Funds From: lmvrx - ClearBridge Value R - Large Blend to CTYRX - Columbia Global Technology Growth R4 - Technology


  • Holdings: Citigroup Inc , Microsoft Corp , Cisco Systems Inc , JPMorgan Chase & Co , UnitedHealth Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for soamx investment picks
  • Holdings: American Tower Corp , Crown Castle International Corp , Central Japan Railway Company , East Japan Railway Co , NextEra Energy Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
Sign-up for lsiax investment picks
  • Holdings: AGCO Corp , Domtar Corp , Reinsurance Group of America Inc , Ingram Micro Inc Class A , Tech Data Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , iShares Cohen & Steers REIT , iShares International Dev Rel Est ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for nlpax investment picks
  • Holdings: Boulder Brands Inc , PRA Group Inc , Scotts Miracle Gro Co Class A , Krispy Kreme Doughnuts Inc , Matson Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for iysbx investment picks
  • Holdings: Verizon Communications Inc , AT&T Inc , Cisco Systems Inc , Qualcomm Inc , Crown Castle International Corp ,
  • Category: Communications
  • Morningstar Rating: 1 Stars
Sign-up for rytlx investment picks
  • Holdings: Janus International Equity N , Janus Global Bond N , Perkins Large Cap Value N , INTECH International Mgd Volatility I , Janus Diversified Alternatives N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jgcax investment picks
  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pehpx investment picks
  • Holdings: Voya Global Bond R6 , Voya Large Cap Growth R6 , Voya Large Cap Value R6 , Voya International Core I , Voya Multi-Manager International Eq I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aclgx investment picks
  • Holdings: PIMCO Income Instl , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Parnassus Core Equity Institutional , Touchstone Premium Yield Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pwmax investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR , Mettler-Toledo International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for CSLYX investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Wells Fargo & Co , Citigroup Inc , U.S. Bancorp , JPMorgan Chase & Co ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
Sign-up for sfpax investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , AIA Group Ltd , Tencent Holdings Ltd , Westpac Banking Corp , China Construction Bank Corp H Shares ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
Sign-up for cajax investment picks
  • Holdings: American Airlines Group Inc , Northstar Realty Finance Corp , Actavis PLC , AerCap Holdings NV , Realogy Holdings Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for slvyx investment picks
  • Holdings: United Continental Holdings Inc , Endo International PLC , Mallinckrodt PLC , Motorola Solutions Inc , St Joe Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jconx investment picks
  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Citigroup Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cdeyx investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Real Return Instl , PIMCO Income Instl , AllianzGI Best Styles US Equity R6 , AllianzGI Short Duration High Inc Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for artdx investment picks
  • Holdings: AllianzGI Best Styles US Equity R6 , PIMCO Real Return Instl , PIMCO Income Instl , PIMCO 1-5 Year U.S. TIPS ETF , AllianzGI Best Styles Intl Eq R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for ablrx investment picks
  • Holdings: Bayer AG , Roche Holding AG Dividend Right Cert. , Novartis AG , L'Oreal SA , Royal Dutch Shell PLC Class A ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for ceewx investment picks
  • Holdings: AllianzGI Best Styles US Equity R6 , AllianzGI Best Styles Intl Eq R6 , AllianzGI US Managed Volatility Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Income Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for anamx investment picks
  • Holdings: Exxon Mobil Corporation , Royal Dutch Shell PLC Class A , BP PLC , Rio Tinto PLC , Monsanto Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for cegfx investment picks
  • Holdings: AIA Group Ltd , NGK Spark Plug Co., Ltd. , Volkswagen AG , SABMiller PLC ADR , ARM Holdings PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jciex investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Visa Inc Class A , PepsiCo Inc , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sencx investment picks
  • Holdings: US Treasury Note 2.25% , US Treasury Note 0.375% , Pfizer Inc , Wells Fargo & Co , Oracle Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jpvax investment picks
  • Holdings: Cisco Systems Inc , General Electric Co , Dow Chemical Co , Bank of America Corporation , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for cevwx investment picks
  • Holdings: AllianzGI Best Styles US Equity R6 , PIMCO Real Return Instl , PIMCO Income Instl , PIMCO 1-5 Year U.S. TIPS ETF , AllianzGI Best Styles Intl Eq R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for ablax investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 1 Stars
Sign-up for nyabx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Microsoft Corp , Micron Technology Inc , Broadcom Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for CTYRX investment picks
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Funds From: lmvrx - ClearBridge Value R - Large Blend to CTYRX - Columbia Global Technology Growth R4 - Technology
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