| iShares iBOX X High Yield Corp Bond |
HYG |
ETF |
Purchase
|
|
$1,001-$15,000 |
| Spdr Barclays Short Term High Yield Bond |
SJNK |
ETF |
Purchase
|
|
$1,001-$15,000 |
| Currency Shares Euro Trust Fd |
CFX |
ETF |
Purchase
|
|
$1,001-$15,000 |
| Guggenheim Enhanced Short Duration |
GESSX |
FUND |
Purchase
|
|
$1,001-$15,000 |
| First Eagle Overseas Class A |
FEOAX |
FUND |
Purchase
|
|
$1,001-$15,000 |
| JPMorgan Research Mkt Neutral Class A |
JPMNX |
FUND |
Purchase
|
|
$15,001-$50,000 |
| Vanguard Index FSS Vanguard REIT ETF |
VNQ |
ETF |
Purchase
|
|
$15,001-$50,000 |
| Westmore Tire Emerging Mkt Stk AUS80771T102616 |
|
FUND |
Purchase
|
|
$15,001-$50,000 |
| Cohen & Steers Realty Shares |
CSR |
FUND |
Purchase
|
|
$1,001-$15,000 |
| First Eagle Overseas Class A |
FEOAX |
FUND |
Purchase
|
|
$1,001-$15,000 |
| Wells Fargo Absolute Return Admin Cl |
WFAIX |
FUND |
Purchase
|
|
$1,001-$15,000 |
| iShares Trust Core MSCI EAFE ETF |
IEFA |
ETF |
Purchase
|
|
$1,001-$15,000 |
| Wells Fargo Absolute Return Admin Cl |
WFAIX |
FUND |
Purchase
|
|
$15,001-$50,000 |
| Westcore Plus Bond Fund |
|
FUND |
Purchase
|
|
$15,001-$50,000 |
| Fidelity Municipal Money Market |
FMSXX |
FUND |
Purchase
|
|
$100,001-$250,000 |
| Brendes International Small Cap Equity A |
BISAX |
FUND |
Purchase
|
|
$15,001-$50,000 |
| Fidelity Diversified International |
FDIDX |
FUND |
Purchase
|
|
$15,001-$50,000 |
| First Eagle Overseas Class A |
FEOAX |
FUND |
Purchase
|
|
$15,001-$50,000 |
| Oppenheimer Dev Markets FD Class A |
ODMAX |
FUND |
Purchase
|
|
$1,001-$15,000 |
| Credit Suisse Commod Return Strategy A |
|
FUND |
Purchase
|
|
$15,001-$50,000 |
| Parametric Absolute Rtn Inv Cl |
PAXIX |
FUND |
Purchase
|
|
$50,001-$100,000 |
| iShares Russell Midcap Growth |
IWP |
ETF |
Purchase
|
|
$100,001-$250,000 |
| RS Select Growth CL A |
RSGAX |
FUND |
Purchase
|
|
$100,001-$250,000 |
| Westcore Small Cap Value Dividend Fund |
|
FUND |
Purchase
|
|
$50,001-$100,000 |
| AM Cent VP Inf Pro |
|
FUND |
Purchase
|
|
$1,001-$15,000 |
| SFT IVY Growth |
|
FUND |
Purchase
|
|
$1,001-$15,000 |
| SFTADV Bond C2 |
|
BOND |
Purchase
|
|
$15,001-$50,000 |
| SFTADV Mortg Sec C2 |
|
FIXED INCOME |
Purchase
|
|
$15,001-$50,000 |
| SFTADV RI Est Sec C2 |
|
FUND |
Purchase
|
|
$15,001-$50,000 |
| INV VI Small Equity |
|
FUND |
Purchase
|
|
$15,001-$50,000 |
| IVY VIP High Inc |
|
FUND |
Purchase
|
|
$15,001-$50,000 |
| IVY VIP Int Core Eq |
|
FUND |
Purchase
|
|
$15,001-$50,000 |
| Janus Asp Ovrs SS |
JАОVX |
FUND |
Purchase
|
|
$1,001-$15,000 |
| MS UIF Emrg Mkts Eq |
|
FUND |
Purchase
|
|
$1,001-$15,000 |
| SFTADV IDX 400 MC C2 |
SFTADV |
INDEX |
Purchase
|
|
$1,001-$15,000 |