Funds From: CTSFX - American Funds College 2027 529F1 - Moderate Allocation to rmgcx - RiverFront Global Allocation C - World Allocation


  • 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
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  • Holdings: Walt Disney Co , Home Depot Inc , Priceline Group Inc , TJX Companies , Directv ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: Constant Contact Inc , Atwood Oceanics Inc , HomeAway Inc , Urban Outfitters Inc , Swift Transportation Co ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC , Philip Morris International Inc , MasterCard Inc Class A , Housing Development Finance Corp Ltd , Wells Fargo & Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Compass EMP Long/Short Strategies I , Compass EMP Market Neutral Income I , Compass EMP REC Enhanced Volatil Wtd I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP Cmdty Strats Enh Vltl Wtd I ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , HSBC Holdings PLC , Nestle SA , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Basic Value LLC , BlackRock Master Large Cap Growth Port , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl , BlackRock International Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP 1.75% , US Treasury TIP 1.125% , PowerShares DB Agriculture ETF , Simon Property Group Inc , US TREASURY TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • 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: 1 Stars
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  • Holdings: Northstar Guarantee Inc Div B Stud L , Sallie Mae FRN ,
  • Category: Currency
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  • 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
Sign-up for TTAIX investment picks
  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for jmbax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for amsbx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
Sign-up for MANKX investment picks
  • Holdings: Cognizant Technology Solutions Corp Class A , Galaxy Entertainment Group Ltd , Industrial And Commercial Bank Of China Ltd H Shares , HDFC Bank Ltd , Lenovo Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for malax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for jipax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for IBOBX investment picks
  • Holdings: Abraxas Petroleum Corp , Super Micro Computer Inc , Google Inc Class C , Brinker International Inc , Tenneco Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ibafx investment picks
  • Holdings: Howard Hughes Corp , Canadian Pacific Railway Ltd , Unit Corp , Cracker Barrel Old Country Store Inc , Chesapeake Energy Corp ,
  • Category: Mid-Cap Growth
Sign-up for dddax investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , MSCI Emerging Market Index Future Sept14 , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
Sign-up for iepax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for pazmx investment picks
  • Holdings: Schlumberger NV , Exxon Mobil Corporation , Chevron Corp , Occidental Petroleum Corp , EOG Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: WisdomTree Europe Hedged Equity , Vanguard FTSE Europe ETF , iShares MSCI All Country Asia ex Jpn Idx , ALPS RiverFront Strategic Income , WisdomTree Japan Hedged Equity ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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Funds From: CTSFX - American Funds College 2027 529F1 - Moderate Allocation to rmgcx - RiverFront Global Allocation C - World Allocation
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