Funds From: almix - Invesco Limited Maturity Treasury R5 - Short Government to egffx - Edgewood Growth Retail - Large Growth


  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y , Russell Strategic Bond Y ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
Sign-up for rvltx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Mitsubishi UFJ Financial Group Inc , HSBC Holdings PLC , Toyota Motor Corp , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Monsanto Co , Apple Inc , Gilead Sciences Inc , Schlumberger NV , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Intel Corp , American International Group Inc , Apple Inc , General Motors Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Klondex Mines Ltd , Virginia Mines Inc , Gran Colombia Gold 5% , Gran Colombia Gold 144A 10% , NGEx Resources Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Chevron Corp , Verizon Communications Inc , Comcast Corp Class A , Home Depot Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Google Inc Class C , Apple Inc , Caterpillar Inc , Chevron Corp , Roche Holding AG ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR Barclays High Yield Bond , Crown Americas Llc/Cap Corp Iv 4.5% , Petroleos De Venezuela Sa 5.125% , Equinix 5.375% ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , Western Asset High Yield IS , iShares MSCI EAFE , QS Legg Mason Strategic Real Return IS ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for lmpax investment picks
  • Holdings: Samsung Electronics Co Ltd , iShares India 50 , iShares MSCI South Korea Capped , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR ,
  • Category: Diversified Emerging Mkts
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for aidbx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fcttx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for htxcx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for astex investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for jrrsx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for eagtx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
Sign-up for auntx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Target Date 2016-2020
Sign-up for jsyrx investment picks
  • Holdings: Stone Energy Corp , A O Smith Corp , Prosperity Bancshares, Inc. , Enpro Industries Inc , The Bancorp Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for esvax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for csbrx investment picks
  • 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
Sign-up for cgnbx investment picks
  • Holdings: Gilead Sciences Inc , Celgene Corp , Visa Inc Class A , Allergan Inc , Viacom Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for egffx investment picks
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Funds From: almix - Invesco Limited Maturity Treasury R5 - Short Government to egffx - Edgewood Growth Retail - Large Growth
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