Funds From: fpacx - FPA Crescent - Moderate Allocation to ucmcx - USAA Cornerstone Moderately Cnsrv - Conservative Allocation


  • Holdings: US Treasury Note 1.25% , Microsoft Corp , Oracle Corporation , Aon , CVS Caremark Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Novartis AG , Shire PLC , Novo Nordisk A/S , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Tesla Motors Inc , SolarCity Corp , Twitter Inc , Opko Health Inc , Mercadolibre Inc ,
  • Category: Long/Short Equity
Sign-up for ciaax investment picks
  • Holdings: GOLD BULLION , Galaxy Entertainment Group Ltd , Sands China Ltd , Wynn Resorts Ltd , AIA Group Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ivaex investment picks
  • Holdings: Berkshire Hathaway Inc Class A , Comcast Corp Class A , U.S. Bancorp , Wells Fargo & Co , Novartis AG ADR ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Short-Term Bond , Fidelity® Series High Income , Fidelity® Series International Value , Fidelity® Series International Growth ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
Sign-up for fffcx investment picks
  • Holdings: Anheuser-Busch Inbev SA , MasterCard Inc Class A , Western Digital Corp , Praxair Inc , Alliance Data Systems Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for scobx investment picks
  • Holdings: Oracle Corporation , Apple Inc , Aberdeen Asset Management PLC , Starwood Hotels & Resorts Worldwide Inc , Franklin Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for vvplx investment picks
  • Holdings: Conn's Inc , Sanchez Energy Corp , Oasis Petroleum Inc , Howard Hughes Corp , 3D Systems Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for villx investment picks
  • Holdings: Questcor Pharmaceuticals Inc , Centene Corp , Teledyne Technologies Inc , Toro Co , Darling Ingredients Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for vsmsx investment picks
  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fbndx investment picks
  • Holdings: Altria Group Inc , Johnson & Johnson , Chevron Corp , Procter & Gamble Co , AT&T Inc ,
  • Category: Large Value
Sign-up for idivx investment picks
  • Holdings: Apple Inc , Citigroup Inc , Chevron Corp , Halliburton Co , Discover Financial Services ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for scdgx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fkbax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for angix investment picks
  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for amrmx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Industrial And Commercial Bank Of China Ltd H Shares , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for semsx investment picks
  • Holdings: Aspen Technology Inc , WEX Inc , Isis Pharmaceuticals , Tenneco Inc , PolyOne Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for vrtgx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vinix investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Comcast Corp Class A , Bank of America Corporation , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fdffx investment picks
  • Holdings: BT Group PLC , Sap AG , Roche Holding AG , Syngenta AG , Aalberts Industries NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for oigax investment picks
  • Holdings: Roche Holding AG , Toyota Motor Corp , Novartis AG , Total SA , ING Groep N.V. ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tgirx investment picks
  • Holdings: Invesco Cayman Commodity , Aust 10 Yr Bond (Fut) , Canada 10 Yr Bond (Fut) , Long Gilt (Fut) , Euro Bond (Fut) ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for abrrx investment picks
  • Holdings: Apple Inc , Coca-Cola Co , Google Inc Class C , Google Inc Class A , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for vigrx investment picks
  • Holdings: iShares MSCI EAFE , iShares Core MSCI Emerging Market , iShares Core MSCI EAFE , iShares MSCI United Kingdom , iShares Core S&P Small-Cap ,
  • Category: Conservative Allocation
Sign-up for ucmcx investment picks
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Funds From: fpacx - FPA Crescent - Moderate Allocation to ucmcx - USAA Cornerstone Moderately Cnsrv - Conservative Allocation
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