Funds From: fvusa000c7 - Ivy Funds VIP Money Market - Money Market-Taxable to us88020e1001 - Templeton Global Opportunities A - World Stock


  • Category: Money Market-Taxable
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Bayer AG , Novartis AG , L'Oreal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Gilead Sciences Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , iShares MSCI EAFE , Allianz SE , HSBC Hldgs (UK) (2nd) , AXA SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , Duke Realty Corp , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Sky PLC , Teva Pharmaceutical Industries Ltd ADR , WPP PLC , Reed Elsevier PLC , British American Tobacco PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Argentina Rep 8.28% , American Airlines Group Inc , Republic Of Argentina , NRG Energy Inc , Anadarko Petroleum Corp ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Priceline Group Inc , LinkedIn Corp Class A , Illumina Inc , Amazon.com Inc , Pharmacyclics Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Commonwealth Bank of Australia , China Mobile Ltd , AIA Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
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  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Novartis AG , Toyota Motor Corp , Vodafone Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Highwoods Properties Inc , Idacorp Inc , Southwest Gas Corp , UniFirst Corp , Dana Holding Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Toyota Motor Corp , Novartis AG , Bayer AG , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Real Return Instl , JPMorgan Realty Income R5 , JPMorgan Floating Rate Income R6 , iShares Global Infrastructure ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: American Assets Trust Inc , Sterling Bancorp , Western Alliance Bancorp , Deluxe Corp , VCA Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Nasdaq 100 E-Mini Mar15 Xcme 20150320 , S+p500 Emini Fut Mar15 Xcme 20150320 , Russell 2000 Mini Mar15 Imeq 20150320 , Swiss Mkt Ix Futr Mar15 Xeur 20150320 , S80895211 Irs Aud R F 4.20000 Sl_1480895211_fixed Ccpvanill ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note , US Treasury TIP , US Treasury Note 0.375% , US Treasury TIP , iShares Core MSCI Emerging Markets ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Holdings: Bunge Ltd , H&R Block Inc , Southwest Airlines Co , Huntington Ingalls Industries Inc , Western Digital Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Amgen Inc , Samsung Electronics Co Ltd , Hana Financial Group Inc , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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Funds From: fvusa000c7 - Ivy Funds VIP Money Market - Money Market-Taxable to us88020e1001 - Templeton Global Opportunities A - World Stock
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