Funds From: ecgax - Eaton Vance GA Municipal Income C - Muni Single State Long to tepfx - American Funds TaxExempt Presv Port F1 - Muni National Interm


  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: HollyFrontier Corp , SL Green Realty Corp , Realty Income Corp , Fidelity National Financial Inc , Everest Re Group Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Sinclair Broadcast Group Inc , Japan Airlines Co Ltd , American International Group Inc , SPDR Gold Shares , Nexstar Broadcasting Group Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Citigroup Inc , Green REIT PLC , Anheuser-Busch Inbev SA , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Mitsubishi Estate , Unibail-Rodamco SE , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: InterMune Inc , Puma Biotechnology Inc , Russell 2000 INDEX Mini TIC , Isis Pharmaceuticals , WEX Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Blackrock Total Return Fund Grw , Blackrock Large Cap Growth Grw , Blackrock Mstr Basic Val Fund Grw , iShares MSCI Japan , iShares US Technology ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , MIP International Tilts Master Portfolio , Master Small Cap Index ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Large Cap Core Port ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy I ,
  • Category: Trading-Miscellaneous
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Pfizer Inc , ConocoPhillips , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Short-Term Bond , Fidelity® Total Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Petroleo Brasileiro SA Petrobras ADR , BB Seguridade Participacoes SA , Ambev SA ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: InterMune Inc , Puma Biotechnology Inc , Russell 2000 INDEX Mini TIC , Isis Pharmaceuticals , WEX Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , American International Group Inc , Royal Dutch Shell PLC ADR Class A , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Chevron Corp , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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Funds From: ecgax - Eaton Vance GA Municipal Income C - Muni Single State Long to tepfx - American Funds TaxExempt Presv Port F1 - Muni National Interm
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