Premium Funds From: vbaix - Vanguard Balanced Index I to tortx - Tortoise MLP & Pipeline Investor


  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: LyondellBasell Industries NV , Comcast Corp Class A , Service Corp International Inc , General Motors Co , Delta Air Lines Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Fut Mar14 Rtah4 , Global Payments Inc , VeriFone Systems Inc , Community Health Systems Inc , Darling International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 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: VF Corp , Sensata Technologies Holding N.V. , Ralph Lauren Corp Class A , Celgene Corp , Precision Castparts Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 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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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Franco-Nevada Corp , SPDR Gold Shares , Goldcorp Inc , Agnico Eagle Mines Ltd , Turquoise Hill Resources Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: T. Rowe Price Inflation Focused Bond , T. Rowe Price Equity Index 500 , T. Rowe Price New Income , T. Rowe Price Intl Gr & Inc , T. Rowe Price High-Yield ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: First Eagle Global Cayman Fund , Oracle Corporation , Microsoft Corp , Gold Commodity In Ounces , Cisco Systems Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Under Armour Inc Class A , ITC Holdings Corp , Arch Capital Group Ltd , The Middleby Corp , Genesee & Wyoming Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , EOG Resources Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series International Value F , Fidelity® Series Equity-Income F , Fidelity® Series International Growth F , Fidelity® Series Growth Company F , Fidelity® Series Growth & Income F ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series International Value F , Fidelity® Series Equity-Income F , Fidelity® Series International Growth F , Fidelity® Series Growth Company F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
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  • Holdings: Chicago Bridge & Iron Company , TRW Automotive Holdings Corp , Medivation Inc , Macquarie Infrastructure Co LLC , Domtar Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity® Series Global ex US Index , Fidelity Spartan® US Bond Idx F , Fidelity® Series Commodity Strategy F , Fidelity® Series Infl-Prtct Bd Idx F ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: ConocoPhillips , Microsoft Corp , Verizon Communications Inc , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Morgan Stanley , Viacom Inc Class B , Applied Materials Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG , HSBC Holdings PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Amazon.com Inc , Priceline Group Inc , Schlumberger NV , Baidu Inc ADR ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Small-Cap , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares S&P 500 Value ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Sensata Technologies Holding N.V. , Solera Holdings Inc , TE Connectivity Ltd , Varian Medical Systems Inc , Verisk Analytics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Russell 1000 Index T , iShares Core MSCI Total Intl Stk , Blackrock ACWI Ex-US Index Investor A , iShares International Dev Rel Est , iShares Cohen & Steers REIT ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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  • Holdings: Spectra Energy Corp , Williams Companies Inc , EQT Corp , ONEOK Inc , Enbridge Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 4 Stars
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Premium Funds From: vbaix - Vanguard Balanced Index I to tortx - Tortoise MLP & Pipeline Investor
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