Funds From: dcscx - Davis Appreciation & Income C - Large Blend to ostvx - Osterweis Strategic Investment - Large Blend


  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Devon Energy Corp , Allegheny Technologies Inc , Universal Health Services Inc Class B ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dcscx investment picks
  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future Sept14 , S&P 500 Index Future Sept14 , Apple Inc , Comcast Corp Class A , Total SA ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ibbfx investment picks
  • Holdings: FlexShares Mstar US Mkt Factors Tilt ETF , FlexShares Mstar Dev Mk ex-US 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: NYSE/Liffe 2 Year US Treasury Note Future Sept14 , S&P 500 Index Future Sept14 , Apple Inc , Comcast Corp Class A , Total SA ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aabfx investment picks
  • Holdings: Voya Global Bond R6 , Voya Large Cap Value R6 , Voya Large Cap Growth R6 , Voya Multi-Manager International Eq I , Voya High Yield Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for alybx investment picks
  • Holdings: iShares MSCI EAFE , iShares MSCI Germany , iShares Core MSCI EAFE , US Treasury Note 2.75% , US Treasury Note 1.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for usbsx investment picks
  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Devon Energy Corp , Allegheny Technologies Inc , Universal Health Services Inc Class B ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dcsyx investment picks
  • Holdings: S&P 500 Index Future Sept14 , Emerging Markets Fixed Income Core Fund , Ftse 100 Idx Fut Sep14 , Mini Msci Emg Mkt Sep14 , Amsterdam Idx Fut Jul14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsbbx investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , QS Legg Mason Strategic Real Return IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scbcx investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , QS Legg Mason Strategic Real Return IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sbbax investment picks
  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , QS Legg Mason Strategic Real Return IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scbbx investment picks
  • Holdings: S&P 500 Index Future Sept14 , Emerging Markets Fixed Income Core Fund , Ftse 100 Idx Fut Sep14 , Mini Msci Emg Mkt Sep14 , Amsterdam Idx Fut Jul14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsbcx investment picks
  • Holdings: S&P 500 Index Future Sept14 , Emerging Markets Fixed Income Core Fund , Ftse 100 Idx Fut Sep14 , Mini Msci Emg Mkt Sep14 , Amsterdam Idx Fut Jul14 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sbfix investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager Large Cap Core I , Voya Large Cap Growth Portfolio I , Voya Global Bond R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for ispbx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Growth Portfolio I , Voya International Core I ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for ispcx investment picks
  • Holdings: Gmg Fund Limited Spc , Visa Inc Class A , CVS Caremark Corp , Apple Inc , Express Scripts ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for mpdax investment picks
  • Holdings: iShares Core S&P 500 , First Trust Large Cap Core AlphaDEX , iShares Core High Dividend , iShares Core S&P Total US Stock Mkt , Guggenheim Enhanced Short Dur ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for astix investment picks
  • Holdings: iShares Core S&P 500 , First Trust Large Cap Core AlphaDEX , iShares Core High Dividend , iShares Core S&P Total US Stock Mkt , Guggenheim Enhanced Short Dur ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for astrx investment picks
  • Holdings: Virtus Global Dividend I , Virtus Global Commodities Stock I , Virtus Intl Real Estate Securities I , Virtus Real Estate Securities I , PowerShares DB G10 Currency Harvest ETF ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for vadix investment picks
  • Holdings: Invesco Core Plus Bond R6 , PowerShares 1-30 Laddered Treasury ETF , Invesco Balanced-Risk Allc R6 , PowerShares FTSE RAFI Dev Mkts ex-US ETF , Invesco Diversified Dividend R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for amksx investment picks
  • Holdings: Vantagepoint Equity Income T , Vantagepoint International T , Vantagepoint Diversifying Strategies T , Vantagepoint Growth T , Vantagepoint Growth & Income T ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for vprjx investment picks
  • Holdings: WisdomTree LargeCap Dividend , iShares 1-3 Year Credit Bond , ALPS RiverFront Strategic Income , WisdomTree Europe Hedged Equity , PIMCO 0-5 Year High Yield Corp Bd ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rmiix investment picks
  • Holdings: WisdomTree LargeCap Dividend , iShares 1-3 Year Credit Bond , ALPS RiverFront Strategic Income , WisdomTree Europe Hedged Equity , PIMCO 0-5 Year High Yield Corp Bd ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rmicx investment picks
  • Holdings: WisdomTree LargeCap Dividend , iShares 1-3 Year Credit Bond , ALPS RiverFront Strategic Income , WisdomTree Europe Hedged Equity , PIMCO 0-5 Year High Yield Corp Bd ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for rmiax investment picks
  • Holdings: Amana Income Institutional , Neiman Large Cap Value , PIMCO Income Instl , Ivy High Income I , Frost Total Return Bond Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nbcfx investment picks
  • Holdings: Amana Income Institutional , Neiman Large Cap Value , PIMCO Income Instl , Ivy High Income I , Frost Total Return Bond Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nbafx investment picks
  • Holdings: DoubleLine Total Return Bond I , MSCI EAFE Index Future June14 , NYSE/Liffe 10 Year US Treasury Note Future June14 , Nikkei 225 Stock Avg Index Future June14 , Doubleline Cayman Multi-Asset Growth Fund ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for dmlax investment picks
  • Holdings: DoubleLine Total Return Bond I , MSCI EAFE Index Future June14 , NYSE/Liffe 10 Year US Treasury Note Future June14 , Nikkei 225 Stock Avg Index Future June14 , Doubleline Cayman Multi-Asset Growth Fund ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for dmlix investment picks
  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Overseas Value I , Columbia Large Core Quantitative Instl , Columbia European Equity I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cparx investment picks
  • Holdings: NRG Yield Inc , Crown Holdings Inc , Air Lease Corp Class A , Digital Realty Trust Inc , Owens-Illinois Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for ostvx investment picks
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Funds From: dcscx - Davis Appreciation & Income C - Large Blend to ostvx - Osterweis Strategic Investment - Large Blend
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