Funds From: baffx - Brown Advisory Flexible Equity Inst - Morningstar 5 Star Rated Fund to alcax - AllianceBern Muni Inc CA A Load Waived - Morningstar 5 Star Rated Fund


  • Holdings: Visa Inc Class A , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Express Scripts , Canadian National Railway Co ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for baffx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for ldlfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for bcoix investment picks
  • Holdings: Apple Inc , Citigroup Inc , JPMorgan Chase & Co , US Treasury Bond 3.875% , Comcast Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cblax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for fhytx investment picks
  • Holdings: Fuji Heavy Industries Ltd , Cognizant Technology Solutions Corp Class A , Visa Inc Class A , Teva Pharmaceutical Industries Ltd ADR , Tokyo Electron Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for igiix investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Total SA , Sanofi , Fresenius SE & Co KGaA , Tokio Marine Holdings Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for ivvyx investment picks
  • Holdings: Coronation Fund Managers Ltd , Zee Entertainment Enterprises Ltd , Rand Merchant Insurance Holdings Ltd , Koh Young Technology Inc , Melco Crown(Philippines)Resorts Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for cefzx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
Sign-up for rcmtx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for abntx investment picks
  • Holdings: Apple Inc , Citigroup Inc , JPMorgan Chase & Co , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for CORRX investment picks
  • Holdings: SS&C Technologies Holdings Inc , Carter's Inc , Blackbaud Inc , Sensient Technologies Corp , Sally Beauty Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for jattx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for bmpax investment picks
  • Holdings: Apple Inc , Microsoft Corp , S&P 500 Index Future Dec14 , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for nmimx investment picks
  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for pgnpx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Citigroup Inc , Wells Fargo & Co , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for jvlix investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for trrcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for jcbix investment picks
  • Holdings: Sptr Trs Equity 3ml+20 *Bullet* Bps , Erauslt Trs Equity 1ml+46 Bps , Sptr Trs Equity 1ml+44 Bps , Erauslt Trs Equity 1ml+38 *Bullet* Jpm , Fin Fut Euro$ Cme (Red) 12/14/15 ,
  • Category: Market Neutral
  • Morningstar Rating: 5 Stars
Sign-up for pfapx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , United Technologies Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for jdeux investment picks
  • Holdings: American Century NT Growth Institutional , American Century NT Large Co Val Instl , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for aooix investment picks
  • Holdings: Restoration Hardware Holdings Inc , O'Reilly Automotive Inc , Puma Biotechnology Inc , Roper Industries Inc , Vail Resorts Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for prnhx investment picks
  • Holdings: Level 3 Communications Inc , Whole Foods Market Inc , Cerner Corp , Cognex Corp , Terex Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for TARKX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for dmbzx investment picks
  • Holdings: Numericable-SFR SA , Valeant Pharmaceuticals International Inc , InterXion Holding NV , Citigroup Inc , Express Scripts ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for thovx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for plidx investment picks
  • Holdings: Vinci , Atlantia , Snam SpA , Norfolk Southern Corp , CSX Corp ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
Sign-up for glifx investment picks
  • Holdings: American Tower Corp , Enbridge Inc , NiSource Inc , Crown Castle International Corp , Sempra Energy ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for tollx investment picks
  • Holdings: Cognex Corp , Receptos Inc , Team Health Holdings Inc , Cavium Inc , Agios Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for ladpx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
Sign-up for alcax investment picks
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Funds From: baffx - Brown Advisory Flexible Equity Inst - Morningstar 5 Star Rated Fund to alcax - AllianceBern Muni Inc CA A Load Waived - Morningstar 5 Star Rated Fund
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