Premium Funds From: cblcx - Columbia Balanced C to vstbx - Vanguard Short-Term Corp Bd Idx I


  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Exxon Mobil Corporation , General Electric Co , AT&T Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Visa Inc Class A , Amazon.com Inc , Baidu Inc ADR , Chipotle Mexican Grill Inc Class A , Salesforce.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Wells Fargo & Co , Berkshire Hathaway Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Stratasys Ltd , Intuit Inc , eBay Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Lear Corp , Keurig Green Mountain Inc , American Airlines Group Inc , F5 Networks Inc , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Trinity Industries Inc , Ingredion Inc , Western Refining Inc , Royal Gold Inc , World Fuel Services Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Persimmon PLC , Vestas Wind Systems A/S , Barratt Developments PLC , Taylor Wimpey PLC , Banco Popolare Societa Cooperativa ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , Visa Inc Class A , Canadian National Railway Co , Express Scripts ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Portfolio Recovery Associates Inc , Bank of the Ozarks Inc , AmTrust Financial Services Inc , Virtus Investment Partners Inc , OSI Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: O'Reilly Automotive Inc , American Tower Corp , Markel Corporation , CarMax Inc , Bally Technologies Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Cree Inc , Vertex Pharmaceuticals Inc , Aspen Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Amazon.com Inc , Google Inc Class C , Netflix Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: HCC Insurance Holdings Inc , First Niagara Financial Group Inc , Convergys Corporation , Symetra Financial Corp , Investors Bancorp Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Wood Group (John) PLC , Jones Lang LaSalle Inc , Barry Callebaut AG , Odontoprev SA , Arezzo Industria E Comercio SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Liberty Media Corporation Class A , Texas Pacific Land Trust , AutoNation Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Google Inc Class A , Microsoft Corp , Apple Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard REIT ETF , Centene Corp , US Silica Holdings Inc , Teledyne Technologies Inc , Cognex Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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Premium Funds From: cblcx - Columbia Balanced C to vstbx - Vanguard Short-Term Corp Bd Idx I
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