Premium Funds From: jnbax - JPMorgan Income Builder A Load Waived to ieopx - Voya Large Cap Growth Portfolio A


  • Holdings: Microsoft Corp , Johnson & Johnson , Royal Dutch Shell PLC Class A , Wells Fargo & Co , Home Depot Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Danaher Corp , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Union Pacific Corp , Ferrovial SA , Enbridge Inc , American Tower Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: VALIC Company II Core Bond , VALIC Company II Strategic Bond , VALIC Company I Stock Index , VALIC Company I Global Real Estate , VALIC Company I International Eqs Idx ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , Comcast Corp Class A , U.S. Bancorp , Wells Fargo & Co , Novartis AG ADR ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Intel Corp , Bristol-Myers Squibb Company , Dow Chemical Co , General Electric Co , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , Google Inc Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Endurance Specialty Holdings Ltd , E*Trade Financial Corp , Skyworks Solutions Inc , Howard Hughes Corp , PacWest Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: TD Ameritrade Holding Corp , Robert Half International Inc , Lear Corp , Western Digital Corp , Graphic Packaging Holding Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Altria Group Inc , Verizon Communications Inc , Philip Morris International Inc , AbbVie Inc , National Grid PLC ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Apple Inc , Visa Inc Class A , Google Inc , Boeing Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Microsoft Corp , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Us Treasury N/B 0.5 9/30/2016 , Us Treasury N/B 1.75 9/30/2019 , JPMorgan Chase & Co , Citigroup Inc , Us Treasury N/B 1 9/15/2017 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Biogen Idec Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Sanofi , Total SA , Mini Msci Eafe Sep14 Ifus 20140919 , A P Moller Maersk AS Class B ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American Century Diversified Bond Inv , American Century Equity Growth Inv , American Century International Gr Inv , American Century Growth Inv , American Century Large Company Val Inv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S+p500 Emini Fut Dec14 Xcme 20141219 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Bmi28bcs1 Irs Usd P F .75500 2 Cppvanilla , Bmi28bcs1 Irs Usd R V 03mlibor 1 Ccpvanilla , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , S+p500 Emini Fut Dec14 Xcme 20141219 , Bmi2ap2x7 Irs Usd R V 03mlibor 1 Ccpcdx ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: LyondellBasell Industries NV , US Treasury Note 1.375% , E I du Pont de Nemours & Company , Apple Inc , Nike Inc Class B ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Alexion Pharmaceuticals Inc , Union Pacific Corp , CarMax Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Priceline Group Inc , Gilead Sciences Inc , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Micron Tech Cv 3% , Nvidia 144A Cv 1% , Jazz Investments I 144A 1.875% , Cobalt Intl Engy Cv 3.125% , Healthsouth 144A Cv 2% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Home Depot Inc , PepsiCo Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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Premium Funds From: jnbax - JPMorgan Income Builder A Load Waived to ieopx - Voya Large Cap Growth Portfolio A
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