Funds From: rgiax - Russell Global Infrastructure A LW - World Stock to cvlix - Columbia International Value I - Foreign Large Value


  • Holdings: Transurban Group , Atlantia , Enbridge Inc , TransCanada Corp , Groupe Eurotunnel SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Royal Dutch Shell PLC , Roche Holding AG , Novartis AG , Sanofi , BP PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , Time Warner Inc , Lockheed Martin Corp , AT&T Inc , Southern Co ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Holdings: SVB Financial Group , Demandware Inc , Ultimate Software Group Inc , Vail Resorts Inc , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 1 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Berkshire Hathaway Inc Class B , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Akamai Technologies Inc , Google Inc Class A , Under Armour Inc Class A , EOG Resources Inc ,
  • Category: Large Growth
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , Bank of America Corporation , JPMorgan Chase & Co , Wells Fargo & Co , U.S. Bancorp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , Starbucks Corp , American Tower Corp , Google Inc Class C ,
  • Category: Large Growth
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  • Holdings: Chevron Corp , Exxon Mobil Corporation , BP PLC , Schlumberger NV , Anadarko Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Samsonite International SA , Itau Unibanco Holding SA ADR , Saic Motor Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , National Oilwell Varco Inc , Baker Hughes Inc , Cameron International Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Pfizer Inc , Suncor Energy Inc , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Gscbpur1 R Usl3m P 06/30/15 Gs , Jpcmptsh P Usl3m R 06/30/15 Jp , Ubsembsk R Usl3m P 05/19/15 Ub , FNMA , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares Core S&P Small-Cap , iShares S&P 500 Value , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for US66537U6275 investment picks
  • Holdings: Freeport-McMoRan Inc , Newmont Mining Corp , Barrick Gold Corp , Goldcorp Inc , Silver Wheaton Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: 90day Eur Futr Sep14 Xcme 20140915 , iShares MSCI EAFE , Us 5yr Note (Cbt) Sep14 Xcbt 20140930 , GNMA , Us 2yr Note (Cbt) Sep14 Xcbt 20140930 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mbayx investment picks
  • Holdings: Tyco International Ltd , AIA Group Ltd , LM Ericsson Telephone Company Class B , Citigroup Inc , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for jorrx investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Senior Floating Rate Instl , PIMCO Short-Term Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for abscx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , HSBC Hldgs (UK) (2nd) , Allianz SE , Australia and New Zealand Banking Group Ltd , Sanofi ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for cvlix investment picks
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Funds From: rgiax - Russell Global Infrastructure A LW - World Stock to cvlix - Columbia International Value I - Foreign Large Value
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