Premium Funds From: trsax - T. Rowe Price Growth Stock Adv to bpavx - Robeco Boston Partners All Cap Value Inv


  • Holdings: Amazon.com Inc , Priceline Group Inc , Google Inc Class C , Google Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: General Dynamics Corp , Kirby Corp , Parker Hannifin Corp , Union Pacific Corp , Idex Corp ,
  • Category: Aggressive Allocation
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , Procter & Gamble Co , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Growth
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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 2036-2040
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  • Category: Intermediate-Term Bond
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  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS , ClearBridge Appreciation IS , ClearBridge International Value IS ,
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  • Holdings: Philip Morris International Inc , Accenture PLC Class A , Microsoft Corp , Johnson & Johnson , GlaxoSmithKline PLC ,
  • Category: Large Blend
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  • Holdings: Apple Inc , MasterCard Inc Class A , Facebook Inc Class A , Amazon.com Inc , Biogen Idec Inc ,
  • Category: Large Growth
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  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: j2 Global Inc , Stericycle Inc , Affiliated Managers Group Inc , Robert Half International Inc , Six Flags Entertainment Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Hyundai Motor Co , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Verint Systems Inc , Apple Inc , Hawaiian Electric Industries Inc , Gildan Activewear Inc , Norfolk Southern Corp ,
  • Category: Mid-Cap Growth
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  • Holdings: Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Small-Cap Equity , Laudus International MarketMasters Sel ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
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  • Holdings: Questcor Pharmaceuticals Inc , Centene Corp , Teledyne Technologies Inc , Cognex Corp , Tanger Factory Outlet Centers Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell Strategic Bond Y , Russell US Core Equity Y , Russell US Small Cap Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate 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
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  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , HSBC Holdings PLC , Nestle SA , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: StanCorp Financial Group Inc , HSN Inc , Progressive Waste Solutions Ltd , Carbo Ceramics Inc , Steris Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Becton Dickinson & Co , PepsiCo Inc , 3M Co , Praxair Inc , Accenture PLC Class A ,
  • Category: Large Growth
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  • Holdings: iShares Core MSCI Emerging Market , WisdomTree Emerging Markets Equity Inc , iShares MSCI Emerging Markets , Vanguard Emerging Markets Stock Idx ETF , Schwab Emerging Markets Equity ETF™ ,
  • Category: Tactical Allocation
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  • Holdings: Russell 2000 Fut Jun14 Rtam4 , Community Health Systems Inc , Darling Ingredients Inc , VeriFone Systems Inc , Global Payments Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
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  • Holdings: JPMorgan Chase & Co , Eli Lilly and Co , Invesco Ltd , Comcast Corp Class A , Cisco Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA International Institutional , USAA Intermediate-Term Bond Instl , USAA Income Stock Institutional , USAA Value Institutional , USAA Emerging Markets Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American Express Co , Wells Fargo & Co , Home Depot Inc , Verizon Communications Inc , Actavis PLC ,
  • Category: Large Growth
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  • Holdings: JPMorgan Chase & Co , Bny Mellon Cash Reserve Eod Fund , Amgen Inc , Capital One Financial Corp , Occidental Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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Premium Funds From: trsax - T. Rowe Price Growth Stock Adv to bpavx - Robeco Boston Partners All Cap Value Inv
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