Funds From: vgslx - Vanguard REIT Index Adm to poiax - PIMCO Real Income 2029 A


  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Prologis Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 2.125% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
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  • Holdings: Pfizer Inc , Abbott Laboratories , Apple Inc , Lincoln National Corp (Radnor PA) , CVS Caremark Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Research International R5 , MFS® International Value R5 , MFS® International Growth R5 , MFS® International New Discovery R5 , MFS® Emerging Markets Equity R5 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Caribbean Cruises Ltd , Micron Technology Inc , Omnicare Inc , Delphi Automotive PLC , Discover Financial Services ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
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  • Holdings: Ashtead Group PLC , Azimut Holding SPA , Wirecard AG , Rightmove PLC , Yoox Spa ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Nestle SA , Compass Group PLC , Danone , LVMH Moet Hennessy Louis Vuitton SA , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , General Electric Co , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Lockheed Martin Corp , Time Warner Inc , United Technologies Corp , AT&T Inc , Avago Technologies Ltd ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for cpirx investment picks
  • Holdings: American International Group Inc , NXP Semiconductors NV , BlackRock Inc , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Bunzl PLC , Croda International PLC , Amadeus IT Holding SA , Bellway PLC , OBIC Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • 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: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , BB Seguridade Participacoes SA , Cosmax BTI Inc , Puregold Price Club Inc , Tower Bersama Infrastructure ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 1.1% , KDDI Corp , Japan(Govt Of) 2.1% , Johnson & Johnson , Italy(Rep Of) 3.75% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for esirx investment picks
  • Holdings: Intel Corp , International Business Machines Corp , Dr Pepper Snapple Group Inc , Western Digital Corp , EOG Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for qalgx investment picks
  • Holdings: Danone , KDDI Corp , Nestle SA , Kao Corp , Reckitt Benckiser Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for MINJX investment picks
  • Holdings: Wells Fargo & Co , Citigroup Inc , American International Group Inc , MetLife Inc , NXP Semiconductors NV ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for vwndx investment picks
  • Holdings: US Treasury TIP 3.625% , US Treasury TIP 2.375% , US Treasury TIP 2% , US Treasury TIP 2.5% , US Treasury TIP 1.75% ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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Funds From: vgslx - Vanguard REIT Index Adm to poiax - PIMCO Real Income 2029 A
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