Funds From: lovix - Lee Financial Tactical Investor to fdgrx - Fidelity Growth Company


  • Holdings: Goldman Sachs Group Inc , Costco Wholesale Corp , Union Pacific Corp , Apple Inc , CVS Health Corp ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR® S&P 500 ETF , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Glencore PLC , Freeport-McMoRan Inc , Rio Tinto PLC , First Quantum Minerals Ltd , BHP Billiton PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Category: Currency
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  • Category: Currency
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Spirit Airlines Inc , Ecolab Inc , Walt Disney Co , Union Pacific Corp ,
  • Category: Large Growth
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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: Muni National Interm
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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: Muni National Interm
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  • Category: Muni National Interm
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  • Holdings: SEI Short-Duration Government A (SDIT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI Real Return A (SIMT) , SEI US Fixed Income A (SIMT) , SEI Multi-Asset Income A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: SEI Short-Duration Government A (SDIT) , SEI Multi-Asset Cap Stability A (SIMT) , SEI Real Return A (SIMT) , SEI US Fixed Income A (SIMT) , SEI Multi-Asset Income A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Pandora AS , Ashtead Group PLC , Eurofins Scientific Group SA , Techtronic Industries Co Ltd , Babcock International Group PLC ,
  • Category: Foreign Small/Mid Growth
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  • Holdings: Pandora AS , Ashtead Group PLC , Eurofins Scientific Group SA , Techtronic Industries Co Ltd , Babcock International Group PLC ,
  • Category: Foreign Small/Mid Growth
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard S&P 500 ETF , Vanguard FTSE Developed Markets ETF , Vanguard S&P Mid-Cap 400 ETF , Vanguard Russell 2000 ETF ,
  • Category: Moderate Allocation
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard S&P 500 ETF , Vanguard FTSE Developed Markets ETF , Vanguard S&P Mid-Cap 400 ETF , Vanguard Russell 2000 ETF ,
  • Category: Moderate Allocation
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  • Holdings: Apple Inc , Salesforce.com Inc , Facebook Inc Class A , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for fgckx investment picks
  • Holdings: Apple Inc , Salesforce.com Inc , Facebook Inc Class A , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for fdgrx investment picks
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Funds From: lovix - Lee Financial Tactical Investor to fdgrx - Fidelity Growth Company
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