Funds From: abalx - American Funds American Balanced A - Moderate Allocation to gfacx - American Funds Growth Fund of Amer C - Large Growth


  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for abalx investment picks
  • Holdings: National Fuel Gas Co , NextEra Energy Inc , Energy Transfer Equity LP , Edison International , Southwest Gas Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
Sign-up for gabux investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for blpax investment picks
  • Holdings: Gilead Sciences Inc , Celgene Corp , Biogen Idec Inc , Alexion Pharmaceuticals Inc , Vertex Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for fbtcx investment picks
  • Holdings: TransCanada Corp , Enbridge Inc , Kinder Morgan, Inc. , Williams Companies Inc , Spectra Energy Corp ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
Sign-up for gasfx investment picks
  • Holdings: SBA Communications Corp , Westinghouse Air Brake Technologies Corp , LKQ Corp , Old Dominion Freight Lines , CoStar Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for wdscx investment picks
  • Holdings: Apple Inc , S+p500 Emini Fut Mar15 Xcme 20150320 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for svspx investment picks
  • Holdings: Wells Fargo & Co , US Treasury Note 1.75% , Microsoft Corp , US Treasury Note 1.375% , US Treasury Note 1% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vwiax investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , Microsoft Corp , Chevron Corp , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for fmilx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for ffrhx investment picks
  • Category: Money Market-Taxable
Sign-up for vmmxx investment picks
  • Holdings: Microsoft Corp , JPMorgan Chase & Co , Medtronic Inc , Pfizer Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for vwnfx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for fsrvx investment picks
  • Holdings: US Treasury Note 1.375% , E I du Pont de Nemours & Company , MasterCard Inc Class A , US Treasury Note 2.25% , Union Pacific Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for jabax investment picks
  • Holdings: Samsung Electronics Co Ltd , Microsoft Corp , Citigroup Inc , Comcast Corp Class A , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for teplx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for acthx investment picks
  • Holdings: Biomarin Pharmaceutical Inc , Covidien PLC , Incyte Corp Ltd , Shire PLC ADR , Celgene Corp ,
  • Category: Health
  • Morningstar Rating: 5 Stars
Sign-up for phszx investment picks
  • Holdings: Twenty-First Century Fox Inc Class A , Directv , Ametek Inc , American Express Co , Deere & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gabax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for fsicx investment picks
  • Holdings: BlackRock Russell 1000® Index Investor A , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares TIPS Bond ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for libkx investment picks
  • Holdings: Health Care REIT, Inc. , United Continental Holdings Inc , AvalonBay Communities Inc , Sherwin-Williams Co , Chipotle Mexican Grill Inc Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
Sign-up for vimax investment picks
  • Holdings: Apple Inc , Comcast Corp Class A , ARM Holdings PLC , Endo International PLC , Cadence Design Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for jandx investment picks
  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Stock Mkt Idx Inv , Vanguard Shrt-Term Infl-Prot Sec Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Intl Stock Index Inv ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for vtinx investment picks
  • Holdings: Apple Inc , Coca-Cola Co , Facebook Inc Class A , Gilead Sciences Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for vigrx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Berkshire Hathaway Inc Class B , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vtmfx investment picks
  • Holdings: Alexion Pharmaceuticals Inc , Union Pacific Corp , Dollar Tree Stores Inc , Google Inc Class A , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for sgrox investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for migfx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for snxfx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for vwsux investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Home Depot Inc , Google Inc Class C , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gfacx investment picks
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Funds From: abalx - American Funds American Balanced A - Moderate Allocation to gfacx - American Funds Growth Fund of Amer C - Large Growth
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