Funds From: clshx - AdvisorOne Shelter N - Tactical Allocation to blpcx - American Funds Balanced Portfolio C - Moderate Allocation


  • Holdings: Vanguard Value ETF , iShares S&P 500 Value , iShares S&P 500 Growth , Vanguard Growth ETF , iShares MSCI EAFE ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , Merck & Co Inc , JPMorgan Chase & Co , Chevron Corp , National Oilwell Varco Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Us 2yr Note (Cbt) Sep14 Xcbt 20140930 , US Treasury Note 0.875% , US Treasury Note 1.625% , US Treasury Note 0.875% , US Treasury Note 0.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mbnax investment picks
  • Holdings: Actavis PLC , McKesson Corp , Shire PLC ADR , Covidien PLC , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series Growth Company , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for fffgx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for tgtrx investment picks
  • Holdings: Vanguard 500 Index Signal , Vanguard Dividend Growth Inv , MFS® Growth I , Wells Fargo Advantage Growth Adm , Putnam Equity Income Y ,
  • 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 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for arwrx investment picks
  • Holdings: Marathon Oil Corp , Exxon Mobil Corporation , MetLife Inc , Johnson & Johnson , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
Sign-up for pcizx investment picks
  • Holdings: Actavis PLC , B/E Aerospace Inc , NXP Semiconductors NV , Alexion Pharmaceuticals Inc , PPG Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vgrdx investment picks
  • Holdings: SpareBank 1 Midt-Norge , UDG Healthcare PLC , Genworth Mortgage Insurance Common Stock , Cogeco Inc , Huabao International Holdings Ltd ,
  • Category: Foreign Small/Mid Value
Sign-up for ajvdx investment picks
  • Holdings: SpartanNash Company , Navigators Group , OneBeacon Insurance Group Ltd , A Schulman Inc , Great Southern Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for zsccx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for pttdx investment picks
  • Holdings: Lloyds Banking Group PLC , PennyMac Financial Services Inc Class A , Ally Financial Inc , Ares Management LP , Banco De Chile ADR ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
Sign-up for adfsx investment picks
  • Holdings: Dominion Resources Inc , NextEra Energy Inc , Sempra Energy , PPL Corp , Edison International ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
Sign-up for fugix investment picks
  • Holdings: Roper Industries Inc , Oasis Petroleum Inc , Ametek Inc , Mead Johnson Nutrition Co , NXP Semiconductors NV ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for frsgx investment picks
  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , Mitsui Fudosan Co Ltd , BP PLC ,
  • Category: World Allocation
Sign-up for rapcx investment picks
  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for arfwx investment picks
  • Holdings: Salix Pharmaceuticals Ltd , Trinity Industries Inc , Patterson-UTI Energy Inc , Synovus Financial Corp , United Therapeutics Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for rybhx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for wabax investment picks
  • Holdings: Hospira Inc , Apple Inc , Align Technology Inc , Carbo Ceramics Inc , Chart Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for buftx investment picks
  • Holdings: LIC Housing Finance Ltd , HudBay Minerals Inc , Techtronic Industries Co Ltd , ASICS Corp , Homeserve PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 2 Stars
Sign-up for finex investment picks
  • Holdings: Hutchison Whampoa Ltd , BHP Billiton PLC , Henkel Ag&Co. Kgaa Pfd , British American Tobacco PLC , Prudential PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for twwix investment picks
  • 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 midrx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Naspers Ltd Class N , Itau Unibanco Holding SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for fimkx investment picks
  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for cocrx investment picks
  • Holdings: Altria Group Inc , ConocoPhillips , Reynolds American Inc , GlaxoSmithKline PLC , Kraft Foods Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for svacx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for blpcx investment picks
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Funds From: clshx - AdvisorOne Shelter N - Tactical Allocation to blpcx - American Funds Balanced Portfolio C - Moderate Allocation
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