Funds From: asttx - Wilmington Short Duration Gov Bond A LW to vafbx - Invesco American Franchise B


  • Holdings: BlackRock Master Large Cap Value Port ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Liberty Media Corporation Class C , Jarden Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , AstraZeneca PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Priceline Group Inc , Philip Morris International Inc , Toyota Motor Corp , Michael Kors Holdings Ltd ,
  • Category: Consumer Defensive
  • Morningstar Rating: 1 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Alpha Opportunities NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 1% , US Treasury Note 0.5% , Fannie Mae 3% 30 Year , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Google Inc Class A , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Credit Bond , iShares MBS , iShares Intermediate Credit Bond , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Multialternative
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  • Holdings: Master Value Opportunities Llc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Guggenheim Strategy II , Guggenheim Strategy III , Guggenheim Strategy I , Cfc Managed Futures , Guggenheim Enhanced Short Dur ETF ,
  • Category: Managed Futures
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG ADR , Nestle SA ADR , Roche Holding AG ADR , Royal Dutch Shell PLC ADR Class A , Toyota Motor Corp ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , U.S. Bancorp , Genuine Parts Co , Discover Financial Services ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Calpine Corp , Edison International , PG&E Corp , National Grid PLC , NRG Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Verizon Communications Inc , AT&T Inc , Target Corp , PG&E Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: SVB Financial Group , Mellanox Technologies Ltd , Cubist Pharmaceuticals Inc , Ciena Corp , Steelcase Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Home Depot Inc , Comcast Corp Class A , Northrop Grumman Corp , TJX Companies , Time Warner Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Anheuser-Busch Inbev SA , Prudential PLC , AIA Group Ltd , Sanofi , Japan Tobacco Inc ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Lg Cap Val Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2041-2045
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Apple Inc , DISH Network Corp , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: asttx - Wilmington Short Duration Gov Bond A LW to vafbx - Invesco American Franchise B
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