Funds From: tgsax - Templeton Global Smaller Comp Adv - World Stock to wasox - Walden Small Cap Innovations - Small Growth


  • 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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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: DFA US Core Equity 1 I , DFA International Core Equity I , DFA Emerging Markets Core Equity I ,
  • Category: World Stock
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Warren Resources Inc , Deckers Outdoor Corp , Myriad Genetics Inc , Pioneer Energy Services Corp , Unit Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Celgene Corp , Tencent Holdings Ltd. , Hutchison Whampoa Ltd , Safran SA , Airbus Group NV ,
  • Category: World Stock
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl , TIAA-CREF Inflation Link Bd Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Osim International Ltd , Hotel Shilla Co Ltd , Jyothy Laboratories Ltd , Ticon Industrial Connection PLC shs Foreign registered , Aeon Co Malaysia Bhd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Oracle Corporation , Verizon Communications Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Atmos Energy Corp , Liberty Property Trust , Ameren Corp , Level 3 Communications Inc , BioMed Realty Trust Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Manning & Napier Pro-Blend Cnsrv Term I , Manning & Napier Pro-Blend Mod Term I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Holdings: Select US Equity Y , Select International Equity Y , Russell Global Equity Y , Russell Emerging Markets Y , Russell US Small Cap Equity Y ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: Walt Disney Co , Nestle SA , Reckitt Benckiser Group PLC , Linde AG , Honeywell International Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Danaher Corp , United Technologies Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Graphic Packaging Holding Co , Microsoft Corp , Apple Inc , Biogen Idec Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Berkshire Hathaway Inc Class B , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for txrcx investment picks
  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for iiiax investment picks
  • Holdings: Marsh & McLennan Companies Inc , Loews Corp , Gap Inc , Ameriprise Financial Inc , Kohl's Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Prudential PLC , AIA Group Ltd , Nestle SA , British American Tobacco PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for awprx investment picks
  • Holdings: Bank of Hawaii Corp , West Pharmaceutical Services Inc , IPG Photonics Corp , Clarcor Inc , MarketAxess Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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Funds From: tgsax - Templeton Global Smaller Comp Adv - World Stock to wasox - Walden Small Cap Innovations - Small Growth
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