Funds From: faumx - Frost Municipal Bond A Load Waived to wecix - TETON Westwood Intermediate Bond C


  • Holdings: Apple Inc , Google Inc Class C , Priceline Group Inc , Avago Technologies Ltd , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: CNO Financial Group Inc , Ensco PLC Class A , Merck & Co Inc , Pfizer Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity Advisor® Ser Stk Sel Lg Cp Val ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Atmos Energy Corp , Liberty Property Trust , Ameren Corp , Level 3 Communications Inc , BioMed Realty Trust Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , Exxon Mobil Corporation , Microsoft Corp , Apple Inc , Johnson & Johnson ,
  • Category: Large Value
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  • Holdings: Armstrong World Industries Inc , DexCom Inc , OpenTable Inc , Tyler Technologies Inc , Panera Bread Co Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Cleco Corp , Aaron's Inc , Landstar System Inc , Genesee & Wyoming Inc Class A , SVB Financial Group ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class C , Apple Inc , Caterpillar Inc , Chevron Corp , Roche Holding AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Intel Corp , United Technologies Corp , Exxon Mobil Corporation , Qualcomm Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Express Co , Merck & Co Inc , JPMorgan Chase & Co , Gilead Sciences Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2051+
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  • Holdings: Petroquest Energy Inc , Orbital Sciences Corp , Argo Group International Holdings Ltd , Wabash National Corp , Domtar Corp ,
  • Category: Small Value
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Myriad Genetics Inc , Pilgrims Pride Corp , Lannett Co Inc , Sanderson Farms Inc , Live Nation Entertainment Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Pfizer Inc , Exxon Mobil Corporation , Facebook Inc Class A ,
  • Category: Large Value
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  • Holdings: Apple Inc , Microsoft Corp , International Business Machines Corp , Intel Corp , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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Funds From: faumx - Frost Municipal Bond A Load Waived to wecix - TETON Westwood Intermediate Bond C
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