Premium Funds From: swobx - Schwab Balanced to iskax - Voya Index Solution Income Port A


  • 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: 4 Stars
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  • Holdings: Visa Inc Class A , Thermo Fisher Scientific Inc , TE Connectivity Ltd , Westinghouse Air Brake Technologies Corp , Stericycle Inc ,
  • Category: Large Growth
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  • Holdings: Visa Inc Class A , Thermo Fisher Scientific Inc , TE Connectivity Ltd , Westinghouse Air Brake Technologies Corp , Stericycle Inc ,
  • Category: Large Growth
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  • Category: Long-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Abcam PLC , Mekonomen AB , MarketAxess Holdings Inc , Discover Financial Services , Capital One Financial Corp ,
  • Category: World Stock
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity Advisor® Ser Stk Sel Lg Cp Val ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Naspers Ltd Class N , Aspen Pharmacare Holdings Ltd , Mtn Group Ltd , Commercial International Bank (Egypt) SAE GDR , Sanlam Ltd ,
  • Category: Miscellaneous Region
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  • Holdings: Guggenheim Strategy III , Guggenheim Strategy Ii , Guggenheim Strategy I , Msswap2 , Msswap3 ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: eBay Inc , Intercontinental Exchange Inc , L-3 Communications Holdings Inc , Gilead Sciences Inc , Cisco Systems Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Oppenheimer Developing Markets A , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Ameriprise Financial Inc , Celgene Corp , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Brookfield Renewable Energy Partners LP , Owens-Corning Inc , Hannon Armstrong Sustainable Infrastructure Capital Inc , TerraForm Power Inc Class A , NextEra Energy Partners LP ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , PepsiCo Inc , 3M Co , Microsoft Corp , Abbott Laboratories ,
  • 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: US Treasury Bond 3.125% , iShares Core MSCI EAFE , iShares MSCI EAFE , iShares Core S&P 500 , iShares Core MSCI Emerging Markets ,
  • Category: Conservative Allocation
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  • Holdings: Synovus Financial Corp , Washington Federal Inc , Banner Corp , Astoria Financial Corporation , Investors Bancorp Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: JetBlue Airways Corp , Health Net Inc , Bristow Group Inc , Synnex Corp , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Badger Meter Inc , Deluxe Corp , Cray Inc , Apogee Enterprises Inc , Gentherm Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Core MSCI EAFE , iShares Core S&P 500 , iShares MSCI EAFE , iShares Core MSCI Emerging Markets , iShares MSCI Germany ,
  • Category: World Allocation
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Intel Corp , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Mini Msci Eafe Mar15 Ifus 20150320 , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Mitsubishi Estate Co Ltd , Vornado Realty Trust ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Skyworks Solutions Inc , Amdocs Ltd , Avago Technologies Ltd , Dr Pepper Snapple Group Inc , EOG Resources Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya US Bond Index Port I , Voya US Stock Index Port I , Voya Russell Mid Cap Index Port I , Voya International Index Port I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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Premium Funds From: swobx - Schwab Balanced to iskax - Voya Index Solution Income Port A
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