Premium Funds From: csgex - BlackRock Small Cap Growth Equity Inv A to rwiex - American Funds Capital World G/I R4


  • Holdings: Aspen Technology Inc , Manhattan Associates Inc , Tower International Inc , KapStone Paper And Packaging Corp , Thoratec Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electnc Pfd , Taiwan Semiconductor Manufacturing Co Ltd ADR , Naspers Ltd Class N , ITC Ltd , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: Mitsui Fudosan Co Ltd , Westfield Group , Sumitomo Realty & Development Co Ltd , Sun Hung Kai Properties Ltd , Advance Residence Investment Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA International Institutional , USAA Intermediate-Term Bond Instl , USAA Income Stock Institutional , USAA Emerging Markets Institutional , USAA Small Cap Stock Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , United Tech , Johnson & Johnson , Priceline Grp Cv 1% , Coca-Cola Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Barclays ETN+ FI Enhanced Glb Hi Yld ETN , UBS Fisher Enhanced Big Cap Growth ETN , Pfizer Inc , Credit Suisse FI Enhanced Europe 50 ETN , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: SBA Communications Corp , Electronic Arts Inc , Henry Schein Inc , Adobe Systems Inc , Universal Health Services Inc Class B ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 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: 4 Stars
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  • Holdings: Unit Corp , Stone Energy Corp , Ultra Petroleum Corp , Granite Construction Inc. , Federal Signal Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Anheuser-Busch Inbev SA , Prudential PLC , Denso Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd GDR 144A , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd. , SABMiller PLC , Maruti Suzuki India Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG , HSBC Holdings PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Jpn 10y Bond Fut Jun14 , Euro-Bund Fut Jun14 , Us 10yr Note Fut Jun14 , Long Gilt Fut Jun14 , Salient Risk Parity Offs ,
  • Category: Tactical Allocation
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  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , General Dynamics Corp , EchoStar Corp , Cubist Pharmaceuticals Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Wood Group (John) PLC , Barry Callebaut AG , Jones Lang LaSalle Inc , Odontoprev SA , Raffles Medical Group Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Galaxy Entertainment Group Ltd , Lupin Ltd , International Container Terminal Services Inc , Promotora Y Operadora de Infraestructura SAB de CV , Sino Biopharmaceutical Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Affiliated Managers Group Inc , Henry Schein Inc , B/E Aerospace Inc , SL Green Realty Corp , Polaris Industries Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 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: Central GoldTrust Common , Sprott Physical Gold Trust Common , Teva Pharmaceutical Industries Ltd ADR , Mosaic Co , John B Sanfilippo & Son ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: O'Reilly Automotive Inc , American Tower Corp , Markel Corporation , CarMax Inc , Bally Technologies Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Commonwealth Bank of Australia , Taiwan Semiconductor Manufacturing Co Ltd , Orix Corp , SOFTBANK Corp ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Spectra Energy Corp , Williams Companies Inc , EQT Corp , ONEOK Inc , Enbridge Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 4 Stars
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  • Holdings: Visa Inc Class A , Amazon.com Inc , Priceline Group Inc , Schlumberger NV , Baidu Inc ADR ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: American International Group Inc , MetLife Inc , ACE Ltd , Travelers Companies Inc , Marsh & McLennan Companies Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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Premium Funds From: csgex - BlackRock Small Cap Growth Equity Inv A to rwiex - American Funds Capital World G/I R4
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