Premium Funds From: vslpx - Vanguard Struct Large-Cap Eq InstlPlus to ipmix - Voya Index Plus MidCap I


  • Holdings: Apple Inc , Johnson & Johnson , Exxon Mobil Corporation , Wells Fargo & Co , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: VALIC Company II Core Bond , VALIC Company I Stock Index , VALIC Company II Strategic Bond , VALIC Company I International Equities , VALIC Company I Foreign Value ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Denbury Resources Inc , General Motors Co , Beam Inc , Apple Inc , Shoppers Drug Mart Corp ,
  • Category: Multialternative
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  • Holdings: Energy Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , France(Govt Of) 2.25% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Legg Mason Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS , ClearBridge International Value IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: SBA Communications Corp , Constellation Brands Inc Class A , IHS Inc Class A , Intercontinental Exchange Inc , Netflix Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 1000 Value , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , Euro-Bund Future Jun14 Xeur 20140606 , iShares MBS , S+p500 Emini Fut Jun14 Xcme 20140620 ,
  • Category: Multialternative
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Johnson & Johnson , Wells Fargo & Co , Berkshire Hathaway Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Bond Index Investor A , BlackRock Russell 1000 Index T , Blackrock ACWI Ex-US Index Investor A , iShares TIPS Bond , BlackRock Small Cap Index A ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Jarden Corp , Waste Connections Inc , Proassurance Corp , Associated Banc-Corp , Portland General Electric Co ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Emerging Markets Currency Instl , Fin Fut Euro$ Cme 12/14/15 , US Treasury TIP , US TREASURY TIP , US Treasury TIP ,
  • Category: Tactical Allocation
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  • Holdings: Exxon Mobil Corporation , Schlumberger NV , Oceaneering International , EQT Corp , ConocoPhillips ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: Verint Systems Inc , Hawaiian Electric Industries Inc , Scotts Miracle Gro Co Class A , Alexander & Baldwin Inc , Lennox International Inc ,
  • Category: Mid-Cap Growth
  • 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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  • Holdings: Manhattan Associates Inc , RF Micro Devices Inc , Hyster-Yale Materials Handling Inc Class A , American Equity Investment Life Holding Co , PrivateBancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Marsh & McLennan Companies Inc , Loews Corp , Fifth Third Bancorp , Kohl's Corp , Gap Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: First Republic Bank (San Francisco, CA) , Magellan Financial Group Ltd , Roadrunner Transportation Systems, Inc. , Clinigen Group PLC , RPS Group PLC ,
  • Category: World Stock
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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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  • Holdings: Raven Industries Inc , AAON Inc , Sun Hydraulics Corp , Omnicell Inc , SPS Commerce Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Mitsubishi UFJ Financial Group Inc , Ares Capital Corporation , Microsoft Corp , Royal Dutch Shell PLC Class A ,
  • Category: Conservative Allocation
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  • Holdings: Apple Inc , Mitsubishi UFJ Financial Group Inc , Ares Capital Corporation , Microsoft Corp , Royal Dutch Shell PLC Class A ,
  • Category: Conservative Allocation
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: j2 Global Inc , Stericycle Inc , Old Dominion Freight Lines , Six Flags Entertainment Corp , Robert Half International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for wsmdx investment picks
  • Holdings: Apple Inc , Roche Holding AG , Next PLC , Toyota Motor Corp , Fuji Heavy Industries ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for uscgx investment picks
  • 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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Premium Funds From: vslpx - Vanguard Struct Large-Cap Eq InstlPlus to ipmix - Voya Index Plus MidCap I
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