Premium Funds From: vrtix - Vanguard Russell 2000 Index I to vtmfx - Vanguard Tax-Managed Balanced Adm


  • Holdings: Qorvo Inc , Isis Pharmaceuticals , Brunswick Corp , Puma Biotechnology Inc , NPS Pharmaceuticals Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Wells Fargo & Co , General Electric Co , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 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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  • Holdings: Alkermes PLC , Alaska Air Group Inc , Harman International Industries Inc , Isis Pharmaceuticals , Snap-on Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Alkermes PLC , Alaska Air Group Inc , Harman International Industries Inc , Isis Pharmaceuticals , Snap-on Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Southwest Airlines Co , Electronic Arts Inc , Best Buy Co Inc , Edwards Lifesciences Corp , CF Industries Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Alkermes PLC , Harman International Industries Inc , Isis Pharmaceuticals , Cooper Companies , Duke Realty Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Alkermes PLC , Harman International Industries Inc , Isis Pharmaceuticals , Cooper Companies , Duke Realty Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Alaska Air Group Inc , Snap-on Inc , Omnicare Inc , Arthur J Gallagher & Co , Gannett Co Inc ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Johnson & Johnson , Wells Fargo & Co , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Johnson & Johnson , Wells Fargo & Co , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Alkermes PLC , Alaska Air Group Inc , Harman International Industries Inc , Isis Pharmaceuticals , Snap-on Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Alere Inc , AmTrust Financial Services Inc , E*Trade Financial Corp , Belden Inc , LPL Financial Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: EPR Properties , Maximus Inc , Toro Co , Casey's General Stores Inc , West Pharmaceutical Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 2000 Value , Integra Lifesciences Holdings Corp , EMCOR Group, Inc. , HCC Insurance Holdings Inc , Brown & Brown Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Skyworks Solutions Inc , SL Green Realty Corp , Realty Income Corp , Equinix Inc , Henry Schein Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Spirit AeroSystems Holdings Inc , Centene Corp , RF Micro Devices Inc , Huntington Ingalls Industries Inc , Pitney Bowes Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , S+p500 Emini Fut Mar15 Xcme 20150320 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Berkshire Hathaway Inc Class B , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Stock Mkt Idx Inv , Vanguard Shrt-Term Infl-Prot Sec Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Intl Stock Index Inv ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 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 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Stock Mkt Idx Inv , Vanguard Shrt-Term Infl-Prot Sec Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Intl Stock Index Inv ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
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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 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Berkshire Hathaway Inc Class B , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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Premium Funds From: vrtix - Vanguard Russell 2000 Index I to vtmfx - Vanguard Tax-Managed Balanced Adm
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