Funds From: bpvpx - BPV Wealth Preservation to bglax - Brookfield Global Listed InfrastructureA


  • Holdings: SPDR S&P 500 , SPDR S&P 500 ,
  • Category: Market Neutral
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
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  • Holdings: Petroleo Brasileiro SA Petrobras ADR , Samsung Electronics Co Ltd , China Mobile Ltd , POSCO , OAO Gazprom ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: GDF Suez , Microsoft Corp , BP PLC , Imperial Tobacco Group PLC , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: GDF Suez , Microsoft Corp , BP PLC , Imperial Tobacco Group PLC , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: GDF Suez , BP PLC , Nissan Motor , Morrison (Wm) Supermarkets PLC , Daiichi Sankyo Co Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: GDF Suez , BP PLC , Nissan Motor , Morrison (Wm) Supermarkets PLC , Daiichi Sankyo Co Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Dorel Industries Inc Class B , Consorcio Ara SAB de CV , D'ieteren NV , Fuji Machine Mfg. , Tachi-S Co., Ltd. ,
  • Category: Foreign Small/Mid Value
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares 20+ Year Treasury Bond , iShares Russell 2000 Value , PowerShares QQQ , iShares Russell 1000 Value ,
  • Category: Tactical Allocation
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  • Holdings: Berkshire Hathaway Inc Class B , Yahoo! Inc , Micron Technology Inc , Tyson Foods Inc Class A , Philip Morris International Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Wells Fargo & Co , Coach Inc , Ross Stores Inc , Armanino Foods of Distinction Inc , Union Pacific Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , iShares Core S&P Mid-Cap , MasterCard Inc Class A , Union Pacific Corp , Capital One Financial Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Southwest Airlines Co , Lincoln National Corp (Radnor PA) , Micron Technology Inc , E*Trade Financial Corp , United Continental Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Visa Inc Class A , Apple Inc , Schlumberger NV , CVS Caremark Corp , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Alliance Data Systems Corp , Sherwin-Williams Co , Regeneron Pharmaceuticals Inc , United Continental Holdings Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Temporary Invt Fd , Apple Inc , AT&T Inc , Gap Inc , Marathon Petroleum Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Basic Energy Services Inc , Temporary Invt Fd , EPL Oil & Gas Inc , Green Plains Renewable Energy Inc , First Interstate Bancsystem ,
  • Category: Small Value
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  • Holdings: EPL Oil & Gas Inc , Kindred Healthcare Inc , Penn Virginia Corp , Basic Energy Services Inc , Green Plains Renewable Energy Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: General Communication Class A , Alliance HealthCare Services Inc , Pilgrims Pride Corp , Insperity Inc , CoreSite Realty Corp ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Federated Investors, Inc. Class B , Hancock Holding Company , StanCorp Financial Group Inc , Exterran Holdings Inc , Associated Banc-Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Hawaiian Holdings Inc , Insight Enterprises Inc , Kindred Healthcare Inc , Green Plains Renewable Energy Inc , Albany Molecular Research Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Pacific Ethanol Inc , Addus HomeCare Corp , Albany Molecular Research Inc , Universal Insurance Holdings Inc , Federated National Holding Co ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Famous Dave's of America Inc , REX American Resources Corp , PowerSecure International Inc , Utah Medical Products Inc , AtriCure Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Jack Henry & Associates, Inc , ResMed Inc , Idexx Laboratories , Red Hat Inc , Valmont Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: General Electric Co , AT&T Inc , Schlumberger NV , International Business Machines Corp , Home Depot Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American Tower Corp , Enbridge Inc , National Grid PLC , Spectra Energy Corp , Ferrovial SA ,
  • Category: World Stock
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  • Holdings: American Tower Corp , Enbridge Inc , National Grid PLC , Spectra Energy Corp , Ferrovial SA ,
  • Category: World Stock
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Funds From: bpvpx - BPV Wealth Preservation to bglax - Brookfield Global Listed InfrastructureA
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