Funds From: nbssx - Neuberger Berman Focus Inv - Large Growth to vfsix - Vanguard Short-Term Investment-Grade I - Short-Term Bond


  • Holdings: JPMorgan Chase & Co , Eli Lilly and Co , CR Bard Inc , Invesco Ltd , Eaton Corp PLC ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for nbssx investment picks
  • Holdings: Pfizer Inc , Sanofi ADR , Roche Holding AG , Novartis AG ADR , Gilead Sciences Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for gthcx investment picks
  • Holdings: Verint Systems Inc , Hawaiian Electric Industries Inc , Scotts Miracle Gro Co Class A , Alexander & Baldwin Inc , Lennox International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for mvalx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for vclax investment picks
  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for rmfcx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for prtnx investment picks
  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya Russell Small Cap Index I ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for iisax investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for sngvx investment picks
  • Holdings: Prologis Inc , NextEra Energy Inc , Wells Fargo & Co , Ventas Inc , Equity Residential ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for nbhax investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , Chevron Corp , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for hblax investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ftanx investment picks
  • Holdings: Heineken NV , General Mills Inc , Walgreen Co , Campbell Soup Co , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ddfrx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Priceline Group Inc , MasterCard Inc Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for jlgrx investment picks
  • Holdings: S+p Mid 400 Emini Jun14 Xcme 20140620 , Willis Group Holdings PLC , Cigna Corp , Host Hotels & Resorts Inc , Stanley Black & Decker Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for ampax investment picks
  • Holdings: NextEra Energy Inc , Edison International , Duke Energy Corporation , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for frusx investment picks
  • Holdings: Avis Budget Group Inc , Pilgrims Pride Corp , Hanesbrands Inc , SunPower Corp , Skechers USA Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
Sign-up for himdx investment picks
  • Holdings: Franco-Nevada Corp , SPDR Gold Shares , Goldcorp Inc , Agnico Eagle Mines Ltd , Turquoise Hill Resources Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
Sign-up for igdax investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Inflation Managed Bond R6 , JPMorgan Corporate Bond R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for jsrcx investment picks
  • Holdings: j2 Global Inc , Stericycle Inc , Six Flags Entertainment Corp , Old Dominion Freight Lines , Affiliated Managers Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for wsmdx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for dbltx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for nhinx investment picks
  • Holdings: Fortinet Inc , Trulia Inc , Medidata Solutions Inc , FEI Co , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for sasmx investment picks
  • Category: High Yield Bond
Sign-up for plahx investment picks
  • Holdings: iShares Russell 2000 Growth , Portfolio Recovery Associates Inc , WEX Inc , Vail Resorts Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for nspix investment picks
  • Holdings: Amazon.com Inc , Priceline Group Inc , Google Inc Class C , Google Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for trsax investment picks
  • Holdings: Colony Financial Inc , National Grid PLC ADR , Apollo Commercial Real Estate Finance Inc , Transurban Group , TransAlta Renewables Inc. ,
  • Category: World Allocation
Sign-up for nriax investment picks
  • Holdings: Active Stock Master Portfolio , BlackRock CoreAlpha Bond Investor A , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for lpsfx investment picks
  • Holdings: Russell 2000 Fut Jun14 Rtam4 , American Realty Capital Properties Inc Class A , Acuity Brands Inc , Rite Aid Corp , Northstar Realty Finance Corp ,
  • Category: Small Blend
Sign-up for fsspx investment picks
  • Holdings: Washington Federal Inc , Synovus Financial Corp , Wintrust Financial Corp , Astoria Financial Corporation , BankUnited Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for hsfnx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for vfsix investment picks
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Funds From: nbssx - Neuberger Berman Focus Inv - Large Growth to vfsix - Vanguard Short-Term Investment-Grade I - Short-Term Bond
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