Funds From: dfwvx - DFA World ex US Value Port I - Foreign Large Value to falax - Fidelity Advisor Large Cap A - Large Blend


  • Holdings: DFA International Small Cap Value I , BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Strategic Real Return , Fidelity® Government Income , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Bayer AG , Sanofi , Shire PLC ADR , Nippon Telegraph & Telephone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dainx investment picks
  • Holdings: Hain Celestial Group Inc , Hanesbrands Inc , Quanta Services, Inc. , CommVault Systems Inc , NICE-Systems Ltd ADR ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional , Touchstone Premium Yield Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for biaix investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Microsoft Corp , Pfizer Inc , Procter & Gamble Co ,
  • Category: World Stock
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd Class N , Cognizant Technology Solutions Corp Class A , MediaTek Inc , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • 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: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for mgidx investment picks
  • Holdings: Apple Inc , Intel Corp , Nike Inc Class B , Exxon Mobil Corporation , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for nstmx investment picks
  • Holdings: Total SA , AIA Group Ltd , Nestle SA , Givaudan SA , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for viafx investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Trading-Leveraged Equity
Sign-up for blpix investment picks
  • Holdings: Centene Corp , Health Net Inc , Brocade Communications Systems Inc , Aspen Insurance Holdings Ltd , PartnerRe Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for emccx investment picks
  • Holdings: British American Tobacco PLC , Philip Morris International Inc , MasterCard Inc Class A , Housing Development Finance Corp Ltd , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for nwwox investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for pnydx investment picks
  • Holdings: MFS® High Yield Pooled , Simon Property Group Inc , US Treasury Note 0.75% , US Treasury Note 0.375% , US Treasury Note 0.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for difgx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , MSCI Emerging Market Index Future Dec14 , Tencent Holdings Ltd. , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
Sign-up for iepax investment picks
  • Holdings: Google Inc Class C , Verizon Communications Inc , Apple Inc , Procter & Gamble Co , International Business Machines Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fdtox investment picks
  • Holdings: E I du Pont de Nemours & Company , AT&T Inc , International Paper Co , Duke Energy Corporation , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mvrgx investment picks
  • Holdings: Steel Dynamics Inc , Cigna Corp , DTE Energy Holding Co , CenterPoint Energy Inc , Cardinal Health Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for aimax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for jsnhx investment picks
  • Holdings: SPDR® S&P 500 ETF , PowerShares QQQ ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for ftgox investment picks
  • Holdings: Multi-Color Corp , Casey's General Stores Inc , RBC Bearings Inc , Bank of the Ozarks Inc , Littelfuse Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for gsxcx investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , General Electric Co , Microsoft Corp , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: dfwvx - DFA World ex US Value Port I - Foreign Large Value to falax - Fidelity Advisor Large Cap A - Large Blend
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