Funds From: nbabx - Neuberger Berman AMT Balanced I - Mid Growth to aalgx - Thrivent Large Cap Stock A - Large Blend


  • Holdings: US Treasury Note 0.375% , SBA Communications Corp , Avago Technologies Ltd , O'Reilly Automotive Inc , Amer Express Credit 2012-4 FRN ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Pfizer Inc , Cisco Systems Inc , International Business Machines Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Intel Cv 3.25% , Gilead Sciences Cv 1.625% , Xilinx Cv 2.625% , Danaher Corp Del Cv , Jarden Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Danaher Corp , Visa Inc Class A , Johnson & Johnson , EMC Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Persimmon PLC , Ashtead Group PLC , Barratt Developments PLC , Taylor Wimpey PLC , Vestas Wind Systems A/S ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Core S&P Mid-Cap , JetBlue Airways Corp , Alaska Air Group Inc , Rackspace Hosting Inc , United Continental Holdings Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , JPMorgan Chase & Co , American Airlines Group Inc , Merck & Co Inc , Phillips 66 ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for trvlx investment picks
  • Holdings: Kongsberg Gruppen ASA , Teleperformance , Interserve PLC , Dufry AG , Ubisoft Entertainment ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Chase & Co , S+p500 Emini Fut Dec14 Xcme 20141219 , Citigroup Inc , Wells Fargo & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Ametek Inc , Donaldson Co Inc , Mettler-Toledo International Inc , Amphenol Corp Class A , Cepheid ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Liberty Global PLC Class C , UnitedHealth Group Inc , Amazon.com Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Alexandria Real Estate Equities Inc , Acadia Realty Trust , Post Properties Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for drebx investment picks
  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Kohl's Corp , Forest City Enterprises Cv 4.25% , United Rentals Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dcsbx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
Sign-up for aainx investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Apple Inc , MSCI EAFE Index Future Dec14 , EURO STOXX 50 Index Future Dec14 , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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Funds From: nbabx - Neuberger Berman AMT Balanced I - Mid Growth to aalgx - Thrivent Large Cap Stock A - Large Blend
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