Funds From: bmsax - BlackRock Secured Credit Portfolio Inv A to rbabx - American Funds Balanced Portfolio R2


  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Chevron Corp , Verizon Communications Inc ,
  • Category: Large Value
  • 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: 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: 3 Stars
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  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , Wells Fargo & Co , Aflac Inc , Fiserv Inc , Directv ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Pike Corp , Ultra Petroleum Corp , Newalta Corp , Brookfield Property Partners LP , Zimmer Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Graphic Packaging Holding Co , Old Dominion Freight Lines , Conversant Inc , Eagle Materials Inc , Cray Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Pfizer Inc , Home Depot Inc , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Principal LargeCap Growth I Instl , Principal Bond & Mtg Securities Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Sanmina Corp , AerCap Holdings NV , Resolute Forest Products Inc , Dana Holding Corp , Platinum Underwriters Holdings Ltd ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: HSBC Holdings PLC ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , Toyota Motor Corp ADR , Royal Dutch Shell PLC ADR Class A , China Mobile Ltd ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Johnson & Johnson , Imperial Tobacco Group PLC , Merck & Co Inc ,
  • Category: World Stock
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  • Holdings: PPG Industries Inc , Visa Inc Class A , Unilever PLC ADR , Tata Motors Ltd ADR , Pioneer Natural Resources Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Valeant Pharmaceuticals International Inc , Barratt Developments PLC , InterXion Holding NV , Citigroup Inc , Level 3 Communications Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: 10 Year US Treasury Note Future Dec14 , Euro-Bund 12/08/2014 , E-mini S&P 500 Index Future Dec14 , Aqr Risk Parity Ii Hv Off , 10yr Mini Jgb 12/10/2014 ,
  • Category: Tactical Allocation
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , HCP Inc , Ventas Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , SPDR® S&P 500 ETF , Exxon Mobil Corporation , Johnson & Johnson , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , UnitedHealth Group Inc , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Dec14 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year U.S. TIPS ETF , Vanguard FTSE All-World ex-US ETF , iShares 3-7 Year Treasury Bond ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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Funds From: bmsax - BlackRock Secured Credit Portfolio Inv A to rbabx - American Funds Balanced Portfolio R2
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