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  • Holdings: iShares iBoxx $ Invst Grade Crp Bond , Vanguard Long-Term Bond Index ETF , iShares Floating Rate Bond , Best Buy Co Inc , Duke Energy Corporation ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: H&E Equipment Services Inc , Ultimate Software Group Inc , Buffalo Wild Wings Inc , Guidewire Software Inc , Monolithic Power Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Pfizer Inc , Occidental Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Cisco Systems Inc , General Electric Co , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson & Johnson , Pentair PLC , Roper Industries Inc , Chevron Corp , Air Products & Chemicals Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: T. Rowe Price Equity Index 500 , T. Rowe Price New Income , T. Rowe Price Inflation Focused Bond , T. Rowe Price Intl Gr & Inc , T. Rowe Price High-Yield ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
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  • Holdings: Japan(Govt Of) 0.1% , McGraw Hill Financial Inc , Ameriprise Financial Inc , Google Inc Class A , Japan(Govt Of) 1.7% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: General Dynamics Corp , Kirby Corp , Union Pacific Corp , Ecolab Inc , Thermo Fisher Scientific Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Holdings: EMC Corp , Twenty-First Century Fox Inc Class A , Cerner Corp , Monsanto Co , Cameron International Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: EOG Resources Inc , VF Corp , Perrigo Co PLC , Roche Holding AG ADR , Canadian National Railway Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Schlumberger NV , Chevron Corp , EOG Resources Inc , Halliburton Co , Anadarko Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Marathon Oil Corp , Exxon Mobil Corporation , MetLife Inc , Johnson & Johnson , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Lojas Americanas S.A. Pfd Shs , Petroleo Brasileiro SA Petrobras , BRF SA , Bank Bradesco Pfd Shs , Cia Bras De Distri Pfd ,
  • Category: Latin America Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: General Mills Inc , Heineken NV , Campbell Soup Co , Walgreen Co , Royal Dutch Shell PLC Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Cognex Corp , Acuity Brands Inc , DexCom Inc , Bruker Corp , Teledyne Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Ross Stores Inc , Intel Corp , CH Robinson Worldwide Inc , Bank of New York Mellon Corp , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Biogen Idec Inc , Schlumberger NV , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Columbia Short Term Bond I , Columbia Intermediate Bond I , Columbia Income Opportunities I , Columbia US Government Mortgage I , Columbia Dividend Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: SVB Financial Group , Demandware Inc , Ultimate Software Group Inc , Vail Resorts Inc , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Sanofi ADR , Roche Holding AG , Novartis AG ADR , Gilead Sciences Inc , Pfizer Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
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  • Holdings: Tencent Holdings Ltd. , Mindray Medical International Ltd ADR repr Class A , Lenovo Group Ltd , Sands China Ltd , China Mengniu Dairy Co Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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Premium Funds From: wbadx - WBI Absolute Return Balanced No Load to mchfx - Matthews China Investor
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