Funds From: fgrbx - Fidelity Advisor Mega Cap Stock B - Large Blend to gggcx - GAMCO Global Growth C - World Stock


  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , Novartis AG , Total SA , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Progressive Corp , Nestle SA ADR , Motorola Solutions Inc , BJ's Restaurants Inc , Arch Capital Group Ltd ,
  • Category: Mid-Cap Blend
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.375% , US Treasury Note 1.375% , US Treasury TIP 2.5% , US Treasury Note 1.25% , US Treasury TIP 1.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Tech Data Corp , Federated Investors, Inc. Class B , World Fuel Services Corp , PacWest Bancorp , TCF Financial Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: SK Telecom Co Ltd , Ivory Coast Republic 2.5% , Komercni Banka AS , Industrial And Commercial Bank Of China Ltd H Shares , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Google Inc Class A , Carrefour , Thermo Fisher Scientific Inc , Morgan Stanley , LyondellBasell Industries NV ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , Healthsouth Corp , EPL Oil & Gas Inc , H.B. Fuller Company , Unit Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Biogen Idec Inc , Pfizer Inc , Merck & Co Inc , AbbVie Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 , PowerShares DB Gold , iShares Russell 1000 , Vanguard Emerging Markets Stock Idx ETF , iShares North American Natural Resources ,
  • Category: Tactical Allocation
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  • Holdings: Kindred Healthcare Inc , Constellium NV Class A , AMERISAFE Inc , Deluxe Corp , Neenah Paper Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: American Express Co , Wells Fargo & Co , Comcast Corp Class A , Time Warner Inc , Verizon Communications Inc ,
  • Category: Large Growth
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Las Vegas Sands Corp , MasterCard Inc Class A , Biogen Idec Inc , Gilead Sciences Inc , Wynn Resorts Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Greenspring Global Partners Ii Greenspring Ii Series A7 , MakeMyTrip Ltd , Yes Bank Ltd , Interactive Intelligence Group Inc , Tangoe Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Google Inc Class A , Hewlett-Packard Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for flycx investment picks
  • Holdings: Constellation Brands Inc Class A , Apple Inc , American Express Co , Visa Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI Emerging Markets , iShares MSCI EAFE , WisdomTree Europe Hedged Equity , Global X SuperDividend™ ETF , SPDR Dow Jones Intl Real Estate ,
  • Category: Tactical Allocation
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  • Holdings: Microsoft Corp , JPMorgan Chase & Co , Roche Holding AG , Lockheed Martin Corp , Republic Services Inc Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: General Motors Co , Bayer AG ADR , Loews Corp , Axis Capital Holdings Ltd , Dean Foods Co ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for nvoax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Facebook Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Vornado Realty Trust , Prologis Inc , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Skandinaviska Enskilda Banken AB Class A , Nestle SA , Morgan Stanley , Keyence Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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Funds From: fgrbx - Fidelity Advisor Mega Cap Stock B - Large Blend to gggcx - GAMCO Global Growth C - World Stock
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