Funds From: CTHFX - American Funds College 2030 529F1 to lwmsx - Western Asset Mortgage Backed Sec C


  • Holdings: American Funds Fundamental Invs R6 , American Funds Capital World Gr&Inc R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds Intl Gr and Inc R6 ,
  • Category: Aggressive Allocation
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  • Holdings: ICICI Bank Ltd ADR , Shire PLC , ARM Holdings PLC ADR , Core Laboratories NV , Icon PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini NASDAQ 100 Index Future Sept14 , E-mini S&P 500 Index Future Sept14 , ArcelorMittal SA ADR , Vale SA ADR , Direxion Daily Small Cap Bull 3X ETF ,
  • Category: Bear Market
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  • Holdings: E-mini S&P 500 Index Future Dec14 , Apple Inc , PepsiCo Inc , Visa Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Casetek Holdings Limited , Sunac China Holdings Ltd , PT Bank Tabungan Negara (Persero) Tbk , SouFun Holdings Ltd ADR , Innolux Corporation ,
  • Category: Diversified Emerging Mkts
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  • Holdings: JPMorgan Chase & Co , Microsoft Corp , Chevron Corp , CVS Health Corp , Eli Lilly and Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Total SA , Royal Dutch Shell PLC Class B , BT Group PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , Western Asset Core Bond IS ,
  • Category: Target Date 2031-2035
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  • Holdings: Avago Technologies Ltd , SBA Communications Corp , Alliance Data Systems Corp , Affiliated Managers Group Inc , Ametek Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Chevron Corp , Johnson & Johnson , Merck & Co Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , ConocoPhillips , Pfizer Inc , Exxon Mobil Corporation , Goldman Sachs Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Molson Coors Brewing Co , PepsiCo Inc , Bank of New York Mellon Corp , Tesco PLC ADR , BP PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Dufry AG , Nippon Shinyaku Co., Ltd. , SCSK Corporation , Kongsberg Gruppen ASA , Hoshizaki Electric Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Cerner Corp , Wells Fargo & Co , U.S. Bancorp , Estee Lauder Cos Inc Class A , Schlumberger NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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Funds From: CTHFX - American Funds College 2030 529F1 to lwmsx - Western Asset Mortgage Backed Sec C
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