Funds From: VWIAX - Vanguard Wellesley® Income Admiral™ to fnatx - Frost Natural Resources A Load Waived


  • Holdings: Wells Fargo & Co , US Treasury Note 1.75% , Microsoft Corp , US Treasury Note 1.375% , US Treasury Note 1% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Celgene Corp , Apple Inc , AmerisourceBergen Corp , UnitedHealth Group Inc , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: EOG Resources Inc , Chevron Corp , Plains GP Holdings LP Class A , Exxon Mobil Corporation , Anadarko Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for fnrfx investment picks
  • Holdings: EOG Resources Inc , Chevron Corp , Plains GP Holdings LP Class A , Exxon Mobil Corporation , Anadarko Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: American Airlines Group Inc , Liberty Global PLC Class C , Illumina Inc , United Continental Holdings Inc , LinkedIn Corp Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for vexmx investment picks
  • Holdings: American Airlines Group Inc , Liberty Global PLC Class C , Illumina Inc , United Continental Holdings Inc , LinkedIn Corp Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for vempx investment picks
  • Holdings: American Airlines Group Inc , Liberty Global PLC Class C , Illumina Inc , United Continental Holdings Inc , LinkedIn Corp Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for vieix investment picks
  • Holdings: American Airlines Group Inc , Liberty Global PLC Class C , Illumina Inc , United Continental Holdings Inc , LinkedIn Corp Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 1000 Growth , Vanguard Growth ETF , Vanguard Value ETF , iShares Russell 1000 Value , iShares MSCI EAFE ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for aemdx investment picks
  • Holdings: Pantry Inc , Handy & Harman Ltd , TechTarget Inc , Reis, Inc. , Great Southern Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for wtmix investment picks
  • Holdings: iShares Russell 1000 Growth , Vanguard Growth ETF , Vanguard Value ETF , iShares Russell 1000 Value , iShares MSCI EAFE ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Dodge & Cox Global Stock , Thornburg Global Opportunities I , iShares MSCI All Country World Mini Vol , Deutsche Global Infrastructure Instl , Oberweis International Opportunities ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for pflix investment picks
  • Holdings: Dodge & Cox Global Stock , Thornburg Global Opportunities I , iShares MSCI All Country World Mini Vol , Deutsche Global Infrastructure Instl , Oberweis International Opportunities ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pfgix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for nemux investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for nemux investment picks
  • Holdings: US Treasury Note 1.5% , S+p500 Emini Fut Mar15 Xcme 20150320 , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Us 10yr Note (Cbt)mar15 Xcbt 20150320 , FHLMC 4% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdstx investment picks
  • Holdings: US Treasury Note 1.5% , S+p500 Emini Fut Mar15 Xcme 20150320 , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Us 10yr Note (Cbt)mar15 Xcbt 20150320 , FHLMC 4% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jdstx investment picks
  • Holdings: Vodafone Group PLC , Novartis AG , Nestle SA , National Grid PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for eitix investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares MSCI Emerging Markets ,
  • Category: Target Date 2041-2045
Sign-up for jmssx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares MSCI Emerging Markets ,
  • Category: Target Date 2041-2045
Sign-up for JMSSX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares MSCI Emerging Markets ,
  • Category: Target Date 2041-2045
Sign-up for jmyax investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares MSCI Emerging Markets ,
  • Category: Target Date 2041-2045
Sign-up for JMYAX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares MSCI Emerging Markets ,
  • Category: Target Date 2041-2045
Sign-up for jmbrx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares MSCI Emerging Markets ,
  • Category: Target Date 2041-2045
Sign-up for JMBRX investment picks
  • Holdings: US Treasury Note 1.5% , S+p500 Emini Fut Mar15 Xcme 20150320 , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Us 10yr Note (Cbt)mar15 Xcbt 20150320 , FHLMC 4% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdsix investment picks
  • Holdings: Apple Inc , SPDR® S&P 500 ETF , General Electric Co , American International Group Inc , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for irhix investment picks
  • Holdings: Apple Inc , SPDR® S&P 500 ETF , General Electric Co , American International Group Inc , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for irhax investment picks
  • Holdings: Apple Inc , SPDR® S&P 500 ETF , General Electric Co , American International Group Inc , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for irhax investment picks
  • Holdings: EOG Resources Inc , Chevron Corp , Plains GP Holdings LP Class A , Exxon Mobil Corporation , Anadarko Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for fnatx investment picks
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Funds From: VWIAX - Vanguard Wellesley® Income Admiral™ to fnatx - Frost Natural Resources A Load Waived
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