Funds From: pxtax - PIMCO Fundamental IndexPLUS AR Admin - Large Blend to lbcfx - Lord Abbett Convertible B - Convertibles


  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme 12/14/15 , Erauslt Trs Equity 1ml+45.5 Jpm , US Treasury Note 2.5% ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Express Scripts , Philip Morris International Inc , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Real Return Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , Bank Bradesco Pfd Shs , Airports Of Thailand PLC Shs Foreign Registered , BB Seguridade Participacoes SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 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: PIMCO Emerging Markets Currency Instl , US TREASURY TIP , US Treasury TIP , FNMA , US TREASURY TIP ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Janus Capital Group Inc , FreightCar America Inc , Murphy USA Inc , Acme United Corp , Johnson & Johnson ,
  • Category: Aggressive Allocation
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC Class A , British American Tobacco PLC , Shire PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , AXA SA , Hitachi Ltd , Henkel AG & Co KGaA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Apple Inc , AIA Group Ltd , NGK Spark Plug Co., Ltd. , Brenntag AG ,
  • Category: World Stock
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Mitsubishi Estate Co Ltd , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Sun Hung Kai Properties Ltd , Klépierre ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 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 2041-2045
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Mondelez International Inc Class A , Citigroup Inc , General Electric Co , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® Barclays High Yield Bond ETF , Petrobras Glbl Fin B V 4.375% , Verisign 4.625% , Key Engy Svcs 6.75% , Peabody Engy 6.25% ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • 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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  • Holdings: Gilead Sciences Inc , Amgen Inc , Verizon Communications Inc , Philip Morris International Inc , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Boston Properties Inc , Prologis Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank of the Ozarks Inc , Affiliated Managers Group Inc , AmTrust Financial Services Inc , OSI Systems Inc , PRA Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 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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Funds From: pxtax - PIMCO Fundamental IndexPLUS AR Admin - Large Blend to lbcfx - Lord Abbett Convertible B - Convertibles
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