Premium Funds From: plfix - Principal Large Cap S&P 500 Index Inst to dgeix - DFA Global Equity I


  • Holdings: Apple Inc , E-mini S&P 500 Index Future Dec14 , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme (Red) 12/14/15 , 10 Year US Treasury Note Future Dec14 , Erauslt Trs Equity 1ml+45.5 Jpm , Fin Fut Euro$ Cme (Red) 06/13/16 ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme (Red) 12/14/15 , 10 Year US Treasury Note Future Dec14 , Erauslt Trs Equity 1ml+45.5 Jpm , Fin Fut Euro$ Cme (Red) 06/13/16 ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme (Red) 12/14/15 , 10 Year US Treasury Note Future Dec14 , Erauslt Trs Equity 1ml+45.5 Jpm , Fin Fut Euro$ Cme (Red) 06/13/16 ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: SanDisk Corp , Ameriprise Financial Inc , Omnicare Inc , Maxim Integrated Products Inc , Lazard Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , E-mini S&P 500 Index Future Dec14 , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme (Red) 12/14/15 , 10 Year US Treasury Note Future Dec14 , Erauslt Trs Equity 1ml+45.5 Jpm , Fin Fut Euro$ Cme (Red) 06/13/16 ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , E-mini S&P 500 Index Future Dec14 , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Mitsubishi Estate Co Ltd , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: E-Mini S&P 500 , Sigma-Aldrich Corp , Vertex Pharmaceuticals Inc , CF Industries Holdings Inc , E I du Pont de Nemours & Company ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , Hutchison Whampoa Ltd , Baidu Inc ADR , Samsung Electronics Co Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Google Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity Spartan® 500 Index Inv , Fidelity Spartan® International Idx Inv , Fidelity Spartan® US Bond Idx Investor , Fidelity Spartan® Extended Mkt Index Inv ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Qualcomm Inc , Lowe's Companies Inc , VF Corp , Perrigo Co PLC , Sherwin-Williams Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Qualcomm Inc , Lowe's Companies Inc , VF Corp , Perrigo Co PLC , Sherwin-Williams Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Capital Income Bldr R6 , American Funds Growth Fund of Amer R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Crown Castle International Corp , Sensata Technologies Holding N.V. , Dresser-Rand Group Inc , Verisk Analytics Inc , Varian Medical Systems Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Capital Income Bldr R6 , American Funds Growth Fund of Amer R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Edison International , SBA Communications Corp , Sempra Energy , American Electric Power Co Inc , NextEra Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA US Core Equity 1 I , DFA Emerging Markets Core Equity I , DFA Real Estate Securities I ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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Premium Funds From: plfix - Principal Large Cap S&P 500 Index Inst to dgeix - DFA Global Equity I
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