Funds From: jdscx - JPMorgan Dynamic Small Cap Growth Sel - Small Growth to psibx - Putnam Diversified Income B - Nontraditional Bond


  • Holdings: The Middleby Corp , Acuity Brands Inc , Acadia Healthcare Co Inc , Trex Co Inc , Watsco Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Frost Total Return Bond Inst , SPDR® S&P 500 ETF , Vanguard Total Bond Market Index Adm , Metropolitan West Total Return Bond I , Frost Growth Equity Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: The Middleby Corp , PRA Group Inc , Domino's Pizza Inc , Align Technology Inc , CoStar Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for cnmcx investment picks
  • Holdings: Lifeway Foods Inc , FireEye Inc , WisdomTree Investments Inc , Cornerstone OnDemand Inc , Kate Spade & Co ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for tgsnx investment picks
  • Holdings: US Treasury TIP , US Treasury Note , iShares Core MSCI Emerging Markets , US Treasury TIP , US Treasury TIP ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Holdings: LaSalle Hotel Properties , Marriott International Inc Class A , Equity Residential , Cemex SAB de CV ADR , Extra Space Storage Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya US Stock Index Port I , Voya International Index Port I , Voya Russell Mid Cap Index Port I , Voya Emerging Markets Index Port I , Voya Russell Small Cap Index Port I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century International Gr Instl , American Century International Bd Instl , American Century Global Real Estate Inst , iShares S&P GSCI Commodity-Indexed Trust , American Century High-Yield Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , Vodafone Group PLC ADR , Covanta Holding Corp , Deutsche Telekom AG ADR , Reynolds American Inc ,
  • Category: Large Value
Sign-up for daalx investment picks
  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Markets , Apple Inc , Exxon Mobil Corporation , CVS Health Corp ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: DineEquity Inc , Heartland Payment Systems Inc , j2 Global Inc , MSCI Inc , Sally Beauty Holdings Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for deevx investment picks
  • Holdings: JHFunds2 Active Bond NAV , JHancock Floating Rate Income 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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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
Sign-up for actcx investment picks
  • Holdings: Principal Bond & Mtg Securities Inst , Principal Short-Term Income Inst , Principal Bond Market Index Instl , Principal LargeCap Growth I Instl , Principal Inflation Protection Inst ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
Sign-up for pvasx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for bnsax investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Chevron Corp , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for lafrx investment picks
  • Holdings: 3M Co , United Technologies Corp , Lowe's Companies Inc , Chevron Corp , AbbVie Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Indiabulls Housing Finance Ltd , Arcadis NV , Altran Technologies , Axfood AB , Techtronic Industries Co Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for lincx investment picks
  • Holdings: Popular Inc , Citigroup Inc , Willis Group Holdings PLC , American International Group Inc , iStar Financial Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for bancx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for gsglx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for flaix investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for mktbx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for pihbx investment picks
  • Holdings: BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock EuroFund Instl , iShares International Dev Rel Est , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for brpgx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
Sign-up for vlhyx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for psibx investment picks
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Funds From: jdscx - JPMorgan Dynamic Small Cap Growth Sel - Small Growth to psibx - Putnam Diversified Income B - Nontraditional Bond
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