Funds From: CWSRX - Columbia Marsico Growth R4 - to jdabx - Prudential Conservative Allocation B - Conservative Allocation


  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A , Apple Inc , Union Pacific Corp ,
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , Anadarko Petroleum Corp , Noble Energy Inc , Concho Resources Inc , EOG Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Holdings: SPDR® S&P 500 ETF , Vanguard Total Bond Market ETF , Vanguard FTSE Developed Markets ETF , iShares TIPS Bond , SPDR® Barclays International Trs Bd ETF ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Holdings: Columbia European Equity I , Columbia Pacific/Asia I , Columbia Acorn International I , Columbia Emerging Markets I , MSCI EAFE Index Future Mar15 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Anthem Inc , First Republic Bank , Altria Group Inc , Harley-Davidson Inc , Watsco Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , US Treasury Bond 3.125% , Qualcomm Inc , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: UIL Holdings Corp , PNM Resources Inc , ALLETE Inc , La Quinta Holdings Inc , Medical Properties Trust Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Google Inc Class A , General Electric Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Harbor Bond Institutional , Harbor International Institutional , Harbor High-Yield Bond Instl , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Toyota Motor Corp , Taiwan Semiconductor Manufacturing Co Ltd ADR , KDDI Corp , Tencent Holdings Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
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  • Holdings: DexCom Inc , Uber Technologies Inc Preferred Stock , Whirlpool Corp , Chipotle Mexican Grill Inc Class A , Harley-Davidson Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: AIA Group Ltd. , MasterCard Inc Class A , Walt Disney Co , American Express Co , Union Pacific Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 2% , US Treasury Note 4.5% , US Treasury TIP , FHLBA 0.5% , US Treasury Note ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , CVS Health Corp , Microsoft Corp , Medtronic PLC , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for clcwx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd , AIA Group Ltd , China Construction Bank Corp H Shares , Cheung Kong Holdings Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank Of China Ltd. H Shares , Itau Unibanco Holding SA ADR , Housing Development Finance Corp Ltd , China Merchants Bank Co Ltd Class H , Samsung Electronics Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for cioyx investment picks
  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Infl-Prot and Inc I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Overseas I ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: United Continental Holdings Inc , Impax Laboratories Inc , Swift Transportation Co , Hanesbrands Inc , Endurance Specialty Holdings Ltd ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American International Group Inc , Microsoft Corp , Apple Inc , JPMorgan Chase & Co , UnitedHealth Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Pru Shirt Dur Milti-Sec , Prudential Total Return Bd , Prudential Government Income A , Prudential Global Real Estate A , Prudential International ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jdabx investment picks
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Funds From: CWSRX - Columbia Marsico Growth R4 - to jdabx - Prudential Conservative Allocation B - Conservative Allocation
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