Funds From: amecx - American Funds Income Fund of Amer A LW - Moderate Allocation to knpyx - Kinetics Paradigm Instl - World Stock


  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard FTSE Europe ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Jardine Strategic Holdings Ltd , Swire Pacific Ltd Class B , AIA Group Ltd , HSBC Holdings PLC , MTR Corp Ltd ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 2000 Growth , Portfolio Recovery Associates Inc , WEX Inc , Vail Resorts Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Boston Properties Inc , Prologis Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Harman International Industries Inc , Diebold Inc , MRC Global Inc , Skyworks Solutions Inc , Red Hat Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Biogen Idec Inc , Celgene Corp , Amgen Inc , Medivation Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
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  • 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
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Merck & Co Inc , Chevron Corp , JPMorgan Chase & Co , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , MasterCard Inc Class A , Facebook Inc Class A , Amazon.com Inc , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Google Inc Class C , Oracle Corporation , Qualcomm Inc , DISH Network Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Walt Disney Co , Comcast Corp Class A , Apple Inc , Travelers Companies Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Citigroup Inc , Weatherford International PLC , JPMorgan Chase & Co , Wells Fargo & Co , Suncor Energy Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Emerging Markets Stock Idx ETF , Energy Select Sector SPDR® , Health Care Select Sector SPDR® , Cdi Cdx.Na 5 Usd0619 , Spx Put Usd 06/21/2014 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Lowe's Companies Inc , Google Inc Class C , Visa Inc Class A , Yum Brands Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , CIE FINANCIERE RICHEMONT SA , Novo Nordisk A/S , ASML Holding NV , Liberty Global PLC Class C ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Large Cap Growth Select , JPMorgan Intrepid Growth Sel ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Liberty Media Corporation Class A , AutoNation Inc , Dreamworks Animation SKG Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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Funds From: amecx - American Funds Income Fund of Amer A LW - Moderate Allocation to knpyx - Kinetics Paradigm Instl - World Stock
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry