Morningstar Advisor - December 2013/January 2014 - (Page 1)

Sector SPDR ETFs - Top Ten Holdings In Each Sector* XLY - Consumer Discretionary Company Name 1 2 3 4 5 6 7 8 9 10 Symbol Weight Amazon.com Comcast Walt Disney Home Depot McDonald's Twenty-First Century Fox Ford Motor Time Warner Starbucks NIKE Inc B AMZN CMCSA DIS HD MCD FOXA F TWX SBUX NKE 6.90% 6.38% 5.84% 5.72% 4.94% 3.47% 3.45% 3.24% 3.12% 2.90% XLP - Consumer Staples Company Name 1 2 3 4 5 6 7 8 9 10 XLF - Financial Company Name 1 2 3 4 5 6 7 8 9 10 Berkshire Hathaway B Wells Fargo JP Morgan Chase Bank of America Citigroup American Intl Group American Express US Bancorp Goldman Sachs Group Metlife Company Name E. I. du Pont de Nemours Monsanto Dow Chemical Freeport McMoRan Copper & Gold Praxair LyondellBasell Industries Ecolab PPG Industries Air Products & Chemicals Intl Paper Symbol Weight PG KO PM WMT CVS PEP MO CL MDLZ WAG 13.80% 9.42% 9.00% 7.80% 4.91% 4.64% 4.21% 3.68% 3.53% 3.43% Company Name 1 2 3 4 5 6 7 8 9 10 Symbol Weight BRK.b WFC JPM BAC C AIG AXP USB GS MET 8.26% 8.22% 7.73% 5.98% 5.91% 3.04% 3.03% 2.74% 2.68% 2.11% Company Name 1 2 3 4 5 6 7 8 9 10 Johnson & Johnson Pfizer Merck Gilead Sciences Amgen Bristol-Myers Squibb AbbVie Unitedhealth Group Celgene Biogen Idec Symbol Weight Weight DD MON DOW FCX PX LYB ECL PPG APD IP 10.31% 10.20% 8.72% 6.96% 6.71% 6.10% 4.97% 4.77% 4.18% 3.64% Company Name 1 2 3 4 5 6 7 8 9 10 Apple Google Microsoft AT&T Intl Business Machines Verizon Communications Cisco Systems Oracle QUALCOMM Intel Weight XOM CVX SLB OXY COP PXD EOG APC HAL NOV 15.41% 13.70% 7.49% 3.91% 3.83% 3.72% 3.43% 3.23% 3.11% 2.55% Exxon Mobil Chevron Schlumberger Occidental Petroleum ConocoPhillips Pioneer Natural Resources EOG Resources Anadarko Petroleum Halliburton National Oilwell Varco JNJ PFE MRK GILD AMGN BMY ABBV UNH CELG BIIB 12.79% 9.96% 6.47% 5.33% 4.28% 4.26% 3.77% 3.43% 2.99% 2.91% Company Name 1 2 3 4 5 6 7 8 9 10 XLK - Technology Symbol Symbol XLI - Industrial XLV - Health Care XLB - Materials 1 2 3 4 5 6 7 8 9 10 Procter & Gamble Coca-Cola Philip Morris Int'l Wal-Mart Stores CVS Caremark PepsiCo Altria Group Colgate-Palmolive Mondelez Int'l Walgreen XLE - Energy Symbol Weight GE BA UTX MMM UNP UPS HON CAT EMR DHR 11.26% 5.40% 5.32% 4.79% 4.37% 4.13% 4.10% 3.23% 2.89% 2.77% Symbol Weight DUK D NEE SO EXC AEP SRE PPL PCG ED 9.58% 7.57% 7.39% 7.34% 5.02% 4.70% 4.27% 3.99% 3.84% 3.52% General Electric Boeing United Technologies 3M Union Pacific United Parcel Service B Honeywell Intl Caterpillar Emerson Electric Danaher XLU - Utilities Symbol Weight AAPL GOOG MSFT T IBM VZ CSCO ORCL QCOM INTC 14.89% 9.05% 8.41% 6.03% 5.79% 4.56% 3.79% 3.77% 3.76% 3.26% Company Name 1 2 3 4 5 6 7 8 9 10 Duke Energy Dominion Resources NextEra Energy Southern Exelon American Electric Power Sempra Energy PPL PG&E Consolidated Edison * Components and weightings as of 10/31/13. Please see website for daily updates. Holdings subject to change. brokerage commissions apply. ETFs are considered transparent because their portfolio holdings are disclosed daily. Liquidity is characterized by a high level of trading activity. Select Sector SPDRs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. All ETFs are subject to risk, including possible loss of principal. Funds focusing on a single sector generally experience greater volatility. Diversification does not eliminate the risk of experiencing investment losses. ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. http://www.Amazon.com

Table of Contents for the Digital Edition of Morningstar Advisor - December 2013/January 2014

Morningstar Advisor - December 2013/January 2014
Contents
Contributors
Letter From the Editor
What’s Your Purpose?
Working for Gen Y
How to Allocate College Savings
Mobius Looks to a New Frontier
Investments á la Carte
Investment Briefs
How to Manage Bonds for Today and Tomorrow
Cloud Is the New Engine of Growth
Knowing Where to Look
Economic Vulnerability Varies by Country
Factor Investing in Emerging Markets
Following the Rules
Exploring Indexing’s Next Frontiers
Frequent Fliers
Family Blind Spots
Optimal Portfolios for the Long Run
Finding Value in a Pricey Sector
Our Favorite Mutual Funds
50 Most-Popular Equity ETFs
Undervalued Stocks With Wide Moats
The Emerging-Markets Roller Coaster

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