Funds From: fsgex - Fidelity Series Global ex US Index - Foreign Large Blend to fibtx - Frost Moderate Allocation Instl - Moderate Allocation


  • Holdings: MSCI EAFE Index Future Dec14 , Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Isis Pharmaceuticals , Puma Biotechnology Inc , Brunswick Corp , WEX Inc , RLJ Lodging Trust ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for asetx investment picks
  • Holdings: SPDR® S&P 500 ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electronics Co Ltd , Wb China A Shares Fund Ibc9 , Taiwan Semiconductor Manufacturing Co Ltd ADR , Ambev SA ADR , SK Hynix Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for epiax investment picks
  • Holdings: Apple Inc , International Business Machines Corp , Google Inc Class A , Facebook Inc Class A , Verizon Communications Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for adcix investment picks
  • Holdings: Edison International , Duke Energy Corporation , NextEra Energy Inc , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for frurx investment picks
  • Holdings: PIMCO Short-Term Instl , BlackRock Global Allocation Instl , FPA Crescent , Diamond Hill Long-Short Y , MainStay Marketfield I ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for rmrfx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Novartis AG , Nidec Corp , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for aclnx investment picks
  • Holdings: Verizon Communications Inc , Amgen Inc , AbbVie Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for amfbx investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ceuex investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for anfbx investment picks
  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for cnpfx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for phbbx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for motmx investment picks
  • Holdings: ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS , QS Batterymarch US Lg Cap Eq IS , Western Asset Core Plus Bond IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for scgcx investment picks
  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for sauix investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Verizon Communications Inc , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hdgsx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ncfcx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for ifrwx investment picks
  • Holdings: ING Groep N.V. , Canadian Imperial Bank of Commerce , National Bank of Canada , Singapore Exchange Ltd , United Overseas Bank Ltd ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for pufbx investment picks
  • Holdings: Constellation Software Inc , Check Point Software Technologies Ltd , Kroton Educacional SA , Ingenico Group SA , Mellanox Technologies Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
Sign-up for binix investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Citigroup Inc , United Continental Holdings Inc , Carnival Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jdvrx investment picks
  • Holdings: Aegon NV , Intesa Sanpaolo , Krung Thai Bank PLC Shs Foreign Registered , WPP PLC , Volvo Ab ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hisix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Intel Corp , Baidu Inc ADR ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for bstsx investment picks
  • Holdings: Merck & Co Inc , Royal Dutch Shell PLC ADR Class A , Intel Corp , Dow Chemical Co , BP PLC ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for iifax investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Samsung Electronics Co Ltd , Shenzhou International Group Holdings Ltd , Magnit PJSC GDR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for iemix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for pfjax investment picks
  • Holdings: SPDR® S&P 500 ETF , Frost Total Return Bond Inst , iShares MSCI EAFE , Frost Growth Equity Inst , Frost Value Equity Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fibtx investment picks
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Funds From: fsgex - Fidelity Series Global ex US Index - Foreign Large Blend to fibtx - Frost Moderate Allocation Instl - Moderate Allocation
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