Funds From: rmlrx - Russell Lifepoints Moderate Strat R1 to dtmix - DFA Tax-Managed International Value


  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , EOG Resources Inc , MasterCard Inc Class A , Microsoft Corp , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , Johnson & Johnson , Pfizer Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jvaax investment picks
  • Holdings: Tencent Holdings Ltd. , China Mobile Ltd , Infosys Ltd , Itausa Investimentos ITAÚ S.A. , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , FNMA , Samsung Electronics Co Ltd , US Treasury Note 0.25% ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R5 , JPMorgan Intl Opp R6 , JPMorgan International Equity R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for aubax investment picks
  • Holdings: Enterprise Products Partners LP , General Electric Co , Intel Corp , Williams Companies Inc , Johnson & Johnson ,
  • Category: Large Value
Sign-up for dhdix investment picks
  • Holdings: Protective Life Corp , Glacier Bancorp Inc , Stag Industrial Inc , BancorpSouth Inc. , World Fuel Services Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for ksdvx investment picks
  • Holdings: United Bank Ltd , Brilliance China Automotive Holdings Ltd , Infosys Ltd ADR , Remgro Ltd , Unilever PLC ,
  • Category: Diversified Emerging Mkts
Sign-up for f00000mmvh investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , E-mini NASDAQ 100 Index Future June14 , ArcelorMittal SA ADR , Vale SA ADR , Citrix Systems Inc ,
  • Category: Bear Market
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  • Category: Ultrashort Bond
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  • Holdings: TIAA-CREF Bond Plus Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for timix investment picks
  • Holdings: Madison Large Cap Value Y , Schwab Fdmtl US Lg Co Idx , Madison Investors Y , Madison Large Cap Growth Y , Vanguard Value ETF ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Samsung Electronics Co Ltd GDR , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd ADR , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Icahn Enterprises LP , CBOE Holdings Inc , Howard Hughes Corp , Texas Pacific Land Trust , Onex Corp ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Techtronic Industries Co Ltd , HudBay Minerals Inc , Tripod Technology Corp , Homeserve PLC , ASICS Corp ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for frkyx investment picks
  • Holdings: Columbia Real Estate Equity I , Columbia Commodity Strategy I , US Treasury Note 3.625% , US TREASURY TIP , US Treasury Note 2.75% ,
  • Category: World Allocation
Sign-up for CRDRX investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for wtabx investment picks
  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , BNP Paribas ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dfivx investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Wendy's Co Class A , DREAM Unlimited Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for ksocx investment picks
  • Holdings: Microsoft Corp , Deutsche Lufthansa AG , Roche Holding AG , Total SA , Samsung Electronics Co Ltd ,
  • Category: Global Large-Cap Value Equity
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for frorx investment picks
  • Holdings: Cempclssf Fund Ltd , At&T 2.4% , Goldman Sachs Grp 5.625% , Compass EMP Ultra Short-Term Fixd Inc I ,
  • Category: Managed Futures
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for mepyx investment picks
  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dtmix investment picks
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Funds From: rmlrx - Russell Lifepoints Moderate Strat R1 to dtmix - DFA Tax-Managed International Value
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