Funds From: heifx - Hennessy Equity and Income Investor - Large Value to ittox - Transamerica Tactical Rotation I - Large Blend


  • Holdings: General Dynamics Corp , Wells Fargo & Co , Berkshire Hathaway Inc Class B , US Treasury Note 2.75% , CarMax Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: General Dynamics Corp , Wells Fargo & Co , Berkshire Hathaway Inc Class B , US Treasury Note 2.75% , CarMax Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: PNC Financial Services Group Inc , Fifth Third Bancorp , U.S. Bancorp , Citigroup Inc , SunTrust Banks Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , JPMorgan Chase & Co , Pfizer Inc , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
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  • Holdings: MFS® Commodity Strategy R5 , MFS® Global Real Estate R5 , Japan(Govt Of) 2.1% , Japan(Govt Of) 1.1% , Australia(Cmnwlth) 5.75% ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Hanesbrands Inc , Pilgrims Pride Corp , Skechers USA Inc , Huntington Ingalls Industries Inc , Avis Budget Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: MISUMI Group Inc. , Terumo Corp , ASICS Corp , Ryohin Keikaku Co., Ltd. , Nidec Corp ,
  • Category: Japan Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: MISUMI Group Inc. , Terumo Corp , ASICS Corp , Ryohin Keikaku Co., Ltd. , Nidec Corp ,
  • Category: Japan Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
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  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
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  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
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  • Holdings: Comcast Corp Class A , Halliburton Co , Medtronic Inc , Apple Inc , Occidental Petroleum Corp ,
  • Category: Large Blend
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  • Holdings: Comcast Corp Class A , Halliburton Co , Medtronic Inc , Apple Inc , Occidental Petroleum Corp ,
  • Category: Large Blend
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  • Holdings: Comcast Corp Class A , Halliburton Co , Medtronic Inc , Apple Inc , Occidental Petroleum Corp ,
  • Category: Large Blend
Sign-up for vdgrx investment picks
  • Holdings: Comcast Corp Class A , Halliburton Co , Medtronic Inc , Apple Inc , Occidental Petroleum Corp ,
  • Category: Large Blend
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  • Holdings: Comcast Corp Class A , Halliburton Co , Medtronic Inc , Apple Inc , Occidental Petroleum Corp ,
  • Category: Large Blend
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  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
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  • Category: Muni National Interm
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  • Category: Muni National Interm
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  • Category: Muni National Interm
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  • Category: High Yield Bond
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  • Category: High Yield Bond
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  • Category: High Yield Bond
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  • Holdings: Nuveen Long/Short Commodity TR Fund , Liberty All-Star Equity Common , First Opportunity Fund Inc. Common , MS Emerging Markets Domestic Common , RMR Real Estate Income Fund Common ,
  • Category: Tactical Allocation
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  • Category: Multisector Bond
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  • Holdings: iShares MSCI ACWI , iShares Floating Rate Bond , Technology Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Vanguard Telecommunication Services ETF ,
  • Category: Tactical Allocation
Sign-up for cttrx investment picks
  • Holdings: iShares MSCI ACWI , iShares Floating Rate Bond , Technology Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Vanguard Telecommunication Services ETF ,
  • Category: Tactical Allocation
Sign-up for attrx investment picks
  • Holdings: iShares MSCI ACWI , iShares Floating Rate Bond , Technology Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Vanguard Telecommunication Services ETF ,
  • Category: Tactical Allocation
Sign-up for ittox investment picks
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Funds From: heifx - Hennessy Equity and Income Investor - Large Value to ittox - Transamerica Tactical Rotation I - Large Blend
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