Taxable Funds, Foreign Funds, Intermediate Funds, Stock Stock Funds - Fund Reports
FMDCX - Federated Mid-Cap Index SS, SCJ - iShares MSCI Japan Small Cap Index, SCZ - iShares MSCI EAFE Small Cap Index, NAESX - Vanguard Small Cap Index, VSCIX - Vanguard Small Cap Index Instl, VSMAX - Vanguard Small Cap Index Adm, VSISX - Vanguard Small Cap Index Signal, CLIBX - Columbia Large Cap Index B, IWR - iShares Russell Midcap Index, IJH - ...
CIU - iShares Barclays Intermediate Credit Bd, AMUSX - American Funds US Government Sec A, ABNDX - American Funds Bond Fund of Amer A, FUSGX - Federated Fund for US Govt Secs A, FUSCX - Federated Fund for US Govt Secs C, FUSBX - Federated Fund for US Govt Secs B, UGSBX - American Funds US Government Sec B, BFABX - American Funds Bond Fund of Amer ...
CHIQ - Global X China Consumer ETF, XLY - Consumer Discret Select Sector SPDR, IYK - iShares Dow Jones US Consumer Goods, VCR - Vanguard Consumer Discretionary ETF, VDC - Vanguard Consumer Staples ETF, RCD - Rydex S&P Equal Weight Consumer Disc, UGE - Ultra Consumer Goods ProShares, UCC - Ultra Consumer Services ProShares, VYM - Vanguard High ...
DNH - WisdomTree Pacific ex-Japan Equity Inc, EWT - iShares MSCI Taiwan Index
VB - Vanguard Small Cap ETF, SCHA - Schwab U.S. Small-Cap ETF, DSC - SPDR Dow Jones Small Cap, PZJ - PowerShares Zacks Small Cap, VTI - Vanguard Total Stock Market ETF, FDM - First Trust Dow Jones Select MicroCp Idx, SPY - SPDR S&P 500, IVV - iShares S&P 500 Index, IWV - iShares Russell 3000 Index, IWB - iShares Russell 1000 Index, IWR - iShares ...
VB - Vanguard Small Cap ETF, SCHA - Schwab U.S. Small-Cap ETF, BRF - Market Vectors Brazil Small-Cap ETF, VBR - Vanguard Small Cap Value ETF, DSC - SPDR Dow Jones Small Cap, DSG - SPDR Dow Jones Small Cap Growth, PWY - PowerShares Dynamic Small Cap Value, PZJ - PowerShares Zacks Small Cap, VBK - Vanguard Small Cap Growth ETF, SCHC - Schwab ...
DGEIX - DFA Global Equity I, DGERX - DFA Global Equity R2, DEW - WisdomTree Global Equity Income, ICLN - iShares S&P Global Clean Energy Index
VGAAX.LW - Virtus Greater Asia ex Japan Opp A LW, VGAAX - Virtus Greater Asia ex Japan Opp A, VGACX - Virtus Greater Asia ex Japan Opp C, VGAIX - Virtus Greater Asia ex Japan Opp I, EPP - iShares MSCI Pacific ex-Japan, DND - WisdomTree Pacific ex-Japan Total Div, DNH - WisdomTree Pacific ex-Japan Equity Inc, AAXJ - iShares MSCI All Country Asia ex ...
F0000000P2 - Nordea Invest Engros Abs Ret Eq, FOGBR05KQ0 - Nordea Invest Stabile Aktier
CAIBX - American Funds Capital Inc Bldr A, CIBBX - American Funds Capital Inc Bldr B, RIRAX - American Funds Capital Inc Bldr R1, CIRFX - American Funds Capital Inc Bldr 529F, RIRGX - American Funds Capital Inc Bldr R6, CIRAX.LW - American Funds Capital Inc Bldr 529A LW, CAIBX.LW - American Funds Capital Inc Bldr A LW, CAIFX - American Funds ...
RFDTX - American Funds Trgt Date Ret 2025 R6, VTTVX - Vanguard Target Retirement 2025, AADTX - American Funds Trgt Date Ret 2025 A, RADTX - American Funds Trgt Date Ret 2025 R1, RBDTX - American Funds Trgt Date Ret 2025 R2, RCDTX - American Funds Trgt Date Ret 2025 R3, RDDTX - American Funds Trgt Date Ret 2025 R4, REDTX - American Funds Trgt Date ...
CHTFX - Churchill Tax-Free Fund of KY A, COTFX - Tax-Free Fund of CO A, CHKIX - Churchill Tax-Free Fund of KY I, FTOIX - Franklin OH Tax-Free Inc A, FOITX - Franklin OH Tax-Free Inc C, FYNTX - First American Tax-Free Y, FJCTX - First American Tax-Free C, FBOIX - Franklin OH Tax-Free Inc B, FJNTX - First American Tax-Free A, FTOIX.LW - Franklin OH ...
ANENX - Aston/New Century Absolute Return ETF N, VFH - Vanguard Financials ETF, VGT - Vanguard Information Technology ETF, VOX - Vanguard Telecom Services ETF, VPU - Vanguard Utilities ETF, VBR - Vanguard Small Cap Value ETF, VTI - Vanguard Total Stock Market ETF, VB - Vanguard Small Cap ETF, VTV - Vanguard Value ETF, VUG - Vanguard Growth ETF, VCR ...
PREFX - T. Rowe Price Tax-Efficient Equity Fund, PRSGX - T. Rowe Price Spectrum Growth, DGEIX - DFA Global Equity I, DGERX - DFA Global Equity R2, XLE - Energy Select Sector SPDR, OIH - Oil Services HOLDRs, GDX - Market Vectors Gold Miners ETF, XOP - SPDR S&P Oil & Gas Exploration & Prod, IYY - iShares Dow Jones U.S. Index, IWV - iShares Russell ...
FYNTX - First American Tax-Free Y, FJCTX - First American Tax-Free C, FJNTX - First American Tax-Free A, CFNTX - California Investment CA Tax-Free Inc
EEM - iShares MSCI Emerging Markets Index, DBECX - Dreyfus/The Boston Co Emerg Mkt Cor Eq C, DBEAX - Dreyfus/The Boston Co Emerg Mkt Cor Eq A, SDY - SPDR S&P Dividend, MXI - iShares S&P Global Materials, HAO - Claymore/AlphaShares China Small Cap
RFITX - American Funds Trgt Date Ret 2050 R6, VFIFX - Vanguard Target Retirement 2050, AALTX - American Funds Trgt Date Ret 2050 A, RAITX - American Funds Trgt Date Ret 2050 R1, RBITX - American Funds Trgt Date Ret 2050 R2, RCITX - American Funds Trgt Date Ret 2050 R3, RDITX - American Funds Trgt Date Ret 2050 R4, REITX - American Funds Trgt Date ...
HYG - iShares iBoxx $ High Yield Corporate Bd, THYUX - Consulting Group High Yld Investments, DPLTX - Dreyfus High Yld A, DPLTX.LW - Dreyfus High Yld A Load Waived, IXP - iShares S&P Global Telecommunications, IEF - iShares Barclays 7-10 Year Treasury, TLT - iShares Barclays 20+ Year Treas Bond, FXE - CurrencyShares Euro Trust, DEW - WisdomTree ...
EEB - Claymore/BNY Mellon BRIC ETF, BKF - iShares MSCI BRIC Index, BIK - SPDR S&P BRIC 40
ABQYX - AllianceBern Interm Bond Adv, TBT - UltraShort 20+ Year Treasury ProShares, BSICX - BlackRock Strategic Income Opps Inv C
VFSTX - Vanguard Short-Term Investment-Grade, VFSIX - Vanguard Short-Term Investment-Grade Ins, VFSUX - Vanguard Short-Term Investment-Grade Adm, SHV - iShares Barclays Short Treasury Bond, TDSTX - TDAM Short-Term Investment, CSJ - iShares Barclays 1-3 Year Credit Bond
VBR - Vanguard Small Cap Value ETF, ACVIX - American Century Small Cap Value Instl, ACSCX - American Century Small Cap Value A, ASVIX - American Century Small Cap Value Inv, UWM - Ultra Russell2000 ProShares, IVV - iShares S&P 500 Index, IGW - iShares S&P North Amer Tech-Semicondctrs
RWO - SPDR Dow Jones Global Real Estate, VNQ - Vanguard REIT Index ETF, RWX - SPDR Dow Jones Intl Real Estate, GRI - Cohen & Steers Global Realty Majors ETF, RWR - SPDR Dow Jones REIT
DNL - WisdomTree World ex-US Growth, SGAIX - RBB SAM Sustainable Global Active Instl
CWGIX - American Funds Capital World G/I A, ANWPX - American Funds New Perspective A, SMCWX - American Funds SMALLCAP World A, NPFBX - American Funds New Perspective B, SCWBX - American Funds SMALLCAP World B, CWGBX - American Funds Capital World G/I B, SCWCX - American Funds SMALLCAP World C, SCWFX - American Funds SMALLCAP World F-1, NPFFX - ...
VHT - Vanguard Health Care ETF, XLV - Health Care Select Sector SPDR
FVUSA00062 - American Funds IS Cash Mgmt 1, FVUSA0008M - SBL Fund Series C Money Market, FVUSA000A6 - GE Investments Funds Money Market1, FVUSA000C7 - Ivy Funds VIP Money Market, FVUSA0021K - American Funds IS Cash Mgmt 2, FVUSA04ADA - TIAA-CREF Life Funds Money Market, FVUSA04AKG - American Funds IS Cash Management 3, FVUSA00082 - Prudential ...
FAZ - Direxion Daily Financial Bear 3X Shares, DRV - Direxion Daily Real Estate Bear 3X Shrs, SKF - UltraShort Financials ProShares, SRS - UltraShort Real Estate ProShares, EFZ - Short MSCI EAFE ProShares, EWV - UltraShort MSCI Japan ProShares, EFU - UltraShort MSCI EAFE ProShares, RSW - Rydex Inverse 2x S&P 500, RMS - Rydex Inverse 2x S&P MidCap ...
AMFFX - American Funds American Mutual F-1, CMLEX - American Funds American Mutual 529E, RMFCX - American Funds American Mutual R3, RMFFX - American Funds American Mutual R5, RMFEX - American Funds American Mutual R4, CMLFX - American Funds American Mutual 529F, RMFGX - American Funds American Mutual R6, CMLAX.LW - American Funds American Mutual ...
AEGBX - American Funds EuroPacific Gr B, AEGFX - American Funds EuroPacific Gr F-1, AEPCX - American Funds EuroPacific Gr C, CEUAX - American Funds EuroPacific Gr 529A, CEUBX - American Funds EuroPacific Gr 529B, CEUCX - American Funds EuroPacific Gr 529C, CEUEX - American Funds EuroPacific Gr 529E, RERCX - American Funds EuroPacific Gr R3, RERFX - ...
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