Funds From: TEPAX - American Funds Tax-Exempt Presv Port A - Muni National Interm to peubx - Putnam Europe Equity B - Europe Stock


  • Holdings: US Treasury Note 0.75% , US Treasury Note 0.75% , US Treasury Note 1.375% , US Treasury Note 1% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PNC Financial Services Group Inc , Union Pacific Corp , L Brands Inc , JPMorgan Chase & Co , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Methanex Corp , Reinsurance Group of America Inc , Arrow Electronics Inc , Newell Rubbermaid Inc , Wesco International Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: Alaska Air Group Inc , Westar Energy Inc , Piedmont Office Realty Trust Inc , Fifth Third Bancorp , Retail Properties of America Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Manhattan Associates Inc , Parexel International Corp , PolyOne Corp , Graphic Packaging Holding Co , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , Exxon Mobil Corporation , Royal Dutch Shell PLC ADR Class A , ConocoPhillips , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Holdings: Centene Corp , Spirit Airlines Inc , East West Bancorp Inc , White Mountains Insurance Group Ltd , Mattress Firm Holding Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Eem Merrill Lynch Bullet Swap ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Itau Unibanco Holding SA ADR , Powszechny Zaklad Ubezpieczen SA , Hengan International Group Co Ltd , Infosys Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Flextronics International Ltd , Goldman Sachs Group Inc , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p 500 Future Dec14 Xcme 20141218 , Us Long Bond(Cbt) Dec14 Xcbt 20141219 , Apple Inc , JPMorgan Chase & Co , Facebook Inc Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Home Depot Inc , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Sumitomo Mitsui Financial Group Inc , Roche Holding AG Dividend Right Cert. , ProSiebenSat 1 Media AG , Continental AG , Standard Life PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Idacorp Inc , Amsurg Corp , Deluxe Corp , LaSalle Hotel Properties , Southwest Gas Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Holdings: Sinclair Broadcast Group Inc , UnitedHealth Group Inc , Japan Airlines Co Ltd , Micron Technology Inc , Houghton Mifflin Harcourt Company ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Boston Properties Inc , Public Storage , Health Care REIT, Inc. , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Royal Dutch Shell PLC ADR Class A , Citigroup Inc , Anheuser-Busch Inbev SA , Hartford Financial Services Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: Raymond James Financial Inc , Old Dominion Freight Lines , Packaging Corp of America , Jarden Corp , Genesee & Wyoming Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , AstraZeneca PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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Funds From: TEPAX - American Funds Tax-Exempt Presv Port A - Muni National Interm to peubx - Putnam Europe Equity B - Europe Stock
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