Funds From: cbacx - AllianceBern Global Risk Alloc C - Morningstar 3 Star Rated Fund to sucax - Deutsche LifeCompass Retirement A LW - Morningstar 3 Star Rated Fund


  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.88573% , Norway(Kingdom Of) 3.75% , Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Advance Auto Parts Inc , Zoetis Inc , Molson Coors Brewing Co , Pfizer Inc , Cisco Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Hutchison Whampoa Ltd , BHP Billiton PLC , Henkel Ag&Co. Kgaa Pfd , British American Tobacco PLC , Prudential PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.75% , US Treasury Note 0.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Walgreen Co , CVS Caremark Corp , Genworth Financial Inc , WellPoint Inc , Discover Financial Services ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Pfizer Inc , General Electric Co , JPMorgan Chase & Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Inflation Managed Bond R6 , JPMorgan Corporate Bond R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.88573% , Norway(Kingdom Of) 3.75% , Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Alaska Air Group Inc , Aaron's Inc , Kirby Corp , Proassurance Corp , Greenbrier Companies Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Xai Emini Industr Jun14 Xcme 20140620 , Xap Cons Staples Jun14 Xcme 20140620 , Russell 2000 Mini Jun14 Imeq 20140620 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for CSTMX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for amiax investment picks
  • Holdings: Qualcomm Inc , Fastenal Co , Visa Inc Class A , Ecolab Inc , Trimble Navigation Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: British Sky Broadcasting Group PLC , Accor SA , SKF AB , Essilor International SA , Adecco SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mhcax investment picks
  • Holdings: Avis Budget Group Inc , Western Refining Inc , Amerco Inc , ARRIS Group Inc , Jazz Pharmaceuticals PLC ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for DFTSX investment picks
  • Holdings: Thor Industries Inc , New Jersey Resources Corporation , NorthWestern Corp , Lithia Motors Inc Class A , Heartland Express Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Old Dominion Freight Lines , Anixter International Inc , LB Foster Co Class A , Icon PLC , EMCOR Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for dgsmx investment picks
  • Holdings: Hartford Financial Services Group Inc , SunTrust Banks Inc , Cimarex Energy Co , XL Group PLC , M&T Bank Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS Core Fixed Income Inst , DWS US Bond Index Inst , DWS Global Inflation Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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Funds From: cbacx - AllianceBern Global Risk Alloc C - Morningstar 3 Star Rated Fund to sucax - Deutsche LifeCompass Retirement A LW - Morningstar 3 Star Rated Fund
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