Funds From: cbsyx - AllianceBern Global Risk Alloc Adv - Tactical Allocation to gcggx - DWS GNMA C - Intermediate Government


  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.88573% , Norway(Kingdom Of) 3.75% , Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , AvalonBay Communities Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , American Tower Corp , Public Storage , Crown Castle International Corp , Prologis Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Google Inc Class A , Google Inc Class C , Visa Inc Class A , Danaher Corp , Thermo Fisher Scientific Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Merger Investor , Leader Short Term Bond Instl , SPDR S&P 500 , Short-Term Invts Tr , iShares 1-3 Year Treasury Bond ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Total SA , AIA Group Ltd , Nestle SA , BHP Billiton Ltd , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Mtn Group Ltd , Naspers Ltd Class N , Sberbank Of Russia , Sasol Ltd , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Copart Inc , Hittite Microwave Corp , Exponent Inc , Sirona Dental Systems Inc , Federated Investors, Inc. Class B ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR S&P 500 , Yahoo! Inc , OM Group, Inc. , Deckers Outdoor Corporation , Alliant Techsystems Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for volmx investment picks
  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , InterMune Inc , Prosperity Bancshares, Inc. , Aspen Technology Inc , WEX Inc ,
  • Category: Small Blend
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR S&P 500 , Apple Inc , US Treasury Note 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Total SA , Novartis AG , Roche Holding AG , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for sainx investment picks
  • Holdings: NewMarket Corp , Wells Fargo & Co , Berkshire Hathaway Inc Class B , Chevron Corp , BlackRock Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for fnocx investment picks
  • Holdings: iShares Russell 2000 Growth , Portfolio Recovery Associates Inc , WEX Inc , Vail Resorts Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Northstar Realty Finance Corp , ACE Ltd , Medtronic Inc , Chevron Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Growth ETF , Vanguard Small Cap Growth ETF , iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond ETF , JPMorgan Alerian MLP Index ETN ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Vereinigte Mexikanische 5% , LTN - LETRAS DO TESOURO NACIONAL , Secretaria Tesouro Nacl , Secretaria Tesouro Nacl 10% , Sth Africa(Rep Of) 8.25% ,
  • Category: Currency
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  • Holdings: Apple Inc , Visa Inc Class A , Allergan Inc , Comcast Corp Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for agfrx investment picks
  • Holdings: Roche Holding AG , Givaudan SA , Sgs Switzerland Sa , Sika AG , Samsung Electronics Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: SVB Financial Group , Demandware Inc , Ultimate Software Group Inc , Vail Resorts Inc , Matrix Service Co ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for wrsyx investment picks
  • Holdings: Church & Dwight Company, Inc. , Westinghouse Air Brake Technologies Corp , Sigma-Aldrich Corp , CR Bard Inc , W W Grainger Inc ,
  • Category: Mid-Cap Growth
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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Funds From: cbsyx - AllianceBern Global Risk Alloc Adv - Tactical Allocation to gcggx - DWS GNMA C - Intermediate Government
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