Funds From: quarx - AllianceBern Small Cap Growth R - Small Growth to rxlsx - Russell LifePoints 2040 Strategy S - Large Blend


  • Holdings: PolyOne Corp , Akorn Inc , Acadia Healthcare Co Inc , Capella Education Co , Five Below Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Kirby Corp , Hexcel Corp , Idex Corp , Robert Half International Inc , LKQ Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for chcrx investment picks
  • Holdings: Apple Inc , Allergan Inc , Gilead Sciences Inc , Comcast Corp Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for agfrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for abqix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , US Treasury Note , US Treasury Note 0.375% , US Treasury Note 0.375% , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for apwix investment picks
  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , US Treasury Note , US Treasury Note 0.375% , US Treasury Note 0.375% , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for apwkx investment picks
  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Exxon Mobil Corporation , iShares Core MSCI Emerging Markets , US Treasury TIP , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for awaix investment picks
  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Exxon Mobil Corporation , iShares Core MSCI Emerging Markets , US Treasury TIP , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for awakx investment picks
  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , US Treasury Note , iShares Core MSCI Emerging Markets , US Treasury TIP , Federal National Mortgage Association ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for abwix investment picks
  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , US Treasury Note , iShares Core MSCI Emerging Markets , US Treasury TIP , Federal National Mortgage Association ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for abwkx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , GlaxoSmithKline PLC , Airbus Group NV , Total SA , Actelion Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for aivix investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , GlaxoSmithKline PLC , Airbus Group NV , Total SA , Actelion Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for aivkx investment picks
  • Holdings: Exxon Mobil Corporation , Pfizer Inc , Johnson & Johnson , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for abvix investment picks
  • Holdings: Exxon Mobil Corporation , Pfizer Inc , Johnson & Johnson , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for abvkx investment picks
  • Holdings: UGI Corp , Office Depot Inc , Aspen Insurance Holdings Ltd , PartnerRe Ltd , American Financial Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for absix investment picks
  • Holdings: UGI Corp , Office Depot Inc , Aspen Insurance Holdings Ltd , PartnerRe Ltd , American Financial Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for abskx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , CVS Health Corp , Comcast Corp Class A , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for cbbix investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , CVS Health Corp , Comcast Corp Class A , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cbbkx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Allergan Inc , Gilead Sciences Inc , Apple Inc , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for adgix investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Allergan Inc , Gilead Sciences Inc , Apple Inc , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for adgkx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Prudential PLC , AIA Group Ltd , Nestle SA , British American Tobacco PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for awpix investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Prudential PLC , AIA Group Ltd , Nestle SA , British American Tobacco PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for awpkx investment picks
  • Holdings: Nike Inc Class B , Google Inc , Schlumberger NV , Noble Energy Inc , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for agtix investment picks
  • Holdings: Nike Inc Class B , Google Inc , Schlumberger NV , Noble Energy Inc , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for atekx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Allergan Inc , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for alckx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Allergan Inc , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for allix investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Tenaris SA ADR , Johnson & Johnson , CVS Health Corp , Taiwan Semiconductor Manufacturing Co Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for bjgqx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for hausx investment picks
  • Holdings: Select US Equity Y , Select International Equity Y , Russell Global Equity Y , Russell Emerging Markets Y , Russell US Small Cap Equity Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for rxlsx investment picks
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Funds From: quarx - AllianceBern Small Cap Growth R - Small Growth to rxlsx - Russell LifePoints 2040 Strategy S - Large Blend
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