Premium Funds From: jvmix - JHancock Disciplined Value Mid Cap I to bawax - Brown Advisory Sustainable Growth Adv


  • Holdings: Lear Corp , TD Ameritrade Holding Corp , Western Digital Corp , Graphic Packaging Holding Co , Omnicare Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Cigna Corp , Agilent Technologies Inc , Cardinal Health Inc , Principal Financial Group , Lincoln National Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Altria Group Inc , Philip Morris International Inc , Verizon Communications Inc , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Royal Dutch Shell PLC ADR Class A , Walgreen Co , Total SA , Novartis AG ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Danone , Nestle SA , Kao Corp , Reckitt Benckiser Group PLC , KDDI Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • 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: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: ACWI ex-US Index ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: DST Systems, Inc. , American Realty Capital Properties Inc Class A , Comcast Corp Class A , Domtar Corp , DaVita HealthCare Partners Inc ,
  • Category: Long/Short Equity
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  • Category: Muni Massachusetts
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Royal Dutch Shell PLC ADR Class A , Walgreen Co , Total SA , Novartis AG ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Apple Inc , Qualcomm Inc , EMC Corp , Express Scripts ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Enterprise Products Partners LP , Energy Transfer Equity LP , Plains All American Pipeline LP , Regency Energy Partners LP , Sunoco Logistics Partners ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: S&P 500 Index Future June14 , E-mini S&P 500 Index Future June14 , NYSE/Liffe 30 Year US Treasury Bond Future June14 , Sptr Trs Equity 3ml+31.5 Boa , US Treasury Bond 2.875% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 1000 Index Master ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Johnson & Johnson , Pentair PLC , Roper Industries Inc , Chevron Corp , Air Products & Chemicals Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Amazon.com Inc , LinkedIn Corp Class A , Liberty Global PLC Class C , ASML Holding NV , Visa Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Danaher Corp , Stericycle Inc , Westinghouse Air Brake Technologies Corp , Ecolab Inc , Verisk Analytics Inc ,
  • Category: Large Growth
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Premium Funds From: jvmix - JHancock Disciplined Value Mid Cap I to bawax - Brown Advisory Sustainable Growth Adv
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