Funds From: CTHFX - American Funds College 2030 529F1 - Large Blend to DODBX - Dodge & Cox Balanced - Large Blend


  • Holdings: American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 , American Funds Invmt Co of Amer R6 , American Funds Intl Gr And Inc R6 , American Funds Growth Fund of Amer R6 ,
  • Category: Aggressive Allocation
Sign-up for CTHFX investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
Sign-up for CTSEX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for CBBBX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for BLPAX investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , SPDR Barclays Capital Short Term Corp Bd , Vanguard Short-Term Corp Bd Idx ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for JRFSX investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
Sign-up for CTSFX investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 , American Funds Invmt Co of Amer R6 , American Funds Intl Gr And Inc R6 , American Funds Growth Fund of Amer R6 ,
  • Category: Aggressive Allocation
Sign-up for CTHAX investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for GAITX investment picks
  • Holdings: Vanguard 500 Index Signal , PIMCO Total Return Instl , JPMorgan Core Bond Select , Metropolitan West Intermediate Bond I , Harbor International Institutional ,
  • Category: Moderate Allocation
Sign-up for SOPNX investment picks
  • Holdings: PNC Large Cap Core I , PNC International Equity I , PNC Small Cap I , PNC Bond I , Vanguard Emerging Mkts Stock Idx Signal ,
  • Category: Target Date 2046-2050
Sign-up for PDTIX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for BLPCX investment picks
  • Holdings: Vanguard Small Cap Value ETF , iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Market , Vanguard S&P 500 ETF , Fidelity SpartanĀ® Intl Idx Advtg ,
  • Category: Moderate Allocation
Sign-up for US66537U6507 investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for RBAAX investment picks
  • Holdings: PNC Bond I , PNC Limited Maturity Bond I , PNC Large Cap Core I , Vanguard Inflation-Protected Secs Adm , PNC International Equity I ,
  • Category: Retirement Income
Sign-up for PDTAX investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
Sign-up for CSTAX investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
Sign-up for CTSBX investment picks
  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year US TIPS Index ETF , Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for US66537U5939 investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for CBAEX investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard European Stock Index ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
Sign-up for TTAAX investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard European Stock Index ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
Sign-up for TTAIX investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard European Stock Index ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
Sign-up for TTACX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Mutual R6 , American Funds Global Balanced R6 , American Funds Washington Mutual R6 , American Funds Mortgage R6 ,
  • Category: Conservative Allocation
Sign-up for CTOBX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Mutual R6 , American Funds Global Balanced R6 , American Funds Washington Mutual R6 , American Funds Mortgage R6 ,
  • Category: Conservative Allocation
Sign-up for CTOCX investment picks
  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for SWHGX investment picks
  • Holdings: U.S. Treasury , Euro BUND Future June14 , Credit Default Swap Cdx.Em.21 , 10 Year Government of Canada Bond Sept14 , PowerShares Senior Loan Port ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for HLACX investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for SCGPX investment picks
  • Holdings: Vantagepoint Low Duration Bond T , Vantagepoint Core Bond Index T , Vantagepoint Inflation Focused T , Vantagepoint Growth & Income T , Vantagepoint Equity Income T ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for VPRRX investment picks
  • Holdings: Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y , Russell Strategic Bond Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for RXLAX investment picks
  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell International Developed Mkts Y , Russell Short Duration Bond Y , Russell Global Equity Y ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for RKLRX investment picks
  • Holdings: Hewlett-Packard Co , Microsoft Corp , Capital One Financial Corp , Wells Fargo & Co , Comcast Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for DODBX investment picks
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Funds From: CTHFX - American Funds College 2030 529F1 - Large Blend to DODBX - Dodge & Cox Balanced - Large Blend
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