Funds From: ardex - ASTON/River Road Dividend All Cap Val N - Large Value to jcbax - JPMorgan CA Tax Free Bond A - Muni California Intermediate


  • Holdings: Iron Mountain Inc , Microsoft Corp , Intel Corp , PNC Financial Services Group Inc , National Fuel Gas Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
Sign-up for fbitx investment picks
  • Holdings: Mobileye N.V. , DexCom Inc , Landstar System Inc , Veeva Systems Inc Class A , Swift Transportation Co ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for enccx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Itau Unibanco Holding SA ADR , Industrial And Commercial Bank Of China Ltd , Powszechny Zaklad Ubezpieczen SA , Hengan International Group Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Sinclair Broadcast Group Inc , Japan Airlines Co Ltd , Houghton Mifflin Harcourt Company , Micron Technology Inc , UnitedHealth Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , eBay Inc , Exxon Mobil Corporation , Allstate Corp , Staples Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for hcmax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for fmpix investment picks
  • Holdings: L-3 Communications Holdings Inc , General Dynamics Corp , Wesco International Inc , Siemens AG , Northrop Grumman Corp ,
  • Category: Industrials
  • Morningstar Rating: 2 Stars
Sign-up for pgivx investment picks
  • Holdings: BlackRock Master Large Cap Core Port ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mblrx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for pgodx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Toyota Motor Corp , AstraZeneca PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for povdx investment picks
  • Holdings: Eem Merrill Lynch Bullet Swap ,
  • Category: Trading-Leveraged Equity
Sign-up for dxelx investment picks
  • Holdings: Credit Suisse Trust Cayman Com , FNMA FRN , FNMA FRN , FFCB FRN , FNMA FRN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for ccrsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for aifbx investment picks
  • Holdings: Profunds Swap Security Ub , Profunds Swap Security Gs ,
  • Category: Trading-Leveraged Equity
Sign-up for unpsx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for colcx investment picks
  • Holdings: Federated National Holding Co , P AM Transportation , Methode Electronics Inc Class A , Measurement Specialties Inc , REX American Resources Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for tmvax investment picks
  • Holdings: Lockheed Martin Corp , Pepco Holdings Inc , Altria Group Inc , Kraft Foods Group Inc , Campbell Soup Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for ibutx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 1 Stars
Sign-up for wcabx investment picks
  • Holdings: E-Mini S&P 500 , Sigma-Aldrich Corp , Vertex Pharmaceuticals Inc , CF Industries Holdings Inc , E I du Pont de Nemours & Company ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vadbx investment picks
  • Holdings: WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , iShares MSCI All Country Asia ex Japan , iShares Micro-Cap , WisdomTree LargeCap Dividend ETF ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for rltcx investment picks
  • Holdings: ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge International Value IS , QS Batterymarch Intl Eq IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for lanix investment picks
  • Holdings: Citigroup Inc , MasterCard Inc Class A , Booker Group PLC , First Republic Bank , JPMorgan Chase & Co ,
  • Category: World Stock
Sign-up for icopx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for arifx investment picks
  • Holdings: Johnson Controls Inc , Capital Stage AG , Eaton Corp PLC , Quanta Services Inc , Cosan Ltd ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for cgacx investment picks
  • Holdings: Torex Gold Resources Inc , Franco-Nevada Corp , Turquoise Hill Resources Ltd , Eldorado Gold Corp , Goldcorp Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for igdcx investment picks
  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for remgx investment picks
  • Holdings: Financial Select Sector SPDR┬« ETF , Volcano Corporation Cv 1.75% , Google Inc Class C , St Jude Medical Inc , McKesson Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for aaopx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
Sign-up for jcbax investment picks
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Funds From: ardex - ASTON/River Road Dividend All Cap Val N - Large Value to jcbax - JPMorgan CA Tax Free Bond A - Muni California Intermediate
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