Funds From: DFTSX - DFA Tax-Managed US Small Cap - Morningstar 4 Star Rated Fund to anaix - AB Global Bond I - Morningstar 4 Star Rated Fund


  • Holdings: Qorvo Inc , Avis Budget Group Inc , Amerco Inc , Western Refining Inc , Office Depot Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for DFTSX investment picks
  • Holdings: Altria Group Inc , Imperial Tobacco Group PLC , BCE Inc , Lorillard Inc , Health Care REIT, Inc. ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for epsix investment picks
  • Holdings: Omnicare Inc , Legg Mason Inc , NASDAQ OMX Group, Inc. , Avis Budget Group Inc , PartnerRe Ltd ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for dftvx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for tihrx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
Sign-up for slmmx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for psfax investment picks
  • Holdings: Willis Group Holdings PLC , Valeant Pharmaceuticals International Inc , Whirlpool Corp , Twenty-First Century Fox Inc Class B , Hub Group Inc Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dhtax investment picks
  • Holdings: Apple Inc , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Lockheed Martin Corp , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for uscgx investment picks
  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mdcpx investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for rrtrx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for jlbox investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for ractx investment picks
  • Holdings: Constellation Brands Inc Class A , Union Pacific Corp , Lowe's Companies Inc , Visa Inc Class A , Liberty Global PLC Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mfcfx 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 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for rchtx investment picks
  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Johnson & Johnson , Wells Fargo & Co , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for mepsx investment picks
  • Holdings: Novartis AG , Teva Pharmaceutical Industries Ltd ADR , 5 Year US Treasury Note Future Mar15 , Celgene Corp , FNMA ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for dfgax investment picks
  • Holdings: Mednax Inc , Avnet Inc , Leucadia National Corp , Realogy Holdings Corp , Valspar Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for dmcvx investment picks
  • Holdings: Apple Inc , US Treasury Note 1.625% , FNMA , Johnson & Johnson , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ibalx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pttrx investment picks
  • Holdings: TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for tciix investment picks
  • Holdings: Uk Conv Gilt 2.25 09/07/2023 , Mexico (United Mexican States) 10 12/05/2024 , Australia (Commonwealth Of) 2.75 10/21/2019 , US Treasury Note 2% , US Treasury Note 2.375% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for malox investment picks
  • Holdings: JPMorgan Intrepid International Inst , JPMorgan High Yield R6 , JPMorgan Realty Income Instl , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Markets Debt R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jpdvx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for lisfx investment picks
  • Holdings: Visa Inc Class A , Baidu Inc ADR , Priceline Group Inc , Facebook Inc Class A , Allergan Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mmaax investment picks
  • Holdings: CarMax Inc , Fiserv Inc , Pall Corporation , IHS Inc Class A , Alkermes PLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for mefnx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Coca-Cola Co , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for vrgwx investment picks
  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Equity Residential , Essex Property Trust Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for darex investment picks
  • Holdings: Bayer AG , Nestle SA , Honda Motor Co Ltd , WPP PLC , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mosyx investment picks
  • Holdings: Alkermes PLC , Harman International Industries Inc , Isis Pharmaceuticals , Cooper Companies , Duke Realty Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for VISGX investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for anaix investment picks
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Funds From: DFTSX - DFA Tax-Managed US Small Cap - Morningstar 4 Star Rated Fund to anaix - AB Global Bond I - Morningstar 4 Star Rated Fund
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