Funds From: pqiix - PIMCO Dividend and Income Builder Instl - Morningstar 5 Star Rated Fund to blryx - Brookfield Global Listed Real Estate Y - Morningstar 5 Star Rated Fund


  • Holdings: Colony Financial Inc , Cisco Systems Inc , Vodafone Group PLC , Lloyds Banking Group PLC , Target Corp ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Intel Corp , Pfizer Inc , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Irs Aud 3.250 09/21/16-1y (Grn) Cme , Cdx Ig22 5y Ice , Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Fannie Mae Single Family TBA 4.5% 2044-11-01 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
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  • Holdings: E-mini S&P 500 Index Future Dec14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme (Red) 12/14/15 , Fin Fut Euro$ Cme (Red) 03/14/16 ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Gbp Irs 10yr Receiver (Jpm) 0.716 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 1.992 Aug 23 22 , Gbp Irs 10yr Receiver (Db) 0.701 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Holdings: Danaher Corp , Marsh & McLennan Companies Inc , United Technologies Corp , UnitedHealth Group Inc , AutoZone Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , International Container Terminal Services Inc , Naspers Ltd Class N , Novo Nordisk A/S Class B ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: First Republic Bank , Roadrunner Transportation Systems Inc , Clinigen Group PLC , Melexis , Universal Truckload Services Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for tgbax investment picks
  • Holdings: Gilead Sciences Inc , Canadian Pacific Railway Ltd , Facebook Inc Class A , ASML Holding NV ADR , Novartis AG ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Ventas Inc , SL Green Realty Corp , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , CVS Health Corp , Microsoft Corp , JPMorgan Chase & Co , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , WuXi PharmaTech (Cayman) Inc ADR , ONO Pharmaceutical Co., Ltd. , Essilor International SA , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Maximus Inc , Internap Network Services Corp , iShares Russell 2000 Growth , Sothebys Class A , Synchronoss Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for acwdx investment picks
  • Holdings: Biomarin Pharmaceutical Inc , Covidien PLC , Alexion Pharmaceuticals Inc , Incyte Corp Ltd , Vertex Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
Sign-up for phlax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for dbltx investment picks
  • Holdings: HSBC Holdings PLC , AstraZeneca PLC , BP PLC , Total SA , Compagnie de Saint-Gobain ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: ConnectOne Bancorp Inc , HomeTrust Bancshares Inc , Yadkin Financial Corp , South State Corp , Investors Bancorp Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
Sign-up for burfx investment picks
  • Holdings: Marathon Oil Corp , Exxon Mobil Corporation , Eli Lilly and Co , Johnson & Johnson , Northrop Grumman Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for mgfix investment picks
  • Holdings: iShares Intermediate Credit Bond , US Treasury Note 0.875% , US Treasury Note 0.5% , US Treasury Note 2% , US Treasury Note 0.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: American Airlines Group Inc , Hawaiian Holdings Inc , Lithia Motors Inc Class A , Casey's General Stores Inc , KapStone Paper And Packaging Corp ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 5 Stars
Sign-up for vohix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for laldx investment picks
  • Holdings: Simon Property Group Inc , Ventas Inc , Mitsubishi Estate Co Ltd , SL Green Realty Corp , AvalonBay Communities Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for blryx investment picks
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Funds From: pqiix - PIMCO Dividend and Income Builder Instl - Morningstar 5 Star Rated Fund to blryx - Brookfield Global Listed Real Estate Y - Morningstar 5 Star Rated Fund
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