Funds From: cnixx - City National Rochdale Govt MMkt Svc - Money Market-Taxable to SPFCX - Prudential Jennison Select Growth C - Large Growth


  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , CVS Health Corp , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Manhattan Associates Inc , Team Health Holdings Inc , ARRIS Group Inc , Office Depot Inc , Marriott Vacations Worldwide Corp ,
  • Category: Small Blend
  • 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 2041-2045
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  • Holdings: DexCom Inc , Acuity Brands Inc , Cognex Corp , Concur Technologies Inc , Teledyne Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI ACWI , iShares Floating Rate Bond , Technology Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Vanguard Telecommunication Services ETF ,
  • Category: Tactical Allocation
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  • Holdings: Casetek Holdings Limited , Sunac China Holdings Ltd , PT Bank Tabungan Negara (Persero) Tbk , SouFun Holdings Ltd ADR , Innolux Corporation ,
  • Category: Diversified Emerging Mkts
  • 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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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 1% , US Treasury Note 0.5% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , Fannie Mae 3% 30 Year ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , ING Groep N.V. , Total SA , Royal Dutch Shell PLC Class B , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Merck & Co Inc , British American Tobacco PLC , Intel Corp , International Paper Co , Roche Holding AG Dividend Right Cert. ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Edison International , The AES Corporation , Kohl's Corp , Amdocs Ltd , The ADT Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Bristol-Myers Squibb Company , Facebook Inc Class A , Whirlpool Corp , Alibaba Group Holding Ltd ADR ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: ING Groep N.V. , Canadian Imperial Bank of Commerce , National Bank of Canada , Singapore Exchange Ltd , United Overseas Bank Ltd ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Bristol-Myers Squibb Company , Merck & Co Inc , Advance Auto Parts Inc , PNC Financial Services Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Mitsubishi Estate Co Ltd , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Sun Hung Kai Properties Ltd , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , ONO Pharmaceutical Co., Ltd. , WuXi PharmaTech (Cayman) Inc ADR , Methanex Corp , Essilor International SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Equity-Income NAV , JHancock Strategic Growth NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Amazon.com Inc , American Airlines Group Inc , Facebook Inc Class A , Edwards Lifesciences Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: PL Managed Bond P , PL Large-Cap Value P , PL Comstock P , PL International Large-Cap P , PL Short Duration Bond P ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 700 Y ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: SBA Communications Corp , Crown Castle International Corp , Electronic Arts Inc , Dollar Tree Stores Inc , Roper Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Biogen Idec Inc , MasterCard Inc Class A , Nike Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: cnixx - City National Rochdale Govt MMkt Svc - Money Market-Taxable to SPFCX - Prudential Jennison Select Growth C - Large Growth
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