Premium Funds From: aphsx - Artisan Small Cap Institutional to vexmx - Vanguard Extended Market Idx Inv


  • Holdings: DexCom Inc , Acuity Brands Inc , Cognex Corp , Concur Technologies Inc , Teledyne Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MasterCard Inc Class A , Ecolab Inc , Verisk Analytics Inc , VF Corp , Precision Castparts Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Imperial Tobacco Group PLC , McDonald's Corp , Coca-Cola Co , Nestle SA , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Portfolio Complt Instl , Nationwide Small Cap Index Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Enbridge Energy Management LLC , Williams Companies Inc , Energy Transfer Equity LP , Kinder Morgan Management LLC , Plains GP Holdings LP Class A ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Novartis AG , Nestle SA , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Treasury Bond , iPath® S&P 500 VIX ST Futures™ ETN , Yum Brands Inc , Vanguard Short-Term Corporate Bond ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Sempra Energy , Best Buy Co Inc , Edison International , Invesco Ltd , Hartford Financial Services Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , Johnson & Johnson , E-mini S&P 500 Index Future Dec14 , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Mitani Corporation , Fukuoka Financial Group Inc , JSR Corporation , Yamazen Corporation , Kuraray Co Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Atmos Energy Corp , KeyCorp , Hartford Financial Services Group Inc , DTE Energy Holding Co , Computer Sciences Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Neogen Corp , Omnicell Inc , Sun Hydraulics Corp , HealthStream Inc , Stamps.com Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Starbucks Corp , Yum Brands Inc , Las Vegas Sands Corp , Chipotle Mexican Grill Inc Class A , Wyndham Worldwide Corp ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Twitter Inc , Alibaba Group Holding Ltd ADR , Tableau Software Inc Class A , Palo Alto Networks Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Mini Msci Eafe Sep14 Ifus 20140919 , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Union Pacific Corp , Apple Inc , Chevron Corp , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Cray Inc , Graphic Packaging Holding Co , SS&C Technologies Holdings Inc , Old Dominion Freight Lines , E*Trade Financial Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Genesco Inc , Huntsman Corp , Waste Connections Inc , Vitamin Shoppe, Inc. , Colfax Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Sonic Corp , PrivateBancorp Inc , Treehouse Foods Inc , Centene Corp , Icon PLC ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Airlines Group Inc , Illumina Inc , Liberty Global PLC Class C , LinkedIn Corp Class A , Tesla Motors Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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Premium Funds From: aphsx - Artisan Small Cap Institutional to vexmx - Vanguard Extended Market Idx Inv
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