Funds From: NICAX - Nuveen Intelligent Risk Cnsrv Allc A LW - Tactical Allocation to ceubx - American Funds Europacific Growth 529B - Foreign Large Blend


  • Holdings: iShares National AMT-Free Muni Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Tracking ETF , PowerShares DB Gold ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Tactical Allocation
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  • Holdings: Wells Fargo & Co , International Business Machines Corp , Exxon Mobil Corporation , Cisco Systems Inc , Halliburton Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity® Series All-Sector Equity , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: CIE FINANCIERE RICHEMONT SA , Precision Castparts Corp , Google Inc Class A , Roche Holding AG , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Suncor Energy Inc , Citigroup Inc , Apple Inc , Morgan Stanley , Cardinal Health Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy I , Guggenheim Strategy II , Windstream Holdings, Inc. , Frontier Communications Corp Class B , TRW Automotive Holdings Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Guggenheim Strategy I , Cfc Multi-Hedged , SPDR S&P 500 , UNS Energy Corp , Brookdale Senior Living Inc ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , CIE FINANCIERE RICHEMONT SA , Kinnevik Investment AB Class B , Naspers Ltd Class N , Diageo PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Philip Morris International Inc , Lockheed Martin Corp , Chevron Corp , Exxon Mobil Corporation , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Nuveen Dividend Value R6 , Nuveen Tradewinds International Value I , Nuveen Tactical Market Opportunities I , Nuveen International Growth I , Nuveen Large-Cap Value I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Home Depot Inc , Monsanto Co , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Equity Residential , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: RLJ Lodging Trust , Esterline Technologies , Deluxe Corp , Brunswick Corp , Sanderson Farms Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , General Electric Co , Pfizer Inc , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Gsswap , E-mini S&P 500 Index Future Sept14 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Total SA , BP PLC , Daimler AG , Royal Dutch Shell PLC Class A , AstraZeneca PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for orycx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mpldx investment picks
  • Holdings: Apple Inc , Oracle Corporation , Qualcomm Inc , Schlumberger NV , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: GEA Group AG , Pall Corporation , Watts Water Technologies Inc , Stericycle Inc , Delphi Automotive PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: NICAX - Nuveen Intelligent Risk Cnsrv Allc A LW - Tactical Allocation to ceubx - American Funds Europacific Growth 529B - Foreign Large Blend
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