Funds From: TWOCX - Two Oaks Diversified Growth & Income C - Morningstar 3 Star Rated Fund to ibpsx - Voya Balanced S - Morningstar 3 Star Rated Fund


  • Holdings: Apache Corporation , Consolidated Water Co Ltd , CVR Refining LP , Qualcomm Inc , Dollar Gen Corp New 3.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Nike Inc Class B , Apple Inc , eBay Inc , Express Scripts ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: DREAM Unlimited Corp Class A , Howard Hughes Corp , Icahn Enterprises LP , Onex Corp , Siem Industries Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Liberty Media Corporation Class A , AutoNation Inc , Dreamworks Animation SKG Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Morgan Stanley , Roche Holding AG , BNP Paribas , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , RidgeWorth Mid-Cap Value Equity I , RidgeWorth Total Return Bond I , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Hyundai Mobis Co Ltd , Samsung Electronics Co Ltd , China Mobile Ltd , Fibra Uno Administracion SA de CV Series 11 ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , JPMorgan Equity Income Select , Hsbc Growth Portfolio , AMG Trilogy Emerging Markets Eq Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co ,
  • Category: Mid-Cap Blend
  • 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: Short Government
  • 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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  • 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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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Bond Index I , Voya Intermediate Bond R6 , VY BlackRock Inflation Protected Bond I , VY T. Rowe Price Capital Appreciation I , Voya Short Term Bond R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Eli Lilly and Co , Apache Corporation , Oracle Corporation , Kroger Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: United Rentals Inc , Ametek Inc , Stericycle Inc , Perrigo Co PLC , Affiliated Managers Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • 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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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Boston Properties Inc , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: British Sky Broadcasting Group PLC , Accor SA , Volvo Group , SKF AB , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , Euro SCHATZ Future Sept14 , FNMA ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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Funds From: TWOCX - Two Oaks Diversified Growth & Income C - Morningstar 3 Star Rated Fund to ibpsx - Voya Balanced S - Morningstar 3 Star Rated Fund
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry