Premium Funds From: porix - Portfolio 21 Global Equity Instl to vmrgx - Vanguard Morgan Growth Inv


  • Holdings: Novo Nordisk A/S , Roche Holding AG , Google Inc Class A , Jones Lang LaSalle Inc , MetLife Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO 0-5 Year High Yld Corp Bd Idx ETF , AdvisorShares Peritus High Yield ETF , Northstar Realty Finance Corporation , Ares Capital Corporation , Solar Capital Ltd. ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: ITC Holdings Corp , Arch Capital Group Ltd , Hyatt Hotels Corporation , Concho Resources, Inc. , CoStar Group, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Silicon Motion Technology Corp ADR , Manitowoc Co Inc , Plug Power, Inc. , Taiwan Semiconductor Manufacturing Co Ltd ADR ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: SBA Communications Corp , TransDigm Group Inc , Gartner, Inc. Class A , Gaming and Leisure Properties, Inc. , Acuity Brands Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 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: Amazon.com Inc , Facebook Inc Class A , Google Inc Class A , Priceline Group Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Unibail-Rodamco SE , Prologis Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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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: Skyworks Solutions Inc , E*Trade Financial Corp , Endurance Specialty Holdings Ltd , CapitalSource Inc , Howard Hughes Corp ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Digital Realty Trust, Inc. , BioMed Realty Trust Inc , General Growth Pptys Inc New Pfd , Campus Crest Communities, Inc. , HCP Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , Halliburton Co , Facebook Inc Class A , Anadarko Petroleum Corp , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Targa Resources Corp , Frontier Communications Corp Class B , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Oracle Corporation , Alliance Data Systems Corporation , Northrop Grumman Corp , Western Digital Corporation , Google Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: USAA Intermediate-Term Bond Instl , USAA International Institutional , USAA Short-Term Bond Institutional , USAA Income Institutional , USAA Income Stock Institutional ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Irs275026 Irs Huf P V 00mbubor , Irs275026 Irs Huf R F 2.49000 , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
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  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West Bond Index Init , Great-West S&P Mid Cap 400® Index Init , Oppenheimer Developing Markets A ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Sptr Trs Equity 3ml+29 *Bullet* Dub ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Las Vegas Sands Corp , Liberty Global PLC Class C , Illumina Inc , Tesla Motors Inc , Weatherford International Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Twenty-First Century Fox Inc Class A , Microsoft Corp , MasterCard Inc Class A , Chevron Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA Short-Term Bond Institutional , USAA Intermediate-Term Bond Instl , USAA Income Institutional , USAA International Institutional , USAA Ultra Short-Term Bond Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , S+p500 Emini Fut Jun14 Xcme 20140620 , Google Inc Class A , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Genesee & Wyoming Inc Class A , East West Bancorp Inc , Landstar System Inc , Proassurance Corp , Raven Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , Google Inc Class A , EMC Corp , Amazon.com Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Oracle Corporation , Credit Suisse Group , Julius Baer Gruppe AG , CNH Industrial NV , TE Connectivity Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Zurich Insurance Group AG ADR , Sasol Ltd ADR , Royal Dutch Shell PLC ADR Class A , China Construction Bank Corp H Shares , OAO Lukoil ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Google Inc Class A , Microsoft Corp , Apple Inc , Oracle Corporation , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Premium Funds From: porix - Portfolio 21 Global Equity Instl to vmrgx - Vanguard Morgan Growth Inv
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