Funds From: clerx - AdvisorOne CLS Growth and Income N - Conservative Allocation to cclax - Calvert Conservative Allocation A - Conservative Allocation


  • Holdings: Vanguard Dividend Appreciation ETF , PIMCO Total Return Active ETF , iShares TIPS Bond , iShares MSCI USA Quality Factor , PIMCO Enhanced Short Maturity Active ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fkyrx investment picks
  • Holdings: DCC PLC , Micro Focus International PLC , IG Group Holdings PLC , Paramount Resources Ltd Class A , MorphoSys AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for agayx investment picks
  • Holdings: Southwest Airlines Co , Skyworks Solutions Inc , Greenbrier Companies Inc , Actavis PLC , Avago Technologies Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for cpecx investment picks
  • Holdings: Skyworks Solutions Inc , Microsoft Corp , CVS Health Corp , Constellation Brands Inc Class A , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Brazil(Fed Rep Of) 10% , Bk Ned Gemeenten 1.85% , EUROPEAN UNION 3.625% , EURO INV BANK , Finland(Rep Of) 0.60525% ,
  • Category: Currency
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  • Holdings: SBA Communications Corp , Alexion Pharmaceuticals Inc , Lions Gate Entertainment Corp , Citrix Systems Inc , Monotype Imaging Holdings Inc ,
  • Category: Mid-Cap Growth
Sign-up for lcbsx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for cficx investment picks
  • Holdings: SVB Financial Group , Affiliated Managers Group Inc , Wintrust Financial Corp , Iberiabank Corp , Allied World Assurance Co Holdings AG ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for sbvlx investment picks
  • Holdings: Citigroup Inc , Microsoft Corp , Amgen Inc , JPMorgan Chase & Co , EMC Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: MainStay Large Cap Growth I , MainStay Epoch US All Cap I , MainStay ICAP International I , iShares Russell 2000 , MainStay Common Stock I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for msrmx investment picks
  • Holdings: PIMCO Real Return Instl , PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
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  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , BlackRock Russell 1000 Index T , iShares TIPS Bond ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for lpbax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for hiifx investment picks
  • Holdings: MIP Active Stock Master , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , iShares Cohen & Steers REIT , iShares International Dev Rel Est ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
Sign-up for lpvax investment picks
  • Holdings: Avago Technologies Ltd , Walt Disney Co , Marsh & McLennan Companies Inc , General Electric Co , Actavis PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for scglx investment picks
  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Dynamic Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rblex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pimpx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oncfx investment picks
  • Holdings: Compass EMP Enhanced Fixed Inc I , Compass EMP Market Neutral Income I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP US 500 Enh Volatil Wtd I , Compass EMP Intl 500 Volatil Wtd I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ctmax investment picks
  • Holdings: Vanguard FTSE Developed Markets ETF , Vanguard S&P 500 ETF , Vanguard International Bond Tr Swap , Vanguard Small-Cap ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dxwcx investment picks
  • Holdings: Compass EMP Enhanced Fixed Inc I , Compass EMP Market Neutral Income I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP US 500 Enh Volatil Wtd I , Compass EMP Intl 500 Volatil Wtd I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for ctmcx investment picks
  • Holdings: Swift Transportation Co , United Continental Holdings Inc , Endurance Specialty Holdings Ltd , Impax Laboratories Inc , Hanesbrands Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for svmcx investment picks
  • Holdings: Boeing Co , Google Inc , Visa Inc Class A , Pioneer Natural Resources Co , American Airlines Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rpigx investment picks
  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor International Institutional , Harbor Real Return Instl , Harbor Large Cap Value Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for harmx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for fzcax investment picks
  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , Belden Inc , OFG Bancorp , Sensient Technologies Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for cffrx investment picks
  • Holdings: Voya US Bond Index Port I , Voya US Stock Index Port I , Voya International Index Port I , Voya Russell Mid Cap Index Port I , SPDR┬« Barclays High Yield Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for idxax investment picks
  • Holdings: Air Products & Chemicals Inc , Johnson & Johnson , Isuzu Motors Ltd , PVH Corp , Regions Financial Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for crmwx investment picks
  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert Small Cap I , Calvert International Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cclax investment picks
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Funds From: clerx - AdvisorOne CLS Growth and Income N - Conservative Allocation to cclax - Calvert Conservative Allocation A - Conservative Allocation
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