Funds From: cnpxx - City National Rochdale Prime MMkt N - Money Market-Taxable to prrpx - Putnam RetirementReady 2025 Y - Target Date 2021-2025


  • Holdings: Johnson & Johnson , Wells Fargo & Co , Apple Inc , Pfizer Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Absolute Return 700 Y , Cdx Cdx.Em.21 500.0 06/20/2019 Bc , iShares MSCI EAFE , Buenos Aires Prov Euro Mtn Be 11.75% , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Northern Trust Corp , Intuitive Surgical Inc , Electronic Arts Inc , Fastenal Co , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Walt Disney Co , Wells Fargo & Co , General Electric Co , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares Russell Mid-Cap ,
  • Category: Target Date 2021-2025
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  • Holdings: Electronics for Imaging Inc , Cantel Medical Corp , Syntel Inc , NetScout Systems Inc , LTC Properties Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 , MFS® Government Securities R5 ,
  • Category: Target Date 2021-2025
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Hyundai Motor Co , Bank Bradesco ADR , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for TLEIX investment picks
  • Holdings: iShares Russell 2000 , Graphic Packaging Holding Co , Clean Harbors Inc , WEX Inc , Robert Half International Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Akorn Inc , Team Health Holdings Inc , Exact Sciences Corp , DexCom Inc , Euronet Worldwide Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: DWS RREEF Global Infrastructure Inst , DWS Floating Rate Inst , DWS Enhanced Emerg Mkts Fixed Inc Instl , SPDR Barclays Capital Convertible Secs , DWS Diversified Market Neutral Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Israel Chemicals Ltd , Check Point Software Technologies Ltd , Perrigo Co PLC , Amdocs Ltd ,
  • Category: Miscellaneous Region
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Liberty Mut Grp 144A FRN , Mcdermott Intl 144A 8% , Ares Capital Corporation , Kemper Corp Del Pfd , Apollo Global Management LLC Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for NWQCX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ansax investment picks
  • Holdings: Zillow Inc , Shire PLC ADR , Akorn Inc , Zebra Technologies Corp , Palo Alto Networks Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Absolute Return 700 Y , Cdx Cdx.Em.21 500.0 06/20/2019 Bc , iShares MSCI EAFE , Buenos Aires Prov Euro Mtn Be 11.75% , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for CHMYX investment picks
  • Holdings: iShares MSCI EAFE , Wesfarmers Ltd , Telstra Corp Ltd , Woolworths Ltd , AstraZeneca PLC ,
  • Category: Foreign Large Blend
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  • Holdings: US Treasury Bond 3.125% , Guggenheim Strategy I , Us Ultra Bond(Cbt) Dec14 ,
  • Category: Trading-Inverse Debt
Sign-up for ryaqx investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
Sign-up for PPSIX investment picks
  • Holdings: Mutualhedge Fund Limited Cfc , Vanguard Short-Term Corporate Bond ETF , iShares 1-3 Year Credit Bond , Vanguard Short-Term Bond ETF , iShares Core US Aggregate Bond ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , Carrizo Oil & Gas Inc , First Interstate Bancsystem , Puma Biotechnology Inc , Synaptics Inc ,
  • Category: Small Growth
Sign-up for ATSNX investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Bank Of China Ltd. H Shares , Itau Unibanco Holding S.A. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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Funds From: cnpxx - City National Rochdale Prime MMkt N - Money Market-Taxable to prrpx - Putnam RetirementReady 2025 Y - Target Date 2021-2025
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