Premium Funds From: aabnx - American Beacon Balanced AMR to villx - Villere Balanced Inv


  • Holdings: US Treasury Bond 2.875% , S+p500 Emini Fut Mar15 Xcme 20150320 , JPMorgan Chase & Co , Citigroup Inc , US Treasury Note 0.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Cerner Corp , CVS Health Corp , Wells Fargo & Co , Estee Lauder Cos Inc Class A , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • 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: Citigroup Inc , JPMorgan Chase & Co , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Core MSCI Emerging Markets , iShares Core S&P 500 , US Treasury Bond 3.125% , iShares Core S&P Mid-Cap , iShares MSCI EAFE ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • 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: Vanguard Windsor™ II Inv , Vanguard Long-Term Investment-Grade Inv , Vanguard GNMA Inv , Vanguard Short-Term Investment-Grade Inv , Vanguard International Growth Inv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Comcast Corp Class A , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: United Parcel Service Inc (UPS) Class B , Medtronic PLC , Exxon Mobil Corporation , Target Corp , Deluxe Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Oracle Corporation , Aon , CVS Health Corp , Microsoft Corp , Covidien PLC ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • 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: Principal Income Instl , Principal Equity Income Inst , Principal Large Cap Growth Inst , Principal LargeCap Value Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Low Duration Total Return R6 , Franklin Rising Dividends R6 , Franklin DynaTech R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo Advantage Government Sec I , Wfa Core Bond Portfolio , MFS® Value I , PIMCO High Yield Instl , T. Rowe Price Blue Chip Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.5% , Lions Gate Entmt Cv 1.25% , Lions Gate Entmnt 5.25% , Microsoft Corp , AT&T Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future Mar15 , 5 Year US Treasury Note Future Mar15 , Apple Inc , S&P 500 Index Future Dec14 , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aabfx investment picks
  • Holdings: iShares MSCI EAFE , US Treasury Bond 3.125% , iShares Core MSCI EAFE , iShares Core MSCI Emerging Markets , iShares Core S&P 500 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Oracle Corporation , Bank of America Corporation , General Motors Co , Nestle SA ADR , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for onecx investment picks
  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ongix investment picks
  • Holdings: BNY Mellon Focused Equity Opp M , BNY Mellon Mid Cap Multi-Strategy M , BNY Mellon Emerging Markets M , BNY Mellon Intermediate Bond M , BNY Mellon Income Stock M ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • 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: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Comcast Corp Class A , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Small Cap Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Corporate Income I , Columbia US Government Mortgage I , E-mini S&P 500 Index Future Mar15 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nbiax investment picks
  • Holdings: Pool Corp , Sothebys Class A , Visa Inc Class A , LKQ Corp , Howard Hughes Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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Premium Funds From: aabnx - American Beacon Balanced AMR to villx - Villere Balanced Inv
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