Funds From: dcmdx - Dunham Monthly Distribution C - Multialternative to ogvcx - JPMorgan Government Bond C - Intermediate Government


  • Holdings: Hillshire Brands Co , Forest Laboratories Inc , American International Group , Hess Corp , Huntsman Corp ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Electronic Arts Inc , Northern Trust Corp , Microchip Technology Inc , Fastenal Co , Signature Bank ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , Grupo Financiero Banorte SAB de CV Class O , Naspers Ltd Class N , Metropolitan Bank & Trust Company ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American Airlines Group Inc , SVB Financial Group , Assured Guaranty Ltd , United Continental Holdings Inc , Zions Bancorp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: 361 Managed Futures Strategy I , Barclays S&P 500 Dynamic VEQTOR ETN , Velocity Capital Long/Volatility Fund , Merk Absolute Return Currency Inst , Angel Oak Multi-Strategy Income Instl ,
  • Category: Multialternative
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  • Holdings: Apache Corporation , Consolidated Water Co Ltd , CVR Refining LP , Qualcomm Inc , Dollar Gen Corp New 3.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Weyerhaeuser Co , MetLife Inc , Prudential Financial Inc , ACE Ltd , FMC Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: AllianceBernstein Holding L.P. , Tutor Perini Corp , Techtronic Industries Co Ltd , Hillenbrand Inc , Columbia Sportswear Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electronics Co Ltd , POSCO , Petroleo Brasileiro SA Petrobras ADR , Yingde Gases Group Co Ltd , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
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  • Category: Preferred Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 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: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Molina Healthcare Inc , Omeros Corp , Centene Corp , Amkor Technology Inc , Tower International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for sslcx investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Walt Disney Co , Nestle SA , Linde AG , Reckitt Benckiser Group PLC , Honeywell International Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: NXP Semiconductors NV , Methanex Corp , Reinsurance Group of America Inc , Arrow Electronics Inc , Unum Group ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for vmcvx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2046-2050
Sign-up for jnabx investment picks
  • Holdings: EOG Resources Inc , American International Group Inc , Popular Inc , Devon Energy Corp , Cimarex Energy Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Bunzl PLC , Croda International PLC , Bellway PLC , Amadeus IT Holding SA , Next PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for midcx investment picks
  • Holdings: JPMorgan Chase & Co , Danaher Corp , Johnson & Johnson , Wells Fargo & Co , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for ogvcx investment picks
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Funds From: dcmdx - Dunham Monthly Distribution C - Multialternative to ogvcx - JPMorgan Government Bond C - Intermediate Government
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