Funds From: cblbx - Columbia Balanced B - Moderate Allocation to SMLPX - Salient MLP & Energy Infrastructure II I - Energy Limited Partnership


  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , US Treasury Bond 3.875% , Comcast Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Car, Inc. , Taiwan Semiconductor Manufacturing Co Ltd , Kweichow Moutai Co Ltd , JD.com Inc ADR , Petroleo Brasileiro SA Petrobras ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Marine Harvest ASA , Sanofi , Royal Dutch Shell PLC Class A , Johnson & Johnson , Bezeq The Israeli Telecommunication Corp Ltd ,
  • Category: World Stock
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: Coronation Fund Managers Ltd , Melco International Development Ltd , Zee Entertainment Enterprises Ltd , Melco Crown(Philippines)Resorts Corp , JSC Halyk Savings Bank of Kazakhstan GDR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Verizon Communications Inc , Gilead Sciences Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for eroix investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for abipx investment picks
  • Holdings: Northern Trust Corp , Electronic Arts Inc , Intuitive Surgical Inc , Microchip Technology Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for wmgax investment picks
  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Gilead Sciences Inc , Amgen Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
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  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Em Mkts Eq Insights Intl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
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  • Holdings: American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for rfetx investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for ltfax investment picks
  • Holdings: Portfolio Recovery Associates Inc , Armstrong World Industries Inc , Atlas Pipeline Partners LP , Teradyne Inc , LifePoint Hospitals Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for iysax investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for peoax investment picks
  • Holdings: Avis Budget Group Inc , Extra Space Storage Inc , Nordson Corp , Mettler-Toledo International Inc , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for cusax investment picks
  • Holdings: Western Digital Corp , Citigroup Inc , Capital One Financial Corp , SanDisk Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for rhmyx investment picks
  • Holdings: Select Income REIT , Gaming and Leisure Properties, Inc. , Plum Creek Timber Co Inc , Klépierre , Ellington Financial LLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for jarex investment picks
  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Penske Automotive Grp 5.75% , Kraton Polymers Llc / Kraton 6.75% , Rayonier A.M. Prods 144A 5.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ekscx investment picks
  • Holdings: Praxis Intermediate Income I , Praxis Growth Index I , Praxis Value Index I , Praxis International Index I , Praxis Small Cap I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for mconx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for hfbrx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for miobx investment picks
  • Holdings: PIMCO Income Instl , TIAA-CREF Social Choice Bond Instl , Praxis Intermediate Income I , Parnassus Core Equity Institutional , Access Capital Community Investment I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pwmax investment picks
  • Holdings: Williams Companies Inc , Targa Resources Corp , Kinder Morgan Management LLC , Plains GP Holdings LP Class A , Semgroup Corp ,
  • Category: Energy Limited Partnership
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Funds From: cblbx - Columbia Balanced B - Moderate Allocation to SMLPX - Salient MLP & Energy Infrastructure II I - Energy Limited Partnership
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