Funds From: prrsx - PIMCO Real Estate Real Return Strategy I - Large Blend to oscvx - Oppenheimer Dividend Opportunity C - Large Value


  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , Dwrtft Trs Equity 1ml+45 Brc , US Treasury TIP , Dwrtft Trs Equity 1ml+42 Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 1.1% , Japan(Govt Of) 2.1% , KDDI Corp , Johnson & Johnson , Italy(Rep Of) 3.75% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Schlumberger NV , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Walt Disney Co , Nestle SA , Reckitt Benckiser Group PLC , Time Warner Inc , Honeywell International Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Visa Inc Class A , Google Inc Class A , Facebook Inc Class A , Apple Inc , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Amazon.com Inc , Express Scripts , Philip Morris International Inc , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , BP PLC , Basf SE , Daimler AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Banco do Brasil SA BB Brasil , China Mobile Ltd , China Construction Bank Corp H Shares , KGHM Polska Miedz SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Banco do Brasil SA BB Brasil , China Mobile Ltd , China Construction Bank Corp H Shares , KGHM Polska Miedz SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Schweitzer-Mauduit International, Inc. , Crown Holdings Inc , RenaissanceRe Holdings Ltd , Helen of Troy, Ltd. , Teleflex Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Schweitzer-Mauduit International, Inc. , Crown Holdings Inc , RenaissanceRe Holdings Ltd , Helen of Troy, Ltd. , Teleflex Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cbmax investment picks
  • Holdings: Apple Inc , US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Fannie Mae Single Family TBA 4% 2044-11-01 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , Fannie Mae Single Family TBA 4% 2044-11-01 , US Treasury Note 3.25% , US Treasury Note 4.625% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , Fannie Mae Single Family TBA 4% 2044-11-01 , US Treasury Note 3.25% , US Treasury Note 4.625% ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Holdings: Ping An Insurance Group H Shares , ASML Holding NV ADR , China Unicom (Hong Kong) Ltd , Nidec Corp , HDFC Bank Ltd ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: DFA Short-Term Extended Quality I , DFA Two-Year Global Fixed-Income I , DFA US Core Equity 2 I , DFA Inflation-Protected Securities I , DFA International Core Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Selectively Hedged Global F/I I , DFA Short-Term Extended Quality I , DFA US Core Equity 1 I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA US Core Equity 1 I , DFA Emerging Markets Core Equity I , DFA Real Estate Securities I ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Verizon Communications Inc , Lorillard Inc , Merck & Co Inc , Microsoft Corp , Intesa Sanpaolo ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Verizon Communications Inc , Lorillard Inc , Merck & Co Inc , Microsoft Corp , Intesa Sanpaolo ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Verizon Communications Inc , Lorillard Inc , Merck & Co Inc , Microsoft Corp , Intesa Sanpaolo ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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Funds From: prrsx - PIMCO Real Estate Real Return Strategy I - Large Blend to oscvx - Oppenheimer Dividend Opportunity C - Large Value
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