Funds From: CRRRX - Columbia Small Cap Value Fund II R5 - Small Value to jdmbx - Prudential Moderate Allocation B - Moderate Allocation


  • Holdings: VCA Inc , Symetra Financial Corp , Deluxe Corp , American Assets Trust Inc , Trinity Industries Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Microsoft Corp , Wells Fargo & Co , Lowe's Companies Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2051+
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , Vanguard FTSE All-World ex-US ETF , PIMCO 1-5 Year U.S. TIPS ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Housing Development Finance Corp Ltd , Tata Consultancy Services Ltd , AIA Group Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , Mtn Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Hewlett-Packard Co , General Dynamics Corp , Capital One Financial Corp , PNC Financial Services Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA ADR , Roche Holding AG ADR , Conmed Corp , Pentair PLC , Grupo Televisa SAB ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Discovery Communications Inc , UnitedHealth Group Inc , Check Point Software Technologies Ltd , Directv , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Janus Global Bond N , Janus International Equity N , Janus Flexible Bond N , Janus Short Term Bond N , INTECH U.S. Value I ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: CLP Holdings Ltd , Loblaw Companies Ltd , Tim Hortons Inc , Toronto-Dominion Bank , National Bank of Canada ,
  • Category: Foreign Large Blend
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Chevron Corp , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Essex Property Trust Inc , Piedmont Office Realty Trust Inc , Equity Residential , RLJ Lodging Trust , Simon Property Group Inc ,
  • Category: Real Estate
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  • Holdings: SPDR S&P 500 , Vanguard Total Bond Market ETF , Vanguard FTSE Developed Markets ETF , iShares TIPS Bond , SPDR Barclays International Treasury Bd ,
  • Category: Target Date 2000-2010
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  • Holdings: Tyson Foods Inc Class A , Markel Corporation , ConocoPhillips , McDonald's Corp , Wal-Mart Stores Inc ,
  • Category: Large Blend
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  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Mitsubishi UFJ Financial Group Inc , Vodafone Group PLC , Toyota Motor Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ciozx investment picks
  • Holdings: SPDR S&P 500 , Vanguard FTSE Developed Markets ETF , Vanguard Total Bond Market ETF , SPDR Barclays International Treasury Bd , iShares Core S&P Mid-Cap ,
  • Category: Target Date 2026-2030
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 1 Stars
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  • Holdings: CBS Corp Class B , Air Products & Chemicals Inc , SunTrust Banks Inc , Regions Financial Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Johnson & Johnson , Chevron Corp , Wells Fargo & Co , Bank of America Corporation , General Motors Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Overseas I , MM MSCI EAFE® International Index I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: Pru Shirt Dur Milti-Sec , Prudential International Value C , Prudential Total Return Bd , Prudential Strategic Value Z , Prudential Large Cap Core Equity A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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Funds From: CRRRX - Columbia Small Cap Value Fund II R5 - Small Value to jdmbx - Prudential Moderate Allocation B - Moderate Allocation
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