Funds From: cblcx - Columbia Balanced C - Moderate Allocation to itaax - Transamerica Short-Term Bond A - Short-Term Bond


  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Danaher Corp , US Treasury Note 2.75% , United Technologies Corp , Marsh & McLennan Companies Inc , UnitedHealth Group Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , JPMorgan Chase & Co , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
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  • Holdings: Goldcorp Inc , Randgold Resources Ltd ADR , Gold Bullion , Silver Bullion (1 Oz = 1 Shr) , Barrick Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 1 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Avnet Inc , TD Ameritrade Holding Corp , Comerica Inc , Applied Materials Inc , Discover Financial Services ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Lewisville Tex Combination Con Ref 5.8% , Apple Inc , Oneida Cnty N Y Indl Dev Agy C Civic Fac , Metropolitan Transn Auth 5% , Rockport Ind Pollution Ctl Rev Po 4.625% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Amazon.com Inc , Facebook Inc Class A , eBay Inc , Priceline Group Inc , Google Inc Class A ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Transamerica Partners Large Value , Transamerica Partners Intl Equity , Transamerica Partners Large Growth , Transamerica Partners Core Bond , Transamerica Partners Instl Intl Eq ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class C , Microsoft Corp , Oracle Corporation , Qualcomm Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for jngtx investment picks
  • Holdings: Westinghouse Air Brake Technologies Corp , Church & Dwight Company, Inc. , AptarGroup, Inc. , Polaris Industries Inc , Compass Minerals International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for nbgax investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
Sign-up for olcax investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Morgan Stanley , Viacom Inc Class B , Applied Materials Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for acglx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tinrx investment picks
  • Holdings: Goldcorp Inc , Randgold Resources Ltd ADR , Tahoe Resources Inc , Royal Gold Inc , Eldorado Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for nhfix investment picks
  • Holdings: Eurazeo Ord , Blackstone Group LP , Onex Corp , HarbourVest Global Priv Equity Ord , SVG Capital Ord ,
  • Category: Miscellaneous Sector
Sign-up for lperx investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for aegfx investment picks
  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Compass Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for minhx investment picks
  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
Sign-up for pysyx investment picks
  • Holdings: iShares Russell Mid-Cap Value , Entergy Corp , Cigna Corp , DTE Energy Holding Co , CenterPoint Energy Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Bond Index I , Voya US Stock Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya Euro STOXX 50® Index I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for irmgx investment picks
  • Holdings: Wells Fargo & Co , Genuine Parts Co , CVS Caremark Corp , Swedish Match AB , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gccex investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for prgmx investment picks
  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ftmtx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for sbltx investment picks
  • Holdings: Schlumberger NV , Halliburton Co , National Oilwell Varco Inc , Baker Hughes Inc , Williams Companies Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
Sign-up for oepsx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Schlumberger NV , PepsiCo Inc , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for dwoax investment picks
  • Holdings: Ultra Petroleum Corp , Westell Technologies Inc Class A , Compuware Corp , Oritani Financial Corp , Unitil Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for pxscx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for itaax investment picks
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Funds From: cblcx - Columbia Balanced C - Moderate Allocation to itaax - Transamerica Short-Term Bond A - Short-Term Bond
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