plus Inst , TIAA-CREF Bond Instl , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Conservative Allocation
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Union Pacific Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , Dwrtft Trs Equity 1ml+45 Brc , US Treasury TIP , Dwrtft Trs Equity 1ml+42 Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
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  • Holdings: Gold , Galaxy Entertainment Group Ltd , AIA Group Ltd , Media Group International Ltd. , Las Vegas Sands Corp ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Italy(Rep Of) 4.5% ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: General Electric Co , Exxon Mobil Corporation , JPMorgan Chase & Co , Pfizer Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Clearwire Comm 144A 8.25% , Tesla Mtrs Cv 1.25% , Yahoo 144A Cv , Salesforce Com Cv 0.25% , Rti Intl Metals Cv 1.625% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , Google Inc Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Bank of America Corporation , Johnson & Johnson , Microsoft Corp , Merck & Co Inc , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: AXA SA , Novartis AG , Taiwan Semiconductor Manufacturing Co Ltd , EDP - Energias de Portugal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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Funds From: abncx - AllianceBern Bond Inflation Strategy C - Inflation-Protected Bond to rigax - American Funds Intl Gr and Inc R1 - Foreign Large Blend
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