Premium Funds From: rsesx - Russell US Strategic Equity S to shapx - ClearBridge Appreciation A


  • Holdings: Pfizer Inc , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Bank of America Corporation ,
  • Category: Large Blend
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  • Holdings: AdvisorShares Peritus High Yield ETF , Ares Capital Corporation , New Residential Investment Corp , Apollo Investment Corp , Fifth Street Finance Corporation ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Home Depot Inc , Priceline Group Inc , Amazon.com Inc , TJX Companies , L Brands Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 4 Stars
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  • Holdings: InterMune Inc , Restoration Hardware Holdings Inc , Buffalo Wild Wings Inc , Cavium Inc , Synaptics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares 1-3 Year Treasury Bond , PIMCO Enhanced Short Maturity ETF , iShares 1-3 Year Credit Bond , iShares MBS , iShares 0-5 Year TIPS Bond ,
  • Category: Managed Futures
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  • Holdings: Apple Inc , FNMA , US Treasury Note 0.25% , FNMA , US Treasury Note 4.75% ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , Noble Energy Inc , Applied Materials Inc , Aon PLC , Netflix Inc ,
  • Category: Mid-Cap Blend
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  • Holdings: US Treasury Note 1.25% , Wells Fargo & Co , JPMorgan Chase & Co , Cisco Systems Inc , Merck & Co Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Albany Molecular Research Inc , Repligen Corp , Anika Therapeutics Inc , Park-Ohio Holdings Corp , Astronics Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , American Airlines Group Inc , S+p500 Emini Fut Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , Trinity Industries Inc , Federated Investors, Inc. Class B , AllianceBernstein Holding L.P. ,
  • Category: Small Blend
  • 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: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Oppenheimer Ultra-Short Duration Y , Starwood Property Trust, Inc. , US Treasury Note 0.625% , Comcast Corp Class A , Airspeed Ltd 2007-1 FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Constant Contact Inc , Atwood Oceanics Inc , HomeAway Inc , Swift Transportation Co , SciQuest Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , Health Care Select Sector SPDR® ETF , Vanguard Consumer Staples ETF , SPDR Barclays High Yield Bond , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Nuveen Long/Short Commodity TR Fund , Liberty All-Star Equity Common , LeggMason BW Global Inc Opps Common , Neuberger Berman Real Est Sec Common , LMP Real Estate Income Common ,
  • Category: Tactical Allocation
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  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Discovery Communications Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Apple Inc , CVS Caremark Corp , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 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 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Facebook Inc Class A , Fastenal Co , Visa Inc Class A , Priceline Group Inc ,
  • Category: Large Growth
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  • Holdings: Total SA , Roche Holding AG , Novartis AG , Royal Dutch Shell PLC Class A , Axel Springer SE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: SBA Communications Corp , Electronic Arts Inc , Henry Schein Inc , Universal Health Services Inc Class B , Vantiv Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Alliance Data Systems Corp , International Rectifier , Booz Allen Hamilton Holding Corp , Rovi Corp , Alere Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Pfizer Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: NextEra Energy Inc , Edison International , Duke Energy Corporation , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Comcast Corp Class A , Apple Inc , Travelers Companies Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Premium Funds From: rsesx - Russell US Strategic Equity S to shapx - ClearBridge Appreciation A
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