Funds From: cbaex - American Funds Balanced Port 529-E - Moderate Allocation to FSSVX - Fidelity Spartan Sm Cp Idx Advtg - Small Blend


  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: Stone Energy Corp , A O Smith Corp , Prosperity Bancshares, Inc. , Enpro Industries Inc , The Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for esvix investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co , Microsoft Corp , Exxon Mobil Corporation , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for VEIRX investment picks
  • Holdings: Apple Inc , Coca-Cola Co , Google Inc Class C , Google Inc Class A , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for VIGRX investment picks
  • Holdings: ZKB Gold ETF (USD) , ZKB Silver ETF (USD) , Encana Corp , Newmont Mining Corp , Statoil ASA ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
Sign-up for ephax investment picks
  • Holdings: Walt Disney Co , Linde AG , Nestle SA , Reckitt Benckiser Group PLC , Honeywell International Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for mwelx investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard European Stock Index ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
Sign-up for ttaix investment picks
  • Holdings: Pfizer Inc , Abbott Laboratories , Apple Inc , Lincoln National Corp (Radnor PA) , CVS Caremark Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for leibx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 , MFS® Mid Cap Value R5 ,
  • Category: Target Date 2021-2025
Sign-up for ltttx investment picks
  • Holdings: Nestle SA , Compass Group PLC , Danone , LVMH Moet Hennessy Louis Vuitton SA , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for MQGIX investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , SPDR S&P 500 , Cboe S&P 500� Index ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for ftgwx investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for vreax investment picks
  • Holdings: ING Multi-Manager International Equity I , ING International Core I , iShares MSCI EAFE , ING Emerging Markets Equity I , ING International SmallCap I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for iffox investment picks
  • Holdings: Total SA , Sanofi , Novartis AG , HSBC Holdings PLC ADR , Westpac Bkg ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for fivmx investment picks
  • Holdings: Invesco Cayman Commodity Fund Iii H , PowerShares DB Gold , US Treasury Note ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 1 Stars
Sign-up for brccx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , Novartis AG , Total SA , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for ivivx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for vctpx investment picks
  • Holdings: Intuit Inc , Alexion Pharmaceuticals Inc , Macy's Inc , Delphi Automotive PLC , Chipotle Mexican Grill Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for ismox investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Apple Inc , Verizon Communications Inc , Comcast Corp Class A , CVS Caremark Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for adgix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for pbymx investment picks
  • Holdings: Under Armour Inc Class A , Genesee & Wyoming Inc Class A , Vail Resorts Inc , Dick's Sporting Goods Inc , CoStar Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for ibcgx investment picks
  • Holdings: Delta Air Lines Inc , Morgan Stanley , Western Digital Corp , DR Horton Inc , Toll Brothers Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for negcx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Procter & Gamble Co , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for isbax investment picks
  • Holdings: Phillips 66 , VF Corp , Signet Jewelers Ltd , Western Digital Corp , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for neimx investment picks
  • Holdings: JPMorgan Chase & Co , Eli Lilly and Co , CR Bard Inc , Eaton Corp PLC , Antero Resources Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for nfacx investment picks
  • Holdings: Google Inc Class A , Amazon.com Inc , Priceline.com Inc , Visa Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for itrgx investment picks
  • Holdings: Lower Neches Valley Auth , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Mississippi Busn Fin Corp Var Rev B , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for agiax investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for sncax investment picks
  • Holdings: Russell 2000 Fut Jun14 Rtam4 , American Realty Capital Properties Inc Class A , Acuity Brands Inc , Rite Aid Corp , Northstar Realty Finance Corp ,
  • Category: Small Blend
Sign-up for FSSVX investment picks
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Funds From: cbaex - American Funds Balanced Port 529-E - Moderate Allocation to FSSVX - Fidelity Spartan Sm Cp Idx Advtg - Small Blend
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