Premium Funds From: usccx - USAA Cornerstone Conservative to ancfx - American Funds Fundamental Invs A


  • Holdings: USAA Income Institutional , USAA Intermediate-Term Bond Instl , USAA Short-Term Bond Institutional , USAA High Income Institutional , USAA International Institutional ,
  • Category: Conservative Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Enterprise Products Partners LP , Plains All American Pipeline LP , Williams Companies Inc , Genesis Energy LP , Buckeye Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , HSBC Holdings PLC , Roche Holding AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 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: Fidelity Cent Invt Portfolios , Apple Inc , Fannie Mae 3.5% 30 Year , Chevron Corp , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , Activision Blizzard Inc , JPMorgan Chase & Co , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Gold Bullion Comex Eligible , Gold/US Golden Eagles , Gold Canadian Maple Leaf , Silver Bullion Comex Eligible , US Treasury Bond 6% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Union Pacific Corp , Facebook Inc Class A , Biogen Idec Inc , Constellation Brands Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: China Singyes Solar Technologies Holdings Ltd , Mytrah Energy Ltd , Waterfurnace Renewable Energy Inc , Nordex AG , SunPower Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
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  • Holdings: Utilities Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Waste Connections Inc , Jarden Corp , Portland General Electric Co , Associated Banc-Corp , RLJ Lodging Trust ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: GenCorp Inc , Media General Inc Class A , Cantel Medical Corp , Steel Excel Inc , Ferro Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , American Express Co , Home Depot Inc , Verizon Communications Inc , American Tower Corp ,
  • Category: Long/Short Equity
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  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Markets , US Treasury TIP , US Treasury TIP 1.125% , SPDR® S&P 500 ETF ,
  • Category: Tactical Allocation
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Morningstar Rating: 4 Stars
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  • Holdings: Keurig Green Mountain Inc , Lear Corp , F5 Networks Inc , American Airlines Group Inc , Jazz Pharmaceuticals PLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 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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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Biogen Idec Inc , Amgen Inc , Eli Lilly and Co , Roche Holding AG , FedEx Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity® Series Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series Growth Company , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Imperial Tobacco Group PLC , Coca-Cola Co , Sanofi , Nestle SA , McDonald's Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Newfield Exploration Co , Carbo Ceramics Inc , Iconix Brand Group Inc , Darling Ingredients Inc , Clean Harbors Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Frontier Communications Corp Class B , Targa Resources Corp , Merck & Co Inc , Bristol-Myers Squibb Company ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Premium Funds From: usccx - USAA Cornerstone Conservative to ancfx - American Funds Fundamental Invs A
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