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  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , US Treasury Note 0.375% , Chevron Corp , US Treasury Note 0.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Bank of America Corporation , US Treasury Note 0.375% , Fannie Mae 3.5% 30 Year , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard Small Cap Value ETF , iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Market , Vanguard S&P 500 ETF , Fidelity SpartanĀ® Intl Idx Advtg ,
  • Category: Moderate Allocation
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Mid-Cap , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.25% , US Treasury Note 1.375% , CBS Corp Class B , Boeing Co , LyondellBasell Industries NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: Legg Mason Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS , Legg Mason BW Global Opportunities Bd IS , Western Asset Intermediate Bond IS ,
  • Category: Moderate Allocation
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  • Holdings: Vanguard 500 Index Signal , PIMCO Total Return Instl , JPMorgan Core Bond Select , Metropolitan West Intermediate Bond I , Harbor International Institutional ,
  • Category: Moderate Allocation
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  • Holdings: NewMarket Corp , Wells Fargo & Co , CarMax Inc , General Dynamics Corp , BlackRock Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Money Market-Taxable
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  • Category: Money Market-Taxable
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  • Category: Money Market-Taxable
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  • Category: Money Market-Taxable
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  • Holdings: Blade Engine Securitization 144A FRN , Airspeed Ltd 2007-1 FRN , PPL Corp , SPDR Gold Shares , Actavis PLC ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Liberty Ventures Class A , Vanguard REIT Index ETF , Charter Communications Inc Class A , Silicon Motion Technology Corp ADR , TripAdvisor Inc ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Beam Inc , UNS Energy Corp , CapitalSource Inc , Shoppers Drug Mart Corporation , Forest Laboratories, Inc. ,
  • Category: Multialternative
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  • Holdings: 90day Euro$ Futr Sep15 , 3mo Euro Euribor Sep15 , Interest Rate Swap Receive Fixed , E-mini S&P 500 Index Future June14 , 90day Euro$ Futr Jun15 ,
  • Category: Multialternative
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  • Holdings: FPA Crescent , BlackRock Global Allocation Instl , PIMCO Short-Term Instl , Diamond Hill Long-Short Y , MainStay Marketfield I ,
  • Category: Multialternative
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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: Denbury Resources Inc , General Motors Co , Beam Inc , Apple Inc , Shoppers Drug Mart Corp ,
  • Category: Multialternative
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  • Holdings: Market Vectors Russia ETF , SPDR S&P 500 , Stone Ridge Tr , iShares Floating Rate Note , iShares Barclays 20+ Year Treas Bond ,
  • Category: Multialternative
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  • Holdings: Nasdaq 100 E-Mini Jun14 Xcme 20140620 , Russell 2000 Mini Jun14 Imeq 20140620 , S+p500 Emini Fut Jun14 Xcme 20140620 , S80895211 Irs Aud R F 4.20000 Sl_1480895211_fixed Ccpvanill , S80895211 Irs Aud P V 06mbbsw Sl_1480895211_float Ccpvanilla ,
  • Category: Multialternative
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  • Holdings: Whitebox Tactical Opportunities Instl , Arbitrage Event-Driven I , Robeco Boston Partners L/S Rsrch Instl , Gotham Absolute Return Institutional , Tortoise MLP & Pipeline Instl ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Holdings: DWS RREEF Global Infrastructure Inst , DWS Floating Rate Inst , SPDR Barclays Capital Convertible Secs , DWS Diversified Market Neutral Instl , DWS Enhanced Commodity Strategy Inst ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 0.583 Jul 30 23 , Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 2.432 Jul 30 23 , Citi Usd Irs 0.239 May 29 43 , Citi Usd Irs 3.087 May 29 43 , Db Gbp Irs 0.593 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Holdings: JHancock Global Absolute Ret Strats NAV , JHancock Short Duration Credit Opps NAV , JHancock Absolute Return Currency NAV , JHFunds2 Redwood NAV , JHancock Global Income NAV ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR S&P 500 , iShares Russell 2000 , Beam Inc , Hartford Financial Services Group Inc , SPDR S&P MidCap 400 ,
  • Category: Multialternative
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  • Holdings: SPDR S&P 500 , iShares Russell 2000 , Beam Inc , Hartford Financial Services Group Inc , SPDR S&P MidCap 400 ,
  • Category: Multialternative
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  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro Stoxx 50 Jun14 Xeur 20140620 , Euro-Bund Future Jun14 Xeur 20140606 , 1258843 Trs Usd P E Gscbmhg8 Index ,
  • Category: Multialternative
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Premium Funds From: fbakx - Fidelity Balanced K to mmpix - Morgan Stanley Inst Multi-Asst I
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