Funds From: ctfax - Columbia Thermostat A - Conservative Allocation to vysvx - Vericimetry U.S. Small Cap Value - Small Value


  • Holdings: Columbia Short Term Bond I , Columbia Intermediate Bond I , Columbia Income Opportunities I , Columbia US Government Mortgage I , Columbia Dividend Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ctfax investment picks
  • Holdings: ProSiebenSat 1 Media AG , ASML Holding NV , Barclays PLC , AA PLC , Roche Holding AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for hfeax investment picks
  • Holdings: Mini Msci Eafe Sep14 Ifus 20140919 , Nestle SA , Roche Holding AG , HSBC Holdings PLC , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vciex investment picks
  • Holdings: Naspers Ltd Class N , Nestle SA , Rakuten, Inc. , Novo Nordisk A/S ADR , SOFTBANK Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for faoax investment picks
  • Holdings: TIAA-CREF Bond Plus Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl , TIAA-CREF International Eq Instl ,
  • Category: Moderate Allocation
Sign-up for tsmlx investment picks
  • Holdings: Sanofi ADR , Roche Holding AG , Novartis AG ADR , Gilead Sciences Inc , Pfizer Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for gthcx investment picks
  • Holdings: InterDigital Inc , Iconix Brand Group Inc , Minerals Technologies Inc , Manhattan Associates Inc , Rite Aid Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for jussx investment picks
  • Holdings: SBA Communications Corp , Universal Health Services Inc Class B , Electronic Arts Inc , Henry Schein Inc , Vantiv Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for peeax investment picks
  • Holdings: Citigroup Inc , Weatherford International PLC , JPMorgan Chase & Co , Suncor Energy Inc , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for acsrx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for thifx investment picks
  • Holdings: Prologis Inc , NextEra Energy Inc , Wells Fargo & Co , Equity Residential , Singapore Telecommunications Limited ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for nbhax investment picks
  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for aaetx investment picks
  • Holdings: HSBC Holdings PLC , BP PLC , AstraZeneca PLC , Total SA , Roche Holding AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for hilax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for rbfbx investment picks
  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity® Series Global ex US Index , Fidelity Spartan® US Bond Idx F , Fidelity® Series Commodity Strategy F ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for fiofx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 5 Stars
Sign-up for gmcdx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , JPMorgan Chase & Co , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for fadax investment picks
  • Category: High Yield Bond
Sign-up for plahx investment picks
  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for gobix investment picks
  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Keurig Green Mountain Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for fdsvx investment picks
  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Ser Stk Sel Lg Cp Val , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
Sign-up for fhftx investment picks
  • Holdings: Goodyear Tire & Rubber Co , NCR Corp , Precision Drilling Corp , NASDAQ OMX Group, Inc. , Skyworks Solutions Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for pcgrx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for vcitx investment picks
  • Holdings: Union Pacific Corp , Apple Inc , Visa Inc Class A , Priceline Group Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mlaix investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for aftex investment picks
  • Holdings: Julius Baer Gruppe AG , Sugi Holdings Co., Ltd. , DGB Financial Group Co Ltd , Kaba Holding AG , Michael Page International PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for oakex investment picks
  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future Sept14 , S&P 500 Index Future Sept14 , Apple Inc , Comcast Corp Class A , Total SA ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for aabfx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for pubax investment picks
  • Holdings: Visa Inc Class A , Amazon.com Inc , Baidu Inc ADR , Chipotle Mexican Grill Inc Class A , Salesforce.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for cisgx investment picks
  • Holdings: JetBlue Airways Corp , Office Depot Inc , ARRIS Group Inc , Abercrombie & Fitch Co Class A , Tidewater Inc ,
  • Category: Small Value
Sign-up for vysvx investment picks
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Funds From: ctfax - Columbia Thermostat A - Conservative Allocation to vysvx - Vericimetry U.S. Small Cap Value - Small Value
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