Funds From: svbbx - JHancock Balanced B - Moderate Allocation to ffigx - Fidelity Series International Growth F - Foreign Large Growth


  • Holdings: Apple Inc , JPMorgan Chase & Co , Qualcomm Inc , Verizon Communications Inc , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p 500 Future Dec14 Xcme 20141218 , Us Long Bond(Cbt) Dec14 Xcbt 20141219 , Apple Inc , JPMorgan Chase & Co , Exxon Mobil Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Us 10yr Note (Cbt)mar15 Xcbt 20150320 , Us 2yr Note (Cbt) Mar15 Xcbt 20150331 , S+p Mid 400 Emini Dec14 Xcme 20141219 , US Treasury Note 0.5% , Vanguard FTSE Emerging Markets ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
Sign-up for aicax investment picks
  • Holdings: Comcast Corp Class A , Halliburton Co , Medtronic Inc , Apple Inc , Occidental Petroleum Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for vspix investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc , U.S. Bancorp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Jardine Strategic Holdings Ltd , Swire Pacific Ltd Class B , AIA Group Ltd , MTR Corp Ltd , HSBC Holdings PLC ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Nikkei 225 Stock Avg Index Future Dec14 , Roche Holding AG Dividend Right Cert. , Total SA , Australia and New Zealand Banking Group Ltd , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fiadx investment picks
  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Pfizer Inc , Target Corp , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for FCISX investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , General Electric Co , Microsoft Corp , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: DFA Large Cap International I , DFA US Large Company I , DFA US Core Equity 1 I , DFA International Vector Equity I , DFA Emerging Markets Core Equity I ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for pmbax investment picks
  • Holdings: Bank of America Corporation , American International Group Inc , Apache Corporation , Intel Corp , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nefox investment picks
  • Holdings: Royal Caribbean Cruises Ltd , Level 3 Communications Inc , Avago Technologies Ltd , Signet Jewelers Ltd , Whiting Petroleum Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for amgox investment picks
  • Holdings: Whiting Petroleum Corp , Jarden Corp , Lam Research Corp , Insulet Corp , Waste Connections Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for almcx investment picks
  • Holdings: JB Hunt Transport Services Inc , Ametek Inc , Roper Industries Inc , Jarden Corp , Reliance Steel and Aluminum ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
Sign-up for mgbax investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ebtrx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , CVS Health Corp , Comcast Corp Class A , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cbbyx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Prudential PLC , Anheuser-Busch Inbev SA , Denso Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ffigx investment picks
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Funds From: svbbx - JHancock Balanced B - Moderate Allocation to ffigx - Fidelity Series International Growth F - Foreign Large Growth
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