Funds From: CTFFX - American Funds College 2024 529F1 - Moderate Allocation to thidx - Toews Hedged Core W - Long/Short Equity


  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Global Balanced R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2046-2050
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  • Holdings: S+p Mid 400 Emini Dec14 Xcme 20141219 , Equinix Inc , Skyworks Solutions Inc , Hanesbrands Inc , Endo International PLC ,
  • Category: Mid-Cap Blend
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Facebook Inc Class A , Amazon.com Inc , Nestle SA ADR , Christian Dior SA , Twitter Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , CVS Health Corp , Taiwan Semiconductor Manufacturing Co Ltd ADR , Johnson & Johnson , Oracle Corporation ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Vail Resorts Inc , Ultimate Software Group Inc , SVB Financial Group , DexCom Inc , Landstar System Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: JB Hunt Transport Services Inc , Roper Industries Inc , Ametek Inc , Jarden Corp , Capital One Financial Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: The ADT Corp , Skyworks Solutions Inc , General Dynamics Corp , Ashland Inc , Corrections Corp of America ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , AbbVie Inc , Comcast Corp Class A , Liberty Global PLC Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , iShares Core S&P 500 , iShares MSCI All Country Asia ex Japan , WisdomTree LargeCap Dividend ETF ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Covidien PLC , Samsung Electronics Co Ltd , Oracle Corporation , Berkshire Hathaway Inc Class B , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares 3-7 Year Treasury Bond , iShares MSCI EAFE , Fidelity® International Capital Apprec , Fidelity® Europe , SPDR® Barclays International Trs Bd ETF ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Time Warner Inc , ACE Ltd , Johnson & Johnson , AT&T Inc , Union Pacific Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: China Everbright Ltd , Valeant Pharmaceuticals International Inc , Mitsubishi UFJ Financial Group Inc , Zurich Insurance Group AG , Hitachi Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for cnyrx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for cmffx investment picks
  • Holdings: Actavis PLC , Mallinckrodt PLC , Roche Holding AG Dividend Right Cert. , Johnson & Johnson , Celgene Corp ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for DGHCX investment picks
  • Holdings: Cepheid , SS&C Technologies Holdings Inc , HealthEquity Inc , Evercore Partners Inc , Icon PLC ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for cfstx investment picks
  • Holdings: Great-West S&P 500® Index Init , Great-West Bond Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mxlix investment picks
  • Holdings: Zurich Insurance Group AG ADR , HSBC Holdings PLC , Teva Pharmaceutical Industries Ltd ADR , Royal Dutch Shell PLC ADR Class A , Persimmon PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for afjcx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for mpsax investment picks
  • Holdings: Sanofi ADR , Teva Pharmaceutical Industries Ltd ADR , Nippon Telegraph & Telephone Corp ADR , Imperial Tobacco Group PLC ADR , Unilever PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for intlx investment picks
  • Holdings: iShares Russell 2000 , Isis Pharmaceuticals , Puma Biotechnology Inc , WEX Inc , Team Health Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Davie Fla Edl Facs Rev Var Rate , Parma Ohio Econ Dev Rev Eco Dev R , CU , Rdv Fin , Chicago Heights Ill Indl Dev R Var- 3.9% ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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Funds From: CTFFX - American Funds College 2024 529F1 - Moderate Allocation to thidx - Toews Hedged Core W - Long/Short Equity
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