Funds From: fsttx - American Funds Shrt-Term Tx-Exmpt Bd F1 - Muni National Short to psgax - Virtus Small-Cap Sustainable Growth A - Small Growth


  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Deluxe Corp , Parexel International Corp , Pharmerica Corp , Sanmina Corp , Basic Energy Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Danaher Corp , EMC Corp , Visa Inc Class A , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
Sign-up for pubbx investment picks
  • Holdings: PNC Large Cap Core I , PNC Bond I , PNC Limited Maturity Bond I , PNC International Equity I , Vanguard Inflation-Protected Secs Adm ,
  • Category: Target Date 2016-2020
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Global Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: Transamerica Dividend Focused I2 , Transamerica Select Equity I2 , Transamerica Large Cap Value I2 , Transamerica Growth I2 , Transamerica US Growth I2 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for CRIYX investment picks
  • Holdings: Walt Disney Co , Home Depot Inc , Priceline Group Inc , TJX Companies , Directv ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC , Philip Morris International Inc , MasterCard Inc Class A , Housing Development Finance Corp Ltd , Wells Fargo & Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Compass EMP Enhanced Fixed Inc I , Compass EMP Market Neutral Income I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP US 500 Enh Volatil Wtd I , Compass EMP Intl 500 Volatil Wtd I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for msdcx investment picks
  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for CIFRX investment picks
  • Holdings: Johnson & Johnson , Apple Inc , Verizon Communications Inc , ConocoPhillips , Lockheed Martin Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
Sign-up for LFEUX investment picks
  • Holdings: Sirona Dental Systems Inc , Dollar Tree Stores Inc , Monster Beverage Corp , Edwards Lifesciences Corp , Intuit Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for fisax investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research International R5 ,
  • Category: Target Date 2051+
Sign-up for LFIBX investment picks
  • Holdings: Yue Yuen Industrial holdings , Uni-President Enterprises Corp , Astral Foods Ltd , KEPCO Plant Service & Engineering Co Ltd , Container Corp of India ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Google Inc Class A , Apple Inc , Oracle Corporation , Hewlett-Packard Co , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Applied Materials Inc , PNC Financial Services Group Inc , Apple Inc , American Express Co , Travelers Companies Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pptax investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for vriax investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard FTSE Europe ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
Sign-up for TTAAX investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , Halliburton Co , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ecvlx investment picks
  • Holdings: Hittite Microwave Corp , The Chefs' Warehouse Inc , Mercadolibre Inc , NVE Corp , Hibbett Sports Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for psgax investment picks
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Funds From: fsttx - American Funds Shrt-Term Tx-Exmpt Bd F1 - Muni National Short to psgax - Virtus Small-Cap Sustainable Growth A - Small Growth
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