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  • Holdings: Skyworks Solutions Inc , Endurance Specialty Holdings Ltd , E*Trade Financial Corp , Howard Hughes Corp , PacWest Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: El Paso Pipeline Partners LP , Targa Resources Partners LP , ONEOK Partners LP , Kinder Morgan Management LLC , Enterprise Products Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Markel Corporation , HCC Insurance Holdings Inc , Affiliated Managers Group Inc , Morningstar Inc , Kirby Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electnc Pfd , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Bank Bradesco ADR , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
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  • Holdings: RLJ Lodging Trust , Jones Lang LaSalle Inc , Extra Space Storage Inc , Lennar Corp , Toll Brothers Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Danaher Corp , Stericycle Inc , Westinghouse Air Brake Technologies Corp , Ecolab Inc , Verisk Analytics Inc ,
  • Category: Large Growth
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  • Holdings: Microsoft Corp , Cisco Systems Inc , Bouygues , Intel Corp , Acco Brands 6.75% ,
  • Category: World Allocation
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Selectively Hedged Global F/I I , DFA Short-Term Extended Quality I , DFA US Core Equity 1 I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Enterprise Products Partners LP , Energy Transfer Equity LP , Plains All American Pipeline LP , Regency Energy Partners LP , Sunoco Logistics Partners LP ,
  • Category: Energy Limited Partnership
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  • Holdings: Apple Inc , Google Inc Class C , Microsoft Corp , General Electric Co , Chevron Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , Merck & Co Inc , American Airlines Group Inc , JPMorgan Chase & Co , Phillips 66 ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , EOG Resources Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Goldman Sachs Group Inc , Bank of America Corporation , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Russell 1000® Index Investor A , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares International Dev Rel Est ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 2.25 09/07/2023 , US Treasury Note 2% , Mexico (United Mexican States) 10 12/05/2024 , Germany (Federal Republic Of) 4.25 07/04/2017 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: American Tower Corp , TransCanada Corp , Enbridge Inc , National Grid PLC , NiSource Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: US TREASURY TIP , US Treasury TIP 0.125% , Total SA , US Treasury TIP 1.125% , US TREASURY TIP ,
  • Category: World Allocation
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  • Holdings: S&P 500 Index Future June14 , E-mini S&P 500 Index Future June14 , NYSE/Liffe 30 Year US Treasury Bond Future June14 , Sptr Trs Equity 3ml+31.5 Boa , US Treasury Bond 2.875% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Sensata Technologies Holding N.V. , Gartner Inc Class A , Cadence Design Systems Inc , SS&C Technologies Holdings Inc , Jones Lang LaSalle Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: United Mexican States 7.25% , Mexico(Utd Mex St) 8% , Malaysia (Govt Of) 3.172% , Sri Lanka Rep 6.25% , Samsung Electronics Co Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Actavis PLC , McKesson Corp , Shire PLC ADR , Covidien PLC , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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Premium Funds From: vevfx - Vanguard Explorer Value Inv to fhccx - Fidelity Advisor Health Care C
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