Premium Funds From: anwpx - American Funds New Perspective A to psvix - AllianzGI NFJ Small-Cap Value Instl


  • Holdings: Novo Nordisk A/S Class B , Amazon.com Inc , Microsoft Corp , Regeneron Pharmaceuticals Inc , United Continental Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Pfizer Inc , JPMorgan Chase & Co , Merck & Co Inc , Wells Fargo & Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , Berkshire Hathaway Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Omnicell Inc , Columbia Sportswear Co , Beneficial Mutual Ba Com , Fidelity and Guaranty Life , Pericom Semiconductor Corp ,
  • Category: Small Blend
  • 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: 4 Stars
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  • Holdings: United Continental Holdings Inc , Delphi Automotive PLC , Mylan Inc , AmerisourceBergen Corp , Boston Scientific Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: United Technologies Corp , Boeing Co , Huntington Ingalls Industries Inc , Textron Inc , L-3 Communications Holdings Inc ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Nasdaq 100 E-Mini Mar15 Xcme 20150320 , S+p500 Emini Fut Mar15 Xcme 20150320 , Russell 2000 Mini Mar15 Imeq 20150320 , Swiss Mkt Ix Futr Mar15 Xeur 20150320 , S80895211 Irs Aud R F 4.20000 Sl_1480895211_fixed Ccpvanill ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Home Depot Inc , MasterCard Inc Class A , Gilead Sciences Inc , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 2.75% , CarMax Inc , General Dynamics Corp , Wells Fargo & Co , Berkshire Hathaway Inc Class B ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Merck & Co Inc , Teva Pharmaceutical Industries Ltd ADR , Medtronic Inc , Microsoft Corp , Apple Inc ,
  • Category: World Stock
  • 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: 4 Stars
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  • Holdings: US Treasury Note 1.375% , E I du Pont de Nemours & Company , MasterCard Inc Class A , US Treasury Note 2.25% , Union Pacific Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Southwest Airlines Co , Electronic Arts Inc , Best Buy Co Inc , Edwards Lifesciences Corp , CF Industries Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Skyworks Solutions Inc , Amdocs Ltd , Avago Technologies Ltd , Dr Pepper Snapple Group Inc , EOG Resources Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 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 2041-2045
  • Morningstar Rating: 5 Stars
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  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Inflation Focused Bond ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , AvalonBay Communities Inc , Prologis Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: T. Rowe Price Instl High Yield , T. Rowe Price Real Assets , American Airlines Group Inc , General Electric Co , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: S+p500 Emini Fut Mar15 Xcme 20150320 , Kinder Morgan, Inc. , General Dynamics Corp , Wells Fargo & Co , Lorillard Inc ,
  • Category: Large Value
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  • Holdings: Russian Federation 7.5% , Harbinger Grp 7.75% , Foresight Engy 144A 7.875% , Us Foods 8.5% , Greenwich Cap Cmbs 2007-Gg9 CMO ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Carter's Inc , Blackbaud Inc , Sensient Technologies Corp , Euronet Worldwide Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 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: Qorvo Inc , Isis Pharmaceuticals , Brunswick Corp , Puma Biotechnology Inc , NPS Pharmaceuticals Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: World Fuel Services Corp , Royal Gold Inc , Alliant Techsystems Inc , Ingredion Inc , Crane Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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Premium Funds From: anwpx - American Funds New Perspective A to psvix - AllianzGI NFJ Small-Cap Value Instl
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