Funds From: wbbbx - Wells Fargo Advantage WB Mod Balanced - Conservative Allocation to iftix - VY Templeton Foreign Equity I - Foreign Large Value


  • Holdings: Wells Fargo Advantage Sh Dur Govt Bd I , Wells Fargo Advantage Government Sec I , Wfa Core Bond Portfolio , MFS┬« Value I , S+p 500 Future Jun14 Xcme 20140619 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , Merck & Co Inc , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for mggbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 , Fannie Mae Single Family TBA 3% 2029-06-01 , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Core MSCI Emerging Market , SPDR S&P Global Natural Resources , SPDR Dow Jones Intl Real Estate , iShares Gold Trust , WisdomTree Emerging Markets Local Debt ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Monsanto Co , Exxon Mobil Corporation , BHP Billiton PLC , Potash Corp of Saskatchewan Inc , BHP Billiton Ltd ,
  • Category: Natural Resources
Sign-up for tnrix investment picks
  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Xilinx Cv 2.625% , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for prccx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for fshbx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Boston Properties Inc , Ventas Inc , Essex Property Trust Inc ,
  • Category: Real Estate
Sign-up for fredx investment picks
  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , UBS AG , Walt Disney Co , Bayerische Motoren Werke AG BMW ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for oglyx investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for nbgpx investment picks
  • Holdings: SEI Large Cap A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI International Equity A (SIT) , SEI Emerging Markets Debt A (SIT) , SEI High Yield Bond A (SIMT) ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ssgax investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for oibcx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for vnytx investment picks
  • Holdings: American International Group Inc , Apple Inc , Costco Wholesale Corp , AbbVie Inc , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for oibix investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Ares Capital Corporation , AXA SA , Nestle SA ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ivbcx investment picks
  • Holdings: General Electric Co , Ameriprise Financial Inc , State Street Corp , JPMorgan Chase & Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for tgdfx investment picks
  • Holdings: Lord Abbett High Yield A , Oppenheimer , Guggenheim , Lord Abbett , Putnam High Yield Advantage Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for sfhyx investment picks
  • Holdings: PacWest Bancorp , Kilroy Realty Corp , Advance Auto Parts Inc , Quintiles Transnational Holdings Inc , Extra Space Storage Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lzscx investment picks
  • Holdings: Chevron Corp , Travelers Companies Inc , McDonald's Corp , Johnson & Johnson , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for bhbfx investment picks
  • Holdings: Bunzl PLC , Swift Transportation Co , Croda International PLC , Kroton Educacional SA , Rice Energy Inc ,
  • Category: World Stock
Sign-up for glnax investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for falax investment picks
  • Holdings: Sanofi , Roche Holding AG , GlaxoSmithKline PLC , BNP Paribas , Michelin ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iftix investment picks
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Funds From: wbbbx - Wells Fargo Advantage WB Mod Balanced - Conservative Allocation to iftix - VY Templeton Foreign Equity I - Foreign Large Value
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