Premium Funds From: vsmgx - Vanguard LifeStrategy Moderate Gr Inv to yaffx - AMG Yacktman Focused Service


  • 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: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Holdings: Persimmon PLC , Vestas Wind Systems A/S , Taylor Wimpey PLC , Barratt Developments PLC , Ashtead Group PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Compass Group PLC , Reed Elsevier PLC , ING Groep N.V. , Royal Bank of Scotland Group (The) PLC , Covidien PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , American International Group Inc , Activision Blizzard Inc , Micron Technology Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Amazon.com Inc , Microsoft Corp , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Wells Fargo & Co , JPMorgan Chase & Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Equinox Chesapeake Strategy ,
  • Category: Managed Futures
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  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Wells Fargo & Co , JPMorgan Chase & Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Amazon.com Inc , Microsoft Corp , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Royal Dutch Shell PLC Class A , Johnson & Johnson , Chevron Corp , Wells Fargo & Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Royal Dutch Shell PLC Class A , Johnson & Johnson , Chevron Corp , Wells Fargo & Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Stock Mkt Idx Inv , Vanguard Shrt-Term Infl-Prot Sec Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Intl Stock Index Inv ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Royal Dutch Shell PLC Class A , Johnson & Johnson , Chevron Corp , Wells Fargo & Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Nikkei 225 Stock Avg Index Future Sept14 , Roche Holding AG , Total SA , Australia and New Zealand Banking Group Ltd , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Nikkei 225 Stock Avg Index Future Sept14 , Roche Holding AG , Total SA , Australia and New Zealand Banking Group Ltd , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Priceline Group Inc , Gilead Sciences Inc , Google Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Kroger Co , Cigna Corp , Analog Devices Inc , Arrow Electronics Inc , Allstate Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Schlumberger NV , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Schlumberger NV , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Kroger Co , Cigna Corp , Analog Devices Inc , Arrow Electronics Inc , Allstate Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 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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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 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: PepsiCo Inc , Procter & Gamble Co , Coca-Cola Co , Cisco Systems Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: PepsiCo Inc , Procter & Gamble Co , Coca-Cola Co , Cisco Systems Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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Premium Funds From: vsmgx - Vanguard LifeStrategy Moderate Gr Inv to yaffx - AMG Yacktman Focused Service
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