Funds From: dtmvx - DFA Tax-Managed US Targeted Value - Small Value to nbicx - Columbia Capital Allocation Mod Agrsv C - Large Blend


  • Holdings: Avis Budget Group Inc , Tesoro Corp , Dillards Inc , Amerco Inc , Assurant Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Northern Trust Corp , Electronic Arts Inc , Intuitive Surgical Inc , Microchip Technology Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , JPMorgan Chase & Co , Johnson & Johnson , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Southwest Airlines Co , Ingredion Inc , Avago Technologies Ltd , Northrop Grumman Corp , Whirlpool Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Lowe's Companies Inc , Comcast Corp Class A , Honeywell International Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Southwest Airlines Co , Ingredion Inc , Avago Technologies Ltd , Northrop Grumman Corp , Whirlpool Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Hewlett-Packard Co , Oracle Corporation , Intel Corp , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Large Cap Growth Select , JPMorgan Intrepid Growth Sel ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Minerals Technologies Inc , Western Alliance Bancorp , Pebblebrook Hotel Trust , South State Corp , PacWest Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: Remgro Ltd , Tata Consultancy Services Ltd , Brilliance China Automotive Holdings Ltd , Siam Commercial Bank PLC , Itau Unibanco Holding SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Alere Inc , E*Trade Financial Corp , Abercrombie & Fitch Co Class A , LPL Financial Holdings Inc , AmTrust Financial Services Inc ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Intel Corp , Archer-Daniels Midland Co , Lowe's Companies Inc , Broadcom Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ddiax investment picks
  • Holdings: Cisco Systems Inc , Pfizer Inc , Merck & Co Inc , McDonald's Corp , AT&T Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Us 2yr Note (Cbt) Mar15 Xcbt 20150331 , S+p Mid 400 Emini Mar15 Xcme 20150320 , US Treasury Note 0.5% , Us 10yr Note (Cbt)mar15 Xcbt 20150320 , Vanguard FTSE Emerging Markets ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Focus Growth LLC ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Telekomunikasi Indonesia (Persero) Tbk Class B , Toyota Motor Corp , Commonwealth Bank of Australia , Mitsubishi UFJ Financial Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for einax investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ogbcx investment picks
  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Corporate Income I , Columbia US Government Mortgage I , E-mini S&P 500 Index Future Dec14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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Funds From: dtmvx - DFA Tax-Managed US Targeted Value - Small Value to nbicx - Columbia Capital Allocation Mod Agrsv C - Large Blend
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