Premium Funds From: vwinx - Vanguard Wellesley Income Inv to wceyx - Ivy Core Equity Y


  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , FNMA , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Pharmacyclics Inc , Discovery Communications Inc Class A , Akorn Inc , Under Armour Inc Class A , XPO Logistics Inc ,
  • Category: Mid-Cap Growth
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  • Holdings: Microsoft Corp , Pfizer Inc , JPMorgan Chase & Co , Wells Fargo & Co , Medtronic Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: American International Group Inc , MetLife Inc , Wells Fargo & Co , Citigroup Inc , NXP Semiconductors NV ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: American International Group Inc , MetLife Inc , Wells Fargo & Co , Citigroup Inc , NXP Semiconductors NV ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Pfizer Inc , JPMorgan Chase & Co , Wells Fargo & Co , Medtronic Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MasterCard Inc Class A , Priceline Group Inc , Celgene Corp , Google Inc Class C , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Knight Transportation, Inc. , Ultimate Software Group Inc , Power Integrations Inc , Wirecard AG , MakeMyTrip Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
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  • Holdings: Lupin Ltd , International Container Terminal Services Inc , Cemex Latam Holdings SA , Galaxy Entertainment Group Ltd , Kasikornbank Public Co Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Universal Robina Corporation , Mtn Group Ltd , Safaricom Ltd , Nestle Nigeria PLC , Nigerian Breweries PLC ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Abcam PLC , eBay Inc , Google Inc Class A , Ocwen Financial Corp , ASOS PLC ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
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  • Holdings: GOLD BULLION , Galaxy Entertainment Group Ltd , Las Vegas Sands Corp , Recv Wynn Trs 05/22/15 , AIA Group Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: GOLD BULLION , Galaxy Entertainment Group Ltd , Las Vegas Sands Corp , Recv Wynn Trs 05/22/15 , AIA Group Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Longboard , EURO STOXX 50 Index Future June14 , MSCI EAFE Index Future June14 , DAX Index Future June14 , E-mini S&P 500 Index Future June14 ,
  • Category: Managed Futures
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  • Holdings: iShares iBoxx $ Invst Grade Crp Bond , Vanguard Long-Term Bond Index ETF , iShares Floating Rate Bond , Best Buy Co Inc , Duke Energy Corporation ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo Advantage Government Sec I , Wfa Core Bond Portfolio , MFS┬« Value I , Thornburg International Value I , T. Rowe Price Blue Chip Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 , iShares Nasdaq Biotechnology , SPDR S&P 500 , iShares MSCI Emerging Markets , US Treasury Note 2.5% ,
  • Category: Long/Short Equity
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  • Holdings: iShares Russell 2000 , iShares Nasdaq Biotechnology , SPDR S&P 500 , iShares MSCI Emerging Markets , US Treasury Note 2.5% ,
  • Category: Long/Short Equity
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  • Holdings: Canadian Pacific Railway Ltd , Applied Materials Inc , Bank of America Corporation , American International Group Inc , Adobe Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Applied Materials Inc , Bank of America Corporation , American International Group Inc , Adobe Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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Premium Funds From: vwinx - Vanguard Wellesley Income Inv to wceyx - Ivy Core Equity Y
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