Funds From: paabx - Pacific Advisors Balanced A Load Waived - Aggressive Allocation to bapcx - BlackRock LifePath Active 2020 Inv A - Target Date 2016-2020


  • Holdings: Chicago Bridge & Iron Company , Cummins Inc , Halliburton Co , East West Bancorp Inc , American Express Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , America Movil SAB de CV Class L , Procter & Gamble Co , Oracle Corporation , GlaxoSmithKline PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Inflation Managed P , PL Floating Rate Loan P , PL Emerging Markets Debt P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Emerging Markets Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: Equinix Inc , Mylan Inc , Xilinx Inc , SBA Communications Corp , W W Grainger Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Casey's General Stores Inc , Irish Continental Group PLC , Abbott Laboratories , Merck & Co Inc , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
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  • Holdings: HSBC Holdings PLC , Roche Holding AG , BP PLC ADR , British American Tobacco PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for cldcx investment picks
  • Holdings: Aryzta AG , Jupiter Fund Management PLC , Ashtead Group PLC , en-japan inc. , Ingenico Group SA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Kia Motors Corp , Jpm - Cw15 Basket (Lepo) , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Apple Inc , Verizon Communications Inc , Microsoft Corp , Philip Morris International Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for rldwx investment picks
  • Holdings: Cigna Corp , Agilent Technologies Inc , Cardinal Health Inc , Principal Financial Group , Lincoln National Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for gcmax investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager Large Cap Core I , Voya Large Cap Growth Portfolio I , Voya Global Bond R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
Sign-up for ispbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for ivlex investment picks
  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for fshax investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Aspen Technology Inc , Sanderson Farms Inc , Pilgrims Pride Corp , Prosperity Bancshares, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for gdstx investment picks
  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pskpx investment picks
  • Holdings: AllianzGI Best Styles Global Equity R6 , PIMCO Intl StksPLUS┬« AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Floating Income Instl , AllianzGI NFJ Global Dividend Val Instl ,
  • Category: Target Date 2041-2045
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for jdhyx investment picks
  • Holdings: Blackrock Total Return Fund 2020 , BlackRock Capital Appreciation BlackRock , Blackrock Large Cap Growth 2020 , Blackrock Mstr Basic Val Fund 2020 , iShares MSCI Japan ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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Funds From: paabx - Pacific Advisors Balanced A Load Waived - Aggressive Allocation to bapcx - BlackRock LifePath Active 2020 Inv A - Target Date 2016-2020
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