Premium Funds From: rcsix - RBC Small Cap Core I to ucmcx - USAA Cornerstone Moderately Cnsrv


  • Holdings: Universal Electronics Inc , iShares Russell 2000 , Tyler Technologies Inc , Synaptics Inc , Synchronoss Technologies Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Canadian Pacific Railway Ltd , Novartis AG ADR , Avago Technologies Ltd , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Mitsubishi Estate , General Growth Properties Inc , Unibail-Rodamco SE , Prologis Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Verizon Communications Inc , Gilead Sciences Inc , Facebook Inc Class A , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 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: Danaher Corp , Stericycle Inc , Westinghouse Air Brake Technologies Corp , Ecolab Inc , Verisk Analytics Inc ,
  • Category: Large Growth
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  • Holdings: Legacy Reserves LP , BreitBurn Energy Partners LP , EV Energy Partners LP , Vanguard Natural Resources LLC , Linn Energy LLC ,
  • Category: Equity Energy
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  • Holdings: Legacy Reserves LP , BreitBurn Energy Partners LP , EV Energy Partners LP , Vanguard Natural Resources LLC , Linn Energy LLC ,
  • Category: Equity Energy
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  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , Visa Inc Class A , Canadian National Railway Co , Express Scripts ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Guggenheim Strategy III , Guggenheim Strategy I , Guggenheim Strategy Ii , Guggenheim Floating Rate Strats Instl , Guggenheim Macro Opportunities Instl ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: EDP Renovaveis SA , Gamesa Corporacion Tecnologica SA , Abengoa SA Class B , American Water Works Co Inc , Brookfield Renewable Energy Partners LP ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
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  • Category: Intermediate-Term Bond
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  • Holdings: Schwab Core Equity , Schwab Total Bond Market , Laudus US Large Cap Growth , Schwab Intermediate-Term Bond , Laudus Small-Cap MarketMasters Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Ameriprise Financial Inc , Visa Inc Class A , BorgWarner Inc , Henry Schein Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Russell 1000® Index Investor A , iShares Core MSCI Total Intl Stk , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Cohen & Steers REIT ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Russell 1000® Index Investor A , iShares Core MSCI Total Intl Stk , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Cohen & Steers REIT ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Russell 1000® Index Investor A , BlackRock Bond Index Investor A , iShares Core MSCI Total Intl Stk , Blackrock ACWI Ex-US Index Investor A , iShares Cohen & Steers REIT ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
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  • Holdings: International Business Machines Corp , Leucadia National Corp , Baxter International Inc , Noble Corp PLC , Brookfield Asset Management Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Allergan Inc , NCR Corp , Samsung Electronics Co Ltd GDR , China Mobile Ltd ADR ,
  • Category: Large Blend
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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: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 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: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 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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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares MSCI EAFE , US Treasury Note 2.75% , iShares Core MSCI EAFE , iShares MSCI Germany , iShares Core S&P Small-Cap ,
  • Category: Conservative Allocation
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Premium Funds From: rcsix - RBC Small Cap Core I to ucmcx - USAA Cornerstone Moderately Cnsrv
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