Funds From: mcmax - AMG Managers Cadence Mid Cap Investor - Mid-Cap Growth to rdgtx - American Funds 2040 Trgt Date Retire R4 - Target Date 2036-2040


  • Holdings: Skyworks Solutions Inc , Monster Beverage Corp , Constellation Brands Inc Class A , Moody's Corporation , Chipotle Mexican Grill Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Occidental Petroleum Corp , Cisco Systems Inc , PepsiCo Inc , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for mpisx investment picks
  • Holdings: Nestle SA , Mini Msci Eafe Mar15 Ifus 20150320 , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Ru20intr Trs Equity 3ml-48 *Bullet* Jpm , Fin Fut Euro$ Cme (Red) 12/14/15 , Russell 2000 Index Mini TIC , Ru20intr Trs Equity 3ml-40 *Bullet* Fbf , 10 Year US Treasury Note Future Dec14 ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Equity-Income NAV , JHFunds2 Capital Appreciation Value NAV ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Techtronic Industries Co Ltd , Ashtead Group PLC , Pandora AS , Dollarama Inc , Wirecard AG ,
  • Category: Foreign Small/Mid Growth
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Mitsui Fudosan Co Ltd , Prologis Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Valero Energy Corp , Nabors Industries Ltd , Assurant Inc , Staples Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Citigroup Inc , Visa Inc Class A , MasterCard Inc Class A , Celgene Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Parnassus Core Equity Institutional , Touchstone Premium Yield Equity Y , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , PIMCO Income Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Patterson Companies Inc , Constant Contact Inc , AAR Corp , Ethan Allen Interiors Inc , Newport Corp ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for seacx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , US Treasury Bond 3.125% , Qualcomm Inc , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for svbax investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Bond Market Index Instl , Principal Short-Term Income Inst , Principal Large Cap Value III Inst ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 5 Stars
Sign-up for ltinx investment picks
  • Holdings: British American Tobacco PLC , Housing Development Finance Corp Ltd , ITC Ltd , Ambev SA ADR , HDFC Bank Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Capital Income Bldr R6 , American Funds Growth Fund of Amer R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for gaifx investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , Equity Residential , Boston Properties Inc , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: E-mini S&P 500 Index Future Dec14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme (Red) 12/14/15 , Fin Fut Euro$ Cme (Red) 03/14/16 ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Merck & Co Inc , Home Depot Inc , Johnson & Johnson , Marsh & McLennan Companies Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Empire District Electric Co , Summit Hotel Properties Inc , PNM Resources Inc , Reinsurance Group of America Inc , PartnerRe Ltd ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Fortinet Inc , Ross Stores Inc , FEI Co , SBA Communications Corp , Alliance Data Systems Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for lbgax investment picks
  • Holdings: Altria Group Inc , Procter & Gamble Co , Merck & Co Inc , Cisco Systems Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cdozx investment picks
  • Holdings: Hitachi Ltd , Amadeus IT Holding SA , MS&AD Insurance Group Holdings Inc , Sanofi , Investor AB Class B ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for trwax investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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Funds From: mcmax - AMG Managers Cadence Mid Cap Investor - Mid-Cap Growth to rdgtx - American Funds 2040 Trgt Date Retire R4 - Target Date 2036-2040
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