Premium Funds From: vbtlx - Vanguard Total Bond Market Index Adm to smlpx - Salient MLP & Energy Infrastructure II I


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Hewlett-Packard Co , Capital One Financial Corp , Wells Fargo & Co , Microsoft Corporation , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Amgen Inc , Biogen Idec Inc , Eli Lilly and Co , Southwest Airlines Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 2000 , InterMune Inc , Vascular Solutions Inc , Capital Bank Financial Corp Class A , PolyOne Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Prologis Inc , Ventas Inc ,
  • Category: Real Estate
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  • Holdings: Actavis PLC , Biogen Idec Inc , McKesson Corp , Alexion Pharmaceuticals Inc , Covidien PLC ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Aetna Inc , Express Scripts , Johnson & Johnson , Celgene Corp ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG , HSBC Holdings PLC , BP PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Biogen Idec Inc , Amgen Inc , Roche Holding AG , Eli Lilly and Co , FedEx Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , Twenty-First Century Fox Inc Class A , Microsoft Corp , MasterCard Inc Class A , Chevron Corp ,
  • Category: Large Growth
  • 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: 4 Stars
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  • Holdings: Micron Technology Inc , Baidu Inc ADR , Pandora Media Inc , YPF Sociedad Anonima ADR , Nationstar Mortgage Holdings Inc ,
  • Category: Large Blend
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  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Us 5yr Note (Cbt) Jun14 Xcbt 20140630 , Us Long Bond(Cbt) Jun14 Xcbt 20140619 , Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: EDP Renovaveis SA , Acciona,S.A. , American Water Works Co Inc , Brookfield Renewable Energy Partners LP , NRG Yield Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , Chevron Corp , E I du Pont de Nemours & Company , Monsanto Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Gannett Co Inc , eBay Inc , Cabela's, Inc. , Bank of America Corporation , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Northern Trust Corp , Microchip Technology Inc , Signature Bank , Varian Medical Systems Inc , Fastenal Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Oracle Corporation , Bank of America Corporation , General Motors Co , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oakbx investment picks
  • Holdings: Newmont Mng Cv 1.25% , Tibco Software Cv 2.25% , Navistar Intl Corp New Cv 3% , Nuance Comms Cv 2.75% , Wells Fargo & Co New Pfd ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Orix Corp , NOVO-NORDISK A S , Bayer AG , Sanofi , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series Growth Company , Fidelity® Series Growth & Income ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
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  • Holdings: Spx 04/19/14 C1860 S & P 500 Index , Spx 04/19/14 C1855 S&P 500 Index , Spx 04/19/14 C1865 S&P 500 Index , Spx 04/19/14 C1890 S & P 500 Index , Spx 04/04/14 C1870 S & P 500 Index ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Longboard , EURO STOXX 50 Index Future Mar14 , S&P Canada 60 Index Future Mar14 , E-mini NASDAQ 100 Index Future Mar14 , E-mini S&P 500 Index Future Mar14 ,
  • Category: Managed Futures
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  • Holdings: Hewlett-Packard Co , Microsoft Corporation , Roche Holding AG , Sanofi , Naspers Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Targa Resources Corp , Williams Companies Inc , Kinder Morgan Management LLC , ONEOK Inc , Kinder Morgan, Inc. ,
  • Category: Energy Limited Partnership
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Premium Funds From: vbtlx - Vanguard Total Bond Market Index Adm to smlpx - Salient MLP & Energy Infrastructure II I
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