Premium Funds From: brwix - AMG Managers Brandywine to umbix - Columbia Value and Restructuring Z


  • Holdings: Apple Inc , Alibaba Group Holding Ltd ADR , XPO Logistics Inc , Jarden Corp , Hain Celestial Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Royal Dutch Shell PLC Class A , Morgan Stanley ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Intl Stock Index Inv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: UnitedHealth Group Inc , AT&T Inc , Exxon Mobil Corporation , Pfizer Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , AbbVie Inc , Celgene Corp , Biogen Idec Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: American International Group Inc , Bank of America Corporation , Fed Natl Mort Assc Pfd , Amer Intl Grp ([Wts/Rts]) , St Joe Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Sanofi ADR , Gilead Sciences Inc , Novartis AG ADR , Roche Holding AG Dividend Right Cert. , GlaxoSmithKline PLC ADR ,
  • Category: Health
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Coca-Cola Co , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Procter & Gamble Co , Royal Dutch Shell PLC Class A , Johnson & Johnson , Nestle SA , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Cray Inc , Badger Meter Inc , Deluxe Corp , Generac Holdings Inc , Gentherm Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , US Treasury Note 0.25% , BlackRock Inc , UnitedHealth Group Inc , Becton Dickinson & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Kinder Morgan Management LLC , El Paso Pipeline Partners LP , Targa Resources Partners LP , ONEOK Partners LP , Plains All American Pipeline LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: Hewlett-Packard Co , Samsung Electronics Co Ltd , Roche Holding AG , Microsoft Corp , Time Warner Cable Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Linn Energy LLC , Legacy Reserves LP , EV Energy Partners LP , Memorial Production Partners LP , QR Energy LP ,
  • Category: Equity Energy
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Wells Fargo & Co , General Electric Co , AT&T Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Energy Transfer Partners LP , Enbridge Energy Partners LP , NuStar Energy, L.P. , Williams Partners LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: Altria Group Inc , Johnson & Johnson , Procter & Gamble Co , Microsoft Corp , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Procter & Gamble Co , PepsiCo Inc , Coca-Cola Co , Oracle Corporation , Cisco Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Spectra Energy Corp , Williams Companies Inc , ONEOK Inc , NiSource Inc , Enbridge Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Celgene Corp , Biogen Idec Inc , Regeneron Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Selectively Hedged Global F/I I , DFA Short-Term Extended Quality I , DFA US Core Equity 1 I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Broadcom Corp , Texas Instruments Inc , Freescale Semiconductor Ltd , Intel Corp , Samsung Electronics Co Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Hewlett-Packard Co , Wells Fargo & Co , Capital One Financial Corp , Microsoft Corp , Novartis AG ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Howard Hughes Corp , Canadian Pacific Railway Ltd , Cracker Barrel Old Country Store Inc , Unit Corp , Tessera Technologies Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Premium Funds From: brwix - AMG Managers Brandywine to umbix - Columbia Value and Restructuring Z
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