Premium Funds From: rblcx - Russell LifePoints Balanced Strategy C to swerx - Schwab Target 2040


  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Small Cap Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Russell Global Equity Y , Russell International Developed Mkts Y , Russell Strategic Bond Y , Russell US Small Cap Equity Y , Russell US Core Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
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  • Holdings: Honeywell International Inc , Microsoft Corp , Wells Fargo & Co , Apple Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Pfizer Inc , Apple Inc , Wells Fargo & Co , Bank of America Corporation , Johnson & Johnson ,
  • Category: Large Blend
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Celgene Corp , Biogen Idec Inc , Regeneron Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Celgene Corp , Biogen Idec Inc , Regeneron Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Guggenheim Strategy I , Apple Inc , Microsoft Corp , Intel Corp , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Optimal Payments PLC , Sirius XM Holdings Inc , Liberty Media Corporation Class C , Graphic Packaging Holding Co , Charter Communications Inc Class A ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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  • Holdings: Williams Companies Inc , Targa Resources Corp , Kinder Morgan Management LLC , Plains GP Holdings LP Class A , Semgroup Corp ,
  • Category: Energy Limited Partnership
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  • Holdings: Williams Companies Inc , Targa Resources Corp , Kinder Morgan Management LLC , Plains GP Holdings LP Class A , Semgroup Corp ,
  • Category: Energy Limited Partnership
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  • Holdings: Us 10yr Note Fut Dec14 , Can 10yr Bond Fut Dec14 , Long Gilt Fut Dec14 , Aust 10y Bond Fut Dec14 , Jpn 10y Bond Fut Dec14 ,
  • Category: Tactical Allocation
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  • Holdings: Siderwinder Drilling 144A 9.75% , Hertz 7.5% , Paperworks Inds 144A 9.5% , Tempel Steel Company 144A 12% , Structured Asset Inv 2005-10 FRN ,
  • Category: Multialternative
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  • Holdings: Siderwinder Drilling 144A 9.75% , Hertz 7.5% , Paperworks Inds 144A 9.5% , Tempel Steel Company 144A 12% , Structured Asset Inv 2005-10 FRN ,
  • Category: Multialternative
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  • Holdings: Qualcomm, Inc. , Salesforce.com, Inc. , Naspers, Ltd. , Li & Fung Ltd. , Visa, Inc. ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Allergan Inc , China Mobile Ltd ADR , eBay Inc , Apple Inc , Microsoft Corp ,
  • Category: Large Blend
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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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  • Holdings: Schwab Core Equity , Schwab Total Bond Market , Laudus US Large Cap Growth , Schwab Intermediate-Term Bond , Laudus Small-Cap MarketMasters Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , PepsiCo Inc , Occidental Petroleum Corp , Pfizer Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Merck & Co Inc , Citigroup Inc , Wells Fargo & Co , ConocoPhillips , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , AT&T Inc , Microsoft Corp , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Johnson & Johnson , Merck & Co Inc , Pfizer Inc , Gilead Sciences Inc , AbbVie Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Sanofi , Total SA , Mini Msci Eafe Sep14 Ifus 20140919 , A P Moller Maersk AS Class B ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Mini Msci Eafe Sep14 Ifus 20140919 , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , S+p500 Emini Fut Sep14 Xcme 20140919 , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , Puma Biotechnology Inc , InterMune Inc , WEX Inc , Kodiak Oil & Gas Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Schwab Total Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Short-Term Bond Market ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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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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Premium Funds From: rblcx - Russell LifePoints Balanced Strategy C to swerx - Schwab Target 2040
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