Funds From: GAIBX - American Funds Gr and Inc Port B - Aggressive Allocation to miopx - Morgan Stanley Inst Intl Opp A - Foreign Large Growth


  • Holdings: American Funds Capital Income Bldr R6 , American Funds Growth Fund of Amer R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Walt Disney Co , Comcast Corp Class A , Home Depot Inc , Starbucks Corp , L Brands Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: Northstar Guarantee Inc Div B Stud L , Sallie Mae FRN ,
  • Category: Currency
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Value , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Nike Inc Class B , Wells Fargo & Co , Anheuser-Busch Inbev SA , Sanofi , Bank of America Corporation ,
  • Category: World Stock
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  • Holdings: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Large Cap Growth Select , JPMorgan Intrepid Growth Sel ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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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 2041-2045
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  • Holdings: Apple Inc , Walt Disney Co , BlackRock Inc , Coca-Cola Co , Goldman Sachs Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
Sign-up for CTSBX investment picks
  • Holdings: Kongsberg Gruppen ASA , Teleperformance , Interserve PLC , Dufry AG , Ubisoft Entertainment ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Target Corp , FHLMC 3.75% , Amdocs Ltd ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wbccx investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
Sign-up for LFTDX investment picks
  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , BRF SA , Bank Of China Ltd. H Shares , Samsung Electronics Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for mselx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA ADR , Novartis AG ADR , Roche Holding AG ADR , HSBC Holdings PLC ADR , Guggenheim Strategy I ,
  • Category: Trading-Leveraged Equity
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Schwab S&P 500 Index , Schwab Small Cap Index , Schwab International Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , McKesson Corp , Global Payments Inc , Cardinal Health Inc , Procter & Gamble Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Trading-Inverse Debt
Sign-up for rrpix investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for ARWIX investment picks
  • Holdings: TAL Education Group ADR , DSV AS , Luxoft Holding Inc Class A , Burberry Group PLC , NAVER Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for miopx investment picks
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Funds From: GAIBX - American Funds Gr and Inc Port B - Aggressive Allocation to miopx - Morgan Stanley Inst Intl Opp A - Foreign Large Growth
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