Funds From: psscx - PIMCO StocksPLUS AR Short Strat C - Bear Market to ivpsx - Voya Small Company Portfolio S - Small Blend


  • Holdings: Fin Fut Euro$ Cme 12/14/15 , Irs Usd 1.500 03/18/15-1y (Red) Cme , Fin Fut Euro$ Cme 09/14/15 , Sptr Trs Equity 3ml+32 *Bullet* Jpm , Sptr Trs Equity 3ml+32.25 *Bullet* Brc ,
  • Category: Bear Market
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Amgen Inc , Actavis PLC , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Nordstrom Inc , Bed Bath & Beyond Inc , Lear Corp , Microsoft Corp , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Apple Inc , Bank of America Corporation , JPMorgan Chase & Co , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Helen of Troy, Ltd. , Graphic Packaging Holding Co , PacWest Bancorp , Matador Resources Co , ACI Worldwide Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: The Middleby Corp , Acuity Brands Inc , Acadia Healthcare Co Inc , Trex Co Inc , Envestnet Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Transurban Group , Enbridge Inc , Sempra Energy , TransCanada Corp , GDF Suez ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Premier Core Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Cardinal Health Inc , CR Bard Inc , Amgen Inc , AstraZeneca PLC ADR , Merck & Co Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Vantagepoint Core Bond Index T , Vantagepoint Diversifying Strategies T , Vantagepoint Equity Income T , Vantagepoint Low Duration Bond T , Vantagepoint International T ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Research R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Samsung Electronics Co Ltd GDR , China Construction Bank Corp H Shares , Tencent Holdings Ltd. , China Mobile Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: PacWest Bancorp , Barnes Group Inc , South State Corp , Pebblebrook Hotel Trust , Kennedy-Wilson Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lrspx investment picks
  • Holdings: Schwab Total Bond Market , Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for gsoix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for bcpix investment picks
  • Holdings: Apple Inc , Hess Corp , Chevron Corp , American International Group Inc , MetLife Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mrghx investment picks
  • Category: Long Government
  • Morningstar Rating: 4 Stars
Sign-up for flbix investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for bhiax investment picks
  • Holdings: HCC Insurance Holdings Inc , Integra Lifesciences Holdings Corp , Associated Banc-Corp , EMCOR Group, Inc. , Brown & Brown Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for ssgsx investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for fdttx investment picks
  • Holdings: HCA Holdings Inc , Gilead Sciences Inc , Celgene Corp , Biogen Idec Inc , Actavis PLC ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for ahsax investment picks
  • Holdings: iShares Russell 2000 , Energy XXI (Bermuda) Ltd , Healthsouth Corp , H.B. Fuller Company , Brady Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for ivpsx investment picks
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Funds From: psscx - PIMCO StocksPLUS AR Short Strat C - Bear Market to ivpsx - Voya Small Company Portfolio S - Small Blend
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