Premium Funds From: psvix - AllianzGI NFJ Small-Cap Value Instl to sdrix - Swan Defined Risk I


  • Holdings: Ingredion Inc , World Fuel Services Corp , Royal Gold Inc , Western Refining Inc , Commercial Metals Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Chevron Corp , Intel Corp , United Technologies Corp , 3M Co , Wal-Mart Stores Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Energy Transfer Partners LP , Enbridge Energy Partners LP , NuStar Energy, L.P. , Williams Partners LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC ADR Class A , Schlumberger NV , Pioneer Natural Resources Co ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , American Airlines Group Inc , Carnival Corp , United Continental Holdings Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Kinder Morgan, Inc. ,
  • Category: Equity Energy
  • Morningstar Rating: 5 Stars
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  • Holdings: Pfizer Inc , Merck & Co Inc , Citigroup Inc , Wells Fargo & Co , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , MasterCard Inc Class A , Apple Inc , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Apple Inc , AIA Group Ltd , MarkWest Energy Partners LP , NGK Spark Plug Co., Ltd. ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu Inc ADR , Housing Development Finance Corp Ltd , Infosys Ltd , Magnit PJSC , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds American Hi-Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Holdings: Fidelity® Series Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity® Series Growth Company , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Exxon Mobil Corporation , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Home Depot Inc , Google Inc Class C , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Southwest Airlines Co , CF Industries Holdings Inc , Best Buy Co Inc , O'Reilly Automotive Inc , United Rentals Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Hartford Total Return Bond Y , Hartford Dividend and Growth Y , Hartford Capital Appreciation Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc , American Tower Corp , Google Inc Class A , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Compass Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Skyworks Solutions Inc , Equinix Inc , Advance Auto Parts Inc , SL Green Realty Corp , Henry Schein Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Emerging Local Bond Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst , PIMCO Emerging Markets Currency Instl , PIMCO Income Instl , PIMCO Long-Term US Government Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR® S&P 500 ETF , Amazon.com Inc , PowerShares QQQ ETF , SPDR® Gold Shares , Costco Wholesale Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , Fannie Mae 3% 30 Year ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Health Care Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF ,
  • Category: Long/Short Equity
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Premium Funds From: psvix - AllianzGI NFJ Small-Cap Value Instl to sdrix - Swan Defined Risk I
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