Funds From: drxix - Dimensional Retirement Fxd Inc III I - Inflation-Protected Bond to aphax - Hatteras Alpha Hedged Strategies A - Multialternative


  • Holdings: MIP Active Stock Master , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , iShares Cohen & Steers REIT , iShares International Dev Rel Est ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
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  • Holdings: West Clo 2014-1 144A FRN , Marathon Clo Iv 144A FRN , Sapphire Valley 2006-1 FRN , Fannie Mae Single Family TBA 4% 2044-11-01 , Fed Natl Mort Assc 3.5% ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Digital Realty Trust Inc , Deere & Co , Fidelity National Financial Inc , Marathon Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: ARRIS Group Inc , Willis Group Holdings PLC , Citizens Financial Group Inc , Great Plains Energy Inc , White Mountains Insurance Group Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Mar15 Ifus 20150320 , FNMA , US Treasury Note 3.625% , Mini Msci Eafe Mar15 Ifus 20150320 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Total SA ADR , Marathon Petroleum Corp , EQT Corp , Cobalt International Energy Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Synovus Financial Corp , Berry Plastics Group Inc , Idacorp Inc , Investors Bancorp Inc , Atmos Energy Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for vsfix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Intel Corp , Facebook Inc Class A , Google Inc Class A ,
  • Category: Trading-Leveraged Equity
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Rouse Properties Inc , Endurance Specialty Holdings Ltd , Federated Investors, Inc. Class B , World Fuel Services Corp , Tech Data Corp ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Korn/Ferry International , Tutor Perini Corp , EPR Properties , Western Alliance Bancorp , UIL Holdings Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , eBay Inc , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Essex Property Trust Inc , Health Care REIT, Inc. , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Yahoo 144A Cv , Sandisk 144A Cv 0.5% , Steinhoff Fin Cv 4% , Dp World Cv 1.75% , Unibail-Rodamco Se Cv ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master International Portfolio ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mcilx investment picks
  • Holdings: Century Aluminum Co , Hawaiian Holdings Inc , PHI Inc , Sanmina Corp , OM Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for bosvx investment picks
  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , Taiwan Semiconductor Manufacturing Co Ltd ADR , British American Tobacco PLC , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Toyota Motor Corp , Novartis AG , Bayer AG , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Inflation Focused Bond , T. Rowe Price High-Yield , T. Rowe Price Emerging Markets Bond ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • 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: US Treasury TIP , Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A , Total SA ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: TAL International Group Inc , Suncor Energy Inc , KKR & Co LP , Medallion Financial Corp , Northstar Realty Finance Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for srhqx investment picks
  • Holdings: CVS Health Corp , Wells Fargo & Co , Invesco Ltd , Johnson & Johnson , American Express Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Underlying Fds Tr , Underlying Fds Tr , Underlying Fds Tr , Underlying Fds Tr , Underlying Fds Tr ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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Funds From: drxix - Dimensional Retirement Fxd Inc III I - Inflation-Protected Bond to aphax - Hatteras Alpha Hedged Strategies A - Multialternative
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