Funds From: tcsex - TIAA-CREF Small-Cap Equity Retail - Small Blend to amtcx - Columbia Capital Allocation Moderate C - Moderate Allocation


  • Holdings: Tenneco Inc , Prosperity Bancshares, Inc. , Dupont Fabros Technology Inc , RLJ Lodging Trust , Parexel International Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Micron Tech Cv 1.625% , Gilead Sciences Cv 1.625% , Chesapeake Engy Pfd 144A , Novellus Sys Cv 2.625% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Southwest Airlines Co , Vertex Pharmaceuticals Inc , Chipotle Mexican Grill Inc Class A , Health Care REIT, Inc. , Moody's Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Roche Holding AG , Novartis AG , Nestle SA , Samsung Electnc Pfd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: VALIC Company II Core Bond , VALIC Company II Strategic Bond , VALIC Company II High Yield Bond , VALIC Company I Stock Index , VALIC Company I Inflation Protected ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds ISĀ® Blue Chip Inc&Gr 1 ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: EOG Resources Inc , VF Corp , Perrigo Co PLC , Roche Holding AG ADR , Canadian National Railway Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Dws Cayman Commodity Ii Ltd , B00009381 Irs Usd P F 2.139002 Ccpvanilla , B00009381 Irs Usd R V 03mlibor1 Ccpvanilla , B0009721 Irs Usd P F .96400s00009721 Ccpvanilla , B0009721 Irs Usd R V 03mliborl00009721 Ccpvanilla ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for sknrx investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Chevron Corp , Verizon Communications Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Fiesta Restaurant Group Inc , Valeant Pharmaceuticals International Inc , Actavis PLC , Alere Inc , Golar LNG Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for scpyx investment picks
  • Holdings: IGB Corp Bhd , MorphoSys AG , DCC PLC , First Gen Corporation , Total Energy Services Trust ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Chevron Corp , Merck & Co Inc , Microsoft Corp , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cdozx investment picks
  • Holdings: Adobe Systems Inc , S&P 500 Index Future Sept14 , Visa Inc Class A , Qualcomm Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mwhyx investment picks
  • Holdings: TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
Sign-up for glbnx investment picks
  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Value R6 , VY T. Rowe Price Growth Equity I , Voya International Core I ,
  • Category: Target Date 2046-2050
Sign-up for isnpx investment picks
  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Canadian Natural Resources Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for nyvbx investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scgpx investment picks
  • Holdings: Columbia Intermediate Bond I , Columbia Corporate Income I , Columbia Contrarian Core I , Columbia US Government Mortgage I , Columbia Income Opportunities I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for amtcx investment picks
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Funds From: tcsex - TIAA-CREF Small-Cap Equity Retail - Small Blend to amtcx - Columbia Capital Allocation Moderate C - Moderate Allocation
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