Funds From: pmarx - Pioneer Multi-Asset Real Return A LW - Tactical Allocation to avypx - AllianzGI Global Managed Volatil P - World Stock


  • Holdings: Pioneer Multi-Asset Real Return Fu , PowerShares Buyback Achievers ETF , Indonesia Rep 5.875% , United Mexican States 4% , Johnson & Johnson ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: KWG Property Holding Ltd , China Mobile Ltd , Bank Of China Ltd. H Shares , Komercni Banka AS , Wistron Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Tuesday Morning Corp , Cavium Inc , Tornier NV , Ultimate Software Group Inc , Old Dominion Freight Lines ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , AbbVie Inc , Comcast Corp Class A , Liberty Global PLC Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Macerich Co , Unibail-Rodamco SE , HCP Inc , Associated Estates Realty Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , CVS Health Corp , Comcast Corp Class A , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , JPMorgan Chase & Co , Exxon Mobil Corporation , Johnson & Johnson ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note , Eaton Vance Cash Reserves Fund, Llc, 0.14% , US Treasury Note 0.25% , Armor Re, Ltd., 4.015% , U.S. Treasury Notes: 1.375% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Prudential PLC , AIA Group Ltd , Nestle SA , British American Tobacco PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Allergan Inc , CVS Health Corp , Monster Beverage Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fwiax investment picks
  • Holdings: Acadia Healthcare Co Inc , Akorn Inc , Five Below Inc , PolyOne Corp , Capella Education Co ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Twenty-First Century Fox Inc Class B , Google Inc Class A , Constellation Brands Inc Class A , Starbucks Corp , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Cayman Commodity Fund Iii H , US Treasury Note , US Treasury Note , US Treasury Note , PowerShares DB Gold ETF ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for brcbx investment picks
  • Holdings: iShares National AMT-Free Muni Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Tracking ETF , SPDR® Barclays High Yield Bond ETF , iShares Russell 1000 ,
  • Category: Tactical Allocation
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares National AMT-Free Muni Bond , iShares 20+ Year Treasury Bond , PowerShares DB Commodity Tracking ETF , SPDR® Barclays High Yield Bond ETF , iShares Russell 1000 ,
  • Category: Tactical Allocation
Sign-up for NICAX investment picks
  • Holdings: Monster Beverage Corp , Mylan Inc , Applied Materials Inc , Moody's Corporation , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for frslx investment picks
  • Holdings: Voya US Stock Index Port I , Voya International Index Port I , Voya Russell Mid Cap Index Port I , Voya Emerging Markets Index Port I , Voya Russell Small Cap Index Port I ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Windsor™ II Inv , Vanguard Long-Term Investment-Grade Inv , Vanguard GNMA Inv , Vanguard Short-Term Investment-Grade Inv , Vanguard International Growth Inv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for VGSTX investment picks
  • Holdings: Bank Of China Ltd. H Shares , Cielo SA , Infosys Ltd , Sihuan Pharmaceutical Holdings Group Ltd , Huaneng Power International Inc Class -H- ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd , AbbVie Inc , Metro AG , Orkla ASA , Jazz Pharmaceuticals PLC ,
  • Category: World Stock
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for wlbcx investment picks
  • Holdings: Wal-Mart Stores Inc , American Capital Agency Corp , Southern Co , BCE Inc , Duke Energy Corporation ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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Funds From: pmarx - Pioneer Multi-Asset Real Return A LW - Tactical Allocation to avypx - AllianzGI Global Managed Volatil P - World Stock
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