Premium Funds From: prwcx - T. Rowe Price Capital Appreciation to vghax - Vanguard Health Care Adm


  • Holdings: Danaher Corp , Marsh & McLennan Companies Inc , Thermo Fisher Scientific Inc , AutoZone Inc , Fiserv Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: American Airlines Group Inc , Illumina Inc , Liberty Global PLC Class C , United Continental Holdings Inc , LinkedIn Corp Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , US Treasury Note 1.75% , Microsoft Corp , US Treasury Note 1.375% , US Treasury Note 1% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Series Equity-Income , Fidelity® Series Growth Company , Fidelity® Series International Growth , Fidelity® Series International Value ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: Procter & Gamble Co , Duke Energy Corporation , Coca-Cola Co , NextEra Energy Inc , Southern Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Trading-Leveraged Equity
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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: Procter & Gamble Co , Altria Group Inc , Johnson & Johnson , AT&T Inc , PepsiCo Inc ,
  • Category: Large Value
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  • Holdings: USAA International Institutional , USAA Emerging Markets Institutional , USAA Income Stock Institutional , USAA Value Institutional , USAA Small Cap Stock Institutional ,
  • Category: World Stock
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Oracle Corporation , Alexion Pharmaceuticals Inc , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 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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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Amgen Inc , Southwest Airlines Co , Biogen Idec Inc , Roche Holding AG Dividend Right Cert. , Eli Lilly and Co ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Pfizer Inc , Exxon Mobil Corporation , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: United Continental Holdings Inc , BlackBerry Ltd , Nektar Therapeutics Inc , American Airlines Group Inc , Pharmacyclics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Valeant Pharmaceuticals International Inc , Walgreens Boots Alliance Inc , Affiliated Managers Group Inc , Gilead Sciences Inc , O'Reilly Automotive Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: United Parcel Service Inc (UPS) Class B , TJX Companies , UnitedHealth Group Inc , Lockheed Martin Corp , ACE Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity Spartan® Intl Idx Advtg , Vanguard Small-Cap Value ETF , Vanguard REIT ETF , iShares North American Natural Resources , iShares Core S&P Mid-Cap ,
  • Category: Moderate Allocation
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  • Holdings: eBay Inc , Intercontinental Exchange Inc , L-3 Communications Holdings Inc , Gilead Sciences Inc , Cisco Systems Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 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: 1 Stars
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  • Holdings: O'Reilly Automotive Inc , American Tower Corp , CarMax Inc , Markel Corporation , Twenty-First Century Fox Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Tower Corp , Moody's Corporation , Markel Corporation , MasterCard Inc Class A , Colfax Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , SEI Investments Company , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Pimco Cayman Cmdty Fd Ltd Instl , US Treasury TIP , 10 Year US Treasury Note Future Dec14 , US Treasury TIP 1.25% , US TREASURY TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: Staples Inc , Kraft Foods Group Inc , Cisco Systems Inc , Coach Inc , Accenture PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Bristol-Myers Squibb Company , Actavis PLC , UnitedHealth Group Inc , Merck & Co Inc , AstraZeneca PLC ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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Premium Funds From: prwcx - T. Rowe Price Capital Appreciation to vghax - Vanguard Health Care Adm
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