Funds From: agovx - Invesco US Government A to atbax - Ascendant Balanced A Load Waived


  • Holdings: Neiman Large Cap Value , Amana Income Institutional , PIMCO Income Instl , Ivy High Income I , Frost Total Return Bond Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Tesla Motors Inc , ServiceNow Inc , Microsoft Corp , SanDisk Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Pfizer Inc , Wells Fargo & Co , Actavis PLC ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Hill International Inc , Vasco Data Security International Inc , Atlas Financial Holdings Inc , John B Sanfilippo & Son , Motorcar Parts of America Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Becton Dickinson & Co , Google Inc Class A , US Treasury Note 0.25% , Apple Inc , Morgan Stanley ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Beam Inc , BRE Properties Inc , Forest Laboratories Inc , Essex Property Trust Inc , Jos A Bank Clothiers Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Kennedy-Wilson Holdings Inc , Covidien PLC , Green REIT PLC , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: SunTrust Banks Inc , ARRIS Group Inc , Great Plains Energy Inc , Goodyear Tire & Rubber Co , Public Service Enterprise Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Wynn Resorts Ltd , Qualcomm Inc , McDonald's Corp , Teva Pharmaceutical Industries Ltd ADR , Lorillard Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Wells Fargo & Co , Citigroup Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Biogen Idec Inc , MasterCard Inc Class A , Las Vegas Sands Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Sanmina Corp , AerCap Holdings NV , Dana Holding Corp , Resolute Forest Products Inc , Platinum Underwriters Holdings Ltd ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: Chevron Corp , Citigroup Inc , Sempra Energy , JPMorgan Chase & Co , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year US TIPS Index ETF , Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , Danaher Corp , Visa Inc Class A , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Home Depot Inc , Facebook Inc Class A , Starbucks Corp , Johnson & Johnson ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: MFA Financial Inc , Equity Lifestyle Properties Inc , Acadia Realty Trust , Ventas Inc , Excel Tr Pfd ,
  • Category: Real Estate
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  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.25% , US Treasury Note 0.25% , US Treasury Note 0.25% , US Treasury Note 0.375% ,
  • Category: Managed Futures
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  • Holdings: Vanguard Short-Term Bond ETF , Foot Locker Inc , Lorillard Inc , Cobalt Intl Engy Cv 2.625% , Nuance Comms Cv 2.75% ,
  • Category: Moderate Allocation
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Funds From: agovx - Invesco US Government A to atbax - Ascendant Balanced A Load Waived
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