Funds From: dfivx - DFA International Value I - Morningstar 3 Star Rated Fund to mblox - BlackRock Global Allocation Inv B - Morningstar 3 Star Rated Fund


  • 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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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for frcix investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for fgoax investment picks
  • Holdings: BP PLC ADR , Novartis AG , Royal Dutch Shell PLC ADR Class B , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dtmix investment picks
  • Holdings: Lions Gate Entertainment Corp , Whirlpool Corp , KLA-Tencor Corp , Under Armour Inc Class A , PTC Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
Sign-up for fmisx investment picks
  • Holdings: Ross Stores Inc , Markel Corporation , Brookfield Asset Management Inc Class A , Liberty Global PLC Class C , Copart Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for merax investment picks
  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for vusix investment picks
  • Holdings: Apple Inc , SPDR┬« S&P 500 ETF , Exxon Mobil Corporation , Johnson & Johnson , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mgocx investment picks
  • Holdings: Webster Financial Corp , Level 3 Communications Inc , Raymond James Financial Inc , Liberty Property Trust , BioMed Realty Trust Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for wtcox investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for aaatx investment picks
  • Holdings: CVS Health Corp , UnitedHealth Group Inc , Microsoft Corp , Anheuser-Busch Inbev SA , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for epakx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pacbx investment picks
  • Holdings: Willis Group Holdings PLC , Hub Group Inc Class A , Boston Scientific Inc , Cimarex Energy Co , Brown & Brown Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for dhmax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , UnitedHealth Group Inc , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mawcx investment picks
  • Holdings: Ulta Salon Cosmetics & Fragrances Inc , Valero Energy Corp , Verizon Communications Inc , Lennar Corp , Integrys Energy Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for tvbax investment picks
  • Holdings: Columbia High Yield Bond I , Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rbbbx investment picks
  • Holdings: General Electric Co , Pfizer Inc , Boeing Co , Comcast Corp Class A , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for icaux investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fazix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for rebax investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds AMCAP R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Mitsubishi Corp , Vodafone Group PLC ADR , Mitsubishi Estate Co Ltd , E On SE , Nippon Telegraph & Telephone Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for icelx investment picks
  • 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
Sign-up for iswix investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for stfrx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Value Advantage Instl , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for jsmax investment picks
  • Holdings: TJX Companies , Nike Inc Class B , Microsoft Corp , Novo Nordisk A/S Class B , Taiwan Semiconductor Manufacturing Co Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for dglax 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: 3 Stars
Sign-up for mblox investment picks
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Funds From: dfivx - DFA International Value I - Morningstar 3 Star Rated Fund to mblox - BlackRock Global Allocation Inv B - Morningstar 3 Star Rated Fund
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