Funds From: wltax - Ivy Limited-Term Bond A to dtmmx - DFA Tax-Managed US Marketwide Value - Large Value


  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for wltax investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Global Income Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for goiix investment picks
  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Intl Eq Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
Sign-up for fcmnx investment picks
  • Holdings: Netflix Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Gilead Sciences Inc , Hologic Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for anfbx investment picks
  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for gbemx investment picks
  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Intl Eq Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gipix investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ggsix investment picks
  • Holdings: Apple Inc , Comcast Corp Class A , Google Inc , Home Depot Inc , Cadence Design Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for jagrx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl , Goldman Sachs Large Cap Value Instl ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gapsx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl , Goldman Sachs Large Cap Value Instl ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gapix investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for pctcx investment picks
  • Holdings: Krispy Kreme Doughnuts Inc , First Citizens BancShares Inc (DE) Class A , Simpson Manufacturing , Mueller Industries Inc , Denny's Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for ekgyx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Skyworks Solutions Inc , Equinix Inc , Henry Schein Inc , Hanesbrands Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for nmpax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for bfabx investment picks
  • Holdings: Balchem Corp , WEX Inc , Euronet Worldwide Inc , Lazard Ltd , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for etegx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Global Income Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for goiax investment picks
  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , eBay Inc , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oglyx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Microsoft Corp , Comcast Corp Class A , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mnnyx investment picks
  • Holdings: Vanguard REIT ETF , Teledyne Technologies Inc , Maximus Inc , West Pharmaceutical Services Inc , Casey's General Stores Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for vtmsx investment picks
  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ggsax investment picks
  • Holdings: SBA Communications Corp , Intercontinental Exchange Inc , Constellation Brands Inc Class A , McGraw Hill Financial Inc , Old Dominion Freight Lines ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for senax investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
Sign-up for notbx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Google Inc Class C ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for wfivx investment picks
  • Holdings: International Paper Co , Crown Holdings Inc , Alcoa Inc , Weyerhaeuser Co , ONEOK Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for fmivx 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 ogbbx investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , Johnson & Johnson , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for acpix investment picks
  • Holdings: Toyota Motor Corp , Samsung Electronics Co Ltd , Commonwealth Bank of Australia , Westpac Banking Corp , Mitsubishi UFJ Financial Group Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
Sign-up for vpkix investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pgomx investment picks
  • Holdings: Comcast Corp Class A , AT&T Inc , CVS Health Corp , General Electric Co , Time Warner Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dtmmx investment picks
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Funds From: wltax - Ivy Limited-Term Bond A to dtmmx - DFA Tax-Managed US Marketwide Value - Large Value
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