Funds From: wfgwx - Wells Fargo Advantage Growth Balanced C - Moderate Allocation to mtfix - BMO Short Tax-Free I - Muni National Short


  • Holdings: S+p 500 Future Sep14 Xcme 20140918 , Apple Inc , US Treasury Bond 4.5% , JPMorgan Chase & Co , Google Inc Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , American Tower Corp , Public Storage , Crown Castle International Corp , Equity Residential ,
  • Category: Trading-Leveraged Equity
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Short-Term Government Bond ETF , Forward Managed Futures (Cayman) Fund, Ltd. , Vanguard Mortgage-Backed Securities ETF , Vanguard Short-Term Corporate Bond ETF , Cs Multi Asset Swap ,
  • Category: Managed Futures
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: H&R Block Inc , Loews Corp , Gulfport Energy Corp , Allied World Assurance Co Holdings AG , CST Brands Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , Total SA , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Constellation Brands Inc Class A , Facebook Inc Class A , Google Inc Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Bayer AG , Toyota Motor Corp , Novartis AG , Shire PLC ,
  • Morningstar Rating: 4 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , US Treasury Note , iShares Core MSCI Emerging Markets , US Treasury TIP , Exxon Mobil Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Concur Technologies Inc , Cavium Inc , Proofpoint Inc , DexCom Inc , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: H&E Equipment Services Inc , Ultimate Software Group Inc , Buffalo Wild Wings Inc , Guidewire Software Inc , Monolithic Power Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Chevron Corp , Noble Energy Inc , National Oilwell Varco Inc , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Underlying Fds Tr , Underlying Fds Tr , Underlying Fds Tr , Underlying Fds Tr , Underlying Fds Tr ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for alphx investment picks
  • Holdings: Greencore Group PLC , Teva Pharmaceutical Industries Ltd ADR , Toyota Motor Corp , Roche Holding AG Dividend Right Cert. , Tencent Holdings Ltd. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for mwlix investment picks
  • Holdings: MSCI EAFE Index Future Sept14 , Swiss Market Index Future Sept14 , Swiss Market Index Future Sept14 , Spi 20 Future Sept 14 , Novartis AG ,
  • Morningstar Rating: 3 Stars
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  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , American International Group Inc , Activision Blizzard Inc , Micron Technology Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for cmmwx investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Blackrock Master International Portfolio Of Blackrock Master Llc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for bifrx investment picks
  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Wells Fargo & Co , Citigroup Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
Sign-up for mtfix investment picks
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Funds From: wfgwx - Wells Fargo Advantage Growth Balanced C - Moderate Allocation to mtfix - BMO Short Tax-Free I - Muni National Short
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