Funds From: pwpix - ESG Managers Balanced Port Inst - Moderate Allocation to abdax - Columbia Capital Allocation Cnsrv A - Conservative Allocation


  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Pax MSCI International ESG Idx Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Harbor Bond Institutional , Harbor Real Return Instl , Harbor High-Yield Bond Instl , Harbor Unconstrained Bond Instl , Harbor International Institutional ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Holdings: Splunk Inc , Five Below Inc , Annie's Inc , Cornerstone OnDemand Inc , Cepheid ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Xai Emini Industr Jun14 Xcme 20140620 , Xap Cons Staples Jun14 Xcme 20140620 , Russell 2000 Mini Jun14 Imeq 20140620 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future June14 , Profunds Swap Security Ub , Cimarex Energy Co , HollyFrontier Corp , Affiliated Managers Group Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for clbex investment picks
  • Holdings: Roche Holding AG , Chevron Corp , Johnson & Johnson , Exxon Mobil Corporation , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: MSCI EAFE Index Future June14 , Nestle SA , Roche Holding AG , Novartis AG , MSCI Emerging Market Index Future June14 ,
  • Category: Foreign Large Blend
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  • Holdings: Ubs Ag London Brh FRN , Jpmorgan Chase Bk N A 144a 144A FRN , Jpmorgan Chase Bk N A 144a 144A FRN , Ubs 04/15 Flt , Ubs Ag London Brh 144A FRN ,
  • Category: Managed Futures
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for bchix investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Southwest Gas Corp , Helen of Troy, Ltd. , HSN Inc , Columbia Sportswear Co ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for azsax investment picks
  • Holdings: Microsoft Corp , Apple Inc , Google Inc Class A , Verizon Communications Inc , Oracle Corporation ,
  • Category: Large Growth
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for dvhyx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Bond Index Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gmdix investment picks
  • Holdings: United Parcel Service Inc (UPS) Class B , UnitedHealth Group Inc , BG Group PLC , Lockheed Martin Corp , Wal-Mart Stores Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Southern Co , Exelon Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
Sign-up for ryuix investment picks
  • Holdings: JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 International Value NAV , JHFunds2 Blue Chip Growth NAV , JHFunds2 Capital App NAV ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
Sign-up for gibax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for watcx investment picks
  • Holdings: Rite Aid Corp , Manhattan Associates Inc , Minerals Technologies Inc , InterDigital Inc , Iconix Brand Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for jtucx investment picks
  • Holdings: Roche Holding AG , Samsung Electronics Co Ltd , Sanofi , Bayer AG , GlaxoSmithKline PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS┬« High Yield Pooled , Simon Property Group Inc , US Treasury Note 0.375% , US Treasury Note 0.875% , US Treasury Note 2.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for difcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pmbix investment picks
  • Holdings: General Electric Co , Johnson & Johnson , Wells Fargo & Co , Exxon Mobil Corporation , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for trlix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for ffxix investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 5 Stars
Sign-up for nmnjx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for fghnx investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia US Treasury Index I , Columbia Emerging Markets Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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Funds From: pwpix - ESG Managers Balanced Port Inst - Moderate Allocation to abdax - Columbia Capital Allocation Cnsrv A - Conservative Allocation
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