Funds From: Symbol/Ticker: us00767h4517 to Symbol/Ticker: us00767h8088


  • Holdings: U S Treas Sec Stripped Int Pmt , Apple Inc , Wells Fargo & Co , US Treasury Note 0.875% , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , Exxon Mobil Corporation , NiSource Inc , Pioneer Natural Resources Co , EQT Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Amazon.com Inc , Priceline Group Inc , Boeing Co , McKesson Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Cdx Ig Cds1 S23 5y 12/20/19 Buy Prtctn; No Pmt; Pay Cpn1.000;effdt09-22-14; , Cdx Ig Cds1 S23 5y 12/20/19 Buy Prtctn; No Pmt; Pay Cpn1.000;effdt09-22-14; , US Treasury Note 0.625% , Apple Inc , US Treasury Note 0.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Wintrust Financial Corp , Iberiabank Corp , Portland General Electric Co , Firstmerit Corp , Triumph Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Genesco Inc , Spirit Airlines Inc , Cavium Inc , Imperva Inc , MWI Veterinary Supply Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: AST Prudential Core Bond Portfolio , AST Western Asset Core Plus Bond , AST Lord Abbett Core Fixed Income , AST AQR Large-Cap , AST QMA Large-Cap ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Edison International , Kohl's Corp , Skyworks Solutions Inc , The AES Corporation , Amdocs Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: SBA Communications Corp , Avago Technologies Ltd , Alliance Data Systems Corp , Hanesbrands Inc , O'Reilly Automotive Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Brunswick Corp , Ashland Inc , Allstate Corp , Computer Sciences Corp , Lincoln National Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Google Inc Class A , Facebook Inc Class A , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Walt Disney Co , Time Warner Inc , Nestle SA , Honeywell International Inc , Reckitt Benckiser Group PLC ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Facebook Inc Class A , Cisco Systems Inc , Visa Inc Class A , Amazon.com Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: American International Group Inc , Citigroup Inc , JPMorgan Chase & Co , Bank of America Corporation , Vodafone Group PLC ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Novartis AG , Nestle SA , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , KDDI Corp , Royal Dutch Shell PLC Class B , Lloyds Banking Group PLC , Swedbank AB Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Tencent Holdings Ltd , Continental AG , Alibaba Group Holding Ltd ADR , St James's Place PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , iShares MSCI EAFE , (S)cme Irs Usd1.250 06-17-15-2y Sell Receiver Swap; No Pmt; 1.2500; Effdt06 , (S)cme Irs Usd1.250 06-17-15-2y Sell Receiver Swap; No Pmt; 1.2500; Effdt06 , Cme Irs Gbp 1.75 12/17/16 Sell Receiver; No Pmt; 1.75; Effdt 6/17/15; Fix=s ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 Value , Esterline Technologies , Chesapeake Lodging Trust , Pebblebrook Hotel Trust , Strategic Hotels & Resorts Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Intercontinental Exchange Inc , Mylan Inc , Xilinx Inc , Whole Foods Market Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Cme Credit Default Swap-06/20/19 Issue Date 3/20/14, Rcv Fix, Day Count 3m, , Cme Credit Default Swap-06/20/19 Issue Date 3/20/14, Rcv Fix, Day Count 3m, , Apple Inc , Cme Irs Usd 0.8768 09/30/16 Rec Flt: 3m; Act/360; 1st: 03/30/15 Effd: 01/06 , Cme Irs Usd 0.8768 09/30/16 Rec Flt: 3m; Act/360; 1st: 03/30/15 Effd: 01/06 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 Growth , DexCom Inc , Teledyne Technologies Inc , Puma Biotechnology Inc , Tenneco Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Lockheed Martin Corp , TJX Companies , CBOE Holdings Inc , Western Digital Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: AST Prudential Core Bond Portfolio , AST AQR Large-Cap , AST QMA Large-Cap , AST Western Asset Core Plus Bond , AST International Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , SPDR® S&P 500 ETF , Bristol-Myers Squibb Company , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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Funds From: Symbol/Ticker: us00767h4517 to Symbol/Ticker: us00767h8088
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