Funds From: cppex - American Funds Preservation Port 529E - Short-Term Bond to aegax - AllianzGI US Small-Cap Growth A - Small Growth


  • Holdings: Southwest Airlines Co , Intuit Inc , VF Corp , Chipotle Mexican Grill Inc Class A , Jarden Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced Risk Cayman C7mw Cayman Subsidary , Aust 10y Bond Fut Mar15 Xsfe 20150316 , Long Gilt Future Mar15 Ifll 20150327 , Euro-Bund Future Mar15 Xeur 20150306 , Can 10yr Bond Fut Mar15 Xmod 20150320 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank Of China Ltd. H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , BRF SA , Samsung Electronics Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: 10 Year US Treasury Note Future Dec14 , Eurex 10 Year Euro Bund Future Dec 2014 , Montreal Exchange 10 Year Canadian Bond Future Dec 2014 , SPDR® S&P 500 ETF , E-mini S&P 500 Index Future Dec14 ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
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  • Holdings: DSV AS , Nestle SA , Burberry Group PLC , CALBEE Inc , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
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  • Holdings: Amazon.com Inc , Visa Inc Class A , Priceline Group Inc , Google Inc Class C , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Kansas City Southern Inc , Allergan Inc , L Brands Inc , Canadian Pacific Railway Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Eli Lilly and Co , Invesco Ltd , Teva Pharmaceutical Industries Ltd ADR , Cisco Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nfacx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Newell Rubbermaid Inc , Texas Instruments Inc , American Express Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ngdax investment picks
  • Holdings: Wellpoint, Inc. , Us Bancorp , Exelon Corp. , Eli Lilly & Co. , Comcast Corp. ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for pipjx investment picks
  • Holdings: Crown Holdings Inc , Schweitzer-Mauduit International, Inc. , RenaissanceRe Holdings Ltd , Helen of Troy, Ltd. , Teleflex Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cbmbx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for lutcx investment picks
  • Holdings: SEI Multi-Asset Cap Stability Y (SIMT) , SEI Enhanced Income Y (SIMT) , SEI Global Managed Volatility Y (SIMT) , SEI US Fixed Income Y (SIMT) , SEI Multi-Asset Inflation Mgd Y (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sstdx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Life Insurance Co Ltd H Shares , China Mobile Ltd , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for emgbx investment picks
  • Holdings: Meta Financial Group, Inc. , Apple Inc , Actavis PLC , Gilead Sciences Inc , Shire PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for chucx investment picks
  • Holdings: Citigroup Inc , Teva Pharmaceutical Industries Ltd ADR , Sanofi ADR , Unum Group , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for nqcqx investment picks
  • Holdings: Facebook Inc Class A , Apple Inc , Comcast Corp Class A , Liberty Global PLC Class C , Intercontinental Exchange Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ekorx investment picks
  • Holdings: iShares MSCI Emerging Markets , iShares MSCI EMU , Financial Select Sector SPDR® ETF , Consumer Staples Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for vaaax investment picks
  • Holdings: Brunswick Corp , Texas Roadhouse Inc , Express, Inc. , Horace Mann Educators , UIL Holdings Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for aseix investment picks
  • Holdings: Western Alliance Bancorp , Health Net Inc , WellCare Health Plans Inc , PrivateBancorp Inc , DSW Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for scvnx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for bbncx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for maibx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Microsoft Corp , Home Depot Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nsgqx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for msbyx investment picks
  • Holdings: Core-Mark Holding Co Inc , Acadia Healthcare Co Inc , Pacira Pharmaceuticals Inc , XPO Logistics Inc , Phibro Animal Health Corp Class A ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for aegax investment picks
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Funds From: cppex - American Funds Preservation Port 529E - Short-Term Bond to aegax - AllianzGI US Small-Cap Growth A - Small Growth
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