Funds From: nscix - Columbia AMT-Free SC Interm Muni Bd A LW - Muni Single State Interm to WTTRX - Wells Fargo Advantage DJ Target 2035 R4 - Target Date 2031-2035


  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Biogen Idec Inc , Celgene Corp , Apple Inc , CVS Health Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Core Plus Bond R6 , Invesco Dividend Income R6 , Invesco Premium Income R6 , Invesco High Yield R6 , Invesco Corporate Bond R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for unbdx investment picks
  • Holdings: Apple Inc , Citigroup Inc , Celgene Corp , Thermo Fisher Scientific Inc , Nike Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Amphenol Corp Class A , MasterCard Inc Class A , NXP Semiconductors NV , Priceline Group Inc ,
  • Category: Large Growth
Sign-up for LGNHX investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Macys Retail Hldgs 7.45% , Viacom Inc New 2.5% ,
  • Category: Commodities Broad Basket
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  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Bank of America Corporation , UnitedHealth Group Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Celgene Corp , Cubist Pharmaceuticals Inc , Actavis PLC , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Fresenius Medical Care AG & Co. KGaA , Amphenol Corp Class A , Express Scripts Holding Co , Brookfield Asset Management Inc Class A , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Lord Abbett International Opp I , Lord Abbett Value Opportunities I , Lord Abbett Small Cap Value I , Lord Abbett Developing Growth I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for alfax investment picks
  • Holdings: Madison Large Cap Value Y , Schwab Fdmtl US Lg Co Idx , Madison Large Cap Growth Y , iShares Core S&P Mid-Cap , Madison Core Bond Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Crown Castle International Corp , TransCanada Corp , Sempra Energy , American Water Works Co Inc , American Tower Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Chevron Corp , Exxon Mobil Corporation , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Dividend Focused I2 , Transamerica Large Cap Value I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for lppix investment picks
  • Holdings: Vanguard FTSE Emerging Markets ETF , iShares Russell 2000 , Vanguard FTSE Developed Markets ETF , iShares North American Natural Resources ,
  • Category: Tactical Allocation
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Lojas Americanas S.A. Pfd Shs , Itau Unibanco Holding S.A. , Cia Bras De Distri Pfd , Bank Bradesco , BMF Bovespa SA Bolsa Valores Merc Fut ,
  • Category: Latin America Stock
  • Morningstar Rating: 4 Stars
Sign-up for slanx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Bank Of China Ltd. H Shares , China Construction Bank Corp H Shares , Tata Motors Ltd ADR , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
Sign-up for f00000nq24 investment picks
  • Holdings: Goldman Sachs Abs Return Tracker Instl , Sx002611 Cds Usd P V 03mevent 2i65bzbn1 , Sx002611 Cds Usd R F 1.00000 2i65bzbn1 , Sx002613 Cds Usd R F 5.00000 2i65brkm1 , Sx002613 Cds Usd P V 03mevent 2i65brkm1 ,
  • Category: Conservative Allocation
Sign-up for GRIRX investment picks
  • Holdings: High Yield Bond Portfolio , Emerging Markets Fixed Income Core Fund , 10 Year US Treasury Note Future Mar15 , Federated Mortgage Core Portfolio , NYSE/Liffe 2 Year US Treasury Note Future Mar15 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for taftx investment picks
  • Holdings: Zynga Inc Class A , Opko Health Inc , Tesla Motors Inc , Aegerion Pharmaceuticals Inc , Rally Software Development Corp ,
  • Category: Long/Short Equity
Sign-up for CIACX investment picks
  • Holdings: US Treasury Bond 3% , iShares MSCI Emerging Markets , US Treasury Note 1.5% , US Treasury Note 2.75% , iShares MSCI EAFE ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Mini Msci Eafe Mar15 Ifus 20150320 , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for WTTRX investment picks
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Funds From: nscix - Columbia AMT-Free SC Interm Muni Bd A LW - Muni Single State Interm to WTTRX - Wells Fargo Advantage DJ Target 2035 R4 - Target Date 2031-2035
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