Funds From: weaix - TETON Westwood Intermediate Bond A LW to putyx - Putnam Global Utilities Y


  • Holdings: Parker Hannifin Corp , TD Ameritrade Holding Corp , Avnet Inc , Catamaran Corp , Range Resources Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Japan Tobacco Inc , Crown Resorts Ltd , Ezion Holdings Ltd , Kakaku.com Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 1 Stars
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  • Holdings: Dril-Quip Inc , Oceaneering International , FMC Technologies Inc , Apple Inc , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: News Corp Class A , Alliance Data Systems Corp , SPDR S&P 500 , CBS Corp Class B , SBA Communications Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Ezion Holdings Ltd , Telenor ASA , Siemens AG , Royal Philips NV , Essilor International SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Philip Morris International Inc , Novartis AG , Accenture PLC Class A , Mondelez International Inc Class A , Procter & Gamble Co ,
  • Category: Large Blend
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , AstraZeneca PLC , BNP Paribas , Siemens AG ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Dividend Income R6 , Invesco Core Plus Bond R6 , Invesco Premium Income R6 , Invesco High Yield R6 , Invesco Diversified Dividend R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Philip Morris International Inc , Altria Group Inc , Priceline Group Inc , Daimler AG , Toyota Motor Corp ,
  • Category: Consumer Defensive
  • Morningstar Rating: 2 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Bond Index Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Visa Inc Class A , Royal Dutch Shell PLC Class A , Japan Tobacco Inc , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Small-Cap , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares S&P 500 Value ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Facebook Inc Class A , DISH Network Corp , Apple Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Income Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO High Yield Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Small-Cap , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares S&P 500 Value ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , MediaTek Inc , Biostime Intl Holdings Sr Unsecured Regs 02/19 0.0000 , Hyundai Motor Co , Grupo Financiero Banorte SAB de CV Class O ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Oracle Corporation , Qualcomm Inc , DISH Network Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Brazil(Fed Rep Of) 10% , Bk Ned Gemeenten 1.85% , Mexico(Utd Mex St) 8% , EURO INV BANK , EUROPEAN UNION 3.625% ,
  • Category: Currency
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  • Holdings: Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia High Yield Bond I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Edison International , Calpine Corp , NextEra Energy Inc , PG&E Corp , National Grid PLC ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
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Funds From: weaix - TETON Westwood Intermediate Bond A LW to putyx - Putnam Global Utilities Y
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