Funds From: paclx - T. Rowe Price Capital Appreciation Adv - Large Blend to mmdax - Madison Moderate Allocation A - Large Blend


  • Holdings: Equity, Bond, United Technologies Corp, Danaher Corporation, Thermo Fisher Scientific Inc, Fiserv, Inc., Pfizer Inc
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paclx investment picks
  • Holdings: Equity, Bond, iShares Core S&P 500 ETF, SPDR S&P 500, SPDR S&P MidCap 400, SPDR Barclays Capital Short Term Corp Bd, iShares MSCI Pacific ex-Japan
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clblx investment picks
  • Holdings: Equity, Bond, Invesco Comstock R6, Invesco International Growth R6, Invesco Equity and Income R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for vlfax investment picks
  • Holdings: Equity, Bond, SEI Instl Mgd Tax-Managed Large Cap A, SEI Instl Intl Tr International Equity A, SEI Instl Mgd Tax-Managed Small Cap A, SEI Instl Mgd High-Yield Bond A, SEI Instl Intl Tr Emerging Markets Dbt A
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sisax investment picks
  • Holdings: Equity, Bond, PIMCO Enhanced Short Maturity ETF, Cfc Managed Futures
  • Category: Managed Futures
  • Morningstar Rating: 2 Stars
Sign-up for rymtx investment picks
  • Holdings: Equity, Bond, Monsanto Company, PepsiCo Inc, Prudential Financial Inc, Amphenol Corp, Home Depot, Inc.
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for azndx investment picks
  • Holdings: Equity, Bond, PIMCO Income Instl, PIMCO EM Fdmtl IndexPLUS TR ST Instl, PIMCO Emerging Local Bond Instl, PIMCO Emerging Markets Currency Instl, PIMCO Floating Income Instl
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pasax.lw investment picks
  • Holdings: Equity, Bond, Goldman Sachs High Yield Instl, Goldman Sachs Emerging Mkt Debt Instl, Goldman Sachs High Yield Fl Rate Instl, Goldman Sachs Local Emrg Mkts Debt Instl, Goldman Sachs Intl Real Estate Sec Instl
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for gxiix investment picks
  • Holdings: Equity, Bond, PIMCO Total Return Instl, PIMCO Real Return Instl, PIMCO Low Duration Instl, PIMCO StocksPLUS Instl, PIMCO Emerging Markets Bond Instl
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for prnax investment picks
  • Holdings: Equity, Bond, Astellas Pharma, Inc., Berkshire Hathaway Inc Class A, Devon Energy Corp, Genting Malaysia Bhd
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ivwix investment picks
  • Holdings: Equity, Bond, Vanguard FTSE Emerging Markets ETF, PIMCO EqS Pathfinder Institutional, PIMCO Unconstrained Bond Inst
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pgaix investment picks
  • Holdings: Equity, Bond, Vanguard FTSE Emerging Markets ETF, PIMCO EqS Pathfinder Institutional, PIMCO Unconstrained Bond Inst
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pgaax investment picks
  • Holdings: Equity, Bond, Cummins Inc, Marathon Petroleum Corp, Maxim Integrated Products Inc., Xilinx Inc, Analog Devices Inc
  • Category: Aggressive Allocation
Sign-up for cltcx investment picks
  • Holdings: Equity, Bond, Apple Inc, International Business Machines Corp, Google, Inc. Class A, Exxon Mobil Corporation
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for wfosx investment picks
  • Holdings: Equity, Bond, Apple Inc, International Business Machines Corp, Google, Inc. Class A, Exxon Mobil Corporation
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for wfqwx investment picks
  • Holdings: Equity, Bond
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbeax investment picks
  • Holdings: Equity, Bond, American Funds Fundamental Investors R6, American Funds US Government Sec R6, American Funds Invmt Co of Amer R6, American Funds Capital World G/I R6, American Funds Global Balanced R6
  • Category: Moderate Allocation
Sign-up for cstax investment picks
  • Holdings: Equity, Bond, Nuveen International Select I, Nuveen Dividend Value R6, Nuveen Quantitative Enhanced Core Eq I, Nuveen Tactical Market Opportunities I, Nuveen Santa Barbara Dividend Growth R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fsgbx investment picks
  • Holdings: Equity, Bond, American Funds Capital World G/I R6, American Funds Washington Mutual R6, American Funds Tax Exempt Bond R-6, American High-Income Municipal Bond R-6
  • Category: Conservative Allocation
Sign-up for taicx investment picks
  • Holdings: Equity, Bond, Valeant Pharmaceuticals International Inc, Air Lease Corp, Boeing Co, Questar Corp, Healthsouth Corp
  • Category: Moderate Allocation
Sign-up for ostvx investment picks
  • Holdings: Equity, Bond, Fidelity Series All-Sector Equity, Fidelity Series Commodity Strategy, Fidelity Series High Income, Fidelity Series International Growth, Fidelity Series International Value
  • Category: Target Date 2051+
Sign-up for fhftx investment picks
  • Holdings: Equity, Bond, Pioneer International Value Y, Pioneer Bond Y, Pioneer Global Equity Y, Pioneer Short Term Income Y, Pioneer Mid-Cap Value Y
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gracx investment picks
  • Holdings: Equity, Bond, FlexShares Mstar US Mkt Factors Tilt ETF, FlexShares Mstar Emrg Mkts Fct Tl Idx, Northern High Yield Fixed Income, Northern Bond Index, Northern Short Bond
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for bbalx investment picks
  • Holdings: Equity, Bond, Western Asset Core Plus Bond IS, Legg Mason Batterymarch US Lg Cap Eq IS, ClearBridge Appreciation IS, Legg Mason BW Diversified Lg Cp Val IS, Western Asset Total Return Uncons IS
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scgcx investment picks
  • Holdings: Equity, Bond, Principal Income Inst, Principal Equity Income Inst, Principal Government & High Qual Bd Inst, Principal Diversified Intl Inst, Principal Large Cap Growth Inst
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbbpx investment picks
  • Holdings: Equity, Bond, Fidelity Series Investment Grade Bond, Fidelity Series All-Sector Equity, Fidelity Series Commodity Strategy, Fidelity Series High Income, Fidelity Series International Growth
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for fitwx investment picks
  • Holdings: Equity, Bond, Fidelity Series Investment Grade Bond, Fidelity Series All-Sector Equity, Fidelity Series Commodity Strategy, Fidelity Series International Growth, Fidelity Series International Value
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for fcthx investment picks
  • Holdings: Equity, Bond, Fidelity Series Investment Grade Bond, Fidelity Series All-Sector Equity, Fidelity Series Commodity Strategy, Fidelity Series International Growth, Fidelity Series International Value
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for fithx investment picks
  • Holdings: Equity, Bond, Eaton Vance Floating Rate I, Nuveen Preferred Securities I, Aberdeen Core Fixed Income Instl, Oppenheimer International Bond Y, Aberdeen International Equity Instl
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gmacx investment picks
  • Holdings: Equity, Bond, Madison Mosaic Disciplined Equity Y, Schwab Fdmtl US Lg Co Idx, Madison Large Cap Value Y, Metropolitan West Total Return Bond I, Madison Large Cap Growth Y
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for mmdax investment picks
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Funds From: paclx - T. Rowe Price Capital Appreciation Adv - Large Blend to mmdax - Madison Moderate Allocation A - Large Blend
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