Premium Funds From: disvx - DFA International Small Cap Value I to gszax - Goldman Sachs Strategic Income A


  • Holdings: Persimmon PLC , Taylor Wimpey PLC , Barratt Developments PLC , Ashtead Group PLC , Travis Perkins PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 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: Amerco Inc , Mannkind Cv 5.75% , U S Treas Bd Stripped Prin Pmt , U S Treas Bd Stripped Prin Pmt , Allstate Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Intel Corp , McKesson Corp , Hartford Financial Services Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Ecolab Inc , U.S. Bancorp , 3M Co , Valspar Corp , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: McGraw Hill Financial Inc , Bank of America Corporation , Adobe Systems Inc , CVS Health Corp , Ameriprise Financial Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Shire PLC ADR , NXP Semiconductors NV , Stifel Financial Corp , F5 Networks Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Health Corp , Lowe's Companies Inc , 3M Co , Apple Inc , Western Digital Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Active Stock Master Portfolio , Russell 1000 Index Master , MIP International Tilts Master Portfolio , iShares Cohen & Steers REIT , CoreAlpha Bond Master Portfolio ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , General Electric Co , Suncor Energy Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Canadian Pacific Railway Ltd , AIA Group Ltd , Brenntag AG , Royal Dutch Shell PLC ADR Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Wells Fargo & Co , Microsoft Corp , Bank of America Corporation , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , CVS Health Corp , JPMorgan Chase & Co , Costco Wholesale Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Ameriprise Financial Inc , Celgene Corp , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Celgene Corp , Biogen Idec Inc , Gilead Sciences Inc , Amgen Inc , Medivation Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Bristol-Myers Squibb Company , Actavis PLC , Apple Inc , AstraZeneca PLC , Google Inc Class C ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Gilead Sciences Inc , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Airlines Group Inc , Boeing Co , United Parcel Service Inc (UPS) Class B , Delta Air Lines Inc , FedEx Corp ,
  • Category: Industrials
  • Morningstar Rating: 4 Stars
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  • Holdings: Kinder Morgan, Inc. , Halliburton Co , Phillips 66 , Anadarko Petroleum Corp , Exxon Mobil Corporation ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , JPMorgan Chase & Co , Chevron Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Vertex Pharmaceuticals Inc , Aspen Technology Inc , Euronet Worldwide Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Bloomin Brands Inc , Mitel Networks Corp , American Equity Investment Life Holding Co , Ritchie Bros Auctioneers Inc , Sabra Health Care REIT Inc ,
  • Category: Small Blend
  • 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: Medtronic Inc , Twenty-First Century Fox Inc Class B , Microsoft Corp , Symantec Corp , Lorillard Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , American Airlines Group Inc , Pfizer Inc , JPMorgan Chase & Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: OAO Lukoil ADR , Surgutneftegas OJSC , Magnit PJSC , Alrosa Co Ltd , OAO Gazprom ADR ,
  • Category: Miscellaneous Region
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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Premium Funds From: disvx - DFA International Small Cap Value I to gszax - Goldman Sachs Strategic Income A
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