Funds From: pzbax - Presidential Protected Profile 2020 A - Large Blend to clerx - AdvisorOne Clermont N - Large Blend


  • Holdings: Equity, Bond, SPDR S&P 500, Vanguard Total Bond Market ETF, Vanguard MSCI EAFE ETF, iShares Barclays TIPS Bond, iShares Core S&P Mid-Cap ETF
  • Category: Target Date 2016-2020
Sign-up for pzbax investment picks
  • Holdings: Equity, Bond, SPDR S&P 500, Vanguard MSCI EAFE ETF, iShares Core MSCI Emerging Markets ETF, iShares Core S&P Mid-Cap ETF, iShares Russell 2000 Index
  • Category: Target Date 2046-2050
Sign-up for pzeax investment picks
  • Holdings: Equity, Bond, SPDR S&P 500, Vanguard Total Bond Market ETF, Vanguard MSCI EAFE ETF, iShares Barclays TIPS Bond, iShares Core S&P Mid-Cap ETF
  • Category: Target Date 2016-2020
Sign-up for pzbax investment picks
  • Holdings: Equity, Bond, Pfizer Inc, Chevron Corp, JPMorgan Chase & Co, Johnson & Johnson
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dboax investment picks
  • Holdings: Equity, Bond, Pfizer Inc, Chevron Corp, JPMorgan Chase & Co, Johnson & Johnson
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for dborx investment picks
  • Holdings: Equity, Bond
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aacrx investment picks
  • Holdings: Equity, Bond, Nationwide S&P 500 Index Instl, Nationwide International Index Instl, Nationwide Bond Index Instl, Nationwide Mid Cap Market Index Instl, Nationwide Small Cap Index Instl
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for gmiax investment picks
  • Holdings: Equity, Bond, Nationwide S&P 500 Index Instl, Nationwide International Index Instl, Nationwide Alternatives Allc Instl, Nationwide Mid Cap Market Index Instl, Nationwide Bond Index Instl
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for nwhix investment picks
  • Holdings: Equity, Bond, Nationwide S&P 500 Index Instl, Nationwide International Index Instl, Nationwide Alternatives Allc Instl, Nationwide Mid Cap Market Index Instl, Nationwide Small Cap Index Instl
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for nwiix investment picks
  • Holdings: Equity, Bond, TIAA-CREF Bond Index Institutional, TIAA-CREF Equity Index Instl, TIAA-CREF International Eq Idx Instl, TIAA-CREF Inflation Link Bd Instl, TIAA-CREF Emerging Markets Eq Idx Instl
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
Sign-up for TLTPX investment picks
  • Holdings: Equity, Bond, SPDR S&P 500, Energy Select Sector SPDR, Vanguard FTSE Europe ETF, Vanguard FTSE Emerging Markets ETF, SPDR Barclays Capital Convertible Secs
  • Category: World Allocation
Sign-up for aabbx investment picks
  • Holdings: Equity, Bond, Vanguard FTSE Europe ETF, iShares iBoxx $ Invest Grade Corp Bond, iShares iBoxx $ High Yield Corporate Bd, iShares Barclays 7-10 Year Treasury, iShares Barclays TIPS Bond
  • Category: Moderate Allocation
Sign-up for vaaax investment picks
  • Holdings: Equity, Bond, Vanguard Growth ETF, Vanguard Value ETF, iShares Russell 1000 Growth Index, iShares Russell 1000 Value Index, iShares MSCI EAFE Index
  • Category: Aggressive Allocation
Sign-up for sdeax investment picks
  • Holdings: Equity, Bond, SunAmerica US Govt Securities A, SunAmerica Focused Dividend Strategy A, SunAmerica Strategic Bond A, SunAmerica Focused Alpha Large-Cap A, SunAmerica Focused Large Cap Gr A
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fbaax investment picks
  • Holdings: Equity, Bond, iShares Core Total US Bond Market ETF, SPDR Barclays International Treasury Bd, iShares MSCI EAFE Min Volatility, iShares MSCI Japan Index, PowerShares Senior Loan Port
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for dxdwx investment picks
  • Holdings: Equity, Bond, DWS Disciplined Market Neutral Instl, DWS Floating Rate Inst, DWS RREEF Global Infrastructure Inst, DWS Global Inflation Instl, DWS Enhanced Commodity Strategy Inst
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
Sign-up for selsx investment picks
  • Holdings: Equity, Bond, PowerShares DB Gold, GlaxoSmithKline PLC, Bayer AG
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for drrix investment picks
  • Holdings: Equity, Bond, Fidelity Series All-Sector Equity, Fidelity Series Commodity Strategy, Fidelity Series High Income, Fidelity Series International Value, Fidelity Series International Growth
  • Category: Target Date 2051+
Sign-up for fhfcx investment picks
  • Holdings: Equity, Bond, Invesco Core Plus Bond R6, Invesco Balanced-Risk Allc R6, Invesco Diversified Dividend R6, PowerShares FTSE RAFI Dev Mkts ex-US, PowerShares 1-30 Laddered Treasury
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for amkbx investment picks
  • Holdings: Equity, Bond, Invesco Core Plus Bond R6, PowerShares 1-30 Laddered Treasury, Invesco Balanced-Risk Allc R6, Invesco Floating Rate R6, Invesco High Yield R6
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for cacmx investment picks
  • Holdings: Equity, Bond, JHFunds2 Strategic Equity Allc NAV, JHancock2 Emerging Markets NAV, JHFunds2 Capital Appreciation Value NAV, JHancock2 US Equity NAV, JHFunds2 Blue Chip Growth NAV
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for jliax investment picks
  • Holdings: Equity, Bond, Virtus Global Dividend I, PowerShares DB G10 Currency Harvest, Virtus Real Estate Securities I, Virtus Global Commodities Stock I, PowerShares DB Commodity Index Tracking
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for pdpax investment picks
  • Holdings: Equity, Bond, Virtus Global Dividend I, PowerShares DB G10 Currency Harvest, Virtus Real Estate Securities I, Virtus Global Commodities Stock I, PowerShares DB Commodity Index Tracking
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for pdpcx investment picks
  • Holdings: Equity, Bond, Pioneer International Value Y, Pioneer Bond Y, Pioneer Global Equity Y, Pioneer Short Term Income Y, Pioneer Mid-Cap Value Y
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ibgyx investment picks
  • Holdings: Equity, Bond, Invesco Balanced-Risk Allc R6, Invesco Diversified Dividend R6, PowerShares FTSE RAFI Dev Mkts ex-US, Invesco International Growth R6, Invesco Developing Markets R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aadyx investment picks
  • Holdings: Equity, Bond, Invesco Balanced-Risk Allc R6, Invesco Diversified Dividend R6, PowerShares FTSE RAFI Dev Mkts ex-US, Invesco International Growth R6, Invesco Developing Markets R6
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for AADCX investment picks
  • Holdings: Equity, Bond, iShares MSCI EAFE Index
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for apbax investment picks
  • Holdings: Equity, Bond, Apple Inc, Qualcomm, Inc., JPMorgan Chase & Co, Gilead Sciences Inc, U.S. Bancorp
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nbinx investment picks
  • Holdings: Equity, Bond, JPMorgan US Equity Sel, JPMorgan Intrepid America Sel, JPMorgan Large Cap Value Select, JPMorgan Core Plus Bond Select, JPMorgan Large Cap Growth Select
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for onebx investment picks
  • Holdings: Equity, Bond, Vanguard Dividend Appreciation ETF, iShares Floating Rate Note, iShares Barclays Credit Bond, iShares S&P Global 100 Index, PowerShares Intl Dividend Achievers
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for clerx investment picks
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Funds From: pzbax - Presidential Protected Profile 2020 A - Large Blend to clerx - AdvisorOne Clermont N - Large Blend
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