Funds From: vpgyx - Victory Global Equity I - World Stock to ptbex - Putnam Tax Exempt Income B - Muni National Long


  • Holdings: Apple Inc , Chevron Corp , Home Depot Inc , Union Pacific Corp , Walt Disney Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Holdings: Crown Holdings Inc , Newell Rubbermaid Inc , PerkinElmer Inc , Molson Coors Brewing Co , BB&T Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Priceline Group Inc , Gilead Sciences Inc , Facebook Inc Class A , Celgene Corp , Canadian Pacific Railway Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Compass EMP US 500 Enh Volatil Wtd I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP US 500 Volatil Wtd I , Compass EMP Intl 500 Volatil Wtd I , Compass EMP US Sm Cp 500 Volatil Wtd I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
Sign-up for CTSFX investment picks
  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , iShares MSCI India , iPath MSCI India Index ETN , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
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  • Holdings: US Treasury TIP 3.625% , US Treasury TIP 2.375% , US Treasury TIP 2% , US Treasury TIP 2.5% , US Treasury TIP 1.75% ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Manning & Napier Pro-Blend Extnd Term I , Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2021-2025
Sign-up for MTORX investment picks
  • Holdings: CAI International Inc , Corporate Office Properties Trust Inc , Cinemark Holdings Inc , TCF Financial Corp , Everest Re Group Ltd ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
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  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for MTRTX investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Danaher Corp , Visa Inc Class A , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for MFRKX investment picks
  • Holdings: Unibail-Rodamco SE , Westfield Group , Land Securities Group PLC , Link Real Estate Investment Trust , Global Logistic Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for pxrax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for jygax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for mgvax 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
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for pbgpx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
Sign-up for mbwvx investment picks
  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Keurig Green Mountain Inc , Harley-Davidson Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for gnmbx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for ptbex investment picks
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Funds From: vpgyx - Victory Global Equity I - World Stock to ptbex - Putnam Tax Exempt Income B - Muni National Long
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