Funds From: PRWBX - T. Rowe Price Short-Term Bond to wmbyx - Ivy Municipal Bond Y


  • Holdings: JPMorgan Chase & Co , Chevron Corp , Eli Lilly and Co , Merck & Co Inc , CVS Caremark Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Pioneer Natural Resources Co , Halliburton Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Mini DJ Industrial Avg ($5) Future Sept14 ,
  • Category: Trading-Inverse Equity
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Petroleo Brasileiro SA Petrobras , PetroChina Co Ltd H Shares , Hana Financial Group Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: White Mountains Insurance Group Ltd , Blackhawk Network Holdings Inc Class A , UniFirst Corp , Ascena Retail Group Inc , CSG Systems International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , Wells Fargo & Co , JPMorgan Chase & Co , Johnson & Johnson , Target Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , ConocoPhillips , Exxon Mobil Corporation , Goldman Sachs Group Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Illumina Inc , Facebook Inc Class A , Apple Inc , Amazon.com Inc , Wynn Resorts Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class C , Bristol-Myers Squibb Company , Facebook Inc Class A , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.88573% , Norway(Kingdom Of) 3.75% , Alliancebernstein Cayman Global Risk Allocation Mutual Funds , US Treasury TIP ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Blackrock Mstr Basic Val Fund Agr , Blackrock Large Cap Growth Agr , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl , BlackRock Equity Dividend Instl ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Guggenheim Strategy II , Guggenheim Strategy I , Cfc Commodities ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: Nuveen Preferred Securities I , Eaton Vance Floating Rate I , Aberdeen High Yield Instl , UBS E-TRACS Alerian MLP Infrastrctr ETN , iShares Core S&P 500 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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Funds From: PRWBX - T. Rowe Price Short-Term Bond to wmbyx - Ivy Municipal Bond Y
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